This type of Security Rule asks the visitor to enter an email address before they can view a Document. It can be used alongside a Password Security Rule if you wish to use a combination of the two.
Although this type of rule may be useful for your reporting needs, as there's no verification of the visitor, they can input anything as long as it's a valid email address format - this could lead to inaccurate data, such as mickey.mouse@gmail.com!
Consider using a Reader Login Security Rule instead to ensure any email address visiting your document is verified.
How to create a 'Email Capture' Security Rule
Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Security Rules’.
Select the ‘Add’ button.
Start by entering a name for the Security Rules in the 'Details'.
💡 Make sure the name is clear and recognisable so you know which Security Rule you're looking for when you wish to add it to a Document.
Select the 'Basic Login' tab.
Select 'Required' or 'Optional' for the 'Capture Email Address' drop-down list.
💡 Display the cover of the Document and add add Help Text of your choice to the login screen to ensure the best experience for your visitors.