Let CDI Help You Determine Your Digital Signature Needs With Docusign
For more than a decade CDI has been implementing and integrating Docusign into workflow solutions for clients and making the process of contracting more efficient. When paired with Laserfiche Forms and Laserfiche Workflow, Docusign becomes a powerful piece of the contracting process.
Let the DocuSign-trained team at CDI help you determine the right licensing bundle, configure your most important processes and integrate Docusign into your organization.
DocuSign Automated Features:
Document Creation:
Docusign processes over a million documents daily, supporting various file types and ensuring compatibility and accessibility.
Sending Options:
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Specify and order any number of signers.
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Assign different roles and access permissions to recipients.
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Choose from serial, parallel, or mixed routing for document flow.
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Have Laserfiche automatically send documents straight from the repository or from Laserfiche Forms.
Templates:
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Prepare documents quickly using reusable templates.
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Save tags, field placement, workflow routing, and other settings.
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Enable end-to-end automation for your business processes.
Web Forms:
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Streamline data collection and accelerate signing.
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Dynamically populate content into agreements for an interactive signing experience.
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Extract data from Laserfiche or from third-party CRM or Accounting databases to auto-populate forms.
Signer Identification and Authentication:
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Ensure secure and verified signer identities.
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Use authentication methods like email, SMS, or knowledge-based authentication.
Reporting and Compliance:
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Track document status, view audit trails, and generate reports.
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Maintain compliance with legal and regulatory requirements.
Archiving and Document Retention:
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Store and manage signed documents securely.
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Retain records for future reference and compliance purposes.
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Save and store it directly on Laserfiche via the CDI Docusign integration.
