Login type: Basic Login

Basic Login is a security rule that adds a login screen in front of your document. You can set it up to:

Ask for a password
Only visitors who know the password can open the document.
Capture an email address
Visitors enter their email before viewing, so you can see who's reading in your analytics.
Do both
Combine a password with email capture for an extra layer of control.

Quick to set up
One rule, a few fields, and your document is protected.
Flexible
Choose password, email capture or both to suit each document.
Better reporting
Captured email addresses show who's engaging with your content.
On-brand login screen
Show your document cover and add help text so visitors know exactly what to do.

Once the rule details have been completed, the login type can be selected and set up.

Select the 'Basic Login' option.
Choose an 'Interface Style':
- Modern (Recommended)
  A polished login screen with the best visitor experience.
- Classic
  Legacy login screen.
To capture email addresses, choose 'Required' or 'Optional' from the 'Capture Email Address' drop-down. Leave it set to 'No' for a password-only login.
Choose a 'Remember Email Address' option to save visitors from re-entering their email on future visits. This only works for visitors who have accepted functional cookies.
To add a password, enter it in the 'Password' field. Leave it blank for an email-only login.
'Show Cover' is selected by default and displays your document cover on the login screen. Clear the checkbox to hide it.
'Add Help Text' to guide visitors through the login screen.
Select 'Save', or 'Save & Edit' to save and keep working on the rule.

Share passwords securely
Visitors need the password to get in, so send it through a secure channel - ideally separately from the document link.
Email addresses aren't verified
Visitors can enter any address in a valid format, so captured data may not always be accurate. For verified visitors, use a Reader Login security rule instead.
'Optional' email capture
Use this option when you'd like to collect addresses without putting anyone off opening the document.

Control who opens your document with a simple login screen - ask for a password, an email address, or both