How DoxAI automates and streamlines processes

Hover over the steps below to see how we transform your processes.

  1. Discovery Understand your business workflow
  2. Assess Identify manual processes
  3. Tailor Customize your new workflow
  4. Streamline Centralize legacy & siloed systems
  5. Delivery Project Support & Training

We enable businesses to automate processes with our AI-driven digital solutions.

eSignature

Features

eSign Documents Digitally. Anytime, Anywhere

A secure and legally binding platform for electronic signatures that streamlines workflows and boosts efficiency. Tailored for all businesses with support for multiple files, bulk signing, unlimited users and more.

eSign Features that Power Your Business Forward

Discover a suite of tools designed to simplify workflows, enhance collaboration, and ensure your business stays ahead.

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Helping enterprises build automated workflow. Our clients have saved over $20M+

Make Your Business Faster, Simpler and More Cost-efficient with eSignature

Key Functionalities

White Labelling
Boost customer experience with your branding to maintain a consistent look and feel for your users.

Smart Tooltip
Allows the requester to provide instructions to the signer for every placeholder or for a group of placeholders.

Signing Flow
Send documents to multiple recipients and have them sign, fill, review, witness and approve in a specific order or at the same time.

Frequently Asked Questions

What is a Document Sign Request?

When a new eSignature request is created and sent to one or more individuals for signature collection via the DoxAI Sign platform, the process is referred to as the Document Sign Request. A single Document Sign Request may include multiple pages and/or signers.

What are the file types and restrictions?

eSignature accepts docs, .docx, .pdf, .txt, .jpg, .jpeg, .png,.ppt, .pptx, .bmp, SVG, up to 10 MB in size and a maximum of 200 pages long.

How secure is my document?

Documents are stored with AES 256-bit encryption in a secure e-vault. Data is always encrypted in transit and at rest.

Is eSignature compatible with both mobile and desktop devices?

Absolutely! eSignature works seamlessly on both mobile and desktop devices and is fully compatible with all major web browsers. This means you can sign and manage documents anytime, anywhere.

Transform the Way Your Business Manages Documents

Workflow Automation
Save time and boost efficiency with automated reminders, real-time notifications, and customised workflows tailored to your business needs. Whether it’s parallel or sequential signing, DoxAI eSignature ensures a seamless and error-free process from start to finish.

Easy to Integrate
DoxAI eSignature fits right into your existing ecosystem, offering effortless integration with popular CRMs like Salesforce and HubSpot, as well as cloud storage platforms like Google Drive and Dropbox. Simplify your workflow without changing the way you work.

Unmatched Features to Power Your eSignature Experience

Templates & Document Creation

  • Reusable and sharable templates: Create templates for frequently used agreements to save time, minimize errors, and standardize processes.
  • Signer and requester file attachment: Request signers to upload and attach documents, like a driver’s license, as part of the signing process.
  • Collaborative commenting: Include questions and responses directly within your agreement, with real-time notifications for any comments.

Security & Compliance

  • Signing flow: Send documents to multiple recipients and have them sign, fill, review, witness and approve in a specific order or at the same time.
  • Full audit trail: Detailed audit trails tracking every step of the signing process, ensuring compliance and peace of mind.

Document Tracking & Insights

  • User and group permissions: Owners and admins can manage team member permission settings and document access across the organization.
  • Team report: Detailed audit reports on your users’ activities, including sleeves sent, and templates completed.

Customisation & Branding

  • Organisation management: Streamline processes, eliminate errors, and ensure consistency through centralized management across your organization.
  • Document retention policies: A document retention policy allows you to define the number of days completed, declined, and voided documents are stored before they are automatically deleted.

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