How to Upload a PDF and Generate a Secure Link

If you still share PDFs as attachments, you lose version control and distribution control fast. A secure link workflow is cleaner and easier to manage.

Step-by-step workflow

1. Open MaiPDF and upload your PDF.
2. Set controls: download on/off, open limit, expiry.
3. Enable watermark when the file is sensitive (Visitor ID).
4. Generate link and QR.
5. Test once on desktop and mobile before sending.

Recommended presets

Public document

• Download: on
• Open limit: high
• Expiry: optional

Client proposal

• Download: off
• Open limit: 20-50
• Expiry: 7-14 days

Confidential review

• Download: off
• Open limit: low
• Expiry: 3-7 days
• Watermark: on

Open statistics to check

• Total opens
• Open trend by time window
• Expired/blocked open attempts

Use this to decide whether to extend, rotate, or disable links.

Common mistakes

• Sending attachment and secure link at the same time
• Keeping one permanent link for every audience
• No expiry on temporary documents
• No post-send test after replacing file content

Final takeaway

Upload once, set minimal controls, share one link. This gives better delivery speed and much better control than attachment-based sharing.