Documentation

Sending documents, day to day

1. Sending and signing order23
   What a document is made of, who signs when, reminders on your schedule, a deadline you can move, and what everyone receives at the end.
2. Your navigation6
   Arrange your menu for each workspace, open document links in the right workspace and recover your saved choices.
3. Templates8
   Roles, pinned people, a schedule per template, prefilled fields, merge tags, public links, and bulk send.
4. Copies, hand-offs and declines6
   Who receives copies, how a signer passes a document on or declines it, how replies reach you with your address kept private, and how to fix a wrong address.
5. Languages and scripts4
   The scripts a signed PDF carries as real text, from Arabic to Tibetan, and how mixed and right-to-left text behaves.

Files shared with people outside

1. Data Rooms32
   Rooms for people outside your workspace: the index, uploading, guests with no account, access per folder, request lists, the record, and more rooms when you need them.

Signatures held until a completion

1. Closings14
   Signatures held until every document is signed and every condition met, then released together, dated at that moment, and bound into one sealed binder.

Selling a business, buyer by buyer

1. Deals18
   The sale of a business run from a register of buyers in one room: the code name and teaser before each NDA, stages, offers sealed until the deadline, exclusivity, and the closing.

A fund's investors, in one room

1. Funds14
   A register of investors run through one room: each quarter's statements delivered into each investor's own folder, side letters and MFN elections recorded, a round sent with each investor's amount, and a syndicate's backers kept across its deals.

An accelerator's companies, in one room

1. Cohorts21
   An accelerator's programme run from a register of its companies in one room: read in from a spreadsheet, every founder's agreements in one press, onboarding taken in from one grid, each company's investment as a closing, mentors kept from their conflicts, and Demo Day.

Taking on a new client, by one link

1. Clients8
   A new client in one link: they give their details once, sign your engagement letter, pay the retainer by card or by hand, and are let into a matter room once everything is in.

A company's shares, options and SAFEs

1. Cap table19
   A company's shares by class, its option pool and grants, and every SAFE and note, kept as a record, with the fully diluted table and each holder's share.

Deciding whether to trust it

1. Exploring the examples4
   Six read-only workflows to explore and share without an account.
2. How a signature holds up9
   The legal standing of a ShareSign signature, what is recorded, the certificate, and the audit trail behind it.
3. Plans and billing11
   Monthly or yearly, the price that falls the longer you stay, refunds, credits for one more document, rooms, and what your workspace shows.
4. Data and regions7
   Where documents live, who can reach them, how long they are kept, and how to take them with you.

Using it from your own code

1. Connect your tools14
   Connect ChatGPT or Claude and complete a first task with agreements or data rooms. API, Zapier and custom-connection reference is listed separately.
2. API referenceRef
   Keys, documents, templates, events and webhooks, the SDKs, and connecting an agent.