Link type describes the purpose of a document link. Access mode describes who can open it. A Personal or Proposal link can still be open, while Restricted Access adds an email allowlist and verification step.
Create a link for Pricing proposal
Anyone with the link
An open link loads for anyone who has the URL. It is the lowest-friction choice for normal proposals, decks, and content where forwarding is acceptable.
A Personal link can still be open. Assigning a contact helps organize the sharing context, but it does not prevent another person from using the same URL.
Use an open link when:
- the material is not sensitive;
- easy access matters more than verified identity;
- forwarding within the buyer’s team is expected;
- you are sharing widely through a campaign or public channel.
Ask for email
Email capture asks the viewer to enter an address before the document opens. The address is not verified. A viewer can type another address or forward the URL.
Use email capture for lead magnets and other acquisition workflows. Do not describe a captured address as verified. It is useful for follow-up and segmentation, but it is not access control.
Captured addresses appear under Accounts, then Captured Leads. See Capture and manage leads for the review and contact workflow.
Restricted Access
Restricted Access admits only addresses on the allowlist. The viewer requests access, receives a one-time email link, and opens the document after proving control of that inbox.
Use Restricted Access for investor material, pricing, contracts, security documents, or any share where a forwarded URL should not be enough.
Restricted Access verifies inbox control. It does not confirm legal identity, job title, authority to sign, or employment at a company. Add each permitted address carefully.
Compare the modes
| Mode | Friction | Identity signal | Forwarded URL |
|---|---|---|---|
| Anyone with the link | Lowest | Assigned or inferred sharing context | Opens |
| Ask for email | Low | Self-reported address | Opens after another address is entered |
| Restricted | Higher | Control of an allowed inbox | Requires allowed inbox verification |
Choose deliberately
Do not add verification to every link by default. Extra steps can reduce completion when the content is safe to forward. Use the lowest-friction mode that still protects the material and produces the identity signal you need.