Link and email open tracking

Size allows you to share documents with peers or sales leads securely with private links via email, including viewer-specific password, and alerts you exactly when your documents are opened so you can make every interaction count 🔔

Creating a link from the dashboard

  1. Click on the [•••] options button on any document in your Dashboard
  2. Add Recipient Company details
  3. Add Recipient Name details
  4. Enable or disable PIN protection
  5. Click Create share link

Creating a link from the presentation builder

  1. Click on the Send button in the top right of the presentation builder
  2. Add Recipient Company details
  3. Add Recipient Name details
  4. Enable or disable PIN protection
  5. Click Create share link
Creating a link to a document

Adding a password to a document

  • When creating a link, simply toggle Require PIN [on] to enable password protection and enter the desired password. This password can be referenced at a later date on the Analytics page for this document.
  • After creating a link, you can Copy and paste the document URL share it with your viewer.
  • You’ll receive real-time notifications when your link is opened.
Tracking link opens

Sending a document via email

Send as email from the dashboard

  1. Click on the [•••] options button on any document in your Dashboard
  2. Click the Send as email tab
  3. Add recipient email address
  4. Add an optional message to your recipient
  5. Enable or disable PIN protection
  6. Click Send

Sending as email from the presentation builder

  1. Click on the Send button in the top right of the presentation builder
  2. Click the Send as email tab
  3. Add recipient email address(es)
  4. Add an optional message to your recipient
  5. Enable or disable PIN protection
  6. Click Send
Send as email

Adding multiple recipients

  • When sending as email, you can add as many email recipients as you like by separating them with a comma (,)

Tracking email opens

  1. After sending as email, you can visit the documents Analytics page to view the email delivery status
  2. You’ll also receive real-time notifications when your email is opened
Tracking email opens

What next?

After creating a link to a document or sending a document via email, you can track delivery, opens, interactions and slide analytics for the document that you shared.

Get started free

Sign up in one click below