Document Management | Secure Document Sharing
Auditors, lenders and counsel get a link. Not a Drive folder.
Time-boxed share links carry role-based access, dynamic watermarks, view-only or download permissions. Activity logged per access (who, when, from where, what they viewed). The link expires when the engagement ends. No exit drama.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Scope selection | Folder, record, period | Share package |
| Time-boxed link | Expiry date + recipient | Authenticated link with TTL |
| Permission policy | View-only / download / DRM | Per-recipient permission |
| Dynamic watermark | Recipient identity + timestamp | Watermarked render per access |
| Activity log | Every recipient interaction | Per-access audit log |
-
Scope selection
- Input
- Folder, record, period
- Output
- Share package
-
Time-boxed link
- Input
- Expiry date + recipient
- Output
- Authenticated link with TTL
-
Permission policy
- Input
- View-only / download / DRM
- Output
- Per-recipient permission
-
Dynamic watermark
- Input
- Recipient identity + timestamp
- Output
- Watermarked render per access
-
Activity log
- Input
- Every recipient interaction
- Output
- Per-access audit log
Compliance + integrations
Sharing that survives audit.
Time-boxed access with watermarks and activity logging satisfies your data-protection and audit-evidence expectations. The exit is clean: the link expires; the recipient loses access; the log remains.
Regulations we work within
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State privacy laws
Personal data shared only within the scope and the period the recipient was given it for.
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Access logging
Every view and download logged against a named recipient, so the trail survives the engagement.
Connects to
- Email + OTP Authentication for ad-hoc recipients
- SSO providers Org-level authentication
Secure Document Sharing FAQ
What buyers ask.
Can downloads be blocked entirely (view-only)?
Yes. View-only mode renders documents in the browser with watermark and disabled download. Print is also blocked at the browser level. For sensitive Disclosures (M&A due diligence, lender DD), view-only with watermark is the default.
How does the watermark survive screenshots?
The dynamic watermark carries the recipient's name, the timestamp and the IP across every page. A screenshot includes the watermark. If the screenshot leaks, the watermark identifies the source of the leak.
What if a recipient forwards the link to someone else?
Each recipient authenticates with email-and-OTP or SSO. Forwarding the link still requires the receiver to authenticate against the original recipient identity. Different recipients require separate access invitations.
More in Document Management
Related features
E-Signature
Audit-trailed e-signature for contracts and approvals.
See E-SignatureAudit Evidence Packs
Per-filing evidence packs auto-assembled. One-click pack export with hash-verified chain.
See Audit Evidence PacksIncorporation Documents Vault
Certificate of incorporation, bylaws or operating agreement, EIN letter, stock ledger, board resolutions and state filings.
See Incorporation Documents Vault
Share a folder. See the activity log.
Free trial. Share a contract or a vault folder with a test recipient. Watermark, view-only and time-bound link work end-to-end. The activity log surfaces every access.