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Document Protection/Revoke, expire, limit

Take access back after you send.

Set an expiry, cap the number of opens, or revoke a share at any time. The decision stays with you, not with the inbox it landed in.

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Three ways to end access.

Expire, limit and revoke are the three ways to end access to a protected document you have already sent. Expire it on a date, cap how many times it opens, or revoke it in one click. Readers need no account.

Expire

Choose how long the file stays open: 1, 7, 30 or 90 days, or a date you pick. When the time is up, it stops opening on its own.

A proposal sent with a 7 day expiry is closed on day 8.

Limit

Choose how many times it can be opened: 1, 3, 5, 10, 25 or unlimited. When the count is reached, it stops opening.

A lender gets three opens to review a file.

Revoke

End access yourself, any time, in one click. Every protected copy stops opening, even one that was downloaded or forwarded.

A deal falls through on Tuesday. One click closes the file for everyone.

For the reader

No account and nothing to install. When access has ended they see a plain message that access to the file has ended, not an error.

Who uses it.

  • Sales teams sending a proposal

    Set an expiry and the offer closes on its own, so an old price is not still circulating next quarter.

  • Businesses applying for a loan

    Give each lender a few opens to review the file. When you choose one lender, close it for the others.

  • Teams whose deal fell through

    One click closes the file for everyone, including copies already forwarded or downloaded.

Watch how it worksWhat happens to a file after it is downloaded?Watch (6:50)See it in a real situationThe lender who still has your bank statementsRead the story

Revoke, expire, limit questions

Can I revoke access to a document after I've already sent it?
Yes. Revoking access stops every protected copy from opening again, even after it has been sent, downloaded or forwarded.
What expiry choices are there?
1, 7, 30 or 90 days, or a date you pick.
Can I limit how many times it opens?
Yes. Choose 1, 3, 5, 10, 25 or unlimited opens.

More Document Protection features

NDA before openingGet the NDA signed before the file opens.AnalyticsKnow who opened it, and when.Videos and audioShare recordings without handing over the file.PhotosShow the photos. Keep the originals.Selective shareShare only the part they need.Data RoomOne room for a whole deal.

Watch and read

WatchDocument Protection: Share Files Without Losing ControlDocument ProtectionCan you revoke a document after sending it?Document ProtectionThe proposal you sent last quarter is still being openedDocument ProtectionSharing the term sheet without losing control of it

Share the file. Keep the control.

Try Document Protection free, or tell us what you share and we will help you set it up.

Start free trialContact us