Features Overview

• The system presents a beautifully designed colourful dashboard to help you track workflows and find your documents quickly
• Get workflow insights and document audit information quickly and easily
• The dashboard gives you a snap-shot view of documents in workflow:
  • Pending (awaiting your action)
  • Circulating (awaiting action by others)
  • Cancelled
  • Rejected
  • Completed
  • Drafts
  • Shared with you
  • Team Documents
  • Portfolios
  • Deleted

• Prepare beautiful documents in minutes
• DocPrepper Auto Tagging
  
  • Enter keywords for fields 
  • Keywords auto create document tags in the content of the document
  • Easily assign fields to users in your workflow to complete at point of signature or approval 
  • Several fields can be placed in this way, including Open Text Fields, Date Fields, Email Fields, Signature Fields and Initials Fields.
• Drag and drop text fields in your document for signers to fill in
• Drag and drop signature fields for each person that needs to sign your document
• Drag and drop field overlays:
  • Signature fields
  • Initialling fields
  • Mandatory and non-mandatory text fields
  • Checkboxes
  • Grouped checkboxes
  • Dropdown fields
• Auto-fill fields - When adding these fields to a document, SigniFlow automatically populates the data:
  • Name (and surname) field
  • Date field
  • Email field
  • Contact number field
• Company stamp field

• Quickly and easily build HTML forms, replacing manual internal approval forms like leave applications, admin forms, CAPEX forms, finance applications, asset registers  and more
• Now anyone can build beautiful forms, no software development experience needed (no-code)
• Simply drag and drop fields onto a new form to build:
  • Business Logo
  • Checkboxes
  • Checkbox Groups
  • Data Fields and Pickers
  • File Upload
  • Headers
  • Paragraphs
  • Numbers
  • Radio Groups
  • Select (drop-down) Fields
  • Text Fields
  • Text Areas
• Configure fields
  • Select whether field is required or not
  • Set field labels
  • Call bootstrap classes (for the more advanced users, not required for standard forms)
• Save forms
• Share forms for:
  • Only you to use
  • Your team
  • Your department
  • Everyone in the business

• Easily transform your paper-based and PDF-based forms into digital HTML forms
• No-code forms, meaning  anyone can now create forms
• Workflow forms for process approvals and sign-off
• Use forms to upload and combine multiple documents into one document
• Attach forms to uploaded documents for internal approvals
• Hide or display attached internal approval forms from signers or customers

• Role-based
• Centralised Admin management of forms
  • View
  • Edit
  • Delete
  • Export to Excel
  • Export to PDF

• Document templates: Save documents you use often in SigniFlow's template library
• Forms templates: Create and save forms as templates
• Workflow templates: Create and save workflow configurations as reusable templates
• Document preparation templates (DocPrepper)

• Set automatic reminders that are sent out to recipients via email and the in-system notification feature
• Track progress and send out manual reminders
• Receive notifications via email or manage them via the in-system notifications feature

• EasiSign is SigniFlow's eSignature user interface
• Users are presented with a stylish interface that works on any smart device and any screen size
• The interface is easy to use and very intuitive
• Signers are snapped to action with the click of a button
• It is almost impossible to make a mistake on a document, as fields are assigned to each person in the workflow
•  Fill fields and sign documents
• Use the Sign All or Initial All buttons to apply multiple signatures throughout a document
• Reject documents and provide a reason for rejection
• Download the document as PDF
• Use personal signing certificates linked to your profile
• Change the system language to your language of choice

• The document zoom function makes it easy to work on almost any small or large document format
• Supports:
  • A5
  • A4
  • Letter
  • A3
  • A2
  • A1
  • A0
  • Engineering drawings
  • Custom sizes

• In the EasiSign viewer, you can click on any signature already in the document to verify the digital signature validity and credentials of the signer

• Documents can be signed anywhere in the world, on any smart device with an internet browser - No need to install any mobile Apps

• In the EasiSign viewer, you can reject the document and provide a reason for declining to sign (up to 1,000 characters) that is then sent to all recipients who have already signed the document

• This is an awesome feature for people who sign many documents in a day
• Simply open Bulk Signer from your menu and view all outstanding documents waiting for your signature
• View and page through the documents by expanding the view in Bulk Signer
• Tick each document you want to sign, or select all and confirm
• Confirm your selection and Bulk Signer does the rest.
• Bulk Signer automatically applies your default eSignature to the selected documents

