Features Overview
Discover our extensive range of features, including SigniFlow’s Advanced eSignature Document Workflow, Facial Biometric and KYC solutions, Digital Onboarding, Document Automation, and Document Generation.
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eSignature WorkFlow
Core Features
Included in Business License
Workflow Features
- Import and convert PDF, Word, Excel, TXT, XML documents
- Workflow documents directly from SharePoint
- Send documents directly from Microsoft Office 365, Word, Excel and more
- Save documents you use regularly as reusable templates
- Import document directly on your dashboard
- The document zoom function makes it easy to work on almost any small or large document formats
- Supports:
- A5
- A4
- Letter
- A3
- A2
- A1
- A0
- Engineering drawings
- Custom sizes and rotations
- Rename your document before sending it for signing
- Replace incorrectly uploaded documents in the workflow tool
- Split your document into pages and send each page in its own workflow
- Set document priority
- Set document due date with, or without workflow expiration on due date
- Set auto reminders to recipients
- Create meta-data types associated with your document for auto routing and filing
- Set email preferences
- Create a customer message to recipients (email and system)
- Each document you upload is automatically added to a Portfolio
- Choose simple workflow or advanced workflow.
- The advanced workflow feature enables you to control which signers can view specific documents within a portfolio.
- Save regularly used workflow configurations as reusable templates
- Signers: Add yourself, someone else, or any number of people you need to sign your document
- Approvers: Add yourself, someone else, or any number of people you need to approve your document
- Group (parallel): Add one or multiple groups of people that you need to sign, view or approve your document
- Face-to-face (in-person): Add one or many in-person signers with co-signers and witnesses
- Viewers: Add any number of viewers to the workflow
- Mix it up: Mix any combination of the above in a single workflow
Choose the type of signature needed for each signatory:
- BES or eSign - Basic Electronic Signature (provided free for everyone by SigniFlow system)
- DSign - Digital Signature (provided free for everyone by SigniFlow PKI)
- AES - Advanced Electronic Signature (requires personal AES or AESign digital certificate issued by SigniFlow or your CA)
- QES - Qualified Electronic Signature (requires personal QES digital certificate issued by SigniFlow or your CA)
- Supports all USB dongles with X.509 signing certificates
- Enforce the use of a personal certificate to anyone in the workflow
- Set your signature type directly from your dashboard
- Configure single-factor or multi-factor authentication
- Password protection (document and portfolio)
- Digital Identity (in supported countries)
- Authenticator app
- LDAP and AD single sign-on
- Save workflow configurations as reusable templates
- Mobile phone text PIN (SMS)- Set at login, when signing, or both
- Mobile app authentication
- SigniFlow supports Digital Identity in various countries, including (not limited to):
- Singapore - SingPass
- Australia - AUPass
- United Emirates - UAEPass
- Malaysia - POS Digicert
- Chile - Clave Unica and Segpres
- Brazil - ICP
- Guatamala - InFile
- South Africa - PWC/ BankServ Initiative
- For more countries - Please contact us
Portfolio Features
- By granting someone access to a Portfolio, you create a secure portal for document uploads
- Choose to receive and automatically send notifications when changes take place in a Portfolio
- Create placeholders for anyone to upload supporting documents, such as identity documents or bank statements
- Recipients can upload documents into placeholders, which will then trigger notifications
- Portfolio owners can upload any document into the Portfolio, and group uploaded documents with other documents in the Portfolio
- Portfolios automatically group signed documents and attachments together
- Portfolio owners can revoke access to any Portfolio at any time
Share any Portfolio with:
- Your Contacts
- Your Team
- Your Department
- Your Business
- Either link new workflows to existing Portfolios; or
- Upload new documents and create new workflows from any Portfolio
- Create placeholders in the workflow, so that recipients can upload supporting documents when signing the agreement
- All supporting documents that are collected during signing are neatly filed and displayed individually with the signed agreement
- In addition to document-level audit logs, Portfolios keeps it own set time-stamped activity logs
- Get insights and track progress by viewing Portfolio logs
eSignature Features
- Fast, image or font-based electronic signatures
- Documents are sealed and made tamper-evident using a digital signature (seal)
- A digital signature contains a Timestamp and has Long Term Validation (LTV) enabled
- This eSignature is similar to, or the same type of signature as, that found as the standard offering in most competing eSign solutions, and it conforms to the specifications of BES - Basic Electronic Signature
- X.509 cryptography is used to apply the signature
