Short answer: Yes – in HelpRange you upload or paste a CSV of names and e-mails on a document’s Links page and get one tracked link per recipient, up to 200 at a time, with the settings of a link you choose and an optional “only the recipient can open” check. Nothing is e-mailed; download links.csv. Every plan.
Sending the same deck to 80 investors or a price list to 150 clients? Upload a list of names and e-mails and HelpRange creates a separate link for each person, so every view shows who it was – without creating links one by one.
Name, e-mail and an optional company. A header row is optional and commas, semicolons or tabs all work, so an export from Excel or your CRM is fine.
See every row with its problems – a missing name, an invalid e-mail, a duplicate – and fix the list before you create the links.
Each link is labelled “Name (Company)”, so analytics, alerts and the activity feed tell you exactly who opened the document.
The new links copy the settings of a link you pick – watermark, download blocking, passcode, expiry, views limit, NDA – or of the document’s default link.
Turn it on and each link opens only for its recipient, after they confirm a code sent to their e-mail. A forwarded link does not open for anyone else.
Copy all the links at once or download a CSV with name, e-mail and link – ready for your mail merge or CRM.
Click “Create links from CSV”.
Upload or paste names and e-mails, pick the link whose settings to copy and check the preview.
Copy them or download links.csv and send them from your own e-mail or CRM.
Creating links from a CSV works on every plan, including Free. The settings copied to the new links follow your plan: passcodes, expiry, watermarks, download blocking and “Only the recipient can open” from Pro ($39 per team per month), NDA before access from Max. Plans & pricing
Up to 200 per upload. A document can have up to 300 links, and a team can create up to 1,000 links from CSV files in 24 hours.
No. Nothing is sent to the recipients – you send the links yourself, from your e-mail, mail merge or CRM, so the message comes from you.
One recipient per row: name, e-mail and an optional company. A header row is optional; comma, semicolon or tab separated, UTF-8. You can also paste the rows straight from a spreadsheet.
With “Only the recipient can open their link” on, the link opens only after a code sent to the recipient’s e-mail is confirmed, so a colleague who gets it forwarded cannot open it. Without it, a forwarded view still shows up under that recipient’s link.
Links from CSV are for one document. For many documents, invite guests to a data room – each guest gets their own access and is tracked separately.
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