> ## Documentation Index
> Fetch the complete documentation index at: https://www.spread.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> From document sharing to view tracking, you can quickly understand lead interest at a glance.

## Overview

With Spread Documents, you can easily share documents as links and quickly track whether leads have viewed them.

<br />

## 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.

<div style={{ display: "flex", justifyContent: "center", marginTop: "6px" }}>
  <img src="https://mintcdn.com/relate-fa98d7d/8DOtPLCLu-X3-vY0/images/docs/newdocs_en.png?fit=max&auto=format&n=8DOtPLCLu-X3-vY0&q=85&s=82c3c5fb751a60b5201714db342a1148" alt="Make docs" style={{ width: "100%", maxWidth: "100%", height: "auto", boxShadow: "0 12px 30px rgba(0, 0, 0, 0.18)", borderRadius: "8px" }} width="2900" height="1236" data-path="images/docs/newdocs_en.png" />
</div>

Upload the PDF file of the document you want to share with leads (e.g., sales materials, proposals, contracts).

<div style={{ height: "10px" }} />

### 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.

<div style={{ display: "flex", justifyContent: "center", marginTop: "6px" }}>
  <img src="https://mintcdn.com/relate-fa98d7d/8DOtPLCLu-X3-vY0/images/docs/createlink_en.png?fit=max&auto=format&n=8DOtPLCLu-X3-vY0&q=85&s=4780ecb6639fe1fad15fa78ff639887f" alt="Make link" style={{ width: "70%", maxWidth: "640px", height: "auto", boxShadow: "0 12px 30px rgba(0, 0, 0, 0.18)", borderRadius: "8px" }} width="1098" height="858" data-path="images/docs/createlink_en.png" />
</div>

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](/docs/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.

<Tip>
  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.
</Tip>

<div style={{ height: "10px" }} />

### 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.

<div style={{ display: "flex", justifyContent: "center", marginTop: "6px" }}>
  <img src="https://mintcdn.com/relate-fa98d7d/8DOtPLCLu-X3-vY0/images/docs/docsfull_en.png?fit=max&auto=format&n=8DOtPLCLu-X3-vY0&q=85&s=f3ef9e3f691d3d63459220cdbeb41b33" alt="Docs overview" style={{ width: "100%", maxWidth: "100%", height: "auto", boxShadow: "0 12px 30px rgba(0, 0, 0, 0.18)", borderRadius: "8px" }} width="2494" height="1378" data-path="images/docs/docsfull_en.png" />
</div>

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.

<div style={{ display: "flex", justifyContent: "center", marginTop: "6px" }}>
  <img src="https://mintcdn.com/relate-fa98d7d/8DOtPLCLu-X3-vY0/images/docs/linkvisit_en.png?fit=max&auto=format&n=8DOtPLCLu-X3-vY0&q=85&s=7dd066152cbb6ba1d97467c471caf8f3" alt="Link pulse" style={{ width: "80%", maxWidth: "100%", height: "auto", boxShadow: "0 12px 30px rgba(0, 0, 0, 0.18)", borderRadius: "8px" }} width="2510" height="1058" data-path="images/docs/linkvisit_en.png" />
</div>

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.

<br />

***

## Use with Spread [Forms](/docs/forms)

If you want to share a document immediately with customers who submit a form, you can use [Form routing settings](/docs/forms#3-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.

<div style={{ display: "flex", justifyContent: "center", marginTop: "6px" }}>
  <img src="https://mintcdn.com/relate-fa98d7d/8DOtPLCLu-X3-vY0/images/docs/editrout.png?fit=max&auto=format&n=8DOtPLCLu-X3-vY0&q=85&s=003b8df9517ad1bd4917a9811d3163d4" alt="Form routing" style={{ width: "70%", maxWidth: "640px", height: "auto", boxShadow: "0 12px 30px rgba(0, 0, 0, 0.18)", borderRadius: "8px" }} width="1110" height="540" data-path="images/docs/editrout.png" />
</div>