- Supports Adobe Approved Trust List (AATL) and Adobe European Union Trust List (EUTL)
- Seals the document and makes it tamper-evident every time a signature is applied
- Document is sealed and tamper-evident during the workflow
- Includes a TSA Trusted Timestamp in every signature
- Includes Long Term Validation (PAdES_Standard_(ETSI_EN_319_142)
- Supports font- and image-based eSignatures
- This signature is unique to SigniFlow and is classified as a cryptographic digital signature
- This signature is more secure than a BES and has the properties of an AES (Advanced Electronic Signature)
- Free feature packaged with all SigniFlow Business Workflow licenses
- Easily activate FaceSign when creating a workflow
- Select which signers in the workflow need to take a selfie when signing
- When the signer taps on the “Sign Here” button, their camera will activate and prompt them to take a selfie
- The photo of the signer that is captured is embedded in the digital or electronic signature in the PDF
- The photo and audit details of the capturing session are recorded in the audit log for an extended body of evidence
- A quick video selfie verifies that the person is alive
- Security certified as the #1 anti-spoofing, 3D liveness solution in the world
- Select which signers in the workflow need to take a selfie and/or do the liveness test when signing
- When the signer taps on the “Sign Here” button, their camera will activate and prompt them to undergo the liveness test
- The photo of the signer that is captured during the liveness test is embedded in the digital or electronic signature in the PDF
- The photo and audit details of the liveness session is recorded in the audit log for an extended body of evidence
- Proves 12.8 million to 1 that that the face embedded with the signature is the person who signed the document
- Paid service – per signature transactions using Liveness
The following security properties are standard in SigniFlow's digital signature offering, at no additional cost:
- Digital Certificate: All signatures are created using the digital X.509 standard for public key certificates
- Timestamping: Timestamping is applied through a trusted Timestamping Authority (TSA)
- Long Term Validation: An embedded record of the state of the certificate at the time of signing
- Tamper Evident: Document content is protected from start to end using cryptographic algorithms
- 3 x Audit Logs (body of evidence): PDF, SigniFlow system generated events, embedded Steganography (replicating a Write Once Read Many - or W.O.R.M. - environment)
- Embedded Identity: The identity and authentication data of the signer is embedded in the digital certificate
- Geolocation: The geolocation of the signer is embedded in the digital certificate
- FC 3161 trusted timestamps are applied to each digital signature
- For PAdES Part-4 compliance, a FC 3161 trusted timestamp can be applied in addition to each digital signature at a document level
- PDF Audit: Fully auditable X.509 trusted AATL for every signer in the workflow
- Audit Trail: An automated history of events are logged against a unique document ID
- Secure Audit Log: A third audit log is written and sealed into the document using a combination of steganography and cryptography
- SigniFlow has built-in SaaS PKI services for Advanced and Digital Electronic Signature Certificates
- Customers do not need to purchase any additional hardware or HSM to use our digital signatures
- SigniFlow can remotely issue and manage personal and enterprise (ePKI) Advanced Electronic Signatures (AES) certificates
- Certificates are sold seperately
- SigniFlow can remotely issue and manage personal Qualified Electronic Signatures (AES) certificates
- SigniFlow is fully compliant with the European Union's eIDAS regulations for QES
- Certificates are sold seperately
System Features
SigniFlow supports:
- Mobile phone SMS (text) OTP (One-Time Pin)
- Mobile Phone Authentication App
- Mobile phone USSD (where available)
- Single sign-on (SSO)
- Facial Biometric Authentication
- Digital Identity (where available)
- SigniFlow offers custom Service Level Agreements
- May incure additional charges
- The system presents a beautifully designed colourful dashboard to help you track workflows and find your documents quickly
- Get workflow insights and document audit information quickly and easily
- The dashboard gives you a snap-shot view of documents in workflow:
- Pending (awaiting your action)
- Circulating (awaiting action by others)
- Cancelled
- Rejected
- Completed
- Drafts
- Shared with you
- Team Documents
- Portfolios
- Deleted
- The system features an elegantly designed dashboard that ensures seamless navigation. It allows you to upload documents with ease and provides a snapshot of your most frequently used baskets:
-
- Needs Your Attention
- Portfolios
- Documents
- Prepare beautiful documents in minutes
- DocPrepper Auto Tagging
- Enter keywords for fields
- Keywords auto create document tags in the content of the document
- Easily assign fields to users in your workflow to complete at point of signature or approval
- Several fields can be placed in this way, including Open Text Fields, Date Fields, Email Fields, Signature Fields and Initials Fields.
