LibraryVendor onboarding
Trade license2.4 MB
Signing attachment
Room asset
Template source
01
Start with a task
The guided first run asks how you work, then offers practice missions for sharing, signing, and data rooms.
All updates
Release notes·
Summer 2026: Docshark product changes
Changes to agreements, sharing, data rooms, reading analytics, and onboarding from June to September 2026. Coverage ends with the recorded September 20 dashboard release.
Across the product
What changed in the workflow
Four examples from setup through collection, reading activity, and agreements. The people and documents shown are sample data.
file-request/vk4p9q2m…Active
Revoke linkVendor onboarding3
Tax certificate.pdfBank letter.pdfTrade license.pdf
Files already uploaded via the link stay intact.
02
Collect into the room
A File Request accepts uploads into a chosen folder. The material can then be organized and shared from a data room.
Session replay · Asim Ahmed
0:002:49
CoverScopePricingTerms
Pricing·1m 12s
Watch the read the way it happened.
03
Review reading activity
Recent-reader signals lead into page attention and session journeys built from recorded viewing events.
Assign to someone else
AAsim AhmedSigner
AAdham AlaaReceives a copy
04
Track post-sign work
A template can move through internal review and signing. The signed envelope can stay linked to a deliverable or renewal.
Feature notes
The changes, by product area
This roundup covers the product available in the recorded September 20 dashboard release. The date above is when these notes were published.
01
Agreements and signing
Prepare an agreement, decide who needs to act, and track it through completion.
- Envelope setup
- Choose documents or a template, add recipients and their roles, set signing order, and review before sending.
- Word signing fields
- Prepare DOCX templates with signing fields and carry defaults, validation, visibility, linked fields, and calculations into the agreement.
- Reusable templates
- Create templates from existing agreements or starters, fill placeholders, and inspect versions and revisions.
- Approvals and follow-on work
- Route a draft to internal reviewers, use agreement rules to prepare a follow-on envelope, and track deliverables or renewals against the signed agreement.
- Signer progress
- See each recipient's state, documents, and activity in the envelope. Signers can return to unfinished work, and members can open pending requests from their inbox.
02
Collection and sharing
Bring information in, then control how a document goes out.
- File Requests
- Create an upload link into a chosen folder. Set email or passcode requirements, expiry, file-type and size limits, then monitor uploads or revoke the link.
- Web Forms
- Publish a form with custom fields and track submissions. A submission can also start an agreement from a chosen template.
- Power Forms
- Publish one reusable signing link from a ready template. Each person enters their details and receives a separate agreement; the owner can preview, publish, or pause the link.
- Secure share links
- Set a password or passcode, expiry, allowed viewers, watermark, and download or print permissions on a link. Send it by email or copy it, and revoke it when access should end.
03
Data rooms
Organize files, invite the right people, and keep activity attached to the room.
- Guided room creation
- Set the room's purpose, add files and folders, configure access, and preview the visitor experience. A saved draft can be resumed later.
- Guest and file access
- Allow specific email addresses or domains, invite members into groups, and set access on individual room items.
- Appearance and room links
- Apply workspace branding to the room experience and set the appearance and access options of each room share link separately.
- Agreements in the room
- Send a room document for signature and follow the agreement's status beside the files it came from.
04
Reading and activity
Move from a view count to the pages and sessions behind it.
- Page attention
- See opens, unique and returning viewers, time spent, and which pages held attention across shared files, rooms, and envelopes.
- Session journeys
- Review a page-by-page reconstruction from recorded viewing events to understand the order and duration of a read.
- Exports and room activity
- Export viewing activity when it needs to be shared, and inspect recent viewers and document activity in room and analytics views.
05
Getting started and keeping up
Set up a workspace and find the work that needs attention.
- One-question setup
- The first-run flow asks about solo or team use, intended work, workspace setup, and invitations one step at a time.
- Practice and tours
- Try guided missions with sample content, resume progress later, and use short tours on key screens.
- Docshark Home
- Find pending signatures, room questions, expiring links, stalled envelopes, recent readers, and frequently read documents from one starting point.
Product walkthrough
Follow the full workflow
The companion article goes step by step through setup, collection, rooms, links, reading activity, agreements, signing, and follow-up.