Capture phone numbers on shared Word documents (know who read it and how to follow up)

Collect phone numbers before a Word doc opens by sharing it via Send—then guide readers with AI and track activity. Share one link, guide readers with AI, and see engagement clearly.

When this is useful

• You share proposals or policies as Word docs
• You want contactable viewers before access
• You need to prevent downloads or printing

Step‑by‑step

1. Add your Word doc to Send
2. Turn on a phone gate
3. Steer attention with Suggested Questions

Why this is faster with Send

• AI Chat answers immediately
• Suggested Questions surface key details fast
• Analytics show who viewed, where, device, time, and AI questions

What good looks like (QA checklist)

• Gate requires phone
• Download/print disabled for sensitive docs
• Suggested Questions include pricing and next steps
• Personalized link used for known recipients

Troubleshooting & tips

• Viewer blocked? Check gate and hidden‑until‑complete
• Wrong doc uploaded? Replace file under the same link
• Need extras like a calendar link? Attach an AI Profile

Integrations & automation (webhooks)

• Trigger webhooks on opens to update CRM and alert owners via Clay, Zapier, or Make

Privacy/controls

• Require name, email, and phone
• Disable downloading and printing
• Replace files without changing the link

FAQ

• Can I keep the same link after updates?
• Can I see who forwarded the link?
• What analytics do I get?