One workspace for
files, forms &
e-signatures.

Files are records you define with custom fields—like a deal or a project. Forms are fillable templates you can attach to files to collect data; submissions become part of the file. E-signatures let you send any document or form for signing via a link; signed copies are stored back in the file. All three work together in one platform.

Setup typically takes just a few minutes. When you first sign in, our interactive onboarding guide will walk you through the steps—from defining your first file type to publishing a form and configuring your first signature template. You’ll see how everything works hands-on, and you can expand to more advanced workflows at your own pace without disrupting existing operations.

Yes. Many teams start with one process first, then expand. You can move active workflows over in phases while keeping legacy tools running until each process is stable.

Yes. Send a public signing link to anyone. You can also embed a form into your website. People can open the link or embedded form in their browser, fill in fields, sign, and the completed document is stored in your file—all without creating an account.

Yes. Use role-based permissions to define who can view, edit, approve, and manage records or templates across teams.

ReFiles protects your data with end-to-end encryption (in transit and at rest), and every action is tracked with a full audit trail. Teams are secured by an extensive, role-based access system for granular permissions. We support secure, passwordless sign-in with Google, Microsoft, or magic email links—so passwords never need to be managed or stored. Automated backups run regularly to ensure disaster recovery and business continuity.