Frequently asked questions

Why a PDF viewer appears anonymous

The quick answer

A generic or forwarded share link does not reliably prove a viewer's identity. Treat unknown identity as unknown and use recipient-specific or stronger authenticated access where the workflow and risk require it.

PREFER TO WATCH?

See it in action

Read the English video transcript

Hi there! Welcome to Elite Mail Suite. Let's share a document with more control, then prepare it for signing.

Sending a proposal is only the start of the conversation. A tracked document link helps you share the right version, choose how it can be accessed, and see which pages receive attention.

Let's open Files and documents, choose Tracked documents, and open the Atlas proposal. Preview the PDF first, so you know exactly what your recipient will see. Check the page order and readability before creating a link.

Show the page thumbnails and choose page two. Page thumbnails make a longer proposal easier to navigate. Now use the zoom controls for a closer look. Use the document zoom when you need to inspect small text; this changes your preview, not the original file.

Choose Create link to share, and give your link a name. Create a named link for this particular share. Turn off downloads, add a watermark, then create the link. Turning downloads off removes that option from the viewer; a watermark adds a visible reminder, without guaranteeing that a copy cannot be made.

Copy your new viewer link. Send the viewer link when you want this controlled reading experience. Attaching the original PDF instead gives the recipient a separate file.

Now check Maya's existing session: the pages viewed, and the time spent on each. Page views and time spent give you useful context for the next conversation. They are engagement signals, so ask about the proposal rather than assuming that a long view means approval.

For signing, choose one person, upload your PDF, and enter the signer. For a signature, prepare a separate signing request. Apply the starting layout, position the signature field, then add a note before sending. Check the signer, place the field on the correct line, and review your note before sending the request.

You've seen how to control a document link and prepare signature fields. Open the linked PDF guide for more detail. Thanks for watching!

Share a tracked document

  1. Upload your file

    Open Files & documents and upload a supported file. Use document sharing when you need a controlled viewer rather than a raw email attachment.

  2. Set the access policy

    Choose the available expiry, view, download, and watermark options for the issued link. Review the intended audience before sharing.

  3. Share the issued link

    Insert the document link into the email or use the compose document action. Send a recipient-specific link when the workflow supports it.

  4. Review the document report

    Use Document analytics for views, page activity, and available viewer evidence. Unknown identity should remain unknown.

IN YOUR WORKSPACE

What it looks like

The actual document analytics workspace with a fictional proposal.

  1. Send document

    Create a share with the access controls the recipient needs.

  2. Share link

    Inspect each share's identity, access settings, and activity.

  3. Page activity

    Review recorded page engagement for the selected viewer.

The actual document analytics workspace with a fictional proposal.

The actual document analytics workspace with a fictional proposal.

  1. Send document

    Create a share with the access controls the recipient needs.

  2. Share link

    Inspect each share's identity, access settings, and activity.

  3. Page activity

    Review recorded page engagement for the selected viewer.

Open Files & documentsRead the complete product guide