See where the conversation can go next.
Review viewing sessions, page activity, and downloads. Use that context to prepare useful questions for your next conversation.
Time on each page
2m 14sMost time on page 1
From a promising proposal to a signed project.
Share your work, see document activity, and collect the signatures you need. Keep the conversation and the agreement together in Elite.
Document tools are included in Pro and Team.Time on each page
2m 14sMost time on page 1
The document is part of the conversation.
Send a controlled link to your proposal. Review page activity, return to the conversation, and prepare a signature request when the agreement is ready.
Explore workflow examples
Maya Chen[email protected]
Jordan Lee[email protected]Agreement completedFinal PDF and audit record saved together.
Keep access in your hands.
Set an expiration, choose whether downloads are allowed, and revoke a shared link when you need to. Add a watermark through the confidential sharing workflow.
Give the agreement a clear finish.
Place fields, invite the right signers, and track outstanding requests. Keep the completed document and its audit record together.
Maya Chen[email protected]Jordan Lee[email protected]Agreement completedFinal PDF and audit record saved together.
Everything the document needs along the way.
Document tracking
See views, page activity, and downloads for your shared documents.
Explore document trackingSecure sharing
Manage expiration, download permissions, view limits, and revocation.
Explore secure sharingConfidential watermarks
Add a recipient label or confidentiality mark to shared document pages.
Explore confidential watermarksSignature requests
Prepare fields, route requests to signers, and keep completion records.
Explore signature requestsA few things to know.
Document analytics use a tracked sharing link and the supported viewer. An ordinary downloaded attachment does not provide the same page activity.
Make room for the work ahead.
Document tools are included in Pro and Team.
