Documentation
Documentation

Documentation

With simple and secure document sharing, Pima.app simplifies the process of sending confidential documents and agreements to your prospects and customers. Share your SOC 2 reports, NDAs, DPAs and SCCs (GDPR), Pentest results or Security policies, safely, and securely.

Find below our learning resources to get you started using Pima.app. If you have any questions, don't hesitate to reach out to support@pima.app.

How to use Pima

Getting started

📃1. Upload a new document📰2. Upload and configure an agreement🚣3. Send out an envelope

Integrations

Slack IntegrationSlack IntegrationHubSpot IntegrationHubSpot IntegrationClose.com IntegrationClose.com IntegrationOkta IntegrationOkta IntegrationZapier IntegrationZapier IntegrationPima APIPima API

Other

💥Known Issues🗄️Supported File Types📦Report Complaints and Inquiries⁉️Frequently Asked Questions🔧How do shares work?✒️Update Signer Details

Automating Requests

📮Publicly List Document on Request Center📚Request Center URL🎯Embedded Request Form⛰️Bind an agreement with a document

Admin

👥Invite Users👱User Permissions💲Billing⏰Automated Reminders📛Access Pass Configuration🚏User Access Restriction

Additional Features

👥Groups🏷️Labels📣Email Notifications🪄Manually watermark documents🔻Download original document📦Packages📄Request Forms