- Drag and drop text fields in your document for signers to fill in
- Drag and drop signature fields for each person that needs to sign your document
- Drag and drop field overlays:
- Signature fields
- Initialling fields
- Mandatory and non-mandatory text fields
- Checkboxes
- Grouped checkboxes
- Dropdown fields
- Auto-fill fields - When adding these fields to a document, SigniFlow automatically populates the data:
- Name (and surname) field
- Date field
- Email field
- Contact number field
- Company stamp field
- Quickly and easily build HTML forms, replacing manual internal approval forms like leave applications, admin forms, CAPEX forms, finance applications, asset registers and more
- Now anyone can build beautiful forms, no software development experience needed (no-code)
- Simply drag and drop fields onto a new form to build:
- Business Logo
- Checkboxes
- Checkbox Groups
- Data Fields and Pickers
- File Upload
- Headers
- Paragraphs
- Numbers
- Radio Groups
- Select (drop-down) Fields
- Text Fields
- Text Areas
- Configure fields
- Select whether field is required or not
- Set field labels
- Call bootstrap classes (for the more advanced users, not required for standard forms)
- Save forms
- Share forms for:
- Only you to use
- Your team
- Your department
- Everyone in the business
- Easily transform your paper-based and PDF-based forms into digital HTML forms
- No-code forms, meaning anyone can now create forms
- Workflow forms for process approvals and sign-off
- Use forms to upload and combine multiple documents into one document
- Attach forms to uploaded documents for internal approvals
- Hide or display attached internal approval forms from signers or customers
- Role-based
- Centralised Admin management of forms
- View
- Edit
- Delete
- Export to Excel
- Export to PDF
- Document templates: Save documents you use often in SigniFlow's template library
- Forms templates: Create and save forms as templates
- Workflow templates: Create and save workflow configurations as reusable templates
- Document preparation templates (DocPrepper)
- Set automatic reminders that are sent out to recipients via email and the in-system notification feature
- Track progress and send out manual reminders
- Receive notifications via email or manage them via the in-system notifications feature
- EasiSign is SigniFlow's eSignature user interface
- Users are presented with a stylish interface that works on any smart device and any screen size
- The interface is easy to use and very intuitive
- Signers are snapped to action with the click of a button
- It is almost impossible to make a mistake on a document, as fields are assigned to each person in the workflow
- Fill fields and sign documents
- Use the Sign All or Initial All buttons to apply multiple signatures throughout a document
- Reject documents and provide a reason for rejection
- Download the document as PDF
- Use personal signing certificates linked to your profile
- Change the system language to your language of choice
- The document zoom function makes it easy to work on almost any small or large document format
- Supports:
- A5
- A4
- Letter
- A3
- A2
- A1
- A0
- Engineering drawings
- Custom sizes
- In the EasiSign viewer, you can click on any signature already in the document to verify the digital signature validity and credentials of the signer
- Documents can be signed anywhere in the world, on any smart device with an internet browser - No need to install any mobile Apps
- In the EasiSign viewer, you can reject the document and provide a reason for declining to sign (up to 1,000 characters) that is then sent to all recipients who have already signed the document
- This is an awesome feature for people who sign many documents in a day
- Simply open Bulk Signer from your menu and view all outstanding documents waiting for your signature
- View and page through the documents by expanding the view in Bulk Signer
- Tick each document you want to sign, or select all and confirm
- Confirm your selection and Bulk Signer does the rest.
- Bulk Signer automatically applies your default eSignature to the selected documents
- Company stamps are for you, or your customer to apply an official company stamp to a document, when it is signed
- Securely upload an official company stamp in your profile, or when prompted to upload it when signing the document
- Fields placed on the document that contain known information like name and surname, email address, etc are automatically populated
- Finding and filtering documents is easy, even if you don't remember the document's name
- The built-in reporting tool allows you to draw, filter and export reports:
- By User
- By Team
- By Department
- By Business
- Draw package reports for internal departmental billing in accordance to usage
- Range by date
- Export to CSV or PDF
- Roles-based (Admin)
- Admins can manage reports and have access to reporting functions
- Manage your profile settings and personal data
- Link SigniFlow to your personal signing certificate or let the system assign you one
- Upload PFX personal signing certificates and link it to your profile
- Edit your signature appearance
- Upload or draw your personal signature and save it to your profile
- Reset your password
- Upload and manage your contact list
- Download and install the SigniFlow Toolset - It's free and includes:
- Microsoft Word for SigniFlow plug-in
- Microsoft Excel for SigniFlow plug-in
- Microsoft PowerPoint for SigniFlow plug-in
- Microsoft Outlook for SigniFlow plug-in
- Windows Notifier App
- Windows Split-and-Sign App
- Microsoft SharePoint for SigniFlow plug-in
- Windows Cert Manager App for:
- Microsoft Windows
- Linux
- Apple IOS
There are three separate audit trails for every document signed with SigniFlow. The audit trails are transaction events associated with a user's actions. Each event is logged and time-stamped.
- PDF Audits: Fully auditable tamper-evident event embedment in the PDF and timestamps per signer
- Audit Trail: An automated history of events are logged against a unique document ID
- Secure Audit Log: A third audit log is written and sealed into the document using a combination of steganography and cryptography.
SigniFlow supports:
- Email with password login (standard)
- Signer access codes
- SigniFlow comes standard with 24/7 global support via email and ticketing systems
- Customised SLA support contracts are available on request.
