eSignature Connectors

CONNECTORS FOR YOUR FAVOURITE APPLICATIONS AND SERVICES

Plugin for Adobe Reader

Combine handwritten signatures using external signature tablets with digital certificates to sign documents offline, directly in Adobe Reader.

Autopilot eSignature Extension

Add eSignature steps to your Autopilot workflows and trigger those workflows from Office 365 applications.

eSignature Connector for Box

Send documents stored in Box for signature, track the signatory process and receive the signed documents back into Box.

Plugin for Google Mail & Docs

Send documents for signature and have them returned conveniently to your mailbox when completed.

Plugin for Microsoft Word and Excel

Tag documents with signatures directly in Word and Excel, send them for signature and track their progress without leaving those applications.

eSignature Connector for Nintex

Add eSignature activities to your Nintex workflows to send documents for signature, track their progress and handle their secure return.

eSignature Connector for OpenText

Get documents sent from OpenText for signatures, track them and get the signed documents back either individually or in batches.

Salesforce eSignature Connector

Get quotes and other documents generated by Salesforce to your customers for electronic signature. Track them and get them returned securely whilst updating your Saleforce metadata.

eSignature Connector for Sharepoint online and server

Manage documents and their signature process from Sharepoint online and Sharepoint server. Signed documents are returned once completed.

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Connector Signature Lifecycle

Stage 1 - Design your Document

You can create re-usable document templates that are tagged with signature blocks assigned to signatory roles. Your templates can either be static or dynamically generated.

Stage 2 - Design your Signature Workflow

Map signatories to roles on document templates by sourcing their contact details from a CRM or your corporate directory. Setup a signature workflow that allows any-order or sequential signing or a combination of both.

Stage 3 - Send for Signature

Send the document on its way, specifying any custom messages for recipients, document security settings and how you want the document to be returned. Updates can be received for each signatory action and/or at the end of the process.

Stage 4 - Track your Document

Follow the document as it securely moves through the workflow tracking user interactions with their email, pages, devices etc. You can send reminders or delegate the signature request if you're being delayed.

Stage 5 - Receive your Document

Your signed document is returned upon completion with either an acceptance or rejection captured in a comprehensive Chain of Custody. The signed document (containing your original document, the digital signatures and the audit trail) are stored as a single atomic PDF document.

Stage 6 - Measure your Success

Begin to understand your customer conversion and approval processes by measuring key performance indicators captured throughout the signature process. These are presented through dashboards that provide insight into how signatories react and engage with your requests.