DocShare

Help & Documentation

Everything you need to go from sign-up to your first 100 personalized documents shared with their intended recipients.

Quick start

  1. Sign up at /signup (free, 50 documents/month).
  2. Connect a Google account on Connected accounts.
  3. Create a template on Templates. Use variables like {{firstName}}.
  4. Upload your contact list on Contacts (CSV with at least an email column).
  5. Build a document set on New campaign: pick template, pick recipients, pick the connected account, launch.
  6. See engagement on each shared document on the document set detail page.

How DocShare sends Google Docs to intended recipients

DocShare creates a personalized Google Doc for each recipient on your list using your authorized Google account, then shares the document with the recipient using Google's native sharing. The recipient receives a sharing notification from Google with the link to the document tailored for them.

DocShare uses the narrow drive.file scope, which limits access to files DocShare itself creates. You retain ownership of every document in your Drive, and Google enforces standard per-account sending limits which DocShare respects.

Daily limits and rate limiting

  • Default: 50 shares per account per day, configurable per account on Connected accounts.
  • If a connected account hits a rate limit, DocShare auto-pauses it and emails you. You can re-authorize after the limit resets.
  • Connect the Google accounts your team uses for the relevant client documents and DocShare will distribute generation across them.

Template editor

Doc vs Slides

Use the toggle at the top of the editor. Docs are best for long-form pitches and follow-up content. Slides are better for visual proposals; images can be clickable, which makes the personalized video thumbnail flow much smoother.

Variables

Insert any of these via the Insert variable menu:

  • {{firstName}}, {{lastName}}, {{fullName}}
  • {{email}}, {{company}}, {{title}}
  • {{videoUrl}}, {{videoThumbnail}} (when SendSpark is enabled)
  • Any custom field you defined under Custom fields (e.g. {{icebreaker}}, {{linkedinUrl}}).

Sharing note

Plain-text message that appears in the Google sharing notification. Keep it under 500 characters. This is the first thing the recipient reads, so personalize it.

Contact list validation

Upload your contacts once on Contacts, then attach them to any document set. Validation tells you which contacts are on Google Workspace (eligible for Google Docs sharing notifications) versus other providers.

Push integrations

Once a contact has engaged (viewed, replied), sync engaged contacts to your approved CRM workflow:

  • Email: Instantly, Smartlead, Plusvibe
  • LinkedIn: HeyReach, GetSales (require a linkedinUrl custom field)
  • Custom: any HTTP webhook with an API key

Configure under Integrations → Push. Then use the "Push to tool" dropdown on Leads or Campaign detail.

Webhooks

Incoming (Clay, n8n, Zapier, your backend → DocShare)

Create one on Webhooks. POST a recipient or array of recipients to the unique URL; they're added to the attached document set.

Outgoing (DocShare → your stack)

Create one on Outgoing webhooks. Subscribe to events like recipient.viewed or recipient.shared. Each delivery is signed with HMAC-SHA256 using your secret.

Workspaces and teams

Each workspace has its own campaigns, templates, leads, and connected accounts. Create new ones from the workspace switcher in the sidebar. Useful for agencies serving multiple clients in isolation.

Invite teammates from Settings → Team: Owner, Admin, Member, or Viewer roles.

Plan limits and billing

  • Free: 50 shares/month, 1 account, 2 templates, 1 campaign.
  • Starter ($29/mo): 500 shares, 3 accounts, 10 templates, 5 campaigns, video personalization.
  • Growth ($79/mo): 2k shares, 10 accounts, unlimited templates, 20 campaigns, webhooks, inbox provisioning.
  • Agency ($199/mo): 10k shares, 25 accounts, unlimited campaigns, API access, white-label.
  • Enterprise: custom volume, dedicated support. Book a call.

Troubleshooting

"Connect Gmail" fails with "redirect_uri_mismatch"

Your OAuth client config on Google Cloud Console doesn't include the DocShare redirect URI. Add https://docshare.email/api/auth/google/callback under Authorized redirect URIs and save.

Doc shares not sending

Check the campaign status (must be running), check the connected account isn't rate_limited or auth_error, and check the campaign sending hours include the current time in the configured timezone.

View tracking not working

We use two signals: a 1×1 tracking pixel embedded in the doc, and Drive Activity API polling. The pixel is more immediate but can be blocked by some clients (Outlook strips remote images). The Activity API is more reliable but only fires every minute or so.

Still stuck?

Email hello@docshare.email.