PDF Electronic Signatures
Our customer portal also integrates support for PDF-based electronic signatures, offering a seamless and secure method for signing important documents. This feature is designed to streamline the customer journey, allowing users to complete an entire workflow – from data entry to document signing – all within the confines of the portal.
The electronic signature feature is compliant with the U.S. Electronic Signature in Global and National Commerce (E-Sign) Act, ensuring the legal validity and enforceability of electronically signed documents. Customers can quickly sign documents with just a few clicks, saving time and eliminating the need for paper-based processes. This digital approach not only enhances the user experience but also supports your organization’s sustainability goals.
With our integrated PDF electronic signature support, we underline our commitment to providing comprehensive, one-stop solutions that simplify processes for your customers while adhering to the highest standards of legal compliance.
Utilizing Fillable PDFs as Templates
Our customer portal harnesses the power of fillable PDFs and allows you to use them as templates for various purposes. This means any fillable PDF document can be uploaded into the system and used as a basis for generating new documents. This capability is particularly useful for forms or contracts where the overall format remains the same, but the specific details need to be personalized for each customer.
The portal’s user-friendly interface makes it easy to upload and manage your PDF templates, ensuring a streamlined process for document creation.
Support for Multiple Documents and Signatories
Further enhancing the flexibility of our solution, the portal supports the signing of multiple documents in a single workflow. This feature enables customers to smoothly navigate through a series of documents, signing each one as needed, without having to leave the portal or interrupt their workflow.
Additionally, our system is designed to accommodate multiple signatories. If a document requires the signatures of several parties, each can sign in turn using our secure, compliant electronic signature feature. The system efficiently manages this process, sending notifications to each signatory in the appropriate sequence and tracking the status of each signature. This functionality ensures a smooth, seamless signing process, even for complex transactions involving numerous documents and signatories.
Please visit our eSign documentation for tutorials and more details.