Recipient review / Complex path
Confidential data room
Publish selected PDFs into a governed external room with recipient gates, watermarked previews, revocation, and evidence export.
Legal, compliance, finance, and diligence teams
Conversion paths
Take this workflow into evaluation
Start the product path, run this recipe in the demo, copy implementation recipes, or inspect the proof view attached to the workflow.
Buyer path
Request access, compare packages, and route the right workflow to the right team.
Request accessDemo path
Pick a public PDF and see the generated tool chain before committing to a rollout.
Run demoDeveloper path
Copy TypeScript, Python, or curl recipes and map them to canonical /v1 routes.
Integration overviewReviewer path
Inspect screenshots, security controls, evidence artifacts, and proof surfaces.
Inspect proof
Example PDF
Adobe FY2025 Form 10-K from U.S. Securities and Exchange Commission EDGAR
Screenshot
Recipient review room
API reference
Map routes to jobs, artifacts, and webhooks.
Toolbox
Browse every tool used in this pattern.
Workflow Steps
- 1Choose approved room documents
- 2Set recipient groups and grants
- 3Require email and passcode gates
- 4Preview with per-recipient watermark
- 5Log views and downloads
- 6Export room evidence
API Route Sequence
POST /v1/data-rooms/{room_id}/access-checkGET /v1/data-rooms/{room_id}/eventsGET /v1/data-rooms/{room_id}/delivery-artifactsAutomation Blocks
Trigger
- Choose approved room documents
- Batch or saved pipeline
Watch
- Poll job status
- Handle retry or timeout
Verify
- Recipient access policy
- Watermarked preview artifact
Implementation notes
Idempotency
Send one stable key per document and operation.
Feedback
Surface queued, running, completed, and failed states.
Artifacts
Download outputs only after the job succeeds.