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Dashboard
Top Countries
Devices
Recent Activity
Documents
Templates

Reusable HTML documents. Global templates are published by the platform owner and available to every workspace — click Use to create your own editable copy as a document.

Tokens
Label / EmailDocumentToken IDMax usesOpens Last openedCreatedStatus
Signatures

KynetraSign — send a document for multi-party signature. Attach it to a proposal token so the client can sign directly from the proposal, or send each signer a private link.

Portfolio Operations
Integrations

Connect Folio to approved HyperBridge and Kynetra products. Connections are workspace-scoped; outbound events are signed and only include identity data when you opt in.

Access Logs
TimeLabelEmailToken IPCountryCityRegion ContinentTimezoneISP / ASN DeviceBrowserOS HTTPTLSColoRay Bot ScoreThreatVerified Bot RefererLanguageDNT ScreenColor SchemeTouchJS TZ UA (raw)
Accounts
WorkspaceOwnerEmailPlanDocsTokensCreatedStatus
Users
NameEmailRoleStatusLast loginCreated
Settings
Plan & usage
Workspace

Used in the document reading room header and email templates.

Custom domain
Email delivery

Set via MAILGRID_FROM environment variable in Cloudflare Pages.

Link signing
Status Disabled

When enabled, every share link includes an HMAC-SHA256 signature. Links without a valid signature are rejected.

Trusted IPs

Opens from these IPs skip access logging and do not count toward max-uses. Use for the creator and trusted reviewers.