Manage eSignature capabilities within a DMS, to route documents for digital signature, monitor status & automatic document check-in once signature is received.
Automatically batch file client reports into your document management software or Windows™ folder structure.
Separate bulk PDF files into individual documents based on specific criteria for auto-filing and delivery.
Batch upload documents to client portals.
Securely email client reports and documents in bulk.
Securely assemble, rename, reorder, and encrypt files on the fly as you attach them to your e-mail.