Send & Track Use Cases

Real workflows for sharing documents, files, demos, and presentations with clients — gated, tracked, and always up to date.

4 items

Send a Proposal and Know When It's Opened

Send a deck or proposal as a protected link, get notified the moment the client opens it, and follow up while it's still on their screen.

Send & Track
Publish a Password-Protected Client Data Room

Deliver AI-prepared client files as a protected data room site with a password gate, an email requirement, and a record of who viewed what.

Send & Track
Publish a Protected Startup Report

Share sensitive startup reports with password access, analytics, and owner notifications.

Send & Track
Publish an Ask-Info Protected Site With Dashboard

Use password-plus-email access to capture who opened a protected Revdoku website and what they viewed.

Send & Track

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