Why Octiv & Evernote

The Octiv integration with Evernote gives Octiv users the power to easily share, access and manage files within the Octiv platform. Octiv allows you to easily create a professionally branded document, redline it, share it and send it for eSignature. Once a document is signed, Octiv automatically saves it to the correct Evernote notebook for secure storage and sharing. This solution allows customers to leverage the power of Evernote without having to leave the Octiv interface.

Key Capabilities

  • Use Evernote‚Äôs search to find the files you need, right from within Octiv.
  • Build Octiv documents with files stored in Evernote.
  • Automatically update the latest file in your Octiv document template if you upload a new version in Evernote.
  • Send copies of signed agreements to all parties and to specific folder in Evernote.

Technical Requirements

  • Evernote account

About Evernote

Evernote transforms the way you work. We design products that fuel inspiration for your projects, from start to finish. With Evernote, collect and organize material that molds your work. Easily find everything when you need it, from handwritten notes to photos. As your project takes shape, present it to colleagues. Turn notes into a beautiful presentation you can display in a screen-friendly format. Our goal is to make you work smarter. Our job is to make sure you get there.

For more information about Evernote, please visit their website.