Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
How it works
- Attach the documentAdd the file to the right record.
- Review the versionCheck and compare revisions.
- Prepare signingSet the signing order and options.
- Keep the recordThe document stays with the work, in context.
Built around the work
- Files on the recordAttachments, metadata and full-text document search.
- A visible version historyKeep revisions together and review the current version.
- Signing that follows the workSigning order, reminders and electronic signature options.
- Sharing with controlsExpiry, download limits, retention rules and legal holds.
Everything in Documents and e-signature
Files, versions and signatures on any record.
Documents
- Attachments on any record
- Document metadata and versioning
- Full-text document search
E-signature
- Electronic signing in every licensed area
- Signing order and reminders
- Electronic signatures through Dropbox Sign
Sharing and retention
- Secure sharing with expiry and download limits
- Request documents from clients and vendors
- Retention rules and legal holds
- Watermarks for sensitive files
Connected across Perspectiv
Each capability keeps its own availability.
Common questions
Questions
Is this a separate document product?
It is a shared Framework capability used on records across Perspectiv.