Can I share a document link with leads over whatsapp, chat etc. and require them to enter email id b

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Sdesai
Member

Can I share a document link with leads over whatsapp, chat etc. and require them to enter email id before viewing access? 

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karstenkoehler
Solution
Most Valuable Member

Hi @Sdesai,

 

That's not supported, you'd create a link for each recipient.

 

It seems like the best option here would be a simple landing page with a short form – only one asset, works for all recipients.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Most Valuable Member

Hi @Sdesai,

 

Yes, this is possible. You can find a step-by-step instruction here: https://knowledge.hubspot.com/documents/use-documents#share-from-the-documents-tool

 

If creating one link per recipient is not an option, I'd suggest creating a landing page with a form that captures the email address before redirecting them to the file.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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Sdesai
Member

Hi Karsten, thanks for the quick response. I went through the link and tried it. Is this not available to the free version of Sales Hub? 
Can I create a document link, enter a dummy email address in "Who are you sending this to?", select sharing option of "Require email address to view document" and send the same link to multiple folks and have them access it by them entering their respective email ids?

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @Sdesai,

 

That's not supported, you'd create a link for each recipient.

 

It seems like the best option here would be a simple landing page with a short form – only one asset, works for all recipients.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post