How to capture names on shared Word documents (know who read it and what they cared about)

Send lets you gate a Word doc by name and email, guide readers with AI, and see engagement clearly. Share one link, update content anytime, and keep momentum high.

When this is useful

• You share proposals or policies as .docx files.
• You want identity and engagement before viewing.
• You need to prevent downloads or printing.

Step-by-step

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

Why this is faster with Send

• AI Chat answers questions immediately.
• Suggested Questions steer readers to critical details.
• You get analytics on who viewed, where, device, time, and their AI questions.

What good looks like (QA checklist)

• Gate requires name and email.
• Download/print disabled for sensitive documents.
• Suggested Questions include pricing and next steps.
• Personalized link used for known recipients.

Troubleshooting & tips

• Viewer blocked unexpectedly? Check gate and hidden-until-complete settings.
• Wrong doc uploaded? Replace file under the same link.
• Need extras like a calendar link? Add an AI Profile to surface it when asked.

Integrations & automation (webhooks)

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

Privacy and controls

• Require name, email, and optionally phone.
• Disable downloading and printing.
• Replace files under the same link without breaking threads.

FAQ

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