How to Create a Document Microsite

A document microsite is a curated page that gives readers access to a small collection of files and a clear next action. Its value is the organized journey, not simply placing a logo above a list of downloads.

Define the purpose, add reviewed resources, label the reading order, configure access, and test the generated recipient link.

1. Define one purpose for the page

Choose a specific audience and task: reviewing a proposal, exploring a product demo, or finding approved client resources. Avoid combining unrelated packs just to create a larger page.

Write a one-sentence purpose:

This page gives the client the proposal, pricing summary, and demo needed for the next review meeting.

Use that sentence to decide what belongs. A document that does not help the task can stay in your working repository. A microsite should reduce navigation effort rather than recreate every folder you own.

2. Check the builder and publishing requirements

Before building, confirm that your platform supports the needed file types, access gates, and publication entitlement. A free builder does not necessarily mean the final sharing link is available without a paid feature.

SendNow's creation help describes naming a MicroSite, adding content, organizing it, and moving to configuration. SendNow: Create a MicroSite Its sharing help separately explains link generation and warns that changing an existing custom slug can break the old address. SendNow: Share and embed a MicroSite

Check those stages before promising a specific launch time or subscription cost.

3. Add clear file titles and folders

Use a short reading path. Start with an overview, then place supporting resources in a logical order.

This is an illustrative structure, not a live microsite. Rename files meaningfully and avoid several items called 'final.'

SendNow's folder help describes organizing resources and independent folder gates. SendNow: Folder organization and access Test those gates rather than assuming a folder name creates a restriction.

4. Keep branding and the next action simple

Add the appropriate logo, a descriptive title, and a short explanation. Use a readable neutral layout with a clear action such as 'Ask a question' or 'Arrange the review.'

SendNow documents title, description, logo and call-to-action controls in its branding help. SendNow: MicroSite branding Use only settings that help the audience understand the page.

Check every action's destination. A contact button should reach the intended channel, not a private admin page or an outdated calendar. Avoid making readers navigate decorative sections before finding the files.

5. Configure and test recipient access

Set the audience, identity requirements, download behavior, and any expiry policy. Check both the whole page and narrower file or folder rules. SendNow: MicroSite access controls

Open the generated link using an authorized test identity. Navigate every item and test media on relevant devices. If some content should be restricted, verify rejection using another account you control.

Record the generated address. Do not change its slug casually after distributing it. A saved builder state and a working published recipient URL are different checkpoints.

6. Maintain the page after sharing

Keep a list of included files, revisions, and owners. Use a controlled update process so the page does not accumulate old versions. Tell readers about material changes and check the same recipient URL afterward.

If you create a duplicate microsite for another client, inspect the title, file contents, recipients and actions before sharing. Copying a layout can also copy client-specific material if you do not review it.

Use collection activity as navigation context, not proof that every file was read or approved.

Frequently asked questions

How is a microsite different from a shared folder?+

Its purpose is a curated reader-facing journey with explanations and actions. A folder may be sufficient when the task is simple storage or collaboration.

Are document and microsite plans the same?+

SendNow documents them as separate subscriptions. Check the current microsite requirements for the features and link-generation workflow you need.

Can I change the page's address later?+

Check the provider's behavior first. SendNow warns that changing an already-shared custom slug can break the old address.

Before you share

Build the page around a reader's task, keep the content curated, and test the generated link. The useful result is an understandable collection, not just a branded page.

Related articles

• How to Share Multiple Files With One Link

• How to Share a Client Proposal Pack

• How to Deliver Client Files Securely

• Single File or Deal Room: Which to Use?

Sources and editorial disclosure

Primary documentation reviewed October 11, 2026. Product settings and entitlements can change; use the linked help for current details.

• SendNow: Create a MicroSite

• SendNow: Share and embed a MicroSite

• SendNow: Folder organization and access

• SendNow: MicroSite branding

• SendNow: MicroSite access controls

VDR Directory is published by the SendNow team. SendNow is included where relevant to the task. This guide is based on public documentation and editorial recommendations, not a claim that a signed-in product demonstration was performed. Stock photos illustrate the topic; they do not show the described product interface or prove feature behavior. Examples and verification checklists are illustrative unless explicitly stated otherwise.