Since its creation in the 1990s, the PDF has become a wildly popular electronic file format for everyone from professionals to students to retirees to children. Sending a PDF email attachment has become a second-nature standard—but have you ever stopped to consider if a PDF file is really secure?
If you have, you’re in luck! In this guide, I’ll be reviewing what you can do to secure and track confidential or sensitive PDFs.
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Option 1: Sharing a PDF by adding a password
Most professionals who send sensitive documents, such as CEOs and CFOs, assume that adding a password to a PDF sufficiently secures it—and in some cases, password protection does do the trick.
What adding a password to a PDF accomplishes is limiting access to that PDF to those who know the password. What password protecting a PDF doesn’t accomplish is viewer tracking. As the sender of that file, you have no idea which recipients are opening and engaging with that PDF.
While we’re at it, you also can’t be certain whether recipients are forwarding the PDF and the password along to others. Suffice it to say, sending out a password-protected PDF provides senders with a false sense of security. You’ve effectively lost control of a document that you clearly wanted to control (hence the password in the first place!)—in this scenario, there’s no telling where that PDF and password could be forwarded.
The vulnerability associated with this approach may seem like a necessary evil for sharing important, high-stakes documents—but thankfully, it’s not.
Option 2: Sending the PDF through DocSend
DocSend enables business leaders to send critical documents securely and track in-depth viewer engagement. While sending a password protected PDF via Gmail or Outlook is what we’ve all come to know, you can send truly secure PDFs through DocSend’s Gmail plugin or Outlook plugin and track what happens to them—let’s walk through how.
If you’d like to follow along, you can get started with DocSend for free.
Step 1: Upload your PDF to DocSend
Uploading files to DocSend is easy—DocSend currently integrates with Google Drive, Dropbox, Box, Microsoft OneDrive, and more, so you can drag and drop files from anywhere. Once you upload your PDF, you can attach it to as many emails as you’d like (with the Gmail and Outlook plugins). You can even upload your PDF directly through your chosen DocSend plugin, if you’d like.
- Go to your Content tab.
- Select ‘Add Content’ at the top right.
- Choose a file from any of the above-listed services or from your computer.
- Your document will begin to upload and let you know once it is completed. You can modify the name of the upload at this point.
Step 2: Create a link to share your PDF
When you create a sharing link for the PDF you’ve just uploaded, you’ll be able to specify whether you want to require an email to view and allow downloading. If you click “Show advanced options”, you’ll also be able to add an expiration date for the link and passcode protect the PDF.
You can then copy and share your link in an email!
(Note: If you intend to track the engagement and forwarding of this link, you’ll want to create one link per account, lead, or individual with whom you’re sharing your PDF. More on that later!)
For an even more secure sending experience, Advanced users can require viewer verification. In this scenario, the viewer will be presented with a prompt to enter his or her email address, and will have to click on a link sent to that email in order to access the PDF.
Step 2*: Upload and attach your PDF to an email with DocSend’s Gmail and Outlook plugins
If you’d rather upload and share your PDF as an email attachment without leaving Gmail or Outlook, you can do so using DocSend plugins for Gmail and Outlook. Here’s the link to attaching an uploaded PDF using the Gmail plugin, and here’s the link to attaching an uploaded PDF using the Outlook plugin.
Step 3: Disable and re-enable link-based access as needed
With just a few clicks, you can moderate access to your PDF by disabling and/or re-enabling the DocSend links you’ve created. For a detailed walk-through of this process, check out our help center article on updating link settings.
How to track a secure PDF
So, you’ve uploaded your PDF to DocSend, created a link with all the necessary security bells and whistles, and now you’ve sent it off—what next? If you care enough about the contents of your PDF to secure it, you probably also care about how it’s received and read.
If this is the case, I’ve got good news: by creating and sending out individual DocSend links for each recipient or group of recipients, you’re already on the road to tracking your secure PDF. Let’s take a quick look at all the ways you can monitor engagement.
First thing’s first, you’ll receive instant read notifications when your document is viewed. A summary of these notifications will also be available in the “Performance” tab when you click on a particular file or document in DocSend.
Furthermore, you’ll be able to see where viewers spent their time, on a page-by-page or slide-by-slide basis. Depending on the contents and purpose of the PDF, this can be incredibly enlightening. As is the case with read notifications, a summary of engagement is also available when you click on a particular file or document in DocSend.
There are a number of additional metrics and measures of engagement that you can track in DocSend. I encourage you to start your free trial of DocSend, send out that PDF, and explore the insightful performance indicators to your heart’s content!