Workflow

How OneLinkPDF works

Upload once, apply link-level controls, share securely, and track every important engagement signal.

01

Create your account

Set up your workspace, profile, brand settings, and default access rules.

02

Upload PDFs

Add your document and prepare it for secure viewing, thumbnails, and optional OCR.

03

Set permissions

Choose view-only mode, expiry, watermark, password, domain rules, and lead capture.

04

Share and track

Copy one link or embed code, then monitor viewer activity and lead details.

Detailed flow

Each step is designed for speed and control

Account setup

Start with sensible defaults: branding, security preferences, team rules, and contact settings for viewer notifications.

  • Verify your account and workspace.
  • Add company profile and default rules.
  • Invite teammates on business plans.

Document preparation

Upload PDFs and keep versions organized so your team shares current assets without attachment sprawl.

  • Drag-and-drop uploads.
  • Search and thumbnail preparation.
  • Optional OCR for scanned files.

Security configuration

Apply controls to the link instead of relying on static attachments that can be forwarded without context.

  • Disable download and print.
  • Add dynamic viewer watermarks.
  • Set expiry, passwords, and allowlists.

Analytics and follow-up

Use viewing data to understand interest, prioritize follow-up, and improve future campaigns.

  • Track page engagement.
  • Capture lead details.
  • Export or sync event data.