Solution introduction

More Signatures, Less Chasing

Faster, easier and more convenient client document approvals in just a few clicks

Client signatures at your fingertips
Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper.

Why You Need DocuSign

Faster document approvals
Sending documents to clients and waiting for them to be printed, reviewed, approved and faxed or emailed back to you can be time consuming. With DocuSign added to Umlaut’s digital document workflow, you can send important documents to clients instantly, and have them signed and returned in minutes, significantly shortening document turnarounds. When using DocuSign, up to 82% of agreements are signed in less than a day, and almost half in less than 15 minutes.

Lower production costs
A typical Statement of Advice costs anywhere between $1,500 - $2,500 to produce. This is due to multiple rounds of document reviews, manual progress tracking and unclear approval processes. DocuSign combined with Umlaut’s digital document workflow, removes manual processing roadblocks and streamlines approvals while providing complete oversight of the end-to-end document lifecycle.

Seamless workflow integration
Seamless integration with FileBound, the backbone of Umlaut’s suite of digital document management solutions, allows DocuSign to be added effortlessly to your document approval process. DocuSign completes Umlaut’s digital document workflow, integrating with Xplan and other software systems to provide a complete paperless document approval and management system.

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