Documents

Uploading documents

Navigate to Dashboard → Documents and click “Add Document.” You can upload PDFs and other common document formats. For each document you'll provide:

• Title — The display name visitors will see
• Description (optional) — A brief summary of the document
• Category — Organize documents by type (Compliance, Security, Legal, etc.)
• Visibility — Public, Email-gated, or NDA-gated (see Access Controls)

Document limits

The number of documents you can upload depends on your plan:

When you reach your limit, you'll see a usage indicator on the Documents page with an option to upgrade. Existing documents remain accessible — you just can't upload new ones.

Managing documents

From the Documents page you can:

• Edit the title, description, category, or visibility of any document
• Toggle Require Approval to manually approve download requests
• Delete documents you no longer need
• See download counts and recent activity

Require Approval

When enabled, visitors who request access won't get an instant download link. Instead, you'll receive a notification and can approve or deny the request from Dashboard → Requests. Approved visitors receive a secure download link via email.