How to require an email to view a document?

Requiring users to provide their email before viewing a document in Papermark helps you track who is accessing your documents while maintaining easy access. This guide will walk you through the process step by step.

What is Email Capture?

Email capture is a feature that requires users to enter their email address before viewing your document. Unlike email verification, this doesn't require authentication - making it perfect for lead generation while tracking document access.

Step 1: Log into Papermark

1. Visit Papermark
2. Enter your credentials
3. Access your dashboard

Login to Papermark

Step 2: Navigate to Document Settings

Find your document in one of two ways:

1. Create a new link for your document
2. Or locate an existing document to edit its settings

Step 3: Access Link Settings

1. Click on the settings icon for your document
2. Look for the "Email Protection" section
3. This is where you'll configure email capture settings

Step 4: Enable Email Capture

1. Find the email capture toggle switch
2. Enable the feature
3. Save your changes

Step 5: Test Your Settings

Before sharing with others:

1. Preview your document link by clicking on "eye icon"
2. Verify that the email capture form appears
3. Test the process by entering an email
4. Confirm access works as expected

Step 6: Share Your Protected Link

1. Copy your secure document link
2. Share it with your intended recipients
3. Inform recipients they'll need to provide their email
4. Provide any additional context if needed

Step 7: Monitor Email Captures

Track and manage captured emails through your dashboard:

1. Navigate to document analytics
2. View the list of captured email addresses
3. Export email lists as needed
4. Monitor document access patterns

Email Management Features

• Download Lists: Export captured email addresses
• Access Logs: View when emails were captured
• Analytics: Track document engagement
• Integration Options: Connect with your CRM or email marketing tools

Manage Email Capture

Additional Security Options

Combine email capture with:

• Password protection
• Domain allowlisting
• Custom expiration dates
• Download restrictions

Best Practices

1. Clear Communication: Inform recipients about the email requirement
2. Regular Monitoring: Check captured emails periodically
3. Data Management: Export and backup email lists regularly
4. Privacy Compliance: Ensure compliance with privacy regulations

Conclusion

Email capture provides an effective way to track document access while generating leads. By following these steps, you can easily implement email capture for your shared documents.

For more information on document security and tracking, explore our guides on:

• Document Analytics
• Feedback from Visitors
• Password Protection

Enable Email Capture Now