Choose an attachment when the sent version must remain fixed and portable. Choose a link when the material is likely to change, recipients need a common current reference, or the team needs to observe how the document is revisited.
When is an attachment the better record?
An attachment preserves what was sent at that moment and can be stored with the message. This is useful for quotations, signed-off deliverables, or any workflow where the recipient must retain a specific version.
The tradeoff is version spread. A correction creates another file, and forwarded copies may continue to circulate. Use clear filenames and an archive rule when attachments are required.
When is a link the better working reference?
A link can direct several recipients to one current document and reduce repeated redistribution. Confirm that recipients can open it on their usual devices and that the access window fits the review schedule.
FeatPaper can show revisit timing and page-level viewing flow where supported by the source evidence. Treat those records as observations, not explanations of what the recipient decided.
Can both methods be used?
Yes. Preserve a fixed attachment for the formal record and provide a link for material that will continue to evolve. Label the purpose of each so recipients do not compare two files without context.
Decision checklist
- Must the exact sent version be retained?
- How often is the content expected to change?
- Will several people need the same current reference?
- Can recipients reliably open the link on mobile and desktop?
- Does the team have a rule for interpreting viewing records?
What remains for native review?
An English reviewer should confirm the comparison language and ensure neither method is presented as universally better. Product statements and the CTA remain subject to native review.
Audience
- B2B content operators
- Sales and partner teams
Tags
- PDF sharing
- proposal
- sales follow up
Refresh cycle
- semiannual