Use Cases

An e-signature and document management system can provide a wide range of benefits to a business, below some of the use cases for different sectors.

Legal

  • Contract management.
  • Court filings.
  • Collaboration.
  • Compliance.
  • Security.

Facilities

  • Maintenance and repair requests.
  • Safety inspections.
  • Vendor contracts.
  • Compliance.
  • Emergency preparedness.

Finance

  • Loan applications and agreements.
  • Account opening.
  • Investment management.
  • Compliance.
  • Auditing.

Real Estate

  • Purchase and sale agreements.
  • Rental agreements.
  • Mortgages and refinancing.
  • Property inspections.
  • Compliance.

Human Resources

  • Onboarding.
  • Employee files.
  • Compliance.
  • Employee benefits.
  • Exit process.

Marketing

  • Vendor agreements.
  • Campaign planning and execution.
  • Budget tracking.
  • Approval process.
  • Reporting and analytics.

Procurement

  • Purchase orders.
  • Contract management.
  • Invoice processing.
  • Approval process.
  • Reporting and analytics.

Sales

  • Sales contracts.
  • Proposals and Quotations.
  • Lead management.
  • Approval process.
  • Reporting and analytics.

Healthcare

  • Patient consent forms.
  • Medical records.
  • Insurance and billing.
  • Compliance.
  • Reporting and analytics.

Education

  • Enrollment forms.
  • Student records.
  • Compliance.
  • Faculty and staff documentation.
  • Curriculum and course materials.

Insurance

  • Policy applications.
  • Claim forms.
  • Policy documents.
  • Compliance.
  • Agent and broker documentation.

Banks

  • Loan applications.
  • Account opening.
  • Compliance.
  • KYC/AML compliance.
  • Legal and Contractual documentation.

IT/Operations

  • Service level agreements (SLAs).
  • Change management.
  • Incident management.
  • Compliance.
  • Vendor management.

Product Management

  • Product development agreements.
  • Product launch documentation.
  • Intellectual property agreements.
  • Product pricing and packaging agreements.
  • Product recall management.

Government

  • Legal documents.
  • Citizenship and immigration documents.
  • Financial documents.
  • Public records.
  • Compliance and regulations.

Manufacturing

  • Quality control documents.
  • Work orders and production plans.
  • Maintenance and repair documents.
  • Compliance and regulations.
  • Supply Chain Management.

Private doctors

  • Patient records.
  • Referral letters and prescriptions.
  • Insurance claims.
  • Compliance and regulations.
  • Telemedicine.

Solicitors

  • Client engagement.
  • Contract management.
  • Compliance.
  • Collaboration.
  • Court filings.

Freelancers

  • Contracts.
  • Invoicing and payments.
  • Time tracking.
  • Communication and collaboration.
  • Compliance.

General users’ agreements

  • Online purchases.
  • Rental agreements.
  • Service agreements.
  • Event agreements.
  • Legal agreements.