IndorseSign

IndorseSign is a digital transaction management SAAS product that aims to streamline document signing, processing, archiving, and management. According to the vendor, IndorseSign caters to a wide range of professions and industries, including legal professionals, financial services, healthcare providers, human resources departments, and real estate agencies. It offers digital signature transaction workflows, content services, process services, and office suite services.

Key Features

Digital Signature Transactions: According to the vendor, IndorseSign provides secure and user-friendly digital signature transaction workflows. Users can perform seal, initial, sign, and endorse transactions on documents for review, approval, and content protection. The product supports different types of digital signatures based on authorization levels and provides a non-editable audit trail for each signature request.

Content and Archiving: IndorseSign streamlines document management and archiving processes, allowing users to store, search, retrieve, and share documents. The product offers advanced features such as document OCR for text extraction, storage and indexing of content and metadata, and advanced search functionality. According to the vendor, secure file sharing is enabled with two-step verification and advanced encryption technology.

Process Workflows: IndorseSign supports sequential and parallel workflows, allowing tasks to be assigned to employees, customers, or suppliers with predefined actions to perform on documents. The product enables task reminders, notifications, and attachments, and offers rule-based automation of tasks for streamlined and efficient workflows.

Office Suite: IndorseSign provides an enterprise-ready office suite for text documents, spreadsheets, presentations, and databases. It offers a range of editing features for creating and editing documents, supports real-time collaboration and co-authoring, and integrates with Microsoft Office Online for seamless editing and sharing.

Secure File Sharing: According to the vendor, IndorseSign ensures safe and secure sharing of sensitive documents. The product implements a two-step verification process for authorized user access and utilizes advanced encryption technology to protect data from theft or unauthorized access. Users can share content URLs with customers or suppliers for collaboration purposes.

Indorse Platform Integration: IndorseSign offers open APIs for easy integration with other applications. The product supports integration with systems like SAP, Salesforce, Outlook, and Microsoft 365. According to the vendor, integration with SAP allows offloading unstructured content and provides collaboration tools for sharing information. Salesforce integration enhances productivity and collaboration across account teams and departments, while Outlook integration allows for managing email attachments and accessing content within the email client.