Give your team a shared workspace for preparing, sending and managing document workflows. Control permissions, reuse templates and maintain a full audit trail across every document.
No complicated setup. Upload your existing PDF and start in minutes.
Your team works from a shared document workspace. Everyone with access can see and manage the documents they are responsible for, without emailing files back and forth.
Control who can create, edit, send and manage documents. Assign roles to team members so the right people have the right level of access.
Save your most-used business documents as templates. Anyone on the team can create a new document from a template, generate a PIN and send it — the fields are already in place.
Every action on every document is recorded. See who sent a document, when it was opened, who filled in which fields and when it was completed. This activity history supports compliance and record-keeping.
Onboarding forms, policy acknowledgements, employee contracts.
Proposals, order forms, customer agreements.
Engagement letters, NDAs, consent forms.
Vendor contracts, procurement forms, compliance checklists.
New client forms, account setup, engagement letters.
Patient intake, treatment consent, medical questionnaires.