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.

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From idea to agreement
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Follow a document through review

Set access before sharing, then review viewing sessions. Keep the signed PDF with its completion record.

01Overview0:3202Approach1:0103Investment2:09Session 02 · 3 pages viewed · 3:42
Viewing time describes activity, not understanding.

Review page activity

See recorded sessions, page activity, and downloads. Use them as context for your next conversation.

01 / 0303 / 03STUDIO / PROPOSALThe proposal02View onlyNo downloads
Link controls apply to future access, not downloaded copies.

Set access for each link

Choose expiration and download settings. Add a recipient watermark or revoke future access through the link.

STUDIO / AGREEMENTLet’s begin.Your signatureReady for your signatureCOMPLETEDOne last step
Keep the completed PDF with its audit record.

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 examples

Document tracking

See sessions, page-level attention, dwell time, downloads, and return visits.

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Secure sharing

Control expiration, download permissions, maximum views, viewer identity, and revocation.

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Confidential watermarks

Put the recipient’s name or your own confidentiality mark on every viewed page.

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E-signatures

Place fields, route the request, verify signers, send reminders, and keep the completed record.

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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.

Views and time on a page show recorded activity. Acceptance and signature completion are separate events.

Revoke a shared link to stop future access through that link. Revocation cannot recall a copy someone already downloaded or captured.

Share your next proposal

Document tools are included in Pro and Team.

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