Document Management & E-Signature
Documents linked to the record they belong to, with unlimited e-signatures via Noviqent DocSign at no extra charge.
A document is only useful if it's where you'd expect to find it. Every file can be linked to whatever it actually belongs to - a matter, a mortgage case, a property, a contact - so opening that record shows every attached document, rather than searching a flat, unstructured folder.
Storage runs through your own connected S3, Google Cloud Storage, or Azure Blob bucket - your files, your account, your storage costs, never a shared platform bucket. Sending something for signature runs through Noviqent DocSign, included with unlimited use for any CRM-integrated account, with no per-envelope fee.
How it works
- Documents linked to the matter, case, property, or contact they belong to
- Your own connected S3, Google Cloud Storage, or Azure Blob bucket - nothing on a shared bucket
- Unlimited e-signatures via Noviqent DocSign, free for any CRM-integrated account
- Signed copies stored automatically as a new document once complete
Want to see it against your own data?
Talk to us about document management & e-signature, or get started directly on Business Operations Platform.