The Manage Link Settings panel controls everything about how your document link behaves. Open it by clicking the chain link icon next to Copy link on any document.
Access Settings
Access Settings control whether viewers must identify themselves before they can view your document. Choose one of three options:
Email required
Viewers must enter their email address to view your document. Their email is collected but not verified with a code. Anyone can enter any actual email address. Use this when you want to capture who's viewing but don't need strict identity verification.
No email required
Anyone with the link can access your document without entering any information. No analytics are tied to a specific identity — you'll see anonymous visit data only. Use this for public-facing documents or broad distribution.
Email verification
Viewers must enter their email and then confirm it with a one-time passcode sent to their inbox. This verifies their identity before they can view anything. Analytics are tied to their verified email address, giving you accurate per-person engagement data.
Tip: Use Email verification when sharing with specific named individuals — investors, buyers, or partners — where you need reliable per-person analytics. Use No email required for public or broad sharing, where friction would reduce views.
Additional CTAs
CTAs let viewers take action directly from your deck view.
Allow call scheduling
Enables a call scheduling button in the viewer's deck view. Requires a Calendly link — paste your Calendly URL into the Calendar Link field that appears. Viewers can book a meeting without leaving your document.
Allow messaging
Adds a messaging option in the viewer's deck view so they can send you a message directly from the document.
Security
Allow downloads
When unchecked, viewers cannot download a copy of your deck. The file is viewable in the browser only. When checked, viewers can download the original file.
Note: Disabling downloads only prevents the file itself from being saved.
Open deck to our investor network
When this toggle is on, your document is shared with Pitchwise's investor network — investors on the platform may discover and view your document. Fill in your Sector, Stage, Markets, and Raising Amount to help match you with relevant investors.
Note: Once enabled, this setting cannot be turned off for that document. Only enable it if you are ready for your document to be discoverable by the investor network.
Enable custom branding
Custom branding lets you personalise the viewer experience for your document.
Create a custom URL
Replace the default Pitchwise link with a custom URL path. For example, app.pitchwise.se/v/InvestorsMeeting instead of the default random link. Makes your link more memorable and professional.
Add your company logo
Upload your company logo to appear in the deck viewer. Viewers see your branding, not Pitchwise's, when they open your document.
Saving your settings
Click Copy link at the bottom of the panel to save your settings and copy the link. Changes take effect immediately for all future opens of that link.
Tip: Your settings apply to the single link for this document. For a data room, access settings are configured separately under Settings > Permissions inside the room. Check how to create a data room for more details.
Related articles
-> How to create a shareable link
-> Understanding slide-level analytics
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