Requiring users to provide their email before viewing a document in Papermark adds an extra layer of security and helps you track who is accessing your documents. This guide will walk you through the steps to set up email capture for your document links.
What is Email Capture?
Email capture is a feature that requires users to enter their email address before they can view your document. This ensures that you can track who is accessing your sensitive information without requiring email authentication.
Accessing the Email Capture Feature
Log into your Papermark account.
Navigate to the document link you want to secure.
Click on the "Settings" tab for the specific link.
Enabling Email Capture
In the link settings page, scroll down to find the "Email Protection" section.
Toggle the switch to enable email protection.
Click "Save" to apply the changes.
Managing Email Capture
You can update your email capture settings at any time:
Navigate to the "Email Protection" section in the link settings page.
Toggle the switch to enable or disable email protection as needed.
Click "Save" to update the settings.
Best Practices for Using Email Capture
Inform Users: Notify users that they will need to enter their email address before accessing the document.
Combine with Other Security Features: Use email capture in conjunction with other security features like password protection and allow lists for enhanced security.
Regularly Review: Periodically review your email capture settings to ensure they meet your security requirements.
Conclusion
Requiring an email to view a document in Papermark is a simple yet effective way to enhance the security of your shared documents and track who is viewing them. By following these steps, you can ensure that users provide their email before accessing your sensitive information.
For more information on securing your documents, check out our articles on document analytics and feedback from visitors. If you have any questions or need further assistance, please contact our support team.
