Peak Docs · Guide · Client documents
Documents clients
enjoy reading.
A guide to readable client documents: outline, short paragraphs, one clear next action and a clean read-only page. Before and after, step by step.
Where do you want to make progress?
Write the action in one sentence at the top.
Readable. Accessible.
Clear.
Your client reads what is written, not what you meant.
An internal working document has comments, open points and abbreviations. Before you share it, turn it into a clear read-only page: outline, short paragraphs, one next action. In Peak Docs you then release a version as a public read-only page or export it as PDF, Markdown or HTML.
Have this ready for the client's view.
- A document that goes to a client
- The one action the client should take afterwards
- Someone who reads the document without background
The learning path
From working draft to read-only page.
Set the next action
What should the client do after reading?
- Write the action in one sentence at the top.
- Repeat it at the end as a clear close.
- Cut everything that doesn't serve this action.
The client knows at once what it's about.
If you get stuck
When the client still asks.
The client should comment right in the document.
Today, members of your workspace can comment. Guest access for clients and a client portal are planned.
Can the document appear in our brand design?
A dedicated brand studio for documents is planned. Today you design with the editor and its existing blocks.
Can the client sign the document?
No. E-signature is planned in Peak Docs and not available today.
Your quality check
Is your document client-ready?
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Local learning path with a made-up example. Outline, comments, public read-only pages through a share link and export as PDF, Markdown or HTML exist in Peak Docs today. Guest access, client portal, brand studio, e-signature and read analytics are planned. Progress stays in this preview.
- Editorial demo
Editorial example with made-up sample data. It describes features Peak Docs has today; everything else is marked as example, concept or planned.
Your next client document is a clear page.
See which document types Peak Docs brings for client work.
Frequently asked questions
Which document types are there?
Peak Docs ships 22 document types, for example proposal, report or briefing.
Is there a client portal?
Not yet. A client portal is planned. Today you share with a read-only link.
Can I see whether the client read it?
No. Read analytics are planned.