"New generation client portals for GDPR compliance with integrated eSignature, complex forms, and workflow automation tools."
New generation client portals with integrated eSignature, complex forms, and workflow automation tools. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection. Integrations include SageLive, BTCSoftware, Dropbox, GoCardless and Stripe.
The platform includes a GDPR Dashboard that allows users to map their data flows and produce reports to stay compliant.
Product recommendations, vendor rankings, market overview and tips on how to select Document Management software for business. Published in February 2019.
This type of software helps organizations manage, store, and archive electronic documents and images. In many cases, they can also be used to save various versions of a document. Document management software is essential when several team members are workin...FREE DOWNLOAD Document-Management-Software-Buyer-Guide-2018.pdf