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Create and activate a session

Open Operations → Secure Document Sharing, create a session, add recipients and files, and configure expiry and access policies. Review the summary before activation. Each session has 6 active file slots, shared by sender and recipients. Standard files support up to 25 MB; ZIP files support 40 MB. Removing a file frees its slot while its activity record remains.

Recipients and files

The management tab combines recipient and file lists. Add recipients in the recipient area; use a row’s management button to open its settings popup. Allow preview, download, or both. Recipients must still complete access verification. For each file, allow all eligible recipients or select specific recipients. Recipient and file permissions are checked together. Senders can update settings and expiry; policy changes may require verification again. Organization Owners/Admins do not automatically gain access to another user’s private session. A recipient’s Info button shows the first recorded page access, preview, and download. These events describe access served, not proof that the recipient read every page.

Previews, watermarks, and annotations

Open Preview to review supported file representations. Policy watermarks are applied to served preview/download copies and can include recipient context. The original file is not overwritten. ZIP files are not watermarked. Save private annotation drafts before posting. Posted notes, replies, resolve/reopen actions, and marked areas follow permissions and file versions. Supported XLSX previews provide sheet/cell selection; formulas are not recalculated. Review PDF exports require the relevant permissions and include only visible annotations, excluding private drafts. Format, page, and size limits are shown in the preview. A review export does not create a Document Sign signature.

Reports and audit

The reports tab records access, previews, downloads, invitations, permission changes, and file activity. Use filters and JSON/CSV exports where available. Reports contain neither original files nor access credentials. Recipients may upload replies when the policy and free slots allow it. Replies start private to the sender and uploader; further distribution requires an explicit sender action.

Archive

Archiving closes the session and deletes uploaded files. Session information and audit remain accessible, but deleted files are no longer available. Review the archive confirmation carefully.

Credits and security

Activation for the first recipient uses one Credit; each additional recipient uses one Credit. Resending an OTP is not a new recipient. Previews, annotations, and additional files do not consume a Credit per file. Uploads are encrypted at rest with service-managed keys. This is not customer-only end-to-end encryption. When the subscription becomes inactive, external access freezes; internal/owner access still follows authorization and retention. Final PDFs follow file deletion schedules. Audit, billing history, and verification evidence remain according to the service terms. My Projects groups sessions without changing their permissions.