Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
Create and with customizable electronic signatures. Draw or type signatures directly on PDFs. Scan and convert to PDF. Share signed files via email or cloud services. Set reminders for document deadlines. Export in various file formats.
Collaborate and communicate through instant messaging, document sharing, and file exchanges with electronic signatures. Conduct calls and video conferences with multiple participants. Manage tasks with progress tracking.
Manage tasks, track compliance, and audit workflows
Manage workplace operations, inspections, and compliance tasks with structured workflows and audit trails. Track actions for traceability and reliability. Use blockchain technology for tamper-proof verification and instant validation of data.
Verify identity or sign contracts digitally using a mobile device and valid ID document. Upload ID for verification, capture signatures, and complete processes online. No in-person visits required.
Manage emails with 3D Touch support, fast document previews, and high-quality PDF creation. Customize workflows with snooze, interactive notifications, and full inbox sync. Sync across devices using iCloud for consistent access.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage personal and business accounts with real-time access to all financial information. Generate secure login codes and approve transfers using Soft Token. Create and review transactions on-the-go. Initiate local and international transfers.
Enables employees to access company announcements and HR requests. Users can submit and track approval requests, sign documents digitally, and manage daily tasks. Features include request tracking, document signing, and automated workflow management.