Share the document as a controlled link. See how it is being viewed. Keep access under control. Move it into a signature request when the decision is ready.
Document tracking, secure document sharing, and e-signatures keep the email, proposal, follow-up, and completed record connected.
Document tools are included in Pro and Team. See plansEmail → controlled document → viewing activity → page-level attention → follow-up → signature → completed record. Keep the whole trail connected.
Time on a page is context for a conversation, not proof of agreement.
Viewer sessions, page or content-unit activity, dwell time, downloads, and return visits show how the document is being used. Start the next conversation where their attention already is.
Set expiration, maximum views, download policy, and viewer identity. Add recipient-specific confidential watermarks and revoke access when the work is over.
Service agreement.pdf
The agreed work, deliverables, and review dates are set out in the attached scope.
02 The investmentAny changes to the agreed work will be confirmed in writing before they begin.
Place fields, assign signers, choose routing and verification, and remind outstanding signers. Keep completed copies with a completion certificate and audit record.
See sessions, page-level attention, dwell time, downloads, and return visits.
Explore this featureControl expiration, download permissions, maximum views, viewer identity, and revocation.
Explore this featurePut the recipient’s name or your own confidentiality mark on every viewed page.
Explore this featurePlace fields, route the request, verify signers, send reminders, and keep the completed record.
Explore this featureDocument 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.
Document tools are included in Pro and Team.
