Introducing smartflows
SmartFlows is a visual builder for document signing workflows. With SmartFlows, you can design your document workflow using intuitive and user-friendly components that allow you to create an industry-leading user experience.
The true power of SmartFlows comes from the data connections and utilisation. Collect data from users via questionnaires and feed the data into a document, or fetch data from various external data sources to use in your SmartFlows. Once a user has signed the end document, their answers and relevant data are sent together with the signed document directly to your CRM.
Works great for:
How smartflows work
Get started quickly with predefined templates or build your own workflows from scratch. Workflows can be started by an employee as part of an internal process or initiated by the customer from your website in a white-label environment.
Create dynamic documents that utilise data from within the SmartFlow or from external data sources, such as a company registry. Then choose the right signature based on the internal and external requirements for each document.
Bring partners to the table and link more than one workflow together to make connected workflows even more user-friendly. Perfect for government processes that require data to be sent to more than one institution.
Analyse your workflows and improve them based on user input to make them even smoother. Workflows can be edited at any time by a member of your team. Test your workflows before publishing them to the public to ensure the user experience is optimal.
The activity log provides a complete overview of each document, allowing you to track the authentication and signing process and send reminders to signees to finish the signing process. Documents are delivered via email or directly to your document management system.
Get started in minutes with plug-and-play templates
With our built-in templates for the financial industry, you can publish a workflow that is compliant with AML regulations, FATCA, CRS, MiFID, and other regulatory requirements within minutes.
Want to add a step to the template? Simply hit that plus sign and choose what action you want to add to the workflow. All steps are completely adaptable to your needs.
SeamlessLy Integrate With Ease.
Our Rest API’s are a powerful way to build new solutions in your own interface and to integrate with the solutions that are already in operation.
Documents can be sent for signature directly from your own systems, and after signing, the documents and related metadata can be automatically sent back to the document system.
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