Three Easy Steps

Pick your Process

Select from over a dozen business templates to start your project:

• Mergers & Acquisitions
• Procurement & Bids
• Board Reporting
• LP Reporting
• And More ...

Share your Documents

• Invite as many users as you need from inside and outside your firm
• Virtually unlimited storage for thousands of documents and files
• Upload files, folders, or complex folder trees in a few clicks

Control and Track

• Control access with flexible and targeted user permission settings for editing
  and version control
• Restrict document use with digital rights management on PDF viewing, printing, and saving, plus personalized and tamper-proof watermarks
• Track users with real-time alerts on user activity, and usage reports for detailed user auditing and analysis