How to require email verification before viewing a document?

Requiring email verification before allowing access to your documents in Papermark adds an extra layer of security. This guide will walk you through the steps to set up and manage email verification for your document links.

What is Email Verification?

Email verification is a security feature that requires users to verify their email address before they can view your document. This ensures that only authorized users with verified email addresses can access your sensitive information.

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 security options section
3. Locate the email verification settings

Step 4: Enable Email Verification

1. Find the email verification toggle switch
2. Enable the feature
3. Review additional settings if available
4. 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 verification prompt appears
3. Complete the verification process
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 verify their email
4. Provide any additional instructions if needed

Step 7: Manage Access Controls

Monitor and manage access through the dashboard:

1. Navigate to document settings
2. Find the "Access Management" section
3. View verified email addresses
4. Manage access with these options:
   • Revoke access instantly
   • Add to allowlist
   • Remove from verification system
   • Export email list

Real-time Access Management Features

• Instant Control: Revoke or grant access immediately
• Access History: View complete verification logs

Manage Document Access

Additional Security Options

Combine email verification with:

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

Best Practices

1. Regular Review: Check verified emails periodically
2. Clear Communication: Inform recipients about the verification process
3. Backup Access: Keep track of allowed email addresses
4. Combined Security: Use with other security features for maximum protection

Conclusion

Email verification provides a robust way to secure your documents while maintaining easy access for verified users. By following these steps, you can effectively implement and manage email verification for your sensitive documents.

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

• Document Analytics
• Feedback from Visitors
• Password Protection

Enable Email Verification Now