e-Signature
Send, sign and file back to the case
Send a single document or a bundle for signature. Clients sign on a secure page linked from the email, in the client portal or as part of onboarding, and every signed copy comes back to the record with a certificate of completion
What you can do
Signed without leaving the platform
Single documents or bundles, signing from an email link, the client portal or onboarding, and a certificate of completion with every signature
A signing page linked from the email
Each signatory gets an email with a link to a secure signing page hosted by Volume, so there's nothing to download or install.
Sign in the client portal
Clients and customers can review and sign in their portal, alongside the rest of their case.
Signatures captured during onboarding
Collect a signature as part of the onboarding journey, so new clients sign without leaving it.
Single documents or bundles
Send one document, or a bundle, such as an engagement letter, terms of business and a direct debit mandate, signed together in one sitting.
Sent by a workflow
A workflow can send documents for signature at the right point in a process, such as when a client is approved during onboarding.
Generated and signed in one flow
Generate a document with Document Generation and send it straight for signature, with nothing to download or attach.
A certificate of completion
Every signed document carries a certificate: who signed, when, from where and how they were verified, with each view and signature logged as it happened.
Checked against Volume later
Anyone holding the document can check it against Volume later.
Status on the record
Whether a document is awaiting signature or signed is recorded on the record, so workflows can carry on as soon as it's signed.
Signature requests in bulk
Send signature requests across a whole selection of records with Bulk actions.
Signatures on other people's forms
With FormSense, a client's signature and the date they signed can be placed onto a third party's PDF.
Signed copies filed automatically
The signed documents and the certificate are saved to the record, with nothing to download or re-upload.
How it works
Three steps, no tickets to engineering
1
Choose what's signed
A single document or a bundle, generated in Volume or uploaded.
2
Choose where it's signed
On a secure page linked from the email, in the client portal, or as part of onboarding.
3
Signed, certified and filed
The certificate of completion is attached, the record is updated and the next step in the workflow starts.
What makes it different
Signing happens where the case lives. The request, every view, every signature and the certificate are recorded against the record, so there's no separate signing account to reconcile and no signed PDF to chase back into the system.
Stronger together
Works With
Document Generation
Letters, contracts and packs generated from the record. On your templates, in seconds.
Communications
Email, SMS, portal messages and campaigns, personalised and audited.
Explore further
See e-Signature on your kind of work
Bring a process you wish worked better. We will show you how it would be modelled, automated and reported on in Volume, with your objects and your language
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