What you'll find here
Drafting and editing happen in the page editor; sending is the last mile. This category covers the steps between a finished draft and a client reading it: getting the right internal eyes on it, delivering it as you rather than as us, and watching what happens next.
- Approval ladders & sign-off — require internal review before anything leaves, with a clear chain of approvers.
- Out-of-office routing — keep approvals moving when a reviewer is away by rerouting to a delegate.
- Send from your domain — deliver documents from your own email domain so they land as you.
- Track opens & reads — see when a client opens a document and follow up at the right moment.
Where to start
If a colleague needs to bless work before it leaves, set up an approval ladder first. If you mostly send solo, jump straight to sending from your domain, then turn on read tracking so you know when to follow up.