Client requests · Data rooms · Signing when needed

Collect the documents. Control the room. Keep the work moving.

One secure workspace for client requests and data rooms, with signing ready when the process calls for it.

7 days · No card required · Security included

Investor Deck.pdf

Preview the recipient experience.

Room files

12

Pitch
Folder
Financials
Folder
Cap table
Folder
Investor Deck.pdf
PDF
Q&A.txt
Text

Nested folders stay tidy with progressive browsing.

Page 6

Document viewer

Recipients can browse folders and open files while you keep access controls and activity history.

NDA gate
Allowlist
Download controls
Analytics

One connected workflow

Less chasing. More control from request through review.

Keep the work moving without stitching together a request portal, a data-room tool, and a separate signing app when you need one.

01

Collect

Send a clear checklist, receive client files through a secure upload link, and keep every request organized.

Visitor uploads are quarantined and malware-scanned before they can be filed into a room.

02

Control

Share a polished data room with the right gates, download rules, expiration, and instant revocation.

See opens, page engagement, downloads, and security events in one activity stream.

03

Sign when needed

When an agreement is ready, collect signatures and keep the completed document with its audit evidence.

Signing reminders, sealed PDFs, and downloadable audit records stay connected to the workspace.

Security that stays in the workflow.

Practical controls for sensitive work, with limits explained plainly.

Read our security overview
Server-enforced access controls
Client-side encryption for supported files
Malware-scanned visitor uploads
Tamper-evident signing records

Questions

Do viewers need an account?

No. They open a link and complete whatever gate you set: email, password, allowlist, or NDA.

Can I revoke access after sharing?

Yes. Links can be disabled instantly, and you can set expirations for time-boxed access.

Can I control downloads?

Yes. Download behavior is configurable per link so you can match the sensitivity of the room.

What do analytics include?

Opens, page engagement, time spent, downloads, and security events in a searchable stream.

Ready to bring the whole workflow together?

Start with a secure room and add requests or signing when you need them.

7 days · No card required