# Help How to make, share and track packs. Can't find something? Type your question into Ask this pack. Human-friendly view: https://packs-app-zrex.vercel.app/p/packshelp ## 1. What Packs is Type: text | Section: Start here What Packs is. Packs puts everything for one purpose on one page: files, links, videos, notes and more. You send one link instead of a pile of attachments. Your reader opens the link and sees a clean, simple page. You see who opened it, how long they spent and what they looked at. People use packs for sales proposals, onboarding new starters, event information, hiring shortlists, brand kits and trip plans. ## 2. Make your first pack Type: text | Section: Start here Make your first pack. On Your packs, click New pack. Pick a starter, such as Proposal or Onboarding, or choose Blank. A starter gives you sections with tips on what to add. Give the pack a title, and a line underneath saying what's inside. Add things with the bar at the bottom of each section: Files, Pictures, Link, Text and + More. Click Preview to see what your reader will see. Click Copy link and send it however you like. Everything saves as you go. There's no Save button. ## 3. Files and pictures Type: text | Section: Add to a pack Files and pictures. Drag files onto a section, or click Files or Pictures in the section's bar. PDFs, Word, Excel, PowerPoint, Keynote, images and zip files all work. How big a file can be depends on your plan: Free: 10 MB per file, 250 MB in total. Pro: 50 MB per file, 10 GB in total. Team: 50 MB per file, 50 GB in total. Business: 50 MB per file, 200 GB in total. Video files are too big to upload. Put the video on YouTube, Vimeo or Loom and add the link instead. It plays inside the pack. To add a short note about a file, click the item and type in the note box. Readers see it under the file. AI can suggest a note for you. ## 4. Links, videos and podcasts Type: text | Section: Add to a pack Links, videos and podcasts. Click Link and paste a web address. Packs fetches the page's title and picture for you. Some links become something readers can use without leaving the pack. Videos: YouTube, Vimeo and Loom play in the pack. Podcasts and audio: Spotify, Apple Podcasts, SoundCloud and links to audio files play in the pack. Documents and tools: Google Docs, Sheets, Slides and Forms, Calendly and Cal.com booking pages, Typeform, Figma, Miro and Google Maps show inside the pack. Not sure what a link is? Click the open-in-new-tab button next to it in the editor to check. Some websites block previews. Packs then shows the web address as the title, and you can type a better one. ## 5. Text, tables and long writing Type: text | Section: Add to a pack Text, tables and long writing. Click Text to write straight into the pack. Use the toolbar for headings, bold, lists, quotes and links. To add a table, click Table. Click inside the table to add or remove rows and columns, or to switch the header row on and off. On a phone, readers can scroll a wide table sideways. You can paste from Word or Google Docs. Bold, headings, lists and tables come across, and odd fonts and spacing are removed. Long text folds after about a screen, with a Read more button, so it doesn't bury the rest of the pack. To show a block in full, tick Always show in full under it in the editor. ## 6. More blocks: steps, forms, people and quotes Type: text | Section: Add to a pack More blocks: steps, forms, people and quotes. Click + More in any section for these. Steps: a timeline, such as how a project runs week by week, or the stages of a hiring process. Form: collects readers' details, for example Register your interest or Request a call. See Leads from forms. Person: a profile card with a photo, role, short bio and contact links. Several in one section show as a grid. Quote: a customer testimonial with a name, role, company and star rating. Quotes are saved in a library, so you can reuse them in other packs. Colours: a brand palette readers can copy, for brand kits. Journey: a flight, train or other travel, for trip and event packs. With AI on, Packs can fill it in from a booking confirmation. ## 7. Sections and layout Type: text | Section: Add to a pack Sections and layout. Sections split a pack into parts, such as Proposal, Pricing and Next steps. Click Add section at the bottom of the pack, and click a section's name to rename it. Each section has a layout. List: one item under another. Best for most things. Picture grid: pictures side by side, for photos and designs. Logos: a neat row of logos, for brand kits. Move items with the up and down arrows. To move or copy several at once, tick them, then choose where they go. In Settings, under Look, you can choose how readers jump between sections (buttons, a contents list or none), and switch the section numbers on or off. ## 8. Send your pack Type: text | Section: Share it Send your pack. Click Copy link and paste it into an email, a message or a slide. The Share button also offers WhatsApp, email, LinkedIn, text message and a QR code you can print on a stand or a badge. On a phone it opens your phone's own share options. Each of these tags the link, so your analytics show where each visit came from. ## 9. Choose who can open it Type: text | Section: Share it Choose who can open it. Open Settings and look under Sharing, then Who can open it. Anyone with the link: the simplest choice. Anyone who enters their email: readers give their email address first, so you see each reader by name. Anyone with the password: set a password and send it separately from the link. Copy it when you set it, because Packs stores it scrambled and can't show it again. Only people I invite: add the email addresses allowed in. Each reader confirms their address with a code we email them. You can also set a date for the link to stop working, under Link expires. And you can let readers pass the pack on with a Share