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• Automated template creation

  Expedites document preparation for signatures with pre-configured form templates. Automatically fills in important fields such as names, date and numbers before sending the documents out for signature using process-related metadata.

• Defined signing orders

  Allows staff to define whether one or more recipients need to sign the prepared document and the order in which signatures are required.

• Ad hoc and preconfigured approval processes

  Allows initiating ad hoc signature requests via DocuSign or Core Signature Service with a few clicks without the need for a workflow. Pre-configured Business Process Library applications can be used to send documents to internal and external parties.

• Automated records policies

  Assigns retention, archival and disposition schedules to signed agreements using metadata, such as contract end date, while storing the related signature logs and signed envelopes.

• Audit trail reports

  Provides complete audit trails in signature logs with details, such as name, signature date and time, IP address of the device used to sign and a secure hash algorithm to verify signature authenticity.

• DocuSign integration

  Includes out-of-the-box integration that supports both cloud and on-premises DocuSign solutions.

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