Secure Documents
Send a file to the right people — and know what happened.
Keep contracts, board packs, and client files in one place your team can actually use. Share inside the company, or send someone outside a link that expires. They sign in, accept the terms if you ask, and you get a clear record of the delivery.
What you get
A place for the real files
Folders, versions, and who can open what — so the latest contract isn't buried in someone's inbox.
Share with colleagues
People and groups see what's shared with them and what they've shared. Access follows your org, not a project admin list.
Send outside the company
Pick a recipient, set when the link dies, and require a sign-in or acceptance when it matters. One link, one job.
A receipt you can stand behind
When counsel or a partner opens the pack, you keep a durable record — who, when, and under which terms.
Differentiation
What you can do
- Store files your organization owns and controls
- Keep versions so you can go back when something changes
- Decide who inside the company can open a document
- Preview without emailing copies around
- Send a time-limited link to a named person
- Ask them to authenticate before they see the file
- Require acceptance or a signature when you need it
- Keep a receipt of the delivery
- Brand the recipient experience to match your firm
- See security-sensitive actions in the audit trail
- Use it alone, or as a module inside Enterprise
Example
Same auth and tenancy headers as the rest of the API. Where a capability plugs into Flows today, that is called out on the product page — we do not imply every media type shares one live pipeline yet.
Secure delivery (conceptual)
POST /v1/documents/{document_id}/deliveries
Idempotency-Key: …
{
"document_version_id": "sdv_…",
"recipient": {
"address": "counsel@example.com",
"display_name": "Outside Counsel"
},
"expires_at": "2026-08-12T17:00:00Z",
"authentication_policy": "email_otp",
"acceptance_required": true,
"download_policy": "view_only"
}
# Recipient opens the link, signs in if required,
# accepts if required, then views the file.Ship with Secure Documents
Open the portal, follow the docs, or talk to us about rollout for your agency or commerce stack.