Workflows

Create, edit or collaborate on documents from any device, and create tasks and approval workflows for collaborators. Share documents with internal teams, or externally with buyers and candidates, for next steps. Close the loop with eSignature, payment processing and document storage.

Secure Document Sharing

Share and send documents through a variety of ways.

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Next Steps

Provide document creators with a “step-by-step” guide on what actions they need to take next.

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eSignature

Use Octiv or another leading eSignature provider to quickly and securely send documents for others to sign.

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Message Center

Collaborate online in one simple user interface.

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Tasks

Send and track tasks and get notified when tasks are assigned and completed. Users can use tasks to collaborate with other users, as you work.

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Redlining

Collaboratively make changes to a document and keep track of multiple versions.

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