Boost Performance of Existing Business Processes with E‑Signature Integration
Empower users with an automated, customizable e-signature workflow
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Get a company-wide digital signature workflow in a single solution
Your optimal solution should seamlessly integrate with your existing back-office or ERP system, offering greater flexibility and control to your current workflow without causing disruption. A complete end-to-end white-label document software solution like Compleo can automate your e-signature process. From release to storage, you can monitor each stage of your document’s journey while maintaining confidentiality and security.
Most e-signature solutions focus on licensing individual users. Instead, Compleo helps you focus more on the number of documents produced. Your administrators control who gets to sign which documents.
- Integrate e-signature into your existing business process
Certified IBM I, SAP, or web API connectors help integrate your e-signature solution with your existing ERP. Because of this, there’s no need for special programming or consultant skills. Your solution can be up and running within days without disruption or delays to your IT environment, staff, or established workflows. E-signature integration is a one-time process.
- Go digital by deploying electronic signatures company-wide
With a company-wide e-signature solution, cross-department collaboration becomes easier, and signing documents takes far less time.
- Ensure traceability and governance for each e-signed document
Keep track of each document as it’s sent through its respective workflow. Every step is monitored and controlled automatically, from the time the business document is released to its return into your back-office. A predefined e-signature workflow automates each e-signing step and can combine an internal corporate network and external cloud exchange. Workflow integrated document security protects business documents from the misuse or loss that comes from manual handling. The registered internal user can enjoy document traceability by tracking the engagement of the requested e-signers and e-approvers during each step of the e-signature workflow in real-time.
Empower multiple users with a fully integrated, corporately deployed e-signature solution
Benefit from a a hybrid e-signature solution
Compleo WebSign operates as a hybrid white label signature solution. It enables both on-premises and external cloud exchanges through its Software as a Service (SaaS) platform hosted by Microsoft Azure. Using a cloud-based e-signature process gives you the ability to sign or approve documents anywhere, from any device. This allows your business to reduce delays and become more efficient.
Our WebSign white label signature solution coupled with our Compleo Robotic Process Automation (RPA) helps optimize e-signature tasks into fully automated workflows. In addition, Compleo RPA offers multiple connectors and drivers to integrate your e-signature workflow with various platforms. These include SAP, IBM, SAP Cloud Platforms or Amazon Web Services, Microsoft SharePoint, and more using Web Services.
Adapt to your business needs
Compleo WebSign offers a flexible approach to e-signature workflows. Through our Compleo Hybrid RPA, you can use predefined e-signature workflows to distribute commercial documents to recipients in bulk automatically as soon as they are released. At the same time, you can customize documents according to your specific business, customer, or vendor signature requirements and return them to the automated workflow for distribution. As your business evolves, Compleo gives you the freedom to adjust accordingly.
Monitor the status of your e-signature document
Through our real-time reporting interface, authorized users can verify their e-signed document’s status. Follow each document throughout the e-signature process and view details of each step to completion. Verify who has approved the document, signed it, rejected it, and/or held up the process.
Using this same interface, users can upload their signed document, decide which workflow to submit it through, and deliver it to the correct recipients. This can include an external or internal process, as well as a combination of both. Uploaded documents can then be reviewed and edited before sending. Throughout this, the user remains in control.
Determine flexible internal user management
Compleo WebSign offers a truly democratized approach to electronic signatures by providing a company-wide solution that all authorized executives, business users, or staff members can utilize. Even though this digital signature solution can be widely accessed, IT handles the administration of registered internal e-signers or e-approvers.
Each internal user profile is created according to their predetermined authorization levels found in the active directory or the integrated security application. Therefore, the company has control over document accessibility, approval, and the authorization level given to each internal user for e-signatures.
Customize email notifications and messages
Compleo WebSign enables customized communication to be sent to all external e-signature document recipients. The email notification requesting e-signature contains a customizable message including document metadata and company-specific information. These emails are sent via the user’s company server, identifying it as a trustworthy source. Recipients can rest assured that the email they receive is not spam but legitimate and safe to open.
The result is a more customer and vendor-centric approach. As for internal alerts, these inform registered users when each e-signing step is complete. Individual businesses can set the frequency and triggers of these alerts according to their practices.
A fully-featured digital signature solution
Compleo WebSign includes all state-of-the-art digital signature features
Two-factor authentication verifies e-signer identity. Through this feature, selected external signers receive an email containing a URL linking to the document to sign. Once clicked, the user receives a six-digit code via SMS on their device to unlock the document.
After the document is signed and completed, an AATL (Adobe Approved Trust List) certificate locks and encrypts it, ensuring no further changes can be made, preserving its authenticity.
Our audit trail feature includes all successive e-signing step details, such as email address, phone number, IP address, and GPS coordinates. These may be integrated into the final e-signed PDF, providing evidence of e-signers identities.
PDF metadata and multiple variables extracted from the document feed the e-signature workflow, easing the routing and the customization. Access missing information from various sources, such as a database.
Furthermore, Compleo WebSign ensures e-signature document security by using an external SaaS architecture, preserving your internal network security while restricting accessibility to authorized personnel. Thanks to the Microsoft Azure platform, the receiving party is notified when a document is available. And for the sending party as well as the receiving one, there is no port to open.
Improve efficiency with an end-to-end e-signature document workflow
From the on-set, you can customize your e-signature document workflow to incorporate all the necessary steps to suit your internal and external e-signature workflow needs while streamlining the entire process through automation.
Integrating an end-to-end e-signature workflow enables complete control over the entire document journey from start to finish:
- Retrieve any ERP, BPM, or CRM-produced source document
- Convert it into a signature-ready PDF template.
- Distribute to the correct recipient.
- Finally, return the e-signed document to the ERP or share it in a Cloud repository to be securely stored.
Workflow transparency and document traceability are optimized when making use of this end-to-end solution’s interface.
Boost your business processes with a company-wide e-signature solution!
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