DocuFirst

Additional features

Online Form Filling & eSignature

Allows customers, employees, and contractors to securely fill out and electronically sign forms directly online, streamlining paperwork.

Custom Webform & Database Creation

Enables you to build custom online forms and a structured database to store all collected form data, supporting complex fields, calculations, and data leveraging.

Upload & Map Existing Form Templates

Easily import your current PDF or Word forms and quickly map data and signature fields, digitizing your existing documents.

FIPS Compliant Digital Signatures

Provides legally robust, high-standard digital signatures that link to Adobe's Approved Trust List (AATL), with embedded audit trails including IP address, email, date, and time.

Knowledge-Based Authentication (KBA) for Signors

Verifies the identity of signors through KBA, adding an extra layer of security to digital transactions.

Comprehensive Audit Log

Maintains a detailed record of all actions taken on forms and documents, providing a complete and defensible transaction history.

Support for Multiple Signors

Accommodates scenarios where multiple individuals need to sign the same document.

Centralized Supporting Document Storage

Offers a document management solution to store all files associated with your digital transactions in one place, reducing clutter and the need for multiple systems.

Direct Document Uploads by External Parties

Allows clients, employees, or contractors to directly upload their supporting documents to the platform.

Multi-Format Document Support

Accepts uploads of various document types including PDF, DOC, XLS, JPG, PNG, and more.

Document Ordering & Status Management

Enables you to set the order of documents within a transaction and assign different statuses for workflow tracking.

Extract or Merge Document Pages

Provides tools to manipulate documents by extracting specific pages or merging multiple documents together.

Bulk Export & Compile Documents

Allows for the efficient bulk export and compilation of multiple documents.

Data Validation

Ensures that forms are completely and correctly filled out by implementing validation rules.

Form Grouping & Signature Workflows

Organizes forms into groups and creates sequential signature workflows for structured processing.

Collaboration Rules

Define rules for how different users or parties can collaborate on forms and documents.

Automated Form Assembly

Leverage stored data to automatically populate and assemble new forms faster.

Configurable Workflows for Compliance

Design and implement workflows that adhere to regulatory compliance requirements.

GDPR & HIPAA Compliance

Adheres to General Data Protection Regulation and Health Insurance Portability and Accountability Act standards for data privacy and security.

Encrypted Documents & SSL Support

Ensures the security of documents through encryption and secure socket layer (SSL) technology.

Roles-Based Access Control

Manages user permissions and access rights based on their roles within the system.

Modify File Ownership & Access Levels

Allows administrators to change document ownership and control who can access specific files.

Document Inbox for Workflows

Provides a dedicated inbox for managing documents as they move through different stages of a workflow.

Document Action Tracking & Reports

Monitors all actions performed on documents and generates reports for oversight.

Automatic Document Indexing

Automatically indexes uploaded documents for easier search and retrieval.

Content Recognition & Indexing (OCR)

Uses Optical Character Recognition (OCR) to enable text searchability within documents.

Extendable Metadata Fields

Allows for the creation of custom metadata fields to enhance document organization and search.

Categorize, Tag & Search Documents

Provides tools to categorize, tag, and efficiently search for documents within the system.

Chat on Documents

Facilitates communication and collaboration directly within documents.

Reporting Dashboard & Real-time Upload History

Offers a dashboard for insights and a real-time view of document upload activity.

Downloadable Reports

Enables the download of reports in various formats, including PDF and Excel.

Open Web APIs

Provides application programming interfaces for seamless integration with other business systems.

Reminders on Documents

Set up automated reminders for actions related to documents.

Multi-Level Approvals

Implements approval processes requiring sign-off from multiple parties.

Cloud-Based Storage (SaaS)

A software-as-a-service (SaaS) platform, meaning it's accessible online without local installation.