Paperless Transactions - Technical Features.
Explore the technical features of our Paperless Transactions solution.
Document Capture.
Signature Capture Process
Sign and process contracts from desktop, browser or mobile.
Ensures all signature points are signed/dated.
Signature points belong to a specific person and only that signatory can sign them.
Send a contract to a customer to be signed remotely.
Navigation
Intuitive navigation and pagination controls.
Signature boxes can be moved and re-signed.
New signature points can be added as needed.
Controlled Workflow
Signature capture process is inherent and user-friendly.
Consistent workflows across all devices (mouse, touchscreen, and signature pad).
Configure multiple signing stages and/or approvals to ensure remote contracts are signed in the appropriate order and all requirements have been met.
Automatic Emails
Emails contract to customer after signing.
Supports custom-branded email templates.
Easily re-send documents through the Admin portal.
Directs replies/bounce-backs to appropriate parties.
Configure reminder email to be sent if customer has not signed the remote contract.
Attach and Scan Additional Documents
Attach/store supporting materials (e.g. driver’s license, proof of employment, etc.).
Configure contracts to require supporting documents from the customer before they can be submitted.
Signature Capture Methods
Pre-integrated with Topaz Signature and Wacom pads.
Capture signatures via mouse, touchscreen, typed name (converted to cursive), or signature pad (device dependent).
Document Storage.
Secure Document Storage
All documents are encrypted and stored in PDF format.
Documents are transmitted using SSL encryption.
Snapshot backups protect documents from loss.
Submitting Signed Documents
Require all signature fields to be completed before storage.
Documents and metadata are securely stored on a server.
Time Stamping & Sealing
Documents are time-stamped, digitally sealed, and cannot be altered.
Configurable Contract Metadata
Metadata fields can be added, removed, and customized.
Documents can be configured to display different fields or have certain fields appear based on entered values.
Mark fields as required or optional.
Input masks can be used to force specific formats.
Preconfigure menus, checkboxes, and switches.
Stores contract metadata for future retrieval/reporting.
Document Retrieval.
Secured Access
Server stores documents with tight security controls.
Permissions control who can retrieve documents.
Unique keys authorize terminals to submit documents.
‘Least privileged access' policy ensures users only can access systems they need for their assigned tasks.
SSH keys manage access and are stored in a secure vault application.
Customizable Roles and Access
Admin server can only be accessed by authorized users.
Configurable permissions control access based on role.
Document Search
Retrieve stored documents quickly and easily.
Search/retrieve documents using contract metadata.
Export search results to XLS, CSV and TSV formats.
Traceability
All document searches/views can be easily audited.
Facilitates compliance with breach notification laws.
Reporting Made Simple
All extracted data is stored in easily accessible formats.
Custom reports can be built to display desired data.
Legal.
Enforceability
Meets/exceeds the enforceability, reliability, and integrity of paper agreements.
Can be admitted into court as evidence and will withstand opposition based on authenticity.
Customers view the contract during the signing process.
Signed contracts can be printed/emailed to customers.
Agreements are centrally managed, controlled, auditable, and instantly accessible.
Complies with electronic commerce legislation.
Walk Out Working.
WOW Form Completion
Checklist appears as part of the signing process.
Forms are stored with the contract for easy retrieval.
Customers are emailed a copy of the checklist with direct links to service pages and downloads.
Usage can be audited and tied to compensation.
Self-Service Features.
Configuring Contracts
Upload a document or drag and drop it into the app.
Contracts can be signed by just the uploader or multiple people.
Add email addresses for signatories.
Specify contract details to enable search via admin portal.
Add/categorize attachments to be stored with the contract, if applicable.
Add fields to the contract (signatures, initials, checkmarks, date fields, text inputs).
Associate fields with each signatory to control who can sign which field.
Fields are colour coded for ease of use.
Signing Contracts
Uploaders will sign first, review the document, then send it to others for signing (if applicable).
Signatories receive invitations to sign via email, which opens in their browser.
Signatories will complete their assigned fields using their mouse, touchscreen or keyboard.
All signatories will receive a signed copy of the contract by email.
System Integrations.
Maplewave Platform
Maplewave’s Paperless solution works seamlessly with the rest of our platform.
Point of Sale: Allows customers to digitally sign contracts as part of the sales flow.
Integration
Can process third-party web forms.
Integrate third-party apps into the agreement generation process.
Web form viewer doesn’t require browser extensions or add-ons.
SaaS Hosting.
High Availability
AWS provides SaaS service from Canada’s central region.
Uses multiple availability zones and highly available load balancers to ensure non-stop service.
Integrate into Existing Datacentres
Integrates to existing datacentres (private, public or hybrid cloud).
Is container-ready and supports popular container platforms.
Configuration & User Permissions.
Document Recognition
Recognizes documents for each signing environment.
Places signature fields in the correct locations.
Automatically extract useful data from contracts.
Signature points belong to a specific person and only that signatory can sign them.
Multiple Supported Platforms
Supports Android, IOS and Windows tablets & desktops.
Access documents from any internet-enabled device.
Single Sign-On
Integrates with Active Directory and SAML for single sign-on.
User Interface
Sleek, modern UI is user-friendly and intuitive.
Supports traditional mouse/ keyboard and touchscreens.
Can be used in English, French and Spanish.
Custom Branding
This solution is a white-label product.
Easily customize colours and logos.
User Role Hierarchy
Customize user roles to match your org structure.
Staff only access information that applies to their role.
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