Export formats
- PDF — print-ready with embedded fonts and images
- DOCX — editable Microsoft Word format
- HTML — for embedding in emails or web pages
Delivery channels
- Email — send directly from Qvista with custom subject, body, and attachments
- Secure links — share a view-only link with optional expiry and password
- Downloads — one-click download from the Documents dashboard
- Embedded — embed a document viewer in your own app or portal
- Autoflux actions — hand off to any downstream system (Slack, storage, CRM, etc.)
Access and audit
- Role-based access to view, download, or share documents
- Track opens, downloads, and shares
- Revoke access at any time