• Company stamps are for you, or your customer to apply an official company stamp to a document, when it is signed
• Securely upload an official company stamp in your profile, or when prompted to upload it when signing the document

• Fields placed on the document that contain known information like name and surname, email address, etc are automatically populated

• Finding and filtering documents is easy, even if you don't remember the document's name

• The built-in reporting tool allows you to draw, filter and export reports:
  • By User
  • By Team
  • By Department
  • By Business
• Draw package reports for internal departmental billing in accordance to usage
• Range by date
• Export to CSV or PDF

• Roles-based (Admin)
• Admins can manage reports and have access to reporting functions

• Manage your profile settings and personal data
• Link SigniFlow to your personal signing certificate or let the system assign you one
• Upload PFX personal signing certificates and link it to your profile
• Edit your signature appearance
• Upload or draw your personal signature and save it to your profile
• Reset your password
• Upload and manage your contact list

• Download and install the SigniFlow Toolset - It's free and includes:
  • Microsoft Word for SigniFlow plug-in
  • Microsoft Excel for SigniFlow plug-in
  • Microsoft PowerPoint for SigniFlow plug-in
  • Microsoft Outlook for SigniFlow plug-in
  • Windows Notifier App
  • Windows Split-and-Sign App
  • Microsoft SharePoint for SigniFlow plug-in
• Windows Cert Manager App for:
  • Microsoft Windows
  • Linux
  • Apple IOS

There are three separate audit trails for every document signed with SigniFlow. The audit trails are transaction events associated with a user's actions. Each event is logged and time-stamped.

• PDF Audits: Fully auditable tamper-evident event embedment in the PDF and timestamps per signer
• Audit Trail: An automated history of events are logged against a unique document ID
• Secure Audit Log: A third audit log is written and sealed into the document using a combination of steganography and cryptography.

SigniFlow supports:

• Email with password login (standard)
• Signer access codes

• SigniFlow comes standard with 24/7 global support via email and ticketing systems
• Customised SLA support contracts are available on request.

• System Administrator/s (role-based) create and maintain the Business Profile
• A business can have one or many Business Profiles
• Each Business Profile has its own unique settings
• All users assigned to a Business Profile automatically adopt the Business Profile settings
• One business can have many Business Profiles, each for a specific business unit
• Each business unit can then have its own Business Profile settings

• When users are created on the system, each user is assigned to a Team
• Each Team is assigned a Team Lead
• Each Team is then assigned to a Department
• Each Department is assigned a Department Head

• Business Administrators can edit, add and remove licenses
• This function can be automated if your Business Profile is linked to Microsft Azure Active Directory or another LDAP system

• Custom Messages are messages that users can insert when creating a workflow. Instead of creating messages manually, SigniFlow allows you to create approved messages that are available to all users in the Business Profile
• Business Admins can add and edit Custom Messages
• Custom Messages can be set as mandatory

• Business Admins can set up meta data structures for document types
• Additional meta data fields can be created and associated with a document type
• Documents with meta data can be automatically filed in  DocFlow, based on the meta data type
• Meta data also allows for keywords to be created for a document type. When searching for a document, a keyword can be used to locate the associated document, or documents

• Admin roles for managing templates, documents and forms are created by the Business Admin

• Business Admins can easily link SigniFlow to their SharePoint instance
• Simply add the SharePoint address, username and password
• Install the SigniFlow for SharePoint plug-in on SharePoint online or SharePoint on-premise (2016+)
• SigniFlow will then be on your SharePoint ribbon for all users in the Business Profile

• Business Admins can activate and enforce 2FA via SMS or USSD
• Choose from a host of SMS providers
• After activation, SMS 2FA will be active for all users in the Business Profile

Business Admins can configure the rules associated with the EasiSign interface

• Override user preference for:
  • Signature type
  • Signature appearance
  • Initial type
  • Initial appearance
  • Document security
  • Geolocation settings
• Business Admins have full control of the EasiSign user onboarding form. This controls the information gathered from a user when a document is sent to them for signing:
  • Password
  • Mobile number
  • Names and surname
  • ID type
  • Email address
  • And more

Document tagging enables a code or barcode to be printed by SigniFlow on the document. If a barcode is created, the barcode will contain the URL of the document location. When the barcode is scanned, the device will download the document via its browser. Access (authentication) can be restricted.

• Business Admins can activate document tagging by using any of the following codes:
  • Code 128
  • QR
  • Data Matrix
  • Aztec
  • PDF 417
  • Document ID
• Choose a position on the page where the code will print
• Set the authentication type to secure document access