Simple, secure, and powerful

How to use Docme?
Learn how our platform works

From upload to insights — discover how Docme helps teams share documents securely and understand exactly how they're being read.

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Meet Jessica

A business leader who needs secure document sharing

Jessica leads a growing team and regularly shares sensitive documents like pitch decks, pricing sheets, and contracts with investors, clients, and partners. She needs to know who's reading what — and keep everything secure.

Jessica
Step by Step

Your document workflow, simplified

01

Upload your documents

Upload PDFs, Word docs, and presentations to your secure Docme workspace. Organize files into folders and access them from anywhere.

  • Drag-and-drop file upload
  • Support for PDF, DOCX, PPTX, and more
  • Automatic virus scanning
  • Version history tracking

Drag and drop files here

or click to browse

PDF

Investor_Deck.pdf

2.4 MB • Uploading...

02

Set your security preferences

Control who can access your documents with customizable security settings. Add passwords, email gates, expiration dates, and download restrictions.

  • Password protection
  • Email-gated access
  • Set expiration dates
  • Disable downloads
Password Protection
Email Gate
Disable Download
03

Share with a secure link

Generate unique, trackable links for each document. Share via email, Slack, or embed directly on your website. Every link is automatically monitored.

  • Unique links per document
  • Custom link branding
  • One-click sharing
  • Revoke access anytime

Share Link

docme.cc/s/abc123
04

Track viewer analytics

Know exactly who viewed your document, when they opened it, and how long they spent on each page. Get real-time notifications and detailed insights.

  • Per-page time tracking
  • Viewer email & location
  • Device & browser info
  • Real-time view notifications
SC

sarah@acme.com

San Francisco, US

5:14

Time spent per page

05

Follow up intelligently

Use analytics to prioritize your outreach. Focus on prospects who spent the most time on your pricing page, or re-engage those who didn't finish reading.

  • Identify hot leads
  • See completion rates
  • Export viewer data
  • Integrate with your CRM

Hot Lead Alert

john@enterprise.com spent 8 minutes on pricing

24

Total Views

18

Unique Viewers

68%

Completion Rate

06Coming soon

Create Data Rooms (Coming Soon)

Bundle multiple documents into a branded, access-controlled virtual room. Perfect for investor due diligence, M&A, and client onboarding.

  • Custom branded rooms
  • NDA gate on entry
  • Per-document permissions
  • Room-wide analytics

Series B Due Diligence

12 documents • 4 visitors

Cap Table.xlsx
Financial Model.pdf
Term Sheet v2.pdf
Use Cases

Explore more ways to use Docme

Fundraising

Share pitch decks with investors and see exactly which slides capture their attention. Perfect for startup fundraising rounds.

Sales

Send proposals and contracts to prospects. Track engagement and follow up when they're most interested.

Investor Relations

Distribute quarterly reports and updates. Know which investors are actively reading your materials.

Legal & Compliance

Share NDAs, contracts, and sensitive documents with full audit trails and version control.

Analytics

Real-time insights at your fingertips

Docme captures every interaction with your documents. Know who's engaged, what they're interested in, and when to follow up — all in real-time.

Individual viewer tracking

See exactly who viewed your document and when

Page-by-page analytics

Understand which sections capture attention

Geographic insights

Know where your viewers are located

Device & browser data

See how viewers access your content

Document Analytics

156

Total Views

42

Unique Viewers

4:32

Avg. Duration

Recent Viewers

S
sarah@acme.com
2 min ago
M
mike@startup.io
1 hour ago
A
Anonymous · d4f3a2
3 hours ago

Ready to get started?

Join thousands of teams who use Docme to share documents securely and gain powerful insights.