Features
Automatic Reminders
Following customers up to complete their forms by phone or email is a waste of your time. It's quick and simple to set your documents up with automatic reminder emails, 1, 3, 7 or 14 days before the completion deadline, so you can focus on what is most important to you.
Attachments
With a simple tick of a box, request that your customers attach specific documents, such as proof of identity, proof of address, or even an image when signing and returning your forms. This minimises the need for additional and unnecessary human interaction, and keeps all of your documents and files stored together in one easy to access location.
Workflow routing
Often, a document will need to be signed by multiple people, in different locations. Our workflow routing takes the hassle out of managing multi-signers; simply set the order that you want people to sign in and the document will automatically route to the next person in the flow, until it is finally completed and returned to you for review.
Required Fields
Isn’t it frustrating when you receive a form back, and one of the fields hasn’t been filled in? In just one click, you can set your fields up as required, meaning that your customer will not be able to sign or complete the form until it has been filled.
Default Recipients
Do you have a form that, upon completion, always needs to be sent to a certain person, or group of people? Setting your document up with a default recipient, will take the risk of human error away and ensure that upon completion, your document will automatically make it to the required person, people or inbox, every time.
Document Library
Our document library makes it easy to keep your documents up to date, organised and easy to access by all users.
Signer Access Code
Do you like an extra layer of security when it comes to sending forms? Perhaps there is personal and confidential information that you don’t want to fall into the wrong hands. Set your forms up with a signer access code and the person that needs to sign the document will receive a PIN to their mobile, that they will need to enter every time they access the document.
Branding
Stay on brand! Upload your own logo, so that when your customers receive an email, they know straight away that it has come from you. Why stop there? Go one step further and add your website URL, so that upon completion of signing a form, your customers will be directed to your website, or landing page.
