Initiate and Manage DocuSign eSignature Capabilities from SmartVault
Looking for an easier eSignature solution? The SmartVault platform is integrated with DocuSign so you can achieve unmatched efficiency and productivity in your document workflows. Centralize access to all the DocuSign eSignature and SmartVault capabilities through one, simple integration.
Eliminate confusion over the status of deals and/or contracts. With SmartVault’s eSignature solution you can see progress right away and know exactly who to follow up with, as needed.
Send documents for eSignature and you will receive relevant signed documents back in the same folder. This helps you avoid updating versions manually and saves time in filing paperwork.
Gain even more efficiency by leveraging DocuSign as a subscription from within SmartVault. This way, you don’t need to manually purchase, manage, or monitor envelope inventory – and you won’t have an additional vendor invoice to track and pay.
Add eSignature Capability to Your Workflows
Request eSignatures on virtually any file in SmartVault, and sign from any device.
Receive an alert once all parties have signed the document.
Collect eSignatures and payments with DocuSign’s payment gateways.
Knowledge-Based Authentication (KBA) for IRS compliance (Forms 8878 & 8879).
Have signed documents automatically returned to the corresponding client folders.
SmartVault’s bank-level encryption and authentication follows your document through the eSignature process.
Frequently Asked Questions About eSignature
To enable your DocuSign subscription, visit our resource center.
SmartVault Portal: Sign in to your account, browse to a file, and click on the Get Signature icon.
DocuSign also stores a copy of documents sent for eSignature.
First you will need to Create Your Template. Then in SmartVault, use the Get Signature feature which will take you to DocuSign. click the “Go Back” button icon on the top left of the page. This will take you to a page where you will have the ability to add a template to your Envelope.
Integrate Online eSignature Functionality with SmartVault
SmartVault integrates seamlessly with the leading accounting, business, and other document-related applications. That means you can leverage all the advantages of a customizable client portal along with capabilities you count on from specialized apps.