Administration Features
- System Administrator/s (role-based) create and maintain the Business Profile
- A business can have one or many Business Profiles
- Each Business Profile has its own unique settings
- All users assigned to a Business Profile automatically adopt the Business Profile settings
- One business can have many Business Profiles, each for a specific business unit
- Each business unit can then have its own Business Profile settings
- When users are created on the system, each user is assigned to a Team
- Each Team is assigned a Team Lead
- Each Team is then assigned to a Department
- Each Department is assigned a Department Head
- Business Administrators can edit, add and remove licenses
- This function can be automated if your Business Profile is linked to Microsft Azure Active Directory or another LDAP system
- Custom Messages are messages that users can insert when creating a workflow. Instead of creating messages manually, SigniFlow allows you to create approved messages that are available to all users in the Business Profile
- Business Admins can add and edit Custom Messages
- Custom Messages can be set as mandatory
- Business Admins can set up meta data structures for document types
- Additional meta data fields can be created and associated with a document type
- Documents with meta data can be automatically filed in DocFlow, based on the meta data type
- Meta data also allows for keywords to be created for a document type. When searching for a document, a keyword can be used to locate the associated document, or documents
- Admin roles for managing templates, documents and forms are created by the Business Admin
- Business Admins can easily link SigniFlow to their SharePoint instance
- Simply add the SharePoint address, username and password
- Install the SigniFlow for SharePoint plug-in on SharePoint online or SharePoint on-premise (2016+)
- SigniFlow will then be on your SharePoint ribbon for all users in the Business Profile
- Business Admins can activate and enforce 2FA via SMS or USSD
- Choose from a host of SMS providers
- After activation, SMS 2FA will be active for all users in the Business Profile
Business Admins can configure the rules associated with the EasiSign interface
- Override user preference for:
- Signature type
- Signature appearance
- Initial type
- Initial appearance
- Document security
- Geolocation settings
- Business Admins have full control of the EasiSign user onboarding form. This controls the information gathered from a user when a document is sent to them for signing:
- Password
- Mobile number
- Names and surname
- ID type
- Email address
- And more
Business Admins can link the Business Profile to an an external timestamp source and specify the timestamp mode
Document tagging enables a code or barcode to be printed by SigniFlow on the document. If a barcode is created, the barcode will contain the URL of the document location. When the barcode is scanned, the device will download the document via its browser. Access (authentication) can be restricted.
- Business Admins can activate document tagging by using any of the following codes:
- Code 128
- QR
- Data Matrix
- Aztec
- PDF 417
- Document ID
- Choose a position on the page where the code will print
- Set the authentication type to secure document access
Deployment Features
SigniFlow Private Tenant licenses can be deployed in almost any data centre
- Supported data centres:
- Hyperscale data centres like Azure, AWS, GCS or AliCloud
- Telecom data centres
- Enterprise data centres
- On-premise data centres
- Supported deployment platforms:
- Hypervisor Virtual Machine (VM)
- Modernised containerised clusters (like Kubernetes)
- Windows IIS
- SigniFlow high-availability and scaling components
- Web application
- Document Management Interface (DMI)
- Windows Service
- SQL Database (monolithic or cluster)
- Document storage (Server HDD, NAS, SAN, etc.)
- Branding:
- Customised system branding (login screen and system)
- Customised email branding
- Integration
- Customer-specific custom API
- Customer-specific middleware
- Customer-specific identity management
- Business departments or business groups
- Single tenant or multi-tenant deployment options
- Standard 24/7 global support Hybrid customer care agreement
- Customised customer-specific support SLA
A SigniFlow Hosted Hybrid refers to a Private Tenant, hosted by SigniFlow.
SigniFlow offers eight data centre locations using Microsoft Azure's agile data fabric architecture running in modernised containerised Kubernetes clusters to deploy, host and manage your Private Tenant.
