PDF secure sharing

Only available with Mailtrack Advanced. Upgrade here to unlock this feature.

Once you install Mailsuite, you gain more control over PDF attachments that you send to your contacts. In addition to sending tracked documents, you can:

• Enable or disable download access
• Set a document expiration date
• Send a document for signature
• Add a confidential watermark

How to set up secure PDF sharing

1. Compose your email as usual.
2. To attach a document, click the paperclip icon, then Add Document.
   
   
    
3. A pop-up will appear. In the Document section, click Browse to choose the PDF you want to attach to your email.
   
   
    
4. Once you find your document, select it in the window and click Open.
    
5. In the Confidentiality Protection section, choose the controls you’d like to place on your document:
   1. Access expiration date: After this date and time, the recipient will no longer be able to access your attached document.
   2. Display download button: This allows the recipient to download a copy of your document.
   3. Add Confidential watermark: This adds a watermark to your document that says “Confidential”.
      
      
       
6. After you’ve configured your document settings, click Insert link to Document.
    
7. Click Send to send your email and share your PDF attachment securely.