Video walkthrough — Create a secure share link for a PDF (DocKosha)

What this video shows (in plain English)

This is a short product walkthrough inside DocKosha showing how to create a secure share link for a PDF, and how to turn on controls like downloads, screenshot protection, email alerts, feedback, and comments.

The PDF used in the demo is named: QBR_Adoption_Report - Q1.pdf.

Step-by-step (matches the video flow)

Step 1 — Open the PDF inside DocKosha

1. In the left sidebar, go to Documents.
2. Open the PDF you want to share (in the demo, it opens in DocKosha’s built‑in PDF viewer).
3. You’ll see:
   • The PDF preview in the center.
   • A panel on the right with tabs: Document, Share, Analytics, Audit log.

Step 2 — Go to the Share tab

1. Click the Share tab (top-right area of the right panel).
2. The “Existing Links” area appears.
   • If you haven’t created a link before, it shows “No links yet” and prompts you to create your first link.

Step 3 — Start creating a new link

1. Click to create a share link (the demo moves from “No links yet” into a Create link setup screen).
2. You’ll now see a link creation screen with 3 sections (tabs):
   • Basics
   • Security
   • Access
3. On the right, there’s a Viewer experience summary panel that updates live as you change settings.

Link setup tabs (what the user configures)

Step 4 — Basics tab (name, URL, expiry, viewer controls)

On Basics, the demo sets up the core link properties:

1. Link name

   • Example used: “Public link”
   • This name helps you recognize the link in your list and analytics.

2. Custom URL (optional)

   • You can type a friendly slug (example shown: investor-update-march), or keep a shorter/auto-generated path (later it becomes q4).
   • The UI shows the resulting share path (example: /dockosha/q4).

3. Expiration (optional)

   • There’s a date/time input.
   • If left empty, the link stays active (“Never” in the summary).

4. Viewer controls (toggles) In the demo, these are turned ON:

   • Allow downloads → adds a download button for viewers.
   • Email notifications → send you alerts when the link is viewed (shown as “Notify on view” / “Email alerts”).
   • Allow feedback → gives viewers a way to send feedback.
   • Allow comments → allows text‑anchored comments inside the PDF viewer.
     • Note shown in the UI: viewers must verify email (OTP) before posting comments.

Tip: Watch the Viewer experience panel on the right — it’s basically a checklist of what you’ve enabled.

Step 5 — Security tab (protect the content)

In the Security tab, the demo focuses on anti-leak and security controls.

Options shown:

1. Password protection (toggle)

   • When enabled, requires a password before viewing the link (shown as “Disabled” in the demo).

2. Collect emails for analytics (toggle)

   • When enabled, stores verified viewer emails for analytics (kept OFF in the demo).

3. Screenshot protection (toggle)

   • Turned ON in the demo.
   • The UI description: blur content when a screenshot is detected.
   • In the Viewer experience summary, this appears as “Screenshot protection / Screenshot shield”.

4. NDA required to open (toggle)

   • Requires the viewer to sign/accept an NDA before viewing (kept OFF in the demo).

5. Watermark (toggle + “Configure watermark templates” link)

   • Adds a watermark to shared PDFs (kept OFF in the demo).

Step 6 — Access tab (who can/can’t open the link)

In Access, the demo shows how you can whitelist or block people.

What’s shown on-screen:

1. Allowlist

   • Allowed emails: add specific emails that are allowed to access the link.
   • Allowed groups: grant access to user groups (with a link to “Manage user groups”).

2. Blocked emails / Blocked groups

   • Blocked entries override allowlist entries (“blocked takes precedence”).

3. Invite emails

   • Choose whether DocKosha should email invited recipients immediately when the link is created.
   • Option shown: Don’t send invite emails (selected in the demo).

Important behavior called out in the UI: if you configure access rules, viewers verify themselves via OTP.

Step 7 — Create the link and copy it

1. Click Create (bottom-right).
2. A success toast appears: “Link created and copied.”
3. You return to the Existing Links list and see:
   • The link labeled by name (e.g., “Public link”).
   • A URL field plus a copy icon.
   • Badges summarizing enabled features (shown in the demo):
     • Downloads
     • Screenshot shield
     • Email alerts
     • Feedback
     • Comments
4. You also see link management actions like Edit and Delete, and a New Link button for making additional links.

Quick mental model (so a normal user doesn’t get lost)

• Basics = what the link “is” + what the viewer can do.
• Security = how hard it is to leak the PDF (screenshots, watermark, password, NDA).
• Access = who is allowed (or blocked) from opening it.
• Create = make it real + automatically copy the link so you can paste it into email/WhatsApp/etc.