Document Collaboration
Collaborate on documents together
Share, view, edit, annotate, and sign. Go through the document together – wherever you are.
Watch a demoThe power of Document Collaboration
Enjoy real-time, side-by-side remote collaboration on reports, contracts, or agreements.
Real-time collaboration
Get download-free access to collaborate in real- time on all comment document types, such as PDF, Word, Excel, and more.
Naturally collaborative
Ensure maximum comprehension with Co-Browsing collaborative tools including markers, annotations, highlighting, and comments.
Secure exchange file sharing
Both agents and customers can enjoy complete peace of mind for secure document management and exchange during conversations.
The first place you look
Not only are ongoing interactions stored in a single thread, but you can view all previously uploaded files in a centralized location.
Flexi-file save
Upload the updated file to the conversation for future reference or save a local copy – with or without comments and mark-ups.
Signed, sealed, delivered
Seal the deal with out-of-the-box digital signature capabilities that emulate the in-person experience.
Side-by-side signing support
Remain with your customer throughout the signing process thanks to in-built signature capabilities with a shared view for both agent and visitor.
All above board
Unblu signatures are compliant and convenient, mimicking the in-person experience of signing documents.
Don’t break the flow
Harness the power of integration to maintain your tried-and-tested internal workflows.
Manage the source of truth
Select and send documents while managing the source of truth in a centralized repository, whether your ECM, CRM, or more.
Signature solution of your choice
Have an existing digital signature solution? Seamlessly integrate and sign with ease – directly from the conversation.