Introducing SMartflows
Get started quickly with predefined templates or make your own workflows from scratch. Workflows can be started by an employee as part of an internal process or initiated by the customer from your website in a white label environment.
Create beautiful documents to be signed with an intuitive document editor that pulls in information that’s already been collected from the user. Choose the right signature based on the legal needs for each document.
Bring partners to the table and link more then one workflow together to make connected workflows even more user friendly. Perfect for government processes which require data to be sent to more than one institution.
Analyse your workflows and improve them based on user input to make it even smoother. Workflows can be edited at any time by a member of your team. Test your workflows before publishing them to the public to ensure the user experience is optimal.
Complete overview. The activity log of each document allows you to track the authentication and signing process and to send reminders to signees to finish the signing process. Documents are delivered via email or directly into your document management system.
how it works
Collect data from users via questionnaires and migrate the data into a document. The user signes the end document which includes their answers and the signed document along with the data fields are sent directly to your CRM. Start the process with a pleasant greeting message and add value to the customer in the thank you note.
Works great for
Get started in minutes with plug-and-play templates
With our built in templates for the financial industry you can publish a workflow that is compliant with AML regulations, FATCA, CRS, MiFID and other regulatory requirements within minutes.
Want to add a step to the template? Simply hit that plus sign and choose what action you want to add to the workflow. All steps are completely adaptable to your needs.
SeamlessLy Integrate With Ease.
Our Rest API’s are a powerful way to build new solutions in your own interface and to integrate with the solutions that are already in operation.
Documents can be sent for signature directly from your own systems, and after signing, the documents and related metadata can be automatically sent back to the document system.
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