button, for packs anyone can open. ## 10. Preview before you send Type: text | Section: Share it Preview before you send. Click Preview to see the pack exactly as readers will. You skip the email step, password and invite list, so you can check it quickly, and a banner says what readers see first. Preview visits don't count in your analytics, and test replies to forms aren't saved. ## 11. Who opened what Type: text | Section: See what happens Who opened what. Open a pack's Analytics to see who opened it and when (by name, if they entered their email), how long they spent, which files and links they opened, where the visit came from, such as WhatsApp, email or a QR code, and questions readers asked. Packs emails you when someone opens a pack. To get one summary a day instead, or none, go to Account, then Notifications. Previews aren't counted, and neither are link previews and other automated tools. To check a pack without adding a visit, use Preview. ## 12. Leads from forms Type: text | Section: See what happens Leads from forms. Add a form with + More, then Form. Choose a heading, the fields to ask for (name, email, company, job title, phone and message), which are required, the button text and the thank-you message. On Pro and above you can add two questions of your own. Readers fill in the form while reading. It doesn't stop them seeing the pack. The form tells them who their details go to. Each reply arrives in your email, appears under Leads on the pack's Analytics page, and appears on the Leads page in your account menu, with every pack's replies together. Download them as a spreadsheet with Download CSV. ## 13. Ask this pack Type: text | Section: See what happens Ask this pack. Switch on Ask this pack in Settings, under AI. Readers can then type a question, and get an answer drawn only from what's in the pack, with a pointer to the item it came from. If the pack doesn't hold the answer, it says so and passes the question to you. You see every question on the pack's Analytics page. Each plan includes a number of AI answers a month: 50 on Free, 500 on Pro, 2,500 on Team and 10,000 on Business. After that, readers still get answers, matched on keywords instead. The Agent link, also under AI, gives AI assistants a plain version of the pack to read. ## 14. Your logo, colours and fonts Type: text | Section: Make it yours Your logo, colours and fonts. On Pro and above, go to Account, then Branding. Add your website and Packs fills in your logo and colours for you, or add them yourself. You can also choose fonts for headings and text, and an icon for the browser tab. Your branding then appears on every pack: your logo at the top and your colours on buttons and links. For one pack, you can also show your customer's logo next to yours, for proposals, or choose Packs branding, no company, for a personal pack. Both are in the pack's Settings, under Look. On Business you can save several brands and pick one for each pack. ## 15. Cover picture and look Type: text | Section: Make it yours Cover picture and look. In Settings, under Look, choose the pack's cover picture: one from your pack, one you upload, or a free photo. Tick Show it as a banner to show it across the top of the pack. The cover also appears when you paste the link into email, WhatsApp, Slack or LinkedIn. ## 16. Editors and your team Type: text | Section: Work together Editors and your team. To work on a pack with someone, open Settings, then People, and invite them by email. They can edit that pack, and you see each other's changes as you make them. On Team and Business plans, you can also share a pack with your whole team, and choose whether teammates can edit it. Invite teammates in Account, then Team. ## 17. Templates Type: text | Section: Work together Templates. A template holds the sections, files and settings you reuse, such as your standard proposal. Open a pack and choose Save as template, then start new packs from it with New pack. Templates never keep a customer's logo, so each new pack starts clean. ## 18. Save links from anywhere Type: text | Section: Work together Save links from anywhere. In the account menu, choose Save links from anywhere. Drag the button to your browser's bookmarks bar. When you find a page worth sharing, click it to save the page to any pack, or to your Inbox to sort later. ## 19. Plans and limits Type: text | Section: Plans and your account Plans and limits. New accounts get 14 days of the Team plan free, without a card. After that you can stay on Free or choose a plan. Free: 3 packs, view counts, lead forms and the Powered by Packs footer. Pro: unlimited packs, full analytics, passwords and email gates, your branding, and no footer. Team: everything in Pro for up to 5 people, with shared templates. Business: up to 20 people, several brands and priority support. The pricing page has the details. ## 20. Changing or cancelling your plan Type: text | Section: Plans and your account Changing or cancelling your plan. Go to Account to change your plan. To cancel, click Manage billing. Your plan stays until the end of the period you've paid for, then moves to Free. If you have more than 3 packs on Free, they all stay live and their links keep working. You can edit 3 of them, and you choose which 3 on Your packs. You can change your choice once every 30 days, or upgrade to edit them all again. ## 21. Your data and privacy Type: text | Section: Plans and your account Your data and privacy. Your packs and files are stored in London. We don't sell your information or use it for advertising. The fonts on packs come from Packs itself, so readers' details never go to Google. To close your account, go to Account, then Close my account. Read the privacy policy for the details. ## 22. Still stuck? Type: text | Section: Plans and your account Type your question into Ask this pack on this page. If it can't help, email us at hello@packs.co.