Features
This page is available in English only. Here are some of the feautures in ProSale Signing. New features are added continuously.
| Number of signing modes | 4 + customized. Methods by which the signing process is handled. (email, direct, eForm or from Business Application) |
|---|---|
| Multilingual | Language is selected per signatory in CreateSigningInstance |
| Receive event driven status updates | Indicated in CreateSigningInstance |
| Event failure notification | Automatic, can be turned off. |
| Send automatic remind/expire notices | Indicated in CreateSigningInstance |
| Send manual reminders | In RemindSignatory, enter massage or use default |
| Retrieve the audit log of a transaction | Per instance in GetSigningInstanceInfo |
| Access authoritative copy | Per instance in GetSigningInstanceInfo |
| Apply template to documents | Handled in customers workflow API |
| Send document to multiple recipients | Unlimited number of signatories in CreateSigningInstance |
| Create/Send batches | Multiple CreateSingingInstance |
| Edit recipient info or transfer ownership of an existing batch | Use UpdateSigningInstance |
| Specify electronic vaulting for batches | Indicated in CreateSigningInstance |
| Create forms, distribute forms via multiple methods | ProSale Designer |
| Create/place form fields | ProSale Designer |
| Multiple form field types | ProSale Designer |
| Define field locations and field options | ProSale Designer |
| Assign specific signing tasks and data fields to specific individuals | ProSale Designer |
| Routing type for signatures | Serial, Parallel or combination indicated in CreateSigningInstance |
| Assign agent or editor roles for recipients | Hubbus function: Delegate |
| Correct/reassign workflow for batches already submitted | Use UpdateSigningInstance |
| Number of methods of recipient authentication | 10, Email, SMS, PKI Certificates (4), UID+PW, Facebook, Mobile PKI |
| Password protection for documents | Indicated in CreateSigningInstance |
| Public Key Infrastructure (PKI) digital certificates to seal exported documents | Yes |
| Define authentication requirements for signing/accessing batches | Defined in customer workflow |
| Create and manage, accounts and users | Not required in ProSale Signing. |
| Bulk upload of users to accounts | Not required in ProSale Signing. |
| Reporting | GetSigningInstanceInfo and GetSigningInstance |
| Retrieve status of an instance | GetSigningInstanceInfo and GetSigningInstance |
| Retrieve data from | ProSale Designer Forms XML |
| Retrieve completed PDF of every document in batch | API: GetDocument |
| Retrieve the e-sign status of a recipient | API: GetSigningInstanceInfo |