Guide
Send a document
Start with a quick test, then choose the sending method that fits how you already work.
Overview
Documentd gives you several ways to send documents. You can start instantly with a quick test, send directly from the web app, or connect email and API workflows as you scale.
Choose how you send
Try Documentd
Use the public Try page when you just want to test the experience before setting up an account. It is designed for quick, unbranded test deliveries.
Best for: seeing what a customer receives before committing to setup.
Try it nowWeb send
Use Web Send from the website once your company profile and branding are set up. This is the easiest way to send your first real Documentd delivery.
Best for: sending branded documents securely without email routing or API integration.
Copy-in / BCC
Already emailing documents? Simply copy Documentd in and it will handle delivery automatically.
#deliver
Add #deliver to your emails to route them through Documentd.
Best once your mail routing is configured.
API
Integrate directly into your systems for automated or high-volume document delivery.
Example: sending with email
If you are using email, sending a document can be as simple as adding
#deliver.
Hello,
Please find your document attached.
Kind regards,
Your Company
#deliver
What happens next
The customer receives a clear notification
They receive a simple message with access to their document.
The document is stored securely
The document is placed into their personal vault.
It can be found again later
Customers can return at any time to access it again.
Optional: organise as you send
You can place documents into folders by adding a
#folder instruction.
#folder Reports
Next step
Learn more about sending methods and how Documentd handles delivery.