Paperless Electronic Document Management
- Create and edit transaction files and folders
- Create and edit notes
- Import forms library
- Import scanned contracts and documents
- Video Demo >
Integrated Fax and Email
- Unique toll-free number
- Send / Receive faxes anywhere
- Receive fax by email
- Online fax storage
- Free fax management software
- Sign and edit faxes electronically
- Send contacts and files via email
- Video Demo >
Sign Contracts with "wet" electronic signatures
- Capture "wet" electronic signatures on forms and contracts
- Secure and encrypted process
- Video Demo >
Work Offline and Online
- No internet connection needed to access and work on transaction
- Annotate, sign, fax, and email documents offline
- Changes are synchronized with server once online
Online Team Collaboration
- Create client and team contacts
- Web portal with secure access for team members
- Set permissions to files and folders for client and vendor viewing
- Set root access for viewing of all documents via web
- Wireless PDA access
- Video Demo >
Large File Transfer System
- Transmit files too large for email via web portal
- Downloadable - no matter the size
Automatic Sync & Offsite Backup
- All transaction and faxes synchronized with server
- Secure document backup
- Retrievable anytime