Access requests
When a document’s access is Gated, visitors can’t download it. They ask for it instead. Those requests arrive under Documents, then Requests, in the admin sidebar.
How a request arrives
Section titled “How a request arrives”A visitor chooses Request access on one document, or Request all for every gated document, and enters their email, full name and company. See What visitors can do.
You are told in two places:
- Email. Your Document requests address (see Settings) gets an email called “<name> requested 1 document from your trust center”, or “N documents” when there are several. It has a link to the requests page, and replying to it reaches the requester.
- The requests page. The request appears with the status Pending.
The requester gets an email saying the request was received and that they’ll get another once it has been reviewed.
Review requests
Section titled “Review requests”The requests page has four tabs: All, Pending, Approved and Denied. Each row shows:
| Column | Shows |
|---|---|
| Requester | The email address they entered |
| Company | The company they entered |
| Document | The titles of the documents they asked for |
| Status | Pending, Approved or Denied |
A pending row has Approve and Deny buttons. Choose one and the request moves to its new tab straight away.
A decision applies to the whole request. If a visitor asked for several documents at once, they are all approved or all denied. If someone else decides the same request first, you’ll see that it was already decided.
What the requester receives
Section titled “What the requester receives”Notice Labs emails the requester as soon as you decide, in your company’s name.
- Approved. The email, “<company> approved your document request”, contains a download link for each approved document. One document is a single Download button. Several are a list of links. The email states when the links expire.
- Denied. The email, “<company> declined your document request”, names the documents and says the request was declined.
Download links stop working 30 days after you approve. On Enterprise you can choose a different length, from 1 to 365 days: see Access rules. After that, or if you delete the document, or if you revoke the request, the visitor sees a page saying the link has expired and can request access again from your trust center.
Replies to these emails reach your Document requests address.
Open a request
Section titled “Open a request”Choose a row to open the request in full: the requester’s email and company, the documents, when it was submitted, its status, and when access runs until. A request approved by your access rules says Approved by and which rule. A revoked one shows when.
When the request involved an NDA, the NDA section shows when the requester accepted it, their IP address and browser, a SHA-256 fingerprint of the text and the exact text they accepted. Otherwise it says the request didn’t involve an NDA. See Access rules.
Revoke access
Section titled “Revoke access”An approved request whose link still works has a Revoke button. Choose it and confirm, and the requester can no longer download with the link they were sent. This can’t be undone: they would need to request again. Revoking is available on every plan.
A revoked request shows the status Revoked. An approved request whose time has run out shows Expired. Both stay on the Approved tab, with their status in the row.
Requests your rules approve
Section titled “Requests your rules approve”On Enterprise, Access rules can approve a request without you, or refuse one. Such a request arrives already Approved, with Auto: Pre-approved domain or Auto: Domain approved before under the status, and a NDA accepted note when one was accepted. Your Document requests address gets an alert that says it was approved automatically. A request from a blocked domain is refused when it is submitted, so it never reaches this page.
Not wanting to review requests
Section titled “Not wanting to review requests”If you don’t want to review requests for a document, don’t gate it. Make it Public, or keep it Private until you’re ready. See Documents.