Features

A complete document automation platform

Replace half a dozen tools with one secure workflow hub designed for modern professionals.

PDF Editor & Form Builder

  • Drag-and-drop fields
  • Per-signer assignment
  • Conditional visibility
  • Pre-filled values
  • Validation rules

E-Signature Engine

  • Type, draw, upload signatures
  • Initials & date stamps
  • ESIGN / UETA / eIDAS aligned
  • Mobile-optimized signing

Smart Templates

  • Industry libraries
  • Brand-aware merging
  • Reusable field maps
  • Version control

Multi-Signer Workflows

  • Sequential or parallel
  • Conditional signers
  • Spouse / partner routing
  • Owner countersign

Audit Trails & Certificates

  • Tamper-evident events
  • IP & email verification
  • Hash-stamped final PDF
  • Completion certificate

Client & Document Vault

  • Folder structure
  • Tag & filter by brand
  • Locked archives
  • Retention policies

AI Document Assistant

New
  • Generate engagement letters
  • Suggest required fields
  • Recommend signer order
  • Draft vendor contracts

Security & Compliance

  • AES-256 storage
  • RBAC
  • MFA-ready
  • Document retention

Notifications

  • Email reminders
  • In-app alerts
  • Per-brand sender
  • Expiration warnings

Multi-Brand & Branded Portal

  • Per-brand logos
  • Branded signing pages
  • Custom domain
  • Sender name per brand