Frequently Asked Questions

Yes. Open the live demo – a real investor data room with a pitch deck, term sheet, financial model and video, including the AI assistant. No sign-up needed. Open the live demo

You can use HelpRange to store and share file types: PDF, PowerPoint (.pptx, .ppt), Word (.docx, .doc), Images (bmp, jpeg, jpg, png, svg, tiff, webp), Text (rtf, txt), Spreadsheet (xls(x), csv, ods, xlr). Office, text and spreadsheet files are converted to PDF and open in the secure viewer; videos play in the browser; all other file types can be shared for download

PDF, Word (doc, docx, odt, rtf, txt), Excel and other spreadsheets (xls, xlsx, ods, csv), PowerPoint (ppt, pptx, odp) and images are converted to PDF on upload and open in the secure viewer with page statistics, heatmaps, watermarks and download protection. Videos play in the browser. Other files (zip and similar) can only be downloaded: their link allows downloading from the start, and you can switch it off in “Allow download & print” – then nobody can download the file. For such files we track views and downloads, but not time per page or heatmaps.

Currently the default limit is 80MB. If you want to upload bigger documents please contact us.

You allow for accessing document files in HelpRange using shared links. You can create as many such links for a given document file as you want. Every such link can be labeled by the user/group assigned to it. So you can track who exactly opened and viewed your document.

You upload your document in HelpRange and we give you a secure link to that document, which you can share. When a user opens a given link in a browser, then he/she can view it or download it (if you did not disable the ability to "download & print"). If it is being viewed in the browser then we can track usage statistics (heat maps, read pages, IP address, browser used, and more...) and show you all of that in a form of analytics stats in HelpRange. If you allow for document download, then we can't control and track downloaded document, because it is just a file.

This is super simple: you just upload a document file with the same name to the same directory or you click on icon to upload the updated version.

Yes. MP4, MOV, WebM and other video files play directly in the browser – viewers do not need to download them. Views are tracked like for documents, and you decide in the link settings whether the video can also be downloaded.

Documents are encrypted (AES-256 at rest, TLS in transit) and stored in Amazon Web Services in Frankfurt, Germany. HelpRange is a European company and signs a data processing agreement (GDPR) on request. Security & Trust

Given you uploaded your document in HelpRange, we give you a lot of access controls over your document. First of all, you can disable the ability to "download & print" your document. This way you are allowing the user to view your document only by using your link, so you don't lose access controls to it and you can use another HelpRange function: ability to revoke access to given document link at any time. You can disable ability to "forward" your link to other users, and many more. However, you need to be aware that no such method from preventing people from copying your materials is perfect. So we cannot guarantee that your document will not be copied. For example we can imagine a situation where your document will be copied by making screenshots of a screen displaying your document (but even for this case HelpRange offers a solution: Screenshot Mask).

Please go to "Data Rooms" tab. Here you can add guests (as email addresses) who are outside of your organization. You can easily assign and control access to documents for them. Every time you assign some document for a given guest HelpRange will send an email message with a link where guests will need to authenticate (using one time password sent to given email address) to see assigned documents. Those guests may be your students, people who paid for your materials and so on. Only Admins can control access to documents for guests.

You can share your specific document link only with a single user. There are two options, one is to set "Disable Forwarding" for a given document link. So that only the first user who opens it, will be able to open it again, any other user who will try to open this link will be blocked (including the owner of the file). So if you are the owner of the file, then you should not open the given document link, because sharing this link with other users won't work. To disable forwarding a document link, please go to Access Control for a given document file and set "Disallow forwarding" for a given link. We disallow forwarding document links based on the device characteristics on which document link was opened the first time. Another option is to use "Data Rooms" feature. This way you can share your documents only with guests (email addresses) outside your organization. Every guest will need to authenticate via one time passwords to access documents.

It is simple: you set an expiration date for a given link of your document file. After the expiration date link will expire so anybody who will want to access your document using this link won't be able to do that.

There is no way you can be sure by 100%. But, we are enabling many methods to only allow a given group of people to view your materials. Except for disabling the ability to "download & print" your documents, you can set expiration dates, passcodes or you can allow only users having given an IP address to view your documents.

This is simple in HelpRange. You are just setting - Only one user can view at the same time - for the given link. It should limit the number of users accessing a given link to one.

This is very simple in HelpRange. You just have to edit your link in "Access Controls" and turn on "Screenshot Protection" or "Screenshot Mask" checkbox. If you choose "Screenshot Protection" your users will need to install app on Android, iPhone or iPad to view your documents. In case of "Screenshot Mask" you prevent people from taking photos of your documents, because users will see only portion of your document at a given time. You can customize size of the mask in Admin Profile Settings. You can also customize opacity of the mask area in Admin Profile Settings. You can also change shape of your screenshot mask from rectangle to circle. Please go to Profile Settings and turn on "Circle Mask".

This is very simple in HelpRange. You just have to edit your link in "Access Controls" and set "Enable Watermarking" checkbox. Or you can set that for entire directory also checking "Enable Watermarking" checkbox in its "Access Control" settings. Watermarking works currently only for PDF documents. You can enable dynamic watermarking. It means that watermark will ge generated automatically depending on the label of the link to your document or email address of the guest used in your Data Room (+ date of document opening). So it increases security of your documents even more. You can turn on dynamic watermarking in your Profile Settings.

