Paperless Transactions - Technical Features.

Explore the technical features of our Paperless solution.

Document Capture.

Signature Capture Process

  • Sign and process contracts from desktop, browser or mobile.

  • Ensures all signature points are signed/dated.

  • Signature points belong to a specific person and only that signatory can sign them.

  • Send a contract to a customer to be signed remotely.

Navigation

  • Intuitive navigation and pagination controls.

  • Signature boxes can be moved and re-signed.

  • New signature points can be added as needed.

Controlled Workflow

  • Signature capture process is inherent and user-friendly.

  • Consistent workflows across all devices (mouse, touchscreen, and signature pad).

  • Configure multiple signing stages and/or approvals to ensure remote contracts are signed in the appropriate order and all requirements have been met.

Automatic Emails

  • Emails contract to customer after signing.

  • Supports custom-branded email templates.

  • Easily re-send documents through the Admin portal.

  • Directs replies/bounce-backs to appropriate parties.

  • Configure reminder email to be sent if customer has not signed the remote contract.

Attach and Scan Additional Documents

  • Attach/store supporting materials (e.g. driver’s license, proof of employment, etc.).

  • Configure contracts to require supporting documents from the customer before they can be submitted.

Signature Capture Methods

  • Pre-integrated with Topaz Signature pads.

  • Capture signatures via mouse, touchscreen, typed name (converted to cursive), or signature pad (device dependent).

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Document Storage.

Secure Document Storage

  • All documents are encrypted and stored in PDF format.

  • Documents are transmitted using SSL encryption.

  • Snapshot backups protect documents from loss.

Submitting Signed Documents

  • Require all signature fields to be completed before storage.

  • Documents and metadata are securely stored on a server.

Time Stamping & Sealing

  • Documents are time-stamped, digitally sealed, and cannot be altered.

Configurable Contract Metadata

  • Metadata fields can be added, removed, and customized.

  • Documents can be configured to display different fields or have certain fields appear based on entered values.

  • Mark fields as required or optional.

  • Input masks can be used to force specific formats.

  • Preconfigure menus, checkboxes, and switches.

  • Stores contract metadata for future retrieval/reporting.

Document Retrieval.

Secured Access

  • Server stores documents with tight security controls.

  • Permissions control who can retrieve documents.

  • Unique keys authorize terminals to submit documents.

  • ‘Least privileged access' policy ensures users only can access systems they need for their assigned tasks.

  • SSH keys manage access and are stored in a secure vault application.

Customizable Roles and Access

  • Admin server can only be accessed by authorized users.

  • Configurable permissions control access based on role.

Document Search

  • Retrieve stored documents quickly and easily.

  • Search/retrieve documents using contract metadata.

  • Export search results to XLS, CSV and TSV formats.

Traceability

  • All document searches/views can be easily audited.

  • Facilitates compliance with breach notification laws.

Reporting Made Simple

  • All extracted data is stored in easily accessible formats.

  • Custom reports can be built to display desired data.

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Walk Out Working.

WOW Form Completion

  • Checklist appears as part of the signing process.

  • Forms are stored with the contract for easy retrieval.

  • Customers are emailed a copy of the checklist with direct links to service pages and downloads.

  • Usage can be audited and tied to compensation.

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Configuration & User Permissions.

Document Recognition

  • Recognizes documents for each signing environment.

  • Places signature fields in the correct locations.

  • Automatically extract useful data from contracts.

  • Signature points belong to a specific person and only that signatory can sign them.

Multiple Supported Platforms

  • Supports Android, IOS and Windows tablets & desktops.

  • Access documents from any internet-enabled device.

Single Sign-On

  • Integrates with Active Directory and SAML for single sign-on.

User Interface

  • Sleek, modern UI is user-friendly and intuitive.

  • Supports traditional mouse/ keyboard and touchscreens.

  • Can be used in English, French and Spanish.

Custom Branding

  • This solution is a white-label product.

  • Easily customize colours and logos.

User Role Hierarchy

  • Customize user roles to match your org structure.

  • Staff only access information that applies to their role.

System Integrations.

Maplewave Platform

Maplewave’s Paperless solution works seamlessly with the rest of our platform.

  • Point of Sale: Allows customers to digitally sign contracts as part of the sales flow.

Integration

  • Can process third-party web forms.

  • Integrate third-party apps into the agreement generation process.

  • Web form viewer doesn’t require browser extensions or add-ons.

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SaaS Hosting.

High Availability

  • AWS provides SaaS service from Canada’s central region.

  • Uses multiple availability zones and highly available load balancers to ensure non-stop service.

Integrate into Existing Datacentres

  • Integrates to existing datacentres (private, public or hybrid cloud).

  • Is container-ready and supports popular container platforms.

Where To Next?