Smart PDF Sharing Experience: Complete File Transfer in Three Simple Steps

Three-Step Model

1. Upload one document for one audience purpose.
2. Configure policy (view limits, expiry, optional download restriction).
3. Share link/QR and manage lifecycle using open statistics.

Why This Model Works

• Faster than attachment-driven workflows.
• Clear access boundaries before distribution.
• Better follow-up timing based on real opens.
• Easier revocation when document context changes.

Practical Use Cases

Use case	What to optimize
Sales deck delivery	Short expiry + medium view limit
Contract review	Low view limit + tighter expiry
Internal updates	Stable link + controlled timeline

Common Failure Patterns

• Delayed policy setup.
• Link reuse across unrelated recipients.
• No ownership for link retirement.

Bottom Line

Smart PDF sharing is a repeatable workflow, not a feature toggle.