• Integrate your client file storage directly within the Salesforce interface
  • Sync files stored in the cloud with your user desktops and devices
  • Integration with existing 3rd party business applications via APIs, and plugins
  • Built-in file creation, document preview, and editing directly in the browser
  • User access permissions to files and folders
  • Protection of files stored and transferred by encryption, antivirus scanning, and DLP (data loss prevention)
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Please Sign

  • Automate the production of documents and enable clients to sign with Digital Signatures
  • Save the original document, signed document and court admissible audit log directly into your client file storage
  • Send bulk client documents with a unique copy to each recipient for e-signature
  • Control the order in which recipients are sent a document to sign
  • Enable clients to sign directly from their computer, tablet or mobile device
  • Australian Owned company