PaperTrail Sign Hub
The Safe and Secure Way to Get Documents Signed and Delivered Online
Never worry about keeping track of your documents that need signatures
Signatures compliant with the ECT Act and South African Common Law
Sign in just 4 simple steps
Begin by Creating Parcel
Step 1 - Adding Signatories
- Add Signatories who need to Sign
The Mobile field should be used where you wish an OTP to be sent
Step 3 - Place Signatures
Clicking on the Place signatures image enters the Sign Hub Design Mode.
From the left hand side panel drag the desired option onto the relevant place within the document.
Here we start with dragging a Signature Field onto the document.
From the left hand side panel drag the desired option onto the relevant place within the document.
Here we start with dragging a Signature Field onto the document.
Request Signatures to send the documents to the list of Signatories that need to Sign.
Step 4 - Pending Signatories
The tick boxes display the current status of the Parcel ie Sent but not yet Signed by the intended recipient.
Signatories simply click on the Sign Button contained in the Signature Request email.
Specific Company branding can be applied to comply with Company specific Branding.
The ‘noreply’ email address can be changed to represent the Company details.
There are also options to Reassign or to Reject the Signature Request.
Rejecting the Signature request requires the Signatory to provide a reason which is displayed within the Document Audit Trail.
Default option is the Signatory full name, or Draw option caters for uploading a signature image or to draw a Signature in real time.
Should the Parcel be sent to an External User who does not have access to the Sign Hub, a convenient confirmation box allows the User to Save the document they have signed locally on their own machine.
Step 4 - Completed Parcel signed by all Signatories
The Workflow at the top of the screen now displays the visual with all 4 Steps completed.
Clicking on the Document name will present the Signed document, together with the On Document Audit and the System generated History of all Actions during the Sign process.
Viewing the Signed Parcels within the Sign Hub
Viewing the Signed parcel On Document Audit
Viewing the System History for the Signed parcel
Menu Items - Finding Parcels
Finding Parcels is made easy by using the Filter Options or the built-in Quick Search
Tags are also available to quickly associate any search string to a Parcel
The Document Name can also be easily changed to any desired wording.
Menu Items - Templates
Use PaperTrail Sign Hub Templates to easily add Signing capability to any Structured Document.
Templates can include any Custom Workflow as well as any level of Coding that may be required to meet any specific process requirement.
Menu Items - My Work
Sign Hub Users can easily see any email they may have missed in their mail that requires their Signature.
Never worry about missing a Parcel in your Mailbox that needs your Signature.
Menu Items - Usage
PaperTrail Sign Hub has a Dashboard presenting easy to understand charting which can also be Customised.
Dashboard specific data can be toggled on/off providing only the info you need to monitor.
For example only reporting on specific Users or Departments or Specific Parcel status, viz Pending Signature.
Sign Hub API
Integration to back-end systems is readily available using our Sign Hub API.
A typical integration may look something like the below.
Sign with your entire team no matter where they are
On the road, in the field or at the office, easily sign all of your documents from either your iOS or Android device.
What makes PaperTrail’s Sign Hub solution different from the rest?
eSignatures capabilities can grow right along with your business. Whether you require ad-hoc documents to be signed or complete automated Signature processes using the PaperTrail API, our Sign Hub is ready to meet any of your Signing needs.