How PDFOneLink Works

Set up in minutes — upload, share, and track your PDFs with ease.

4 simple steps

Understand the workflow from upload to analytics

1
Create your account

Sign up and verify email. Add your brand logo & domain rules.

2
Upload PDFs

Drag & drop. We process for search, thumbnails, and OCR (optional).

3
Set permissions

Choose view-only, disable download/print, add watermarks & expiry.

4
Share & track

Share one link. See opens, location, device, and page engagement.

Detailed Workflow Explanation

Learn how each step works in practice

Step 1: Account Creation & Setup

Getting started with PDFOneLink is designed to be quick and straightforward:

  • Sign up with your email address or social account
  • Verify your email to activate your account
  • Complete your profile with company details and branding
  • Set up security preferences and default permissions
  • Invite team members (on business plans)
Pro Tip

Upload your logo and set brand colors during setup to have all your shared PDFs automatically branded.

Step 2: PDF Upload & Processing

Our system automatically optimizes your documents for secure sharing:

  • Drag and drop interface for easy uploading
  • Batch processing for multiple files
  • Automatic OCR for scanned documents (optional)
  • Thumbnail generation for easy identification
  • Secure encryption during transfer and storage
Did You Know?

We support PDFs up to 500MB in size, with no daily upload limits on paid plans.

Step 3: Security & Permission Settings

Granular control over who can access your content and how:

  • Password protection for added security
  • Download/print restrictions to protect your IP
  • Expiration dates for temporary access
  • Domain restrictions to limit access to certain organizations
  • Watermarking with user identifiers
Security Note

All documents are encrypted at rest and in transit using industry-standard AES-256 encryption.

Step 4: Sharing & Analytics

Share securely and gain valuable insights into viewer engagement:

  • Custom branded links for professional sharing
  • Email notifications when documents are viewed
  • Detailed analytics on viewer engagement
  • Geographic data on where documents are accessed
  • Exportable reports for client presentations
Analytics Insight

Track time spent per page, which sections get the most attention, and when viewers drop off.