- Our white glove service promptly processes your documents creating digital input-ready forms, no matter how complex they might be.
- Documentation requirements for your package can be configured by sending us an attachment request.
- We’ve partnered with DocuSign as our digital signature provider.
- View the signature status of your documents to keep track of who’s signed and who remains outstanding.
- Our resend feature ensures that signature requests are always received.
- We capture all the nuances of your forms’ conditional requirements during the configuration process.
- Mandatory fields and attachment requirements can be tailored to different investor types.
- Built-in data input validation capabilities for standard fields like dates, phone numbers, addresses, etc.
- Completion percentages display the number of mandatory fields completed/remaining at a glance.
- Incomplete fields are automatically flagged.
- Field completion tallies are also displayed for section of your document in a table of contents.
- Tooltips are used in-app for key features to ensure a simple, user-friendly experience.
- In-form tooltips clarify data requirements for specific fields.