Candidate deal rooms
Every lead in your pipeline opens as a single page, and its Documents tab is the deal room — the disclosure documents you have shared with that candidate and their receipt and acknowledgement trail. Meetings, quotes, messages and the full activity history for the same candidate are tabs on the same page.
One trail, both sideslink
The candidate sees the same receipt trail you do — when a document was delivered, opened, and acknowledged. That shared record is what makes disclosure-timing questions answerable later, so share anything that matters legally here rather than as an email attachment.