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To share a document, open it and click the Share button in the top right corner. The share view brings together all distribution and tracking options. Recipients receive a link and can read the document without creating an account. The view is mobile-friendly — AI summary available to browse quickly, dark mode for reading comfort.

Features

Recipients

Add recipients manually or detect them automatically from the document.

Compose message

Customise the subject and body, with or without AI assistance.

Schedule and reminders

Delay sending and set up automatic reminders for recipients who haven’t opened the document.

Sending options

Set the sender, signature, automatic lock, and public link visibility.

Attachments

Attach files to the document, even after it has been sent.

DMS integrations

Send the document to a third-party document management system.

Comments

Comment on the document, reply in threads, and mark as resolved.

Read tracking

See who has opened the document and follow up with silent recipients.