Create PDF Links That Convert: Practical Smart Sharing Guide

Smart PDF links should balance two goals: fast recipient access and strong publisher control.

Conversion-oriented workflow

1. Upload final PDF version.
2. Configure link policy (download, expiry, open limit).
3. Generate link + QR for multi-channel use.
4. Share by audience segment.
5. Review open statistics before follow-up.

Why links outperform attachments

• Better mobile reading
• No attachment size friction
• Clear version control
• Quick revoke/rotation when scope changes

Policy presets

Broad distribution

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

Sales or partner review

• Download: off
• Expiry: 7-14 days
• Open limit: medium

Confidential material

• Download: off
• Expiry: short
• Open limit: low
• Watermark: Visitor ID

Final takeaway

If you want better response rates and fewer leaks, use controlled links as default and treat attachments as fallback.