How to Share Files Securely in elDoc: Step-by-Step Guide

In a World Full of Risks, Your Files Deserve More Than Just a Link

In today’s fast-paced digital world, file sharing is no longer optional—it’s constant. Whether you’re sending a confidential business proposal, a legal agreement, or sensitive internal documentation, it’s part of your daily workflow.

But here’s the hard truth:
🛑 Cyber threats are evolving.
🛑 Data breaches are escalating.
🛑 One careless share can mean irreversible damage.

Basic file sharing tools might offer speed and simplicity—but they often sacrifice security, visibility, and control.

What if you could share your files without wondering: “Who else might see this?”
Or “Can they forward this? Edit it? Keep it forever?”

You don’t just need convenience.
You need confidence, accountability, and protection by design.

That’s where elDoc Secure File Sharing steps in.

Built for modern teams and high-stakes data, elDoc combines ease-of-use with enterprise-grade protection—including seven powerful layers of intelligent security. Every file you share is fully traceable, access-controlled, and governed by your rules, not someone else’s defaults.

✅ Share freely—without losing control.
✅ Collaborate externally—without compromising privacy.
✅ Work faster—without sacrificing security.

With elDoc, you’re not just sending files.
You’re sending them safely.

Securing Your Files with elDoc: Step-by-Step Guide to Controlled Sharing

Sharing important documents shouldn’t feel like a security risk. With elDoc’s Secure File Sharing, you gain total control over who can access your files, when, how, and for how long—all in a few easy steps.

In this guide, we’ll walk you through how to use elDoc’s powerful file sharing tools with screenshots and step-by-step instructions. You’ll learn how to:

• Share files securely
• Apply up to 7 layers of security
• Monitor file activity with a detailed audit trail

Step 1: Upload or Select a File

Start by uploading the document you want to share, or select an existing file from your elDoc workspace.

Step 2: Choose How You Want to Share

You can share files in two ways:

• Send via Email – Add specific recipient(s). Note: When choosing this method, you can also include a custom message to provide context or instructions directly to the recipient.
• Generate a Secure Link – Create a link you can share manually

Step 3: Set Access Controls

Before sharing, configure the permissions and limitations for your recipients.

To ensure only the intended recipient can access your file, elDoc allows you to apply multiple layers of access control:

• One-Time Password (OTP): When enabled, the recipient will receive a unique access code via email. They’ll need to enter this code before viewing the shared file—adding an identity verification step that protects against unauthorized access, even if the link is forwarded.
• Additional Password Protection: For heightened security, you can also set a custom password. This password must be shared with the recipient through a trusted channel of your choice (e.g., encrypted message, phone call, secure chat).

🔒 Combine OTP and a custom password for double-layered authentication—ideal for sharing legal, financial, or otherwise sensitive documents.

Step 4: Set Up an Expiration Date

Not every file needs to stay accessible forever. With elDoc, you can add an expiration date and time to your shared files—ensuring access is automatically revoked once the file is no longer needed.

This is especially useful for:

• Time-sensitive proposals
• Confidential drafts
• Limited-period collaborations

How it works:

• Enable the “Set Expiration” option.
• Choose a specific date and time for the file to become inaccessible.
• After expiration, the link will no longer work—even if the recipient still has it.

⛔ This helps prevent outdated documents from circulating and protects your data from being accessed longer than necessary.

Step 5: Convert to a Non-Editable Image

When sharing sensitive content, controlling how your file is opened is just as important as controlling who can access it.

With elDoc, you can choose the format in which your shared file will be opened by the recipient:

• Original Format – Keeps the file fully interactive and editable, as originally created
• PDF Format – A widely compatible, print-ready format
• Secure Image Format – Converts the file into a non-editable image (such as an image-based PDF), making it view-only

How it works:

Before sending the file, simply select your preferred access mode from the available options.
If you choose Secure Image Format, elDoc will automatically convert your file into a view-only image to block any attempt to:

• Copy text or content
• Edit or annotate the file
• Extract data from the document

💡 Why use it? Secure Image Mode provides maximum protection by ensuring the content can only be viewed—not copied or modified. It’s ideal for sharing legal drafts, designs, proprietary information, or any content that must remain untouched.

Step 6: Apply Watermarks

To discourage unauthorized sharing or screenshots, elDoc allows you to apply automatic, dynamic watermarks to every page of your shared file.

These watermarks are generated uniquely for each recipient, and can include details such as:

• Recipient’s email address
• Date and time of access
• Custom labels or tags (if enabled)

How it works:

Enable the Watermarking option before sharing the file. elDoc will embed the watermark directly into the document—invisible to edit, impossible to remove.

💡 Why use it? Watermarks act as a powerful deterrent against leaks. If someone takes a screenshot or redistributes the file, it’s immediately traceable back to the original viewer—adding accountability and discouraging misuse.

Step 7: Restrict or Control File Downloads

In elDoc, you have full control over what recipients can do with your shared files—including the ability to restrict downloads entirely.

While you can grant permissions like view, upload, or edit, you can also choose to block downloading to keep files securely within the elDoc environment.

How it works:

• Toggle download permissions on or off when setting up file access.
• If downloads are restricted, recipients can view the file only, without saving a local copy.
• If downloads are allowed, you can define the download format:
  • Original Format – Maintain the file in its native format
  • PDF Format – Download a converted (if supported)

💡 Why use it? Restricting downloads prevents files from being saved, shared, or accessed offline—ideal for confidential previews, IP protection, or controlled external collaboration.

Step 8: Set Control Over Further Sharing

With elDoc, you can decide whether recipients are allowed to re-share the file—giving you full control over how far your documents can go.

How it works:

• Enable or disable the “Allow Further Sharing” option during the sharing setup.
• If disabled, the recipient cannot forward or share the file with others.
• If enabled, elDoc will continue to track the file, even as it’s re-shared—logging who it was shared with, when, and how it was accessed.

💡 Why use it? This feature ensures your file remains within your visibility—even when shared beyond the initial recipient. Ideal for maintaining traceability and control in multi-party collaborations.

Step 9: Enable Audit and Monitoring

Every interaction with your shared file matters—and with elDoc, you don’t have to wonder what happened after you hit “send.” elDoc automatically provides a comprehensive audit trail, logging all activities related to your shared file, including:

• Who accessed the file
• When it was accessed
• What actions were performed (viewed, downloaded, edited, re-shared)
• Where (IP/location metadata, if enabled)

How it works:

• Audit and monitoring is enabled by default for every shared file.
• You can view logs directly from your file’s activity panel in real-time or download reports for compliance, record-keeping, or incident reviews.

💡 Why use it? Audit trails give you full visibility and accountability—essential for security, compliance, and managing sensitive data responsibly.

Conclusion: Total Control, Every Time You Share

In today’s digital world, secure file sharing is not optional—it’s essential. Whether you’re sending confidential business documents, legal contracts, or internal reports, you need more than just a way to send files—you need a way to control, protect, and monitor them from start to finish.

elDoc gives you exactly that.

With granular permissions, multi-layered security, and full audit transparency, elDoc empowers you to share documents with complete confidence—no matter who the recipient is.

✅ You control who accesses your files
✅ You define how they’re used
✅ You track every interaction

Your files. Your rules. Your peace of mind.

Leverage elDoc to ensure every file you share stays secure, traceable, and protected!