Document Management and E-Signing

Document Signing

• Electronic Signatures: Allows users to sign documents digitally using drag-and-drop functionality.
• Multiple Signature Options: Includes handwritten, typed, and uploaded signature options.
• Signature Templates: Pre-defined signature placements for common forms.
• Sequential and Parallel Signing: Supports workflows where signatures are collected in a defined order or simultaneously.

Document Management

• File Upload and Storage: Upload PDF, DOCX, and other formats.
• Template Management: Save frequently used document formats as templates.
• Version Control: Track changes and maintain a history of document versions.
• Document Editing: Allows in-app editing before sending for signatures.

User Management

• Roles and Permissions: Manage admin, sender, and recipient roles.
• Team Collaboration: Share documents and workflows with team members.
• Access Control: Define who can view, edit, or sign specific documents.

Workflow Automation

• Custom Workflows: Set up predefined approval and signing workflows.
• Notifications and Reminders: Automated email/SMS notifications for pending signatures.
• Deadline Tracking: Set deadlines and send reminders for overdue signatures.

Audit and Compliance

• Audit Trail: Logs activities like views, edits, and signatures for compliance.
• Legally Binding Signatures: Ensures compliance with laws like ESIGN Act, UETA, and eIDAS.
• Certificate of Completion: Provides proof of signing, including timestamps and IP addresses.

Integration and API

• CRM and ERP Integration: Connect with Salesforce, HubSpot, Microsoft Dynamics, and SAP.
• Cloud Storage Integration: Google Drive, Dropbox, OneDrive, and Box.
• Payment Gateway Integration: Collect payments via Stripe, PayPal, and Razorpay during signing.
• Third-Party API Access: Enable developers to integrate signing features into custom applications.

Security and Encryption

• Encryption Standards: 256-bit SSL/TLS encryption for data security.
• Two-Factor Authentication (2FA): Adds an extra layer of security for signers.
• Secure Certificates: Implements PKI-based digital certificates.
• Single Sign-On (SSO): Allows enterprise-level authentication using SAML or OAuth.

Mobile and Cross-Platform Support

• Responsive Design: Web app optimized for mobile and tablet devices.
• Mobile Apps: Native Android and iOS applications for mobile signing.
• Offline Signing: Allows document access and signing without an internet connection.

Analytics and Reporting

• Real-Time Status Tracking: Monitor signing progress and completion.
• Downloadable Reports: Export logs and reports in CSV or PDF formats.
• Usage Analytics: Insights into document activity and team performance.

Customization Options

• Branding and Logo Integration: White-label options for corporate branding.
• Custom Email Templates: Design personalized emails for sign requests.
• Multilingual Support: Localized UI and emails for different regions.

Modules

• User Authentication Module – Ensures secure user access with multi-factor authentication.
• Document Creation Module – Allows upload, creation, and editing of documents.
• Template Management Module – Predefined templates for repetitive tasks.
• Workflow Automation Module – Configures signing orders and notifications.
• Audit Log Module – Provides a detailed history of document actions.
• Compliance and Legal Module – Ensures regulation compliance (eIDAS, ESIGN).
• Notification Module – Sends reminders and updates via email or SMS.
• Admin Dashboard Module – Provides analytics, user management, and reporting tools.
• Integration Module – Connects with CRM, storage, and payment systems.
• Mobile App Module – Allows document access and signing on mobile devices.

Tech Stack

• Frontend:
• Angular – Modern frameworks for dynamic UI.
• HTML5/CSS3 – Responsive and accessible design.
• Bootstrap – Styling frameworks.
• Backend:
• Python (Django/Flask) – For rapid development and AI/ML features.
• Database:
• MongoDB – NoSQL for flexible storage.
• Redis – Cache management.
• Authentication and Security:
• OAuth 2.0 – Secure authentication protocols.
• Cloud and Storage:
• AWS 
• APIs and Integrations:
• RESTful API
• Encryption and Compliance:
• AES-256 Encryption – Secures stored data.
• Deployment and DevOps:
• Nginx 
• Analytics and Logging:
• Google Analytics