RDocs for Zapier

App Overview:

RDocs™ for Zapier enables businesses to intelligently automate document delivery, control, and tracking across thousands of applications—without writing a single line of code. Whether you need to share documents securely, monitor who’s viewing them or revoke access after sending, RDocs™ simplifies the process through flexible, no-code workflows.

Specifically, RDocs for Zapier allows you to:

• Share secure RPD™ documents automatically from your connected apps, using predefined RDocs™ features and settings.
• Track when, where, and how often documents are viewed, with forensic audit trails.
• Revoke (kill) access to documents when specific events occur in other apps.
• Retrieve detailed tracking data for each document directly into your CRM or workflow tools.
• Tailor document workflows end-to-end, from creation and sharing to reader permissions and automated storage.

RDocs™ and RPD™ files by RPost^® are trusted by professionals in legal, compliance, sales, and client service teams across the globe—bringing a new standard of security, control and visibility to digital document delivery.