BlogHow to Send Documents Securely via Email (FREE)

How to Send Documents Securely via Email (FREE)

Sending sensitive documents via email securely is crucial for protecting confidential information. Papermark offers a simple, free solution to send documents securely and track their activity. This guide will walk you through the process of securely sending documents via email using Papermark.

Quick Recap of Steps

  1. Sign Up for Papermark: Create a free account on Papermark.
  2. Upload Your Document: Upload the document you want to send securely.
  3. Generate a Secure Link: Obtain a secure, shareable link for your document.
  4. Set Security Options: Configure security settings for your document.
  5. Compose Your Email: Write an email and include the secure document link.
  6. Send Your Secure Email: Send the email with the secure document link.
  7. Monitor Document Activity: Track who views your document and for how long.

Let's explore each step in detail to ensure your documents are sent securely via email.

1. Sign Up for Papermark

  • Visit Papermark's website and click on the "Sign Up" button.
  • Enter your email address and create a strong password to set up your free account.

2. Upload Your Document

  • Once logged in, click on the "Upload" button on your dashboard.
  • Select the document you want to send securely. Papermark supports various file types including PDF, Word, PowerPoint, and more.
  • Drag and drop your file or use the file browser to upload.

Upload Document

  • After uploading, Papermark will automatically generate a unique, secure link for your document.
  • Click on the "Copy Link" button to copy the secure link to your clipboard.

Copy Secure Link

4. Set Security Options

  • Before sending, enhance the security of your document by customizing link settings:
    • Set a strong password for additional protection
    • Enable or disable download options
    • Set an expiration date for the link to limit access time
  • Click on the "Settings" icon next to your document to access these security options.

5. Compose Your Email

  • Open your email client or service.
  • Compose a new email to your intended recipient.
  • In the body of the email, paste the secure link from Papermark.
  • Avoid attaching the document directly to the email for enhanced security.

6. Send Your Secure Email

  • Add any necessary context or instructions in your email.
  • Double-check the recipient's email address to ensure it's correct.
  • Click "Send" to share your secure document link via email.

7. Monitor Document Activity

  • Return to your Papermark dashboard to track document activity.
  • Click on the shared document to view detailed analytics.
  • Monitor who viewed your document, for how long, and which pages they accessed.

Track Document Activity

Key Takeaways

To send documents securely via email:

  1. Use Papermark to upload and secure your document
  2. Generate a secure, trackable link
  3. Share the link via email instead of attaching the document
  4. Monitor document activity through Papermark's dashboard

FAQ

More useful articles from Papermark