Getting Started

This guide walks you through the essential steps to start sharing documents securely with PrivyDocs.

1. Create Your Account

Sign up for a PrivyDocs account at privydocs.com. You can register with your email address or sign in with a third-party provider. Once registered, you'll be taken to your dashboard.

2. Upload Your First Document

1. Navigate to Documents from the sidebar.
2. Click the Upload button in the top-right corner.
3. Select a PDF file from your computer.
4. Optionally, enable End-to-End Encryption (E2EE) if your plan supports it. When E2EE is enabled, the document is encrypted in your browser before upload — not even PrivyDocs servers can read it.
5. Click Upload to save your document.

Your document will appear in the file explorer with a thumbnail preview and page count.

3. Create a Share Link

Once your document is uploaded:

1. Click on the document to open its Detail page.
2. Click the New Link button in the Share Links section.
3. Configure the link settings:
   • Name — An internal label to identify this link (e.g., "Investor Deck - Series A").
   • Custom Slug (optional) — Add a readable slug to the URL (e.g., /v/abc123-investor-deck).
   • Access Protection — Optionally require a password, email verification, or WhatsApp verification.
   • Permissions — Control whether viewers can download the document.
   • Limits — Set an expiration date or maximum view count.
   • Watermark — Overlay dynamic text on each page (e.g., the viewer's email).
4. Click Create Link.

4. Share with Recipients

After creating a link, you'll see it listed in the Share Links section. Click the copy icon to copy the link URL, then share it via email, messaging, or any other channel.

Each link has its own unique URL, so you can create multiple links for the same document with different access controls for different audiences.

5. Track Views

Go to your Dashboard to see an overview of document activity. You'll see:

• Total views across all documents
• Active share links count
• Unique viewers who accessed your documents
• Session details for individual viewing sessions

For deeper analysis, visit the Analytics section.

Next Steps

• Organize with folders — Create folders to organize your documents.
• Create a workspace — Group related documents and share them together.
• Configure security — Learn about E2EE, watermarks, and advanced access controls.
• Explore your plan — Understand feature limits and upgrade options.