Integra Business Systems, LLC d.b.a. Identifi

Identifi Workflow is used to build business processes that work inside and outside an organization. Customers can initiate a process using online forms they can access from their desktop or mobile device. Those processes are then routed step by step to the appropriate people within the organization.

Identifi Documents keeps document assets organized, using search fields that make sense for the user's organization. A four tier security model controls who sees what. Paper documents are converted to digital to make them accessible and properly managed. Document tracking ensures users have the right documentation to stay in compliance.

Identifi Document Tracking helps to ensure the correct documents are on file for any business process. Whenever a new account is opened or a new customer onboarded, document tracking kicks in to keep tabs on the documentation. Automated tracking of recurring documents keeps the system up to date year after year, and exception reporting locates missing documents, including the ones that are high value.

Identifi eSign and Online eSign enables Identifi to automatically find document signatures and automate the signing process for routing paperwork. Identifi walks the user through the documents to eliminate process exceptions due to missing signatures. Any document origination app currently present can be used with print-to-sign integration. Users can also sign documents remotely, wherever the customer is with mobile access for smartphone and tablet devices.