Choose who gets in, and for how long
Send deal documents, investor materials and benefits guides as links you control. Secure document sharing gives your security team single sign-on and a list of everyone with access.
Used by listed companies with a $1.5 trillion combined market cap.
Invite named people, with access that expires
Add the people who need a private document or hub by email, and give each a role. Anyone you remove loses access at once.
SharePeopleTracking links
Add people
Sam, Priya: the information memorandum for Project Kestrel. Your access ends on 15 December.
Expiration dateDec 15, 2026
Can viewNotify peopleMessageExpiration dateAdd
PrivateAccessible to people given permission
Four roles
Can edit, can view analytics, can view, or can’t access.
An end date each
Access stops on the day you set, person by person.
A note with the invitation
Notify them by email, with a message of your own.
A link for each reader, with your note
A tracking link gives one reader their own address, with your message. You see when they open it, and can end that link without touching anyone else’s.
See what they read in AnalyticsSharePeopleTracking links
AProposal for Meridian Foods
- 1DWDana WhitfieldExpires
- SOSam Okafor
- PRPriya Raman
+ New tracking link
Edit tracking link
Link URLrooms.yourcompany.com/arlo/proposal-meridian?l=dana-whitfieldCopy link
Link nameDana Whitfield
Dana, here is the proposal we walked through on Tuesday. Pricing is on page 6.
CancelSave
- A link per reader, named for them; two ticks once they open it.
- Your note travels with the link.
- Its own end date and password, if you want them.
“The best feature has been the ability to track when a prospect accessed our proposal and forwarded it on.”
Tara HeptinstallHead of Marketing, THETAStill yours after you send it
Replace the PDF, go back to an earlier version, turn off downloads or close access after you have sent it. Your readers keep the same link.
2Version history
+ Create new version
- Nov 2, 2026, 16:40Final, after audit committeeHCHannah Cole
- Oct 29, 2026, 09:12Draft 2, revised outlookOHOmar Haddad
- Oct 21, 2026, 18:05Draft 1OHOmar Haddad
Version reverted successfully.
3Advanced
Download
Allow visitors to share
Allow to make a copy
- Replace the PDF; the link and its settings stay.
- Who saved each version, and when; click one to go back to it.
- Downloads and sharing by visitors, each on or off.
Secure document sharing, control by control
What Content Security includes, for your procurement checklist.
- Privacy modes: Public, Email gate, Password, Private, Unlisted
- Set per document or hub, changed any time; the link stays the same.
- Approved domains & role-based access
- Approve emails or whole domains; give people edit, analytics or view rights.
- Expiring access
- An end date on any invitation or tracking link; access stops that day.
- Personalized share links & personal messages
- A tracking link per reader, with your message, end date and password.
- Embed anywhere
- An embed code for your site or intranet, starting at any page.
- Custom domain & subdomain
- Documents and hubs on a RELAYTO subdomain or your own domain.
- White-label & brand controls
- Your logo, colours, favicon and social image, in place of RELAYTO’s logo.
- SSO: Google, Microsoft Entra, LinkedIn
- Sign in with Google, Microsoft or LinkedIn, or your company’s single sign-on.
- Version history
- Every saved version with its author and date; revert in one step.
- SEO controls, regional data residency, Trust Center
- Hide from search engines; data kept in the EU or US; policies at trust.relayto.com.
Answers for your security review
What IT and procurement ask before they approve a tool that will hold your documents.
SOC 2 Type 2, GDPR, HIPAA and CCPA, documented in the Trust Center.
- Single sign-on
- Your team signs in with Google, Microsoft or LinkedIn, or through your own identity provider.
- Two-factor sign-in
- Each person on your team can add a six-digit code from an authenticator app.
- Where your data is kept
- Your workspace is stored in the EU (Ireland) or the United States, chosen at set-up.
- Nothing sent before the check
- Behind any of the three checks, none of the document is sent until the reader passes.
- Consent on the email gate
- Your own consent text and checkbox, with a link to your privacy policy.
- Out of search engines
- One workspace setting keeps every page you publish out of search results.
Set the rules once, then share
Your domain, sign-in and team are set once for the whole workspace. After that, sharing a document means choosing its way in.
- Step 1
Your domain and brand
A RELAYTO subdomain or your own domain, with your logo and colours.
- Step 2
Your sign-in and team
Connect single sign-on, then invite your team with the role each needs.
- Step 3
A way in for each document
Public, unlisted, email gate, approved domains, password or invitation.
- Step 4
See who came in
Each visit and each tracking link, in the document’s analytics.
Sign-in works with Google, Microsoft Entra ID, LinkedIn and SAML identity providers, and documents embed in your website or intranet. See every integration
Works with the rest of RELAYTO
Common questions
About sharing confidential documents, attachments, downloads, end dates, SharePoint, sign-in, storage and compliance.
How do I share confidential documents securely?
Send each one as a link behind a password, named invitations or a one-time email code. With any of the three, the document is not sent until the reader passes. Then set an end date, turn off downloads, and use invitations or tracking links to see who opened it.
Is a link safer than an email attachment?
Yes, because a link stays under your control after you send it. An attachment can be forwarded and opened for years. A RELAYTO link opens only for the readers you allow, can end on a date you set or be closed at once, and records every visit. Update the document and everyone sees the new version at the same link.
Can readers download or forward it?
Downloading is off unless you turn it on for that document, and so is a share button for visitors. Anyone can forward a link, but behind a password, an invitation or a one-time email code the next person must pass the same check. No tool can stop someone photographing a screen, so for the most sensitive material use private access with end dates.
Can access expire on a date we set?
Yes. Each invitation and each tracking link can carry its own end date, and access stops that day, person by person. You can also remove anyone at once.
We already use SharePoint or a data room. Where does this fit?
Keep your working files where they are, and use RELAYTO for the copy that leaves the company. The approved version opens as a web page in your brand, behind the way in you choose, as one link or a hub of several documents, and shows you who read it.
Can we use our own single sign-on?
Yes. Your team, and readers of your private content, can sign in through your company’s identity provider, and people who sign in that way for the first time join your workspace automatically. Google, Microsoft and LinkedIn sign-in work without any set-up. A private document or hub opens only for invited people, after each signs in with a RELAYTO account or creates one.
Where is our data stored?
Each workspace’s data is stored in one region, the EU (Ireland) or the United States, chosen when it is set up. The Trust Center at trust.relayto.com names RELAYTO’s subprocessors: AWS, GitHub and Slack.
Which compliance frameworks does RELAYTO meet?
The RELAYTO Trust Center at trust.relayto.com lists SOC 2 Type 2, GDPR, HIPAA and CCPA as compliant, with the policies and controls behind them. Your security team can request access to its documents and send a security questionnaire there.
Which document worries you most?
If it is too sensitive to attach to an email, bring that one. In the demo we set up its way in, and you see the document as your reader will.