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Transaction Workflow Explanation

Session Start

Email link
Website URL
Kiosk application
API call

Participant Authentication (optional)

Email invitation
Single-use PIN/password
Registered username/password
Knowledge-based authentication (KBA)
Digital certificate (PKI)
Single sign-on (SSO)
Pass-through authentication

Data Collection (optional)

Participant Information
- Name
- Initials
- Email Address
- Title
- Organization
HTML-based Web Forms
- Textbox
- Checkbox
- Checkbox List
- Radio Button List
- Dropdown List
- Multiline Textbox
- Date Picker
- Hidden Field
- Phone Number
- Social Security Number
Inline PDF Form Filling

Built-in Workflow Actions (optional)

Process Explanation
U.S Federal Consumer Disclosure
Document Review
Upload Addition Support Documents (e.g. copy of drivers license)
Define Participant (e.g. Witness)
Generic (page content is fully customizable)

Custom Workflow Actions (optional)

Third-Party Application Integration
Third-Party Data Collection
Dynamic Transaction, Document, Participant, and/or Task Management
Specialized Authentication

Document Presentation and Signing

Configurable Signing Order
Task Types
- Signatures
- Initials
- Approvals/Acknowledgements
- Document Deliveries
- Carbon Copies
Signature/Initial Application Types
- Font-Stamped
- Touch or Mouse Drawn
- Uploaded Image of Actual Signature
Remote Signature using API
Ad Hoc Signature Page Option
Signature/Initial Placement Options:
- X,Y Page Coordinates
- PDF Field Placeholder
- PDF Text Placeholder

Document Delivery (optional)

Secure Download
Email Attachment
Addition Document Delivery
- Audit Report / Certificate of Completion
- Uploaded Support Documents

Completion

Default Exit Page
Custom Third-Party Return URL
Event Subscriptions
- Transactions, Participant, Document, Task Status Changes
- Participant Session Start
- Authentication Failure
- Skipped Document
- and more...