Feature overview
Everything you need to Collaborate
Browse by category, open any feature, and see how it fits the way your team already works.
Jump straight to the area you care about.
Collaborate
This is where your team, your recipients, and your clients meet. Manage document access, keep track of who is doing what, and hold client relationships in one organized place instead of a scattered set of spreadsheets and email threads.
Organize
Set up the structure everything else runs on. Separate apps for different parts of the business, and templates you build once and reuse, keep ownership clear and prevent the clutter that shows up once document volume grows.
Multi Application Management
Run several business applications from a single account
8 capabilitiesLearn moreTemplate Management
Turn any repeatable document process into a reusable template
5 capabilitiesLearn moreApplication Management
Give each business unit its own dedicated workspace
5 capabilitiesLearn more
Send
Package documents into guided, trackable sends, share them through secure links, and make sure everything that goes out is branded the way your company expects. Consistency here is what keeps a high-volume process from turning into a mess.
Secure
Control who can see what, and keep a record of everything that happens along the way. Role-based access, audit trails, and support for I-9 and E-Verify checks give regulated teams the compliance backbone they need.
Automate
Take the repetitive work out of handling documents. Build forms that adapt as people fill them in, and let automated reminders chase down anything that stalls instead of leaving it to someone on your team.