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📄 Document Serve

Document Serve is how you get a document out of EQUOS and in front of someone who needs to see it, without asking them to create an account. This page will guide you through sharing a document, setting an expiry, and revoking access once a document has done its job.

Invoices, reports, packing slips, compliance documents — anything your business generates can be sent to a customer, an auditor, or a partner through a single secure link. They open it in their browser. There is no account to create, no app to install, and no password to remember.

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Document Serve sends documents outward. The documents themselves live in EQUOS — this is the delivery mechanism that gets them to the people outside your business who need a copy.

Sharing a document​

When you have a document ready to go — an invoice, a report, a packing slip — you simply share it and a secure link is created for the recipient.

  • Open the document you want to send.
  • Choose to share it, and a secure link is generated, unique to that recipient.
  • Send the link however you normally reach them — email, message, whatever you use.
  • They click the link and the document opens in their browser, ready to view.

This ensures the person on the other end gets exactly what they need without you handing out a login or explaining how your system works.

Setting an expiry​

A link does not need to live forever, and for most documents it shouldn't. You can easily set an expiry date so access closes on its own.

  • When you share the document, set the date the link should stop working.
  • Once that date passes, the link no longer opens the document.

This allows you to share something for as long as it is needed and no longer, without having to remember to come back and tidy up.

Revoking access​

Circumstances change — a document is superseded, or it simply should not be out there any more. You can pull access back whenever you need to.

  • Find the shared document in your records.
  • Revoke the link. From that moment, it no longer opens for the recipient.

This helps prevent an old link staying live long after it should have.

Seeing what has been opened​

Every share is logged, so you are never guessing about where a document went.

  • You can see when a document was opened, and by which recipient.
  • The full record shows what went out, to whom, and when it was viewed.

This ensures that if anyone ever asks whether a document was sent or seen, the answer is already recorded.

What Document Serve doesn't do​

Document Serve delivers documents outward — it does not manage your files or collect anything back.

  • It is not a document management system. It won't organise your internal files, manage versions, or replace your file server.
  • It doesn't handle e-signatures or approval workflows. It delivers a document; it doesn't gather a signature in return.
  • It isn't long-term storage. It is a way to get a document to someone, not a place to keep it.