Overview
With Spread Documents, you can easily share documents as links and quickly track whether leads have viewed them.
Document feature guide [Step-by-Step]
Step 1. Create a document
From the left sidebar of the Spread app, go to the Documents page and click the + New document button at the top to create a document.
Upload the PDF file of the document you want to share with leads (e.g., sales materials, proposals, contracts).
Step 2. Generate a document sharing link
When a document is created, a default sharing link (Default link) is automatically generated.
This default link can be shared with customers immediately without any additional configuration.
If additional conditions are required, click the + New link button to create a new document sharing link.
For newly created links, you can configure the following options to control how the document is shared.
Require email to view
- Requires the viewer to enter an email address before accessing the document.
- Leads who enter their email are tracked as view events in Pulse.
Allow downloads: Configure whether the PDF file can be downloaded.Require password: Requires a password to access the document for enhanced security.Expiration date: Restricts access to the link after the specified date.
You can also create multiple sharing links for a single PDF document,
which is useful when you need separate view tracking by recipient or group.
To update a document, click the + Upload a new version button on the right
to replace the existing document with a new file.Recipients will always view the latest version of the document through the same link.Each version is stored separately internally,
allowing you to compare viewing metrics and lead responses before and after document updates by version.
Step 3. Track views and engagement
When you share the generated link, recipients view the document through a PDF browser viewer.
While recipients read or navigate the content, Spread Docs runs quietly in the background and tracks various engagement metrics.
At the top of each document page, you can check the following three metrics.
- Total visits: The total number of visits including duplicates, counting multiple views by the same person.
- Unique visits: The number of visits excluding duplicates, counting only one visit per person even if they view multiple times.
- Average duration: The average amount of time viewers spent reading the document.
To view metrics by generated link, click each link.
The following metrics are available.
- Email accounts that accessed the link (when
Require email to view is enabled)
- Total duration on the document
- Time spent per page
- First visit date
- Access device
By reviewing viewers’ email addresses and total time spent, you can use this information effectively for sales decision-making.
Through Spread Documents, companies gain a clear advantage in understanding customer engagement and interest, while also easily controlling ownership and access to documents that contain important company information.
If you want to share a document immediately with customers who submit a form, you can use Form routing settings.
In the block editor, set the Type to Documents as shown in the screenshot below and select the document. After form submission, the screen will automatically transition to display the document.
