Share Links

Share links are the primary way to distribute your documents in PrivyDocs. Each link is independently configurable, so you can create multiple links for the same document with different access rules for different audiences.

Creating a Share Link

1. Open a document's Detail page or a Workspace Detail page.
2. Click New Link in the Share Links section.
3. Configure the link settings (detailed below).
4. Click Create Link.

The link will appear in the list with its unique URL, view count, and status.

Basic Settings

Link Name

An internal label to help you identify the link. This is not visible to viewers. Example: "Investor Deck - Series A".

Custom Slug

Optionally add a human-readable slug to the link URL. The final URL will be formatted as /v/{shareId}-{slug}. For example, if the slug is investor-deck, the URL might be /v/abc123-investor-deck.

Only lowercase letters, numbers, and hyphens are allowed.

Active/Inactive Toggle

Deactivate a link to immediately prevent access without deleting it. Inactive links show an error page to viewers. You can reactivate at any time.

Access Protection

Password Protection

Set a password that viewers must enter before accessing the document. Passwords are hashed and stored securely — they cannot be recovered, only reset.

Email Verification

Require viewers to enter their email address before viewing. Options include:

• Require Email — Viewers must provide their email.
• Verify Email (OTP) — Send a one-time verification code to the viewer's email to confirm ownership.
• Allowed Emails — Restrict access to specific email addresses or domains. Enter one per line. Use *@domain.com to allow an entire domain.

WhatsApp Verification

Require viewers to provide their WhatsApp number. Options include:

• Require WhatsApp — Viewers must enter their WhatsApp phone number.
• Verify WhatsApp (OTP) — Send a one-time verification code via WhatsApp to confirm ownership.

Permissions

Allow Download

When enabled, viewers can download the PDF file. When disabled, the document is view-only in the browser.

Notify on Access

Receive an email notification every time someone accesses this share link.

Allow Printing

Control whether viewers can print the document from the browser viewer.

Allow Copying

Control whether viewers can copy text from the document.

Limits

Expiration Date

Set a date and time after which the link will automatically stop working. Expired links show an error page to viewers.

Maximum Views

Set a total view limit. Once reached, the link will no longer be accessible. Useful for controlling distribution.

Maximum Unique Users

Limit the number of distinct viewers who can access the link. Once the limit is reached, new viewers will be denied access while existing viewers can continue.

Watermarks

Overlay dynamic text on every page of the document when viewed through this link.

Watermark Text

Enter the text to display. You can include dynamic placeholders that are replaced with viewer-specific information:

Example watermark text: Confidential - {email} - {date}

Watermark Position

Choose where the watermark appears:

• Diagonal — Centered and rotated across the page (most visible).
• Top — Horizontal bar at the top of each page.
• Bottom — Horizontal bar at the bottom of each page.

Watermark Opacity

Control the transparency of the watermark from 10% (nearly invisible) to 100% (fully opaque). The default is 30%.

SEO & Social Settings

Custom Slug

Add a readable path segment to the URL for SEO and branding purposes.

SEO Metadata

Enable search engine metadata for the share link page.

Search Engine Indexing

Control whether search engines should index the share link page.

Social Image

Enable Open Graph image generation for social media previews.

Managing Existing Links

From the document or workspace detail page, you can:

• Edit — Click on a link to modify its settings.
• Toggle Active/Inactive — Quickly enable or disable a link.
• Copy URL — Copy the share link URL to clipboard.
• Delete — Permanently remove the link and all its tracking data.

Link Limits by Plan

When you reach your plan's limit, you'll need to upgrade or delete existing links before creating new ones.