Omnitrack’s solution for easy eSignatures
DocuSign, the popular eSignature software that allows organisations to manage electronic agreements, allows users to sign documents anywhere from any device, with no need for overnighting, faxing or waiting. And with encryption and a complete audit trail, it’s more secure than paper!
In our recent update, we have now integrated Omnitrack with DocuSign. This valuable feature will enhance the compliance process in a wide variety of use cases, making signing documents with Omintrack extra smooth.
Omnitrack with DocuSign integration features
- Integrates with your existing DocuSign account in a single click to let you keep a full audit trail of signed documents
- Enhance any use case by integrating eSignatures into your form
Example use cases
AML client onboarding
Law firms, accountancy firms and financial corporations are required to conduct risk assessments, client due diligence (CDD) and ongoing monitoring on their clients. VinciWorks’ AML client onboarding solution can be used to enhance both the risk assessment and document collection aspects of client onboarding. The DocuSign integration feature will now allow users needing to sign forms to do so easily, without an extra step.
Client engagement letters
Client and organisation will be able to sign client engagement letters with the click of a button
Supplier onboarding
Omnitrack provides a streamlined solution for supplier onboarding, with onboarding questions that are tailor-made to fit all types of suppliers. The automated system generates reminder emails to ensure completion, saving you from chasing suppliers. Now the process will be even quicker, with suppliers being able to sign right in the form using the new DocuSign feature.
Gift registers
The Omnitrack Gifts and Hospitality Register allows managers to receive instant notifications for all gifts given and received. This enables them to make informed decisions on the next steps, such as whether to approve or deny the gift in question. With DocuSign integration, the process will now be even easier, with users being able to enter their signatures right in the form.
