Quickstart

This guide takes you from a file on your desktop to a signed, sealed PDF. It is the same loop the onboarding missions walk you through, done for real.

1. Upload your document

1. Open Docshark in your Sharkforce organization.
2. Choose Upload a PDF from the home screen, open Library and drag your file in, or use Import from Google Drive.
3. PDF, Word, Excel, PowerPoint, and images are accepted. Word and Excel files are converted to PDF automatically when they go out for signature.

The file lands in your library. Pick Personal (only you) or Team (everyone in the workspace) scope. Large files upload in resumable chunks, so a flaky connection does not cost you the upload.

2. Create a managed link

Every send in Docshark is a link you control. Before and after it leaves.

1. Open the document and choose Share / New link.
2. Name the link. Visitors see the label.
3. Pick your access rules. For a first send, email verification is the useful one: the viewer confirms their email, and you learn exactly who read it.
4. Decide what viewers can do, download, print, copy text, and whether to watermark the pages.
5. Copy the link and send it anywhere: email, chat, your CRM.

The moment someone opens it, their session appears on the document card and in Analytics. Pages read, time per page, device, region.

3. Send it for signature

1. Go to Signatures → New envelope. The wizard runs five steps: Start → Document → Signers → People → Email text.
2. Start: choose Use a document and pick your upload (you can attach more than one document to an envelope).
3. Signers: choose Invite people. Or Just me if you only need to sign it yourself.
4. People: add each recipient's email (name is optional), pick their role, and choose the signing order. one at a time or all at once.
5. Email text: set the subject and a short note that goes in the signing email.
6. Press Create draft, then place fields on the PDF in the field builder. Signature, initials, date, name, text, and 16 more types.
7. Press Send. Each signer gets their own secure link by email.

4. Track and finish

• Watch progress on the envelope card in Signatures: "1 of 2 signed", "Waiting on {name}".
• Stalled signer? Use Send a reminder on the envelope, or turn on AI smart reminders for automatic nudges.
• When everyone signs, Docshark renders the values onto the PDF, appends a Certificate of Completion, applies a digital signature, and seals the result.
• Anyone, you, the signers, an auditor, can confirm authenticity on the public verify page with no login.