- Data centre locations:
- Africa (Johannesburg South Africa)
- Australia (Sydney)
- Asia 1 (Singapore 1 - with SingPass Digital ID)
- Asia 2 (Singapore without SingPass ID)
- Asia 3 (Malaysia)
- Europe (Netherlands)
- Latin America (Brazil)
- United Kingdom (London)
- United States (Virginia)
- Branding:
- Customised system branding (login screen and system)
- Customised email branding
- Integration
- Customer-specific custom API
- Customer-specific middleware
- Customer-specific identity management
- Business departments or business groups
- Single tenant or multi-tenant deployment options
- Standard 24/7 global support Hybrid customer care agreement
- Customised customer-specific support SLA
- Business Cloud - Instant account activation
- Data centre locations:
- Africa (Johannesburg South Africa)
- Australia (Sydney)
- Asia 1 (Singapore 1 - with SingPass Digital ID)
- Asia 2 (Singapore without SingPass ID)
- Asia 3 (Malaysia)
- Europe (Netherlands)
- Latin America (Brazil)
- United Kingdom (London)
- United States (Virginia)
- All documents in the SigniFlow Cloud are stored and encrypted at rest using AES 256-bit encryption
Languages
Fully Supported
- English (UK Default) - Fully supported
- South African English - Fully Supported
- Fully supported
- Fully supported
- Fully supported
- Fully supported
- Fully supported
- Portuguese Brazil (BR) - Fully supported
- Spanish - Fully supported
- Latin Americas - Latinoamérica - Fully supported
- Fully supported
Certifications
International Best Practices
SigniFlow is ISO 27001:2013 certified
SigniFlow is ISO 9001:2015 certified under PBSA, internationally certified by TÜV Rheinland Germany
SigniFlow is Cyber Security Essentials certified
Take advantage of our Microsoft Azure-hosted offerings with more than 90 compliance certifications, including:
- SOC 1, 2 ,3
- HIPAA & HITECH
- CIS Benchmarks
- FEDRamp
- And many more
Download the Azure infographic “compliance atlas” of over 90 Azure compliance offerings worldwide here
SigniFlow is a certified Microsoft Gold Partner
SigniFlow is GDPR compliant
- SigniFlow is compliant to use with any X.509 Advanced Electronic Signature (AES and AeSign) certificate and eIDAS compliant Qualified Electronic Signatures (QES) certificates
- Certificates are sold seperately
Core Workflow Features
Included in Business License
- Import and convert PDF, Word, Excel, TXT, XML documents
- Workflow documents directly from SharePoint
- Send documents directly from Microsoft Office 365, Word, Excel and more
- Save documents you use regularly as reusable templates
- Import document directly on your dashboard
- The document zoom function makes it easy to work on almost any small or large document formats
- Supports:
- A5
- A4
- Letter
- A3
- A2
- A1
- A0
- Engineering drawings
- Custom sizes and rotations
- Rename your document before sending it for signing
- Replace incorrectly uploaded documents in the workflow tool
- Split your document into pages and send each page in its own workflow
- Set document priority
- Set document due date with, or without workflow expiration on due date
- Set auto reminders to recipients
- Create meta-data types associated with your document for auto routing and filing
- Set email preferences
- Create a customer message to recipients (email and system)
- Each document you upload is automatically added to a Portfolio
- Choose simple workflow or advanced workflow.
- The advanced workflow feature enables you to control which signers can view specific documents within a portfolio.
- Save regularly used workflow configurations as reusable templates
- Signers: Add yourself, someone else, or any number of people you need to sign your document
- Approvers: Add yourself, someone else, or any number of people you need to approve your document
- Group (parallel): Add one or multiple groups of people that you need to sign, view or approve your document
- Face-to-face (in-person): Add one or many in-person signers with co-signers and witnesses
- Viewers: Add any number of viewers to the workflow
- Mix it up: Mix any combination of the above in a single workflow
Choose the type of signature needed for each signatory:
- BES or eSign - Basic Electronic Signature (provided free for everyone by SigniFlow system)
- DSign - Digital Signature (provided free for everyone by SigniFlow PKI)
- AES - Advanced Electronic Signature (requires personal AES or AESign digital certificate issued by SigniFlow or your CA)
- QES - Qualified Electronic Signature (requires personal QES digital certificate issued by SigniFlow or your CA)
- Supports all USB dongles with X.509 signing certificates
- Enforce the use of a personal certificate to anyone in the workflow
- Set your signature type directly from your dashboard
- Configure single-factor or multi-factor authentication
- Password protection (document and portfolio)
- Digital Identity (in supported countries)
- Authenticator app
- LDAP and AD single sign-on
- Save workflow configurations as reusable templates
- Mobile phone text PIN (SMS)- Set at login, when signing, or both
- Mobile app authentication
- SigniFlow supports Digital Identity in various countries, including (not limited to):
- Singapore - SingPass
- Australia - AUPass
- United Emirates - UAEPass
- Malaysia - POS Digicert
- Chile - Clave Unica and Segpres
- Brazil - ICP
- Guatamala - InFile
- South Africa - PWC/ BankServ Initiative
- For more countries - Please contact us
Features
Businesses everywhere have spoken - and we've listened. We get you. Dealing with customers and suppliers, each with their own systems and processes, can be a tedious task.
You need more than just eSign workflow. You need an intuitive tool that understands your day at the office.
