CloakShare
Use Case
Franchise Disclosure Documents
Distribute Franchise Disclosure Documents (FDD) with per-recipient tracking, automatic expiry, and complete audit trails. Document review compliance for regulatory requirements.
Day minimum FDD review period required by FTC rules
Documented proof of delivery and review for every recipient
Per-recipient fees, scale from 10 to 500 prospects without cost increase
The problem
Federal and state regulations require franchisors to provide the Franchise Disclosure Document at least 14 days before signing. CloakShare provides documented proof of delivery and review with per-recipient tracking, page-level analytics, and complete audit trails. Know exactly when a prospective franchisee received the FDD, which sections they reviewed, and whether they met the minimum review period.
Why CloakShare
Documented proof of FDD delivery and review for regulatory compliance
Per-recipient tracking shows which sections each prospect reviewed
Automatic link expiry after the review period creates natural follow-up triggers
Dynamic watermarks prevent unauthorized redistribution of confidential FDD data
API integration automates FDD distribution from your franchise management system
Audit trails exportable via API for compliance records
How it works
Upload
Upload your document (PDF, DOCX, PPTX, XLSX) or video (MP4, MOV, WebM) via API or dashboard.
Configure
Set email gating, password protection, dynamic watermarks, and link expiry to match your security needs.
Share
Send the tracked link. Recipients view in a secure canvas-based viewer. Videos stream via adaptive HLS.
Analyze
Track per-viewer engagement with page-level and video watch-time analytics. Get real-time webhook notifications.
Documents and video in one platform
CloakShare is the only secure sharing platform that combines document and video sharing with per-viewer analytics. Upload your PDF or presentation alongside a video walkthrough. Both are tracked, watermarked, and protected with the same access controls. No other tool does this.
Frequently asked questions
Does CloakShare help with FDD compliance requirements?
Yes. The audit trail documents exactly when each prospect received the FDD, when they first opened it, which pages they viewed, and their total review time. This provides evidence of the 14-day review period required by FTC franchise rules.
Can I distribute the FDD to hundreds of prospects simultaneously?
Yes. Use the API to generate unique, tracked links for each prospect. Each link has independent analytics and access controls. Scale from 10 to 500 prospects without per-recipient fees.
How do I know if a prospect is ready to move forward?
Analytics show completion percentage and time per section. A prospect who spent 45 minutes reviewing the financial performance section is more engaged than one who skimmed the table of contents.
What happens to FDD access when a prospect decides not to proceed?
Disable the link instantly or set automatic expiry dates. Once the link is disabled, the FDD is no longer accessible. The audit trail is preserved for your records.
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Compare CloakShare
Start sharing securely
Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.