Document Manager
Exchange and sign documents with your clients effortlessly and securely.
Secure Exchange of Documents
Send and receive documents either in a web portal view or through automated solutions that push documents to clients.
Smart Search
Powerful elastic search that works on scanned documents and allows clients to search the document title and the contents of each document.
Electronic Signature
Legally binding electronic signature and signing workflows that suit individual signatories or corporates.
Contextual Chat around Documents
Discuss the details around documents in real-time through an integrated instant messenger.
Open REST API
Open API, structured to easily integrate third-party applications such as archiving solutions.
Folders
Help clients organise their documents inside a folder structure.
Designed for Integration
Designed to be integrated into your secure application area, with a look and feel adapted to your corporate identity.
Complete Security of Data
All the chat interaction is hosted-on premise or in a private cloud and only you have access to all the data.
Who could use the document manager at your organisation?
Your clients
Allow clients to access the documents you provide them in one secure and easy-to-use space.
Front-Office Employees
Give the power to front-office workers to exchange and sign documents with your clients with a click of a few buttons.
Legal Team
Facilitate the work of your legal team to quickly exchange and sign documents with counterparties.
How does an electronic signature work?
Flexible document signing with a variety of workflows to suit both private individuals and corporations.
Legally binding electronic signature
Our solution supports advanced and qualified electronic signatures to eIDAS and ZertES standards.
Simplified client onboarding
Client onboarding for qualified electronic signatures does not need to be difficult if you already have the necessary process in place.
Sign internally in your organisation or externally with clients
The solution can work for both internal and external signatories and for single or multiple signatures on each document. Everything is configurable.
Secure and Compliant
We understand that data security is a must. All our software has been audited by leading cybersecurity firms and complies with all requirements set forth by Swiss financial service regulators.
Third-Party Integrations
Our open API is structured to easily integrate third-party applications, chatbots, CRM's and archiving solutions, all while maintaining the highest degree of security.
Industry-Focused
We know the financial service industry and will help you navigate the landscape and stay ahead of regulations.
Explore different use cases
