Documents and eSigning

Document Sharing

  • Securely share documents with clients and allow them to send documents back.
  • All wire instructions and other files are encrypted using the Advanced Encryption Standard (AES) with 256-bit keys.
  • Protect your customer PII without the complexity of traditional secure email portals.
  • No document sharing via email means lower risk of downloading viruses in email attachments.
  • View timestamps and detailed logs of when files are sent, received, and downloaded.
  • Your customers can access and download on desktops, tablets, or mobile devices.


  • Request and receive tamperproof electronic signatures on pre-templated documents, or on unique single-use cases.
  • Review/edit any document before sending – even if it’s pre-templated.
  • Works with multiple clients and multiple signatures.
  • Customers can eSign on any device.
  • Receive a Signing Certificate with each completed document, which includes timestamps and IP addresses of devices used to sign the document.
  • Follows government compliance standards (e.g. ESIGN Act).