All Collections
Document Security
Getting Started
Sending files with Document Security
Sending files with Document Security
Charmaine Ng avatar
Written by Charmaine Ng
Updated over a week ago

When you send files on Digify, your files go through a thorough copy-protection process and AES-256 encryption, enabling you to send your files securely online.

In addition, you can choose your desired security settings depending on how you want your files to be used by recipients. Once the file has been sent, your recipients will be able to access your files on any browser with our secure file viewer.

Supported files include images, PDFs, Microsoft Office files, videos and private notes. Get a complete list of supported file formats

To find out the file size limit for your plan, visit the pricing page. If you're on a trial, click here to know more about your trial limits.

How to send files with Document Security

Step 1: From your dashboard, click on Send Files in the left sidebar.

Step 2: Under Select Files, click on the Upload button to select the file(s) you want to send. Alternatively, you can drag and drop files from your computer to the grey box.

Alternatively, you may import files directly from your previously sent files on Digify or from existing data rooms you own.

You may also import from your Dropbox, Google Drive or Box.

Step 3: In the next section, choose your security settings.

  • Preset: Choose from one of the security presets that your admin has created, or select Custom if you want to select your own security settings. If Custom isn't available, please contact your admin.

  • Permission: Allow or restrict your recipients from downloading and printing your files. If you restrict downloading, you can choose to allow or restrict printing. If you allow downloading, printing will always be allowed.

  • Expiry: To limit how much time your recipients have to access your file, you can set your file to expire after a certain number of days, hours and/or minutes after it is opened, or set your file's access to start on a specific date and time and expire on a specific date and time.

  • Terms of Access: When enabled, recipients must agree to your Terms of Access before they can access your file.

  • Dynamic Watermark: When enabled, you can choose the positioning (tile, center, footer), color (grey, red, blue), and what to display (custom text, email address of viewer, IP address of viewer and/or date and time viewed). Learn more

  • Screen Shield: When enabled, recipients will only see a limited portion (20%, 35% or 50%) of your file at a time. This makes it harder for them to take screenshots of your file.

Step 4: In the next section, tell us who should be able to access your file(s).

  • Access: For highest security, we recommend that you select "Only people I specify". You can also select the checkbox beside Stricter email verification if you want your recipients to always verify their identity whenever they attempt to access your file.

  • Recipient: Key in your recipient's email address.

  • Message: Write an optional message to your recipient that will appear in an email notification. This option is only applicable if you click the Send & notify recipients button in the final step.

Step 5: Once done, click on Send & notify recipients to send an email notification containing a secure link to your file to your recipients.

Otherwise, click on Get link & skip notification to receive a secure link that you can share directly with your recipients.

Step 6: As soon as your recipient views your file, you will receive a notification email. If you've allowed either printing or downloading, you will also receive a notification email if your recipient printed and/or downloaded your file.

To check the statistics for your file, including the number of times your file has been printed or downloaded, go to Manage Sent Files in the left sidebar. Learn more

Related links

Still have questions or want to schedule a demo? Drop us a message

Did this answer your question?