How to send a document securely to a lawyer or agent
When a lawyer, an agent or an employer asks for a scan, the quickest option โ dropping it into a chat or email โ is also the one you have the least control over. Here is a calmer way to send a single document, with a link you can limit and revoke, without opening the rest of your vault.
Why sending a scan into a chat or email is risky
A file sent into a chat or an email is a copy you no longer control. It stays in that thread for as long as the account exists, gets backed up, and can be forwarded onward without you ever knowing. You can't set an expiry, you can't see who opened it, and you can't take it back. For a passport, a contract or a certificate, that's a lot of exposure for a one-time request.
What sharing securely actually means
Sharing securely isn't a promise of absolute safety โ it's a set of concrete controls over one link. You decide the terms up front and can change your mind later.
- โขThe link expires on a date you set, so access doesn't last forever
- โขA view limit caps how many times it can be opened
- โขA log records every open โ who opened it and when
- โขYou can revoke the link at any moment, in one step
- โขThe recipient needs no account to open it
When you need this
A secure link fits any moment where a copy would otherwise linger somewhere you don't control.
- โขA lawyer or notary asking for a scan of a document
- โขA real-estate or visa agent collecting paperwork
- โขAn employer or HR requesting an ID or certificate
- โขA relative who needs one document, not your whole vault
How to share one file without opening your whole vault
You don't have to grant access to everything to send one thing. Pick the single document, create a share link for it, and set the expiry and view limit. The recipient opens just that file over HTTPS, without an account, and the rest of your vault stays private and isolated to your family. When the matter is closed, revoke the link.
What to check before you send
A few seconds of checking prevents the awkward second message.
- โขThe right document โ the correct file and the current version
- โขThe right recipient โ the exact person or address you mean to reach
- โขThe link terms โ an expiry date and view limit that match the request
- โขWhether to revoke it afterwards, once the document has been received
How doki.help helps
In doki.help you can share a single document with a link that expires and can be revoked at any time, with a view limit and a log of every open โ who opened it and when. The recipient needs no account, and the rest of your vault stays private, kept in private storage over HTTPS with access isolated to your family at the database level (row-level security). Roles let you decide who is owner, editor or viewer, two-factor login is available, and optional AI field recognition is off by default. doki.help is in beta and doesn't replace your original documents.
FAQ
Why not just send the scan by email or chat?
Because that copy stays in the thread for as long as the account exists and can be forwarded onward. You can't set an expiry, see who opened it, or take it back. A secure link gives you those controls.
What does a secure link let me control?
You set an expiry date and a view limit, see a log of every open (who and when), and can revoke the link at any moment. The recipient needs no account to open it.
Can I share one document without giving access to everything?
Yes. Share a single document with its own link โ the recipient sees only that file, and the rest of your vault stays private and isolated to your family.
Can I take a shared link back after sending it?
Yes. You can revoke the link at any time in one step, and it can also expire automatically on the date you set and after the view limit is reached.
Does the recipient need a doki.help account?
No. They open the shared document over HTTPS through the link, without creating an account. doki.help is in beta and doesn't replace your original documents.
Less than 15 minutes โ and order that lasts.
Share a document with a secure link