Video walkthrough: Create an NDA‑gated share link with an email allowlist (DocKosha)

What this video shows (in plain English)

The video demonstrates how to:

1. create a reusable NDA template, and then
2. create a secure share link for a specific document where viewers must accept the NDA and only approved emails can open the file (email allowlist).

Step 1 — Start the guided flow

1. You land on a splash screen that says you can create a secure share link that requires an NDA + email allowlist.
2. Click Get Started.

Step 2 — Open the NDA Templates section

1. In the left sidebar, click NDA Templates.
   • The on-screen tip explains this is where you create the agreement viewers must accept before accessing a share link.

Step 3 — Create your first NDA template

1. On the NDA Templates page, click Create Layout (or the equivalent “new template” action).
2. A Create Template modal opens.
3. Fill in:
   • Template Name (the video uses a simple name like “Standard”).
   • NDA text / clauses in the editor (this is the body of the agreement).
   • Note: The modal mentions the header (parties, dates) and signature block are added automatically.
4. (Optional but shown) Click Preview to check how it will look.
5. Click Create Template.
6. You return to the templates list and see your template (e.g., Standard) with a “Template created” confirmation.

Step 4 — Open the document you want to share

1. Go to Documents in the left sidebar.
2. Select the file you want to share (the video uses “Theory of Everything.doc”).
3. Open the document preview/viewer.

Step 5 — Switch to the Share tab for that document

1. Inside the document viewer, click the Share tab (top-right area).
2. If there are no links yet, click Create first link (or New Link).

Step 6 — Configure the link (Basics tab)

1. You are now in a Create link screen with tabs: Basics, Security, Access.
2. In Basics:
   • Set a Link name (the video uses something like “NDA + allowlist”).
   • (Optional) Set a Custom URL slug (shown as something like investor-update-march).
   • (Optional) Set an Expiration date/time.
3. Viewer controls (as shown in the “Viewer experience” panel on the right):
   • Downloads are OFF.
   • Screenshot protection is ON.

Step 7 — Add protections (Security tab)

1. Click the Security tab.
2. Turn on NDA required to open.
   • The tip in the video explicitly says this forces viewers to agree before seeing anything.
3. After you enable it, an NDA Template dropdown appears.
4. Open the dropdown and select the template you created earlier (e.g., Standard).
5. Other security toggles shown (left as-is in the video):
   • Password protection: left disabled.
   • Collect emails for analytics: left off (so the analytics panel shows “No email stored” at this moment).
   • Screenshot protection: stays on.
   • (Optional) Watermark: the UI hints you can configure watermark templates, but the video doesn’t apply one here.

Step 8 — Lock it down to approved viewers (Access tab)

1. Click the Access tab.
2. Under Allowlist → Allowed emails:
   • Type the email address you want to allow (the video types viewer@example.com).
   • Click Add email.
   • The UI note mentions viewers verify themselves via OTP when access rules are configured.
3. Optional controls shown on the same page:
   • Allowed groups: manage user groups to allow many emails at once.
   • Blocked emails: add specific emails to explicitly block (blocked entries take precedence).
   • Blocked groups: block whole groups.
   • Invite emails: choose whether/how to email allowed recipients.

Step 9 — Create the link and copy it

1. Click Create (bottom-right).
2. You’re taken back to the document’s Share tab.
3. You see a confirmation like “Link created and copied”.
4. Under Existing Links, the new link appears with:
   • The link name (e.g., NDA + allowlist)
   • A long URL
   • Badges that indicate the protections (e.g., NDA and Screenshot shield)
   • A copy icon to copy the link again later
5. From here, you can also Edit the link settings if needed.

Quick “end state” checklist (what the link enforces)

• ✅ Viewer must accept an NDA before seeing the document.
• ✅ Access is restricted to an email allowlist (only approved addresses).
• ✅ Downloads are disabled.
• ✅ Screenshot protection is enabled.