Document tracking, sharing, and signing
Share a controlled link and review recorded page activity. Request signatures when the agreement is ready.
Keep shared documents and completed signature records in one workspace.
Document tools are included in Pro and Team. See plansFollow a document through review
Set access before sharing, then review viewing sessions. Keep the signed PDF with its completion record.
Review page activity
See recorded sessions, page activity, and downloads. Use them as context for your next conversation.
Set access for each link
Choose expiration and download settings. Add a recipient watermark or revoke future access through the link.
Collect signatures
Place fields and assign signers. Track progress and keep the completed PDF with its audit record.
Tools for each document stage
Explore workflow examplesDocument tracking
Secure sharing
Confidential watermarks
E-signatures
Common questions
Document analytics use a tracked sharing link and the Elite viewer. Use the controlled link to see page-level attention; a downloaded attachment does not send the same activity.
Share your next proposal
Document tools are included in Pro and Team.