We get your office hours
Finally, a software company that has actual people giving its customers - and their customers - 24/7 online support, for free. Our support ninjas are the best in the game.Industry-leading infrastructure
Connect to any of our 8 international data centres and experience true 99.9% uptime. Over the past 24 months, we've exceeded our 99.5% uptime target across all regions.IT Security Management
Our Information Security Management System is ISO27001:2013 certified and our Quality Management System is ISO9001: 2015 certified by TÜV Rheinland.Compliance is our game
SigniFlow's international, segregated security infrastructure ensures customer data is processed in accordance with the most stringent international privacy and cross-border data protection laws, such as GDPR, LGPD and POPI.Office 365 Productivity
Included in Business License
SigniFlow for Microsoft 365 Features
SigniFlow for Microsoft 365 enables your business to harness existing Microsoft Office collaboration tools:
- Collaborate with select peers
- Collaborate as a team
- Start in the cloud (Using OneDrive)
- Real-time co-authoring
- Share and present with Microsoft Teams
SigniFlow for Microsoft 365 is available on any device that is able to use the latest version of Office 365
All SigniFlow users will have access to SigniFlow for Microsoft 365
- Automatic user-based configuration
- Pre-existing account required
- Create documents in Microsoft Word
- Get approval from your team using Microsoft Word collaboration features
- Upload your document to SigniFlow through the add-in
- Workflow documents for sign off or approval
- Documents will be converted into a pdf within SigniFlow
- Create a Slideshow in Microsoft PowerPoint
- Get approval from your team using Microsoft PowerPoint collaboration features
- Upload your slideshow to SigniFlow through the add-in
- Workflow slideshow for sign off or approval
- Slides will be converted into a single pdf within SigniFlow
- Create a spreadsheet in Microsoft Excel
- Get approval from your team using Microsoft Excel collaboration features
- Upload your spreadsheet to SigniFlow through the add-in
- Workflow spreadsheet for sign off or approval
- Spreadsheets will be converted into a pdf within SigniFlow
- Select a document from attachments on an email
- Send the selected document to SigniFlow for sign off or approval
The following documents will be converted into a pdf within SigniFlow:
- Microsoft Word (.doc, .docx)
- Microsoft Powerpoint (.ppt, .pptx)
- Microsoft Excel (.xls, .xlsx)
- Pdf documents uploaded will remain as pdf
SigniFlow for SharePoint
- Store completed documents in SharePoint
- Documents exist in SigniFlow ONLY during the workflow process
- Businesses have full control over document access within the SharePoint environment with SharePoint's In-Place Hold Policy Centre and Compliance Policy Centre
- SigniFlow for SharePoint allows users to send a document for signing or approval directly from SharePoint
- Minimise steps needed: No need to download documents, only to upload them to SigniFlow again
- Seamless integration allows your business to move from process to process, without any unnecessary steps in between
- Every document signed or approved with SigniFlow has an audit trail in SharePoint, so you can see when workflows have been completed
- All SigniFlow users who have a SharePoint environment, have access to SigniFlow for SharePoint
- As soon as SigniFlow for SharePoint has been set up for your business, all users will have access to it
KYC, 3D Liveness and ID Verification Features
Included in Business License
3D Liveness Detection Features
- Our facial verification goes far beyond a “selfie”. It is a live, active 3D face scan that enables a strong liveness check and contains a 3D facemap
- The liveness detection AI engine observes countless concurrent human traits, that spoof artifacts are unable to recreate all at once
- Two types of data are required for every face authentication: 3D face data for matching, and real-time 3D liveness data to prove the face data was collected from a live, present person.
- The 3D liveness data is timestamped and is only valid for a few minutes, and then deleted
- Supports more than 10 billion modern smart devices and webcams
- The interface is intuitive and very easy to use
- The process is frictionless and user adoption is very high
- Globally, the system adopts more than 15 million new users, every month
- This means that it would take 12,800,000 random imposter attempts before you would expect 1 error. This accuracy is achieved under real-world usage and the measurement is taken across a dataset of volunteer users from 170+ countries, and billions of matching attempts
- Honourable Mention: Apple’s Face ID has a FAR (False Acceptance Rate) of 1/1,000,000 (See iPhone X Keynote). Although Apple's Face ID is not usable across-platform or for real authentication, this is very impressive - coming closer than any other, at only 12.8 times below our FAR average.
