Quickstart: Your first secure share

Before you begin#

• A free Plox account at app.plox.in.
• The file you want to share (PDF, PPTX, DOCX, XLSX, images, or video, up to your plan's upload limit).
• The email of at least one person you want to send it to (optional, but useful for testing analytics).

1. Upload your file#

1. Open the Documents tab from the left sidebar.
2. Click Upload Document.
3. Drag-and-drop your file or click to browse from your device.

Plox encrypts the file on upload and indexes it for analytics. There's no folder structure to set up, your file is ready to share the moment the upload bar finishes.

2. Set access controls#

Click the three dots (•••) next to your file and open Access Controls. The three most common starting points:

• Track but stay open, turn on Require Email to View. Captures every viewer's email; minimal friction; great for top-of-funnel.
• Verified viewers only, Require Email plus Email Verification via OTP. Confirms the viewer is real before access.
• Private send, Require Passcode or Allow Specific Emails. Tightest control; share the credential out-of-band.

You can change controls after sharing, they apply to the next view, not retroactively. So it's safe to start permissive and tighten later.

Access & security

Control who can open Clarity Bank and what they can do.

Global settings

Defaults applied to everyone with the dataroom link

Require email

On

Verify email

On

Passcode

On

Watermark

All files

Allow specific users

Off

Allow download

Off

File permissions

Override downloads and security per file or folder

Files & folders

Regulatory & compliance

Clarity Bank Investor Deck.pdf

Financial Model 2025.xlsx

Loan Book & Risk.xlsx

3. Copy the link and share#

Click Copy Link on the document row. Paste it anywhere, email, Slack, LinkedIn, a calendar invite. It works on any device and viewers don't need a Plox account.

4. Watch the response#

Within seconds of someone opening the link you'll see:

• An email alert in your inbox (if email is required)
• A live entry in Analytics showing time per page, completion %, and revisit history. See Tracking your document for the full playbook.

What's next#

• Add your logo, make every share branded.
• Tracking your document, read the analytics signals like a pro.
• What is a data room, when one file isn't enough.