Docshark
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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.

What changed in the workflow

Four examples from setup through collection, reading activity, and agreements. The people and documents shown are sample data.

  • Start with a task

    The guided first run asks how you work, then offers practice missions for sharing, signing, and data rooms.

    LibraryVendor onboarding

    Trade licence2.4 MB

    Signing attachment
    Room asset
    Template source

  • 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.

    file-request/vk4p9q2m…Open

    Close link

    Vendor onboarding3

    VAT certificate.pdfBank letter.pdfTrade licence.pdf

    Files you have stay where they are.

  • Review reading activity

    Recent-reader signals lead into page attention and session journeys built from recorded viewing events.

    Session replay · Asim Ahmed

    0:002:49
    CoverScopePricingTerms

    Each page, in the order they read it.

  • Track post-sign work

    A template can go through internal review and signing. The signed agreement can stay linked to a delivery or renewal.

    Assign to someone else
    AAsim AhmedSigner
    AAdham AlaaReceives a copy

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.

Agreements and signing

Prepare an agreement, decide who needs to act, and track it through completion.

Preparing a signature request
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
Send a draft to reviewers in your team, and prepare the next agreement from the rules of the last. Track deliveries and renewals against the signed agreement.
Signer progress
See where each recipient is, their documents and what they did. Signers can come back to unfinished work, and members open pending requests from their inbox.

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.
Self-serve signing
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.

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.

Reading and activity

Move from a view count to the pages and sessions behind it.

Page attention
See opens, new and returning readers, time spent and the pages that held attention, across files, rooms and signature requests.
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.

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, links about to end, stalled requests, recent readers and popular documents in one place.

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.

Read the walkthrough