- A 3D facemap can unlock anything from a car door to a bank account. Real users get easy access, but bad actors and bots are rebuffed by anti-spoofing, which is AI Certified by a NIST/NVLAP lab
- Biometric facemaps are securely stored
- When a user returns, ongoing face authentication again proves 3D liveness by comparing the new 3D facemap to the one from onboarding. If they match, access is granted
- Storing 3D facemaps doesn’t create a honeypot risk, because these are data only, without any actual user data or liveness data
- The stored facemap data cannot be used to spoof the 3D Liveness AI
- Think of the stored 3D facemap as a lock, the user’s newly collected 3D facemap as a one-time key, and the new 3D liveness session as proof that the key has never been used in the lock before
- The encrypted 3D facemaps:
- Cannot be phished from users
- Stop credential sharing
- Stop Botnet attacks
- 1:1 Match 1/12.8m FAR
- 1:N De-duplicate up to 1/128m FAR
- Match 2D photos up to 1/950,000 FAR
- Provide anonymous age checks
- By using reusable facemaps, new liveness sessions can be matched to the 3D facemap on file
- If they match, access is granted; no password required
- The system detects and adjusts to real-world lightning conditions
- A person needs to be present during the liveness session
- The system cannot be fooled by holding up photos, masks, or deepfakes
- Not convinced? Then read more about our participation in the $100,000 Spoof Bounty Program
- The award-winning underlying technology that is used in all our 3D Facial Biometric solutions is produced by our technology partner, FaceTec
- In conjunction with FaceTec and other FaceTec partners, we participate in the $600,000 Spoof Bounty Program, which was designed to ensure our biometric authenticator is secure - and remains secure - in the real world
Photo ID Match Features
- Face matching is the ability of a computer system to estimate the probability that two 3D facemaps came from the same user. The solution's 3D matching algorithms are at least two orders of magnitude better than 2D matching algorithms, because they operate on 3D data captured from a 2D camera, utilising patented technology that is proven in the real world
- The photo ID match process only succeeds if the user passes Liveness and the live user matches the face present on the photo ID
- You can set the 3D:2D match criteria level between 1 - 7, 7 being a 99.99998% match
- Match Level 7 - 1/500,000 FAR
- Match Level 6 - 1/100,000 FAR
- Match Level 5 - 1/10,000 FAR
- Match Level 4 - 1/1,000 FAR
- Match Level 3 - 1/500 FAR
- Match Level 2 - 1/250 FAR
- Match Level 1 - 1/100 FAR
- Match Level 0 - Non-match
- 3 High-resolution photos of the person holding up the photo ID documents are captured and written to the compliance report
- Each retry event is recorded
- Facemaps and facescans are encrypted by default using a combination of asymmetric RSA encryption and randomised AES-256 encryption
- FIDO now also has a biometric "certification" for liveness. FIDO is not even close to the same certification as our 3D Liveness Detection solution has achieved in the NIST/NVLAB Lab in its 30107-3 PAD tests. The FIDO certification for presentation attack detection is ridiculously easy to pass - 1 in 5 spoofs are allowed to bypass the system, and FIDO would still certify the security of the liveness of the product. Samsung Galaxy S10 became the first FIDO PAD-certified fingerprint reader to be certified by FIDO, and also became first FIDO-certified authenticator to be publicly spoofed, just days after its release. See www.Liveness.com for more information
ID Verification Features
- Electronic identity verification (eIDV) uses personal information, such as name, date of birth, or national ID, from various data sources to quickly confirm if an individual is who they claim to be
- These verification attempts can result in a match, non-match, or partial match
- Available in the platform and API with configurable transactional licence plans
- International data providers frequently refresh data through the Global Data Consortium network, providing the most up-to-date global identity verification data available
Transactional Plans Available
- 3 x Data Sources
- Source Types:
- Government
- Commercial
- Checks:
- Identity
- Compliance
- 10 x Data Sources
- Source Types
- Credit
- Government
- Commercial
- Telco
- Checks
- Identity
- Compliance
- 1 x Data Source
- Source Types
- Credit
- Government
- Checks
- Identity
- Compliance
- 10 x Data Sources
- Source Types
- Credit
- Government
- Commercial
- Checks
- Identity
- Compliance
- 28 Data Sources
- Source Types
- Credit
- Government
- Commercial
- Utility
- Telco
- Checks
- Identity
- Compliance
- 4 x Data Sources
- Source Types
- Credit
- Telco
- Postal
- Checks
- Identity
- Compliance
- 5 x Data Sources
- Source Types
- Government
- Commercial
- Telco
- Checks
- Identity
- Compliance
- 7 x Data Sources
- Source Types
- Government
- Commercial
- Telco
- Checks
- Identity
- Compliance
- 11 x Data Sources
- Source Types
- Government
- Commercial
- Telco
- Postal
- 9 x Data Sources
- Source Types
- Credit
- Government
- Telco
- Checks
- Identity
- Compliance
- 4 x Data Sources
- Source Types
- Government
- Checks
- Identity
- Compliance
- 15 Data Sources
- Source Types
- Credit
- Government
- Utility
- Telco
- Checks
- Identity
- Compliance
- 3 x Data Sources
- Source Types:
- Government
- Commercial
- Telco
- Checks
- Identity
- Compliance
- 10 x Data Sources
- Source Types
- Credit
- Government
- Telco
- Postal
- Checks
- Identity
- Compliance
- 2 x Data Sources
- Source Types
- Credit
- Telco
- Checks
- Identity
- Compliance
- 4 x Data Sources
- Source Types
- Commercial
- Consumer
- Telco
- Checks
- Identity
- Compliance
- 2 x Data Sources
- Source Types
- Credit
- Telco
- Checks
- Identity
- Compliance
- 4 x Data Sources
- Source Types
- Government
- Credit
- Checks
- Identity
