Interactive sample · No account needed
From a request to a room.
Walk through the owner's side, then open the recipient view. This simulation uses sample files only. It does not upload files, send messages, or create a room.
Client onboarding / Sample workspaceSimulation
Start with a clear request
A client request tells recipients what to provide and gives them a secure upload link.
Investor deck
Please provide your latest deck as a PDF.
Your client can respond through the upload link without an account.
All changes stay in this page and reset when you reload.
Need a signature as well? Explore the next step.
Signing is an optional workflow in the same workspace. Prepare a PDF, place fields, and assign recipients. Completed envelopes include a sealed PDF and audit evidence.
This demo does not send a signing invitation or create a legally binding signature.
See how signing works