If you are sending your file to a specific person or group, choose Only people I specify and you can invite recipients through their email addresses.

Use this access level when you want to limit file access to only those people you specify. You can track when and for how long they viewed the document and if they downloaded or printed it. You will also get an email notification once the recipient opens the file.

This is ideal for confidential documents like financial statements, patents and intellectual property files that have major consequences if they get leaked. For startups going through a fundraising process, knowing who has viewed your documents the most can also help you prioritize your follow-up and outreach efforts.

The recipients will see the file after they verify their identity through a code sent to their email.

The "Stricter email verification" feature adds another layer of verification to prevent multiple users attempting to send to the same Digify account. A verification code will be sent to the account holder's email in addition to their Digify account password before the document can be accessed.

2. Only people from email domains I specify - Most convenient for access at an entire organization

This option allows you to give access to everyone who has an email address with the specified domain, without the need to input individual email addresses.

For example, if you specify “business.com”, then everyone with a “business.com” email address will automatically gain access to your entire data room. As people from “business.com” domain view your document, their names will automatically be reflected under “Manage access” in the sent file area for Doc security.

With this option, you can always invite people by adding their email addresses, similar to the Only people I specify option.

3. Anyone with the link (with email verification) - Most convenient for less confidential documents

This option allows anyone with the link to access your file after the verify their email address, without the need to input individual email addresses.

Note that anyone with the link can forward your file to others who will be able to access the document once they verify using their email code. If you would like to prevent any email outside of your intended recipients from accessing the file, we recommend using the Only people I specify option.

With this option, you can always invite people by adding their email addresses, similar to the Only people I specify option.

4. Anyone with the link (no email verification) - Most convenient for less confidential documents

If you want to send your file publicly, choose Anyone with the link (no email verification). This allows anyone with the link to access the file.

This access level is ideal for scenarios where you send a document publicly, but you still want to restrict print and download. This option also helps if you don’t have the email contacts of all your recipients as you can simply post the link on your website, messaging app or other channels.

For example, you could send your standard pitch deck to prospective investors or post a sample ebook, brochure or video on your website using this option.

You may also use the “Request Email” option to ask the recipient for their email addresses so that you can see who accesses your file.

However, unlike the "only people I specify option", the email address is unverified. Leaving this unchecked will still allow you to see how many times the file was viewed, downloaded or printed and when, but you won't be able to identify who did it.

Once your recipient views the file, you will get an email notification.

If you have any further questions, feel free to reach out to us at support@digify.com
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