E-signatures, NDAs, and file requests: close the loop inside the room

Three capabilities close the loop around document sharing. NDA gates put an agreement in front of your content, so nobody sees a page before accepting your terms. The e-signature ceremony turns any agreement into a guided, field by field signing experience, with the signed copy emailed to both sides. File requests collect documents from the other side through one link, straight into the right folder. And underneath all of it, the audit log records every action, so the history of the deal is never a matter of memory.

• Founders gating a due diligence room behind an NDA during startup fundraising.
• Anyone sending agreements for signature: NDAs, term sheets, engagement letters, contracts.
• Teams collecting documents for diligence, KYC, onboarding, or an audit, from people who should not need accounts.
• Legal and finance teams that need a defensible record of who saw and signed what.

The agreement layer of a deal usually lives in a different tool from the documents, and the collection layer lives in email. The result is friction at the exact moments that decide whether a deal moves: an NDA emailed as a Word file for manual signature delays room access by days; a diligence checklist becomes forty email attachments landing in the wrong inboxes; and when a dispute comes months later, nobody can reconstruct who saw which version and agreed to what.

1. To gate a room: turn on NDA acceptance in the link settings. Visitors read and accept before anything is shown, and the acceptance is logged.
2. To get an agreement signed: place the fields on the document, send the link. The signer is walked field by field, dates fill automatically, and consent is explicit before submission.
3. Both sides receive the signed copy by email; the owner can download the exact signed document from the Signatures tab whenever needed.
4. To collect documents: create a file request naming what you need and the deadline, and send one link. Uploads land in the right folder automatically, and you see what is still pending.
5. Questions from visitors arrive through the built-in Q&A on the shared space, so answers stay attached to the room instead of scattering into email.

• Days become minutes: NDA acceptance and signing happen inside the same visit as the viewing.
• No extra tool: agreements, collection, and Q&A live where the documents already are.
• Order instead of email chaos: collected files arrive sorted, with deadlines visible.
• A defensible record: every view, acceptance, signature, and upload is timestamped in the audit log.

An investor asks for the full financial room on a Friday afternoon. The founder sends one link gated behind an NDA. The investor opens it at 6 pm, accepts the NDA at 6:01, and is reading the financial model by 6:02, an interval that used to take three days of emailing a Word document back and forth. The following week, the investor sends a diligence checklist; the founder answers it with a file request link, and by Wednesday every requested document sits in one folder with two still marked pending. Months later, when a question arises about which version of the shareholder agreement was reviewed, the audit log answers it in one search.

• Gate financial and legal rooms behind an NDA by default; it costs the visitor one minute and protects everything after it.
• Use your own NDA text where it matters; the built-in default covers standard confidentiality.
• Give every file request a deadline. Pending items with dates get delivered; open-ended ones drift.
• Keep questions in the room Q&A instead of email, so the whole deal history stays in one place.

• NDA gates put your terms in front of your content, recorded per visitor.
• The signing ceremony guides the signer field by field and emails the signed copy to both sides.
• File requests collect documents through one link, sorted and deadline-tracked.
• The audit log turns the history of a deal from memory into record.