emSigner Automation
How emSigner’s integration with IntelliBuddies assists businesses in expediting document signing procedures, leading to quicker TATs and enhanced efficiency.
emSigner is a 100% secure paperless office solution with the ability to deploy all types of eSignatures including digital signatures and e-sign. emSigner offers a secure and eco-friendly method for handling office documents. Users can generate, upload, and sign various documents without paper by employing digital and electronic signatures. These documents can subsequently be shared with individuals within and beyond the organization to obtain signatures. After the process is finalized, the signed copies can be organized, stored, and accessed as necessary.
IntelliBuddies enables you to automate the processes around emSigner. You can connect to your emSigner account using emSigner Context activity and perform workflow-related operations such as configuring envelopes and initiating workflows inside emSigner. Through its robust automation capabilities, IntelliBuddies simplifies the document signing journey. This platform facilitates the automated generation of documents, populating them with precise information before seamlessly routing them through the emSigner workflow. Through its robust automation capabilities, IntelliBuddies simplifies the document signing journey. It can also help you sort and store the signed documents in your organization’s document store.
Benefits of using IntelliBuddies emSigner activities:
- Automated Document Preparation: Our Buddies can extract data from various sources (like databases or spreadsheets), populate relevant fields in the document template, and generate documents for signing. This ensures accuracy and consistency while reducing manual data entry errors.
- Workflow Initiation: Our Buddies can trigger the emSigner signing process based on predefined triggers or conditions. For instance, when specific events occur, such as a customer request or a contract renewal date approaches, Buddy can initiate the emSigner workflow.
- Document Sending and Tracking: Buddies can send documents for signatures via emSigner. They can also track the status of documents, follow up on pending signatures, and notify stakeholders when action is required.
- Data Validation and Enrichment: Buddies can cross-check the data in documents with information in other systems, ensuring accuracy and completeness before sending documents for signatures. Buddies can also enrich documents with dynamic data, like current pricing or terms.
- Error Handling and Notifications: Buddies can detect document errors or discrepancies before being sent for signatures. If issues are identified, it can notify the responsible parties and assist in resolving the problems.
- Automated Reminders and Escalations: Buddies can monitor the status of signed documents and automatically send reminders to recipients if signatures are delayed. It can also escalate cases to supervisors if required timelines are not met.
- Document Archival and Storage: After the documents are signed, Buddies can organize and store them in appropriate repositories, reducing the chance of misplaced or lost documents.
- Data Extraction and Processing: Buddies extract information from signed documents, update databases, trigger subsequent processes, and ensure that downstream operations have accurate and up-to-date information.
The following are some of the functions available in the IntelliBuddies emSigner integrations:
- Initiate Document Signing: Use this activity to begin the document signing process in emSigner. You can start a signing workflow for a document and specify the recipients involved in the signing process.
- Initiate Embedded Signing: With this activity, you can start the embedded signing process using emSigner. It allows you to begin the signing workflow for a document and select the recipients who will sign it within your application or workflow.
- Initiate Flexiform Signing: You can start the Flexiform signing process in emSigner with the "Initiate Flexiform Signing" activity. Flexiforms are sophisticated documents that use forms to allow for dynamic data entry and signing.
- Get Documents: Retrieve documents associated with a specific workflow in emSigner using the "Get Documents" activity. This activity offers details about the documents, such as document IDs, names, and other pertinent attributes.
- Download Documents: With the "Download Documents" feature in emSigner, you can quickly obtain signed documents or attachments related to a workflow. This feature lets you automate retrieving signed documents for future processing or archival purposes.
- Get a Signing URL: With this activity, you can get the signing URL for a particular document in emSigner. You can use the signing URL to guide recipients to the right place for signing the document. It embeds in your application or accessing it through a web interface.
USE CASES
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Contract Management: With IntelliBuddies, you can automate contract management processes using emSigner activities. Doing so lets you quickly begin document signing workflows, retrieve signed contracts, and effectively manage document storage and retrieval, ultimately streamlining the contract lifecycle.
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Approval Workflows: With emSigner activities, you can automate approval workflows. For instance, you can initiate a document review and approval workflow, track the progress, and retrieve signed documents for further processing.
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Compliance Documentation: With the help of emSigner activities provided by IntelliBuddies, it is possible to streamline compliance documentation processes. You can automate the signing of compliance forms, keep track of the status of signed documents, and ensure that to meet all regulatory requirements.
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Vendor Onboarding: You can Streamline the vendor onboarding process, which has always been challenging. Our activities allow you to start workflows for vendor agreements, automate the signing process, and securely store the signed documents.
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HR and Employee Management: IntelliBuddies offers emSigner activities that can automate various HR processes, including signing employment contracts, non-disclosure agreements, and performance appraisals. It helps to reduce manual effort, enhance efficiency, and ensure accurate documentation.
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Financial Documentation: Streamline financial document signing and approval procedures with emSigner activities. It encompasses signing invoices, purchase orders, financial statements, or vendor contracts, guaranteeing precision and effectiveness in financial operations.
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Compliance Auditing: IntelliBuddies, with emSigner activities, can facilitate compliance auditing by automating the signing and retrieval of audit documents. It streamlines the auditing process and ensures proper documentation and archiving.
UNIQUE PROPOSITION ABOUT INTELLIBUDDIES
The unique advantages that IntelliBuddies emSigner integration activities provide, as listed below:
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The list of activities is straightforward to consume while building your document signing workflow automation.
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Together with other integration activities provided by IntelliBuddies, such as Excel, MS Word, Microsoft 365, Google, and others, it makes it robust and straightforward to achieve end-to-end automation.
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Our UI is user-friendly and straightforward to navigate. You can easily select the document and locate the signature placeholders visually without worrying about determining the coordinates.
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