There are three possibilities. First one is to create a dedicated link for a given user/group. Second one is to add query params to the given document link. For example if your link is "https://www.helprange.com/view/somelinkid", then you can add for example query param "?user=someid" to it, to share "https://www.helprange.com/view/somelinkid?user=someid". Last one is to ask about users' email, phone, or other info before they view your document (go to Access Controls and check "Show landing page"). Customize your landing page, please go to Landings, build your landing page and then use it by choosing Landing Page Template in your Directory Settings. Moreover, you can download whole list of provided emails, phone numbers, etc. as a CSV file for a given link.

Yes. When someone opens your document you get an e-mail “<viewer> opened <document>” – with the viewer’s e-mail when the link asks for it, or from a data room guest. To keep your inbox calm you get at most one e-mail per document every 30 minutes; all views are always in the statistics, Slack and webhooks.

Yes, this is very simple in HelpRange: go to Access Controls and provide your requested views limit for the given link.

Engagement score is a rough estimate how "engaged" a given user was when viewing a document. Basically, it is calculated as a ratio of number of pages given user viewed for at least few seconds to total number of pages, but this ratio is normalized by total number of pages for given document, so that it is easier to score given amount of "points" per page for longer documents. Maximum value is 100.

Heatmaps are being generated basing on: mouse movements, scrolling and mouse clicks. Red dots mark clicks. Purple color area means that user was spending some time on given area, red means a click, yellow is just a boundary of purple, it does not mean much, the same with green. Aggregated heatmaps are on the stats page, individual ones are in the Recordings

Yes, you can. You can ask about users email, phone, or other info before they view your document (go to Access Controls and check "Show Landing Page"). Customize your landing page, please go to Landings, build your landing page and then use it by choosing Landing Page Template in your Directory Settings. To avoid legal issues, you can provide your own custom HTML consent box which will be used below our checkbox (you can set your own template in your Settings, but you need to be admin of the team). Moreover, you can download whole list of provided emails, phone number, etc. as a CSV file for a given link. Moreover, you can use own custom domain name, you need to go to your Profile Settings and click on "Set Domain". Additionally you can set requirements for provided user info, you can require work email, you can verify that provided email is really owned by user (HelpRange can send OTP code to user for verification), you can require phone number and much more....

Yes, you can. You can provide "translations" for texts in landing page in Profile Settings. You do that by providing JSON dictionary like for example (for polish): {"Phone": "Telefon", "First Name": "Imię"}

You can use own custom domain name with SSL/TLS protocol protection (Https), you need to go to your Profile Settings and click on "Set Domain". This option will work only for subscribed accounts.

You can use your domain by embedding your document link on your website. Please go to Access Control for given document and then click on "Embed" button. Here you can copy/paste given embed code on your website for your custom url. But, you can use own custom domain name without embedding viewer on your website, you need to go to your Profile Settings and click on "Set Domain". This option will work only for subscribed accounts.

Yes. On the Pro and Unlimited plans every document opened through your link shows an “Ask AI” button in the bottom-right corner. The reader types a question and the AI answers only from that document, citing the page – in the language of the question. Each viewer can ask up to 5 questions per visit. Data room guests have the same assistant for all documents of their room, and you can ask AI about a whole folder or data room in the panel.

The 3-day trial includes one AI question for the whole team – a summary, your own question, a data room guest’s question or a viewer’s question, whichever comes first. Paid plans include AI requests per team: 50 a month on Pro and 100 a month on Unlimited; the counter is shown next to the AI buttons and resets on the 1st of the month.

MCP (Model Context Protocol) lets AI assistants such as Claude, ChatGPT or Cursor use HelpRange directly. Add https://www.helprange.com/mcp as a connector and ask things like “Who opened our investor deck this week and which pages did they read?” or “Summarize the term sheet in the Series A data room”. The assistant sees folders, documents, view statistics per page, recent views, data rooms and document text, and can upload files and create share links – it can never delete or change anything. See the MCP server page for setup.

With OAuth 2.1: the assistant opens HelpRange, you log in (with two-step verification if it is on) and click “Allow access”. No passwords or API keys are shared with the assistant. It sees only what you can see, and you can disconnect it any time in Integrations → Connected AI apps. The MCP server is available in the trial and on the Pro and Unlimited plans.

Yes. With your API key (Settings → Profile) a Zap can upload a file to HelpRange and create a share link with any settings – passcode, expiry, views limit, watermark, e-mail gate, download on or off – and start when someone opens your document or a client uploads a file. See Zapier, Make & n8n

Yes. Connect your Stripe account in Store, pick a folder with your files and set a one-time price or a monthly subscription. Buyers pay with Stripe Checkout, get access by e-mail and read in the protected viewer, watermarked with their e-mail. HelpRange Store

The store is part of the Pro plan (2% fee on sales) and the Unlimited plan (0% fee). Payments go straight to your Stripe account; Stripe charges its usual processing fee.

There is a free plan with 30 document views a month. Pro costs $39 and Unlimited $174 a month – one price for the whole team, whatever the number of users – and yearly billing saves about 20%. See pricing

The trial lasts 3 days, includes every feature and needs no credit card. When it ends, your team moves to the free plan – your documents and links stay – until you choose a paid plan.

You keep your plan until the end of the period you paid for. After that your team is on the free plan: your documents stay in your account and you can upgrade again at any time.