Share, protect and track a document

Go live

1. 1
   Open the document and choose Share in the top bar. Until it is live, nobody outside the workspace can see it.
2. 2
   Choose Go live. Veew checks the document first (Before you publish lists any unfilled variable or empty section) and then creates the private link. Copy link puts it on your clipboard; Open the live link shows what the buyer sees.
3. 3
   Keep editing freely afterwards. Nothing reaches the reader until you choose Update link; the strip in the Share dialog counts the changes since you published.
4. 4
   To take a link offline, choose Change status → Set to draft in the Share dialog, or Archive from the document's row menu under Documents.

Link settings and email

The Share dialog has three tabs. Link has the live link, who can open it (anyone, anyone who enters their email, or only certain domains) and a password. Settings holds Link expires, Allow PDF download, and Let them choose a package (on when the pricing offers a second package or an optional add-on; what they choose comes back with the Accept). Add a preview image to control how the link looks in email, Slack or LinkedIn.

Email sends the link from Veew on your behalf with a personal note: tick the deal's contacts or type anyone else, and replies come to you. Each person gets their own link, so you see who opened it. Once live, Download PDF is in the top bar, and sales decks also offer PowerPoint (editable, Team). See Reminders and follow-ups for automatic reminders.

Track

Every open is recorded. You are emailed when a buyer opens it (once per visit, at most every 30 minutes per document), when they accept, and when they ask a question; adjust each under Profile → Notifications.

On Starter and Team, Insights in the editor's top bar (or the Insights icon on the document's row) shows opens, unique visitors, average time per visit, PDF downloads and when it was last opened. It also has opens by day, who and where (readers, forwards to new people, countries and devices), time spent on each section, buyer questions, what they chose, who it was sent to, and recent activity. Draft a follow-up at the top writes the email from all of it. On Free, the page explains the upgrade and still shows buyer questions so you can answer them.

A buyer who accepts fills in their name, work email and a note; you are told, and they get a confirmation. A buyer who opens an expired link can ask for a new one, and that request reaches you.