AlphaTrust e-Sign™ ​

Introduction ​

AlphaTrust e-Sign™ is a third-generation electronic signature platform that automates the creation of legally enforceable, permanent business records that are the commercial and legal equivalent of paper records.

All AlphaTrust e-Sign™ transaction processing centers around the unit of work called the “Transaction”. Each Transaction may have one or many documents associated with it. Each document may have one or more "Tasks" to be performed by “Participants” associated with that document.

Participants can perform actions such as entering form data, uploading a file, acknowledging a disclosure, reviewing, initialing or signing a document, among others; can be authenticated using a variety of methods; can be provided long-term access to signed document and Audit Reports, and much more.

In addition to Transaction processing, AlphaTrust e-Sign™ also supports administrative functions for user management, security, monitoring, reporting, logging, and accounting.

An unlimited number of user accounts can be created, and you have absolute control over access and permissions. In addition, logical segmentation of Users, Workflows, Transactions, etc. can be applied via the use of "Groups" and "Sub-Groups".

Web Services ​

The AlphaTrust e-Sign™ Web Services API is a highly flexible e-signature process automation API, providing fine-grained control for the design and implementation of any document workflow.

For an overview of the methods and definitions included in the AlphaTrust e-Sign™ Web Services API, see API Overview.

Control Panel ​

For a straightforward setup and rapid launch of document workflows, the Workflow Designer in the Control Panel can be utilized. This no-code tool allows for easy configuration of "Workflows" in AlphaTrust e-Sign™, accommodating everything from high-complexity processes—completed thousands of times per day—to one-off electronic signatures.

A Workflow is a reusable template that can be "launched" to generate a Transaction whose behavior is determined by the design of the Workflow and parameters input at launch. Workflows may be “bulk-launched” using a CSV file, and they can also be leveraged through the API, allowing for retrieval, data injection, and launching."

Transactions can be created via the API, via the Control Panel, or a via combination of the two.

Control Panel - Sections ​

The Control Panel has the following sections:

(1) Dashboard ​

• Quickly view and launch transactions
• View a queue of your pending Tasks and 'Auto-sign' them, if enabled

(2) Reports ​

• Query and drill down into Transactions to see statuses, audit trails, update incorrect Participant information, re-send notifications, and more.
• Inspect historical trends and perform 'completion rate' analysis on past transactions
• Upload documents to verify digital signature

(3) Workflow Designer ​

• Configure Workflows
• Web Forms – create HTML web forms for use in workflows. Includes 'auto-generate' feature.
• Documents – upload, edit, and store documents in a repository
• Content – customize any signing process content (multi-language support)
• Notification – customize any emails and SMS (multi-language support)
• Branding - customize any signing process branding

(4) Account ​

• Maintain Groups, Users, Permissions, etc.
• Plug in your credentials to utilize Single Sign-On, or any of the integrations we offer (e.g. LexisNexis, Twilio, GoogleTag, LogRocket, and more)

(5) Developer ​

• Maintain API Credentials
• View API Logs and System Logs

For a more comprehensive overview, see our Control Panel Help Guide