- Compliance
- 10 x Data Sources
- Source Types
- Government
- Commercial
- Checks
- Identity
- Compliance
- 4 x Data Sources
- Source Types
- Government
- Consumer
- Checks
- Identity
- Compliance
- 5 x Data Sources
- Source Types
- Credit
- Commercial
- Consumer
- Checks
- Identity
- Compliance
- 2 x Data Sources
- Data Types
- Government
- Checks
- Identity
- Compliance
- 14 x Data Sources
- Source Types
- Credit
- Government
- Commercial
- Telco
- Checks
- Identity
- Compliance
- 6 x Data Sources
- Source Types
- Credit
- Commercial
- Telco
- Proprietary
- Postal
- Checks
- Identity
- Compliance
Digital Onboarding Features
Included in Business License
Digital Onboarding Features
- Online onboarding forms are professionally designed by our creative ninjas
- The forms are easy to use, mobile responsive, and intuitive
- You are not limited to a set amount of templates. Each form is individually crafted to suit your needs
- The online forms are deployed as a page on your existing website, or we can host it for you with your company branding
- The back-office systems are also fully branded with your corporate identity spec so your users feel right at home
- Input data is validated using algorithms or connect your form to *data validation APIs to auto-populate form fields (*where available and may occur additional transactional cost)
- We create dynamic document templates for various scenarios
- Form rules are created to determine which contractual clauses and document templates to be used in which scenarios
- Based on input scenarios, the rules engine can include, or exclude certain clauses and repaginate the document
- Multiple documents and templates can be associated with a single form.
- Based on the input scenario, the system queries linked data sets and automatically generates the document and the workflow
- The system uses input data to automatically generate the document and create the workflow
- The workflow engine takes care of the approvals and eSignatures required on your documents
- The system is fully integrated with SigniFlow eSignature Workflow, EasiSign, and SigniFlow Portfolios
- A link to the document that needs approval or eSignature is emailed to each user in the workflow
- The back office system is updated with events, as they happen
Document Automation
Included in Free License
Document Automation Features
- Our Document Automation License, DocFlow, is included free with your SigniFlow Pro or Hybrid License
- A fully configurable dashboard where you can monitor your folders, or folders that others shared with you
- A simple intuitive user interface that you can use to edit, index, and perform functions to achieve your business process objectives
- Find your documents, even if you have forgotten the document name, using any of these search criteria:
- Date range
- Document name
- Contains a word or characters
- Begins with a word or characters
- Ends with a word or characters
- Equals a word or characters
- Filter by folder
- Contains metadata
- Scan a barcode to find the document
- Configure file plans for physical document storage and link the physical document location to the digital copy
- Print barcode labels and attach them to the physical document. Scanning the physical barcode will instantly find the digital file
- Compare the content of digital documents / data with matching and exceptions
- Multi-format file uploads into DocFlow folders supported
- Give your folders purpose by assigning roles, rules, and restrictions to each folder:
- Inbound folder
- Outbound folder
- Indexing folder
- SigniFlow inbound folder
- SigniFlow outbound folder
- File upload folder
- Assign roles for users, teams, departments, or company-wide and link it to each folder, for example:
- Administrator
- Manager
- User
- Viewer
- Assign roles
- Assign access rights
- Configure metadata rules for automated routing in accordance with the logic applied
- Configure metadata per document type or document classification and assign rules to each metadata type
- Based on the metadata type and associated rules, the document will automatically route to a folder, after it has been signed in SigniFlow.
- Once the document is filed in the folder, the folder-based rules will apply to the document, for instance, if the folder-based rule has retention periods specified, it will apply to all the documents in the folder
- Configure folder structures, limits, inclusions and exclusions
- Set retention period rules and apply them to specific folders
- Configure security rules and apply them to specific folders, users or teams
- Track physical documents that are shipped between locations
- Book physical documents in and out of locations
- Various Hybrid deployment configurations are available for cloud or on-premise
- Available as Software as a Service (SaaS) solution
Document Generation Features
Included in Business License
Document Generation Features
- Create stunning documents that are consistent and accurate
- Auto-populate documents and forms with payload (JSON) data
- Automate workflow for eSignature
- Professionally designed, reusable document templates
- Store your document templates in SigniFlow, each with a unique ID
- Pass workflow information with the payload to create automated workflows for eSignature
- No code eSignature integration with SigniFlow EasiSign platform - read more
- Reusable templates ensure that all documents are consistent throughout the organisation
- Auto-populate dynamic fields from verified data sources, eliminating human input errors
- Automated contracts are delivered fast and secure
- Enable high-volume dynamic contract delivery with SigniFlow document generation
- Create Portfolio placeholders for signers to upload additional documents (attachments) when they sign documents
- Various Hybrid deployment configurations are available for cloud or on-premise
- Available as Software as a Service (SaaS) solution
