Secure document access
Share confidential files with named readers.
Send a contract, a report or a price list as a link that verified readers open. Disable the link when the work is done.
Free for one seat. Readers never pay.
The workflow
A confidential file in four steps
- 01
Upload the file
Add the PDF, Word or Excel file to My files. The file is private to you.
- 02
Set the checks
Switch on email verification and set a reader limit and an expiry date.
- 03
Send the link
Each reader types the code from their own inbox.
- 04
Check the record
You see each reader, each visit and each change on the file page.
Readers
Verified readers only.
Phase sends a 6-digit code to the email address of the reader. A reader with a forwarded link and another address gets no access.
- Cap the number of readers per link.
- Allow or block email domains for the workspace.
- A refused reader can ask you for access.
Content
Block downloads and copies.
Readers see the pages as images. Switch download off. Switch text selection off, and Phase sends no text to the browser.
Record
A record for each file.
The file page shows the readers of the last 30 days and a history of each upload, share and restore.
Privacy
Private by default.
A file in My files is visible to you and to the members you name. Phase stores your files and visit data in the EU.
Secure folders
Keep files on your server.
On the Team plan, you store the file in a secure folder on a server that you own. Phase stores the name and the read record of the file, and none of its content.
- The storage of Phase holds no copy of the file or of its slide images.
- The Phase agent connects out to Phase, so you open no inbound port.
- When your server is offline, the file stays on it. The reader sees a notice on the link.
The plan you need
Email verification, reader limits and blocking are on the Pro plan at €15 per seat per month. Secure folders need the Team plan at €29.
Compare the plansYour questions answered
Can a reader take a screenshot?
Yes. A web viewer cannot stop a screenshot, and Phase has no watermark today.
Can I take a file back?
Yes. Disable the link and the next page load stops. A downloaded copy stays with the reader, so keep download off.
Does the reader need an account?
No. The reader types a code from their inbox.
Send your first tracked link today
Free for one seat. New workspaces get 14 days of the Team plan without a card.