Sharing Documents Securely

Sharing Documents Securely

Beyond e-signatures, Invoice For Me lets you share any document as a secure, view-only link. This is perfect for sharing sensitive files like tax forms, contracts, or financial statements without attaching them to an email.

How to Share Securely

1. Open a document from the Documents section
2. Click Share Securely in the top toolbar
3. Configure your security settings (see below)
4. Click Copy Link to get the share URL, or enter a recipient email and click Send Email

Security Settings

Allow Download

Controls whether recipients can download the PDF. Unchecked = view-only, no download.

Allow Print

When disabled, Invoice For Me injects a CSS print blocker that hides the document in any print preview or print-to-PDF action in the browser.

Watermark PDF

When enabled, every page of the PDF will be dynamically stamped with:

• The word CONFIDENTIAL
• The recipient's IP address
• The timestamp of their access

This acts as both a psychological deterrent and a paper trail if the document is leaked.

Require PIN

A 6-digit PIN will be required before the recipient can view the document. A random PIN is auto-generated. Share it with your recipient through a separate, secure channel (e.g., SMS).

Link Expiration

Set a date after which the link will stop working. The recipient will see a "link expired" page.