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 share dialog with the settings of one link.

The workflow

A confidential file in four steps

  1. 01

    Upload the file

    Add the PDF, Word or Excel file to My files. The file is private to you.

  2. 02

    Set the gate

    Switch on email verification and set a reader limit and an expiry date.

  3. 03

    Send the link

    Each reader types the code from their own inbox.

  4. 04

    Check the record

    The file page lists each reader, each visit and each change to the file.

Readers

Verified readers only.

Phase sends a 6-digit code to the email address of the reader. A person with a forwarded link and another address stays out.

  • Cap the number of readers per link.
  • Allow or block email domains for the workspace.
  • A refused reader can ask you for access.
The page a reader sees first: name, work email, passcode and the tracking notice.

Content

Control of the copy.

Readers see the pages as images. Switch download off and switch text selection off, and the text is not sent to the browser.

The share dialog with the settings of one link.

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.

A file page with its slides, quick share, versions and history.

Privacy

Private by default.

A file in My files is visible to you and to the members you name. Your files and visit data are stored in Germany.

The company library with folders, versions and the sharing state of each file.

The plan you need

Email verification, reader limits and blocking are on the Pro plan at €15 per seat per month.

Compare the plans

Your 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.