Thumb
Thumb

Revolutionary digital signing system - for SMBs

Get the commitment of the other party immediately, while on the phone!

For those who repeatedly send documents for signature, which have a similar structure but changing content (customer contracts for example) - this is a real revolution! Setting up the system - by adding "placeholders" to the fields and signatures in the WORD document intended for signature! Filling in the details for merging with the document - in a neat electronic form and not in "cubes" on the document!

The revolutionary signing process and its advantages for the signer and the sender

The system separates the entry of dynamic data (the data that changes from one signing to the next) from the act of signing the document, and this separation is revolutionary and very convenient for both parties – the sender and the signer:

  • Data entry is done in an electronic form that is organized and clear, with input validation and advanced capabilities. No need to copy a previous document and re-edit it using Word!
  • You can ask the signer to enter the data – this both saves time and prevents errors! In this case, the signer doesn’t have to hunt for the fields by skipping around a complex document, or get frustrated that there isn’t enough room to write everything. It’s also easy for them to understand the main things they are committing to, instead of searching for them inside the document…
  • Signing is done on a clean PDF document, without strange “boxes” of cut-off content or signatures that appear in an illogical position!
  • The document to be signed is built once as a Word template, with all its advanced capabilities and the company’s branding, and from that point on – you send it for signing again and again with changing data that merges into it automatically. Need to change the next documents to be signed? No problem – you re-edit the document in WORD, and upload it to the system again… simple!
  • Setting the position of the signature and the fields in the document to be signed is incomparably simple – using textual “placeholders”…
The signing request is sent as a link, and signing is done from the computer (mouse) or mobile (finger), on the infrastructure of the Israeli company Comsign!

Perfect fit for small business - in price and simplicity

Easy setup – within minutes – with two one-time operations:
1. Open a Word document that you want to sign – replace its “replaceable values” with placeholders (like {{employee_name}}), add a “signature line” to it with An additional placeholder (signature: {|___________|}) and save it as a “template document” in the system.
2. Easily create an electronic form with the same fields, using the “form builder”, and connect it to the template document.
The system is a perfect fit for the small business also with its price, which is calculated according to the number of licenses and the number of documents that are signed each month.

Advanced capabilities of the system

The system has advanced capabilities:

  • Complex data can be merged into the form, such as images and tables
  • If the merged content causes the signature to be “pushed” down – the system automatically detects its new location.
  • There is support for multiple signers – only the first in the signing order receives a notification at the start; the next party receives a notification after the first signer has signed, and sees the signatures of those before them…
  • You can require the signer to attach identification documents
  • You can require the signer to enter a password sent to them via a verified contact method

DocsRobot is a revolutionary system in every possible parameter:

  • The data is entered in an organized and clear electronic form, with input control (such as list fields, date-pickers), and not in “squares” inside the document – more convenient and more reliable!
  • Signing is done on a clean PDF document, without strange “squares” of truncated content or signatures that appear in an illogical position!
    The document looks exactly as if it was created with all its content using Word (because that’s exactly what the system does for you…)
  • Complex data, such as images and tables, can be merged into the form
  • If the merged content causes the signature to “push” down – the system detects its new position automatically!
  • There are many more advanced capabilities, for example: support for multiple signatures (with or without order), uploading identification documents, etc…

About our signature and its benefits


Our digital signature - based on ComSign

The system provides businesses with an immediate solution for digitally signing PDF documents, through the signature infrastructure of Comsign-Europe – which is a large certificate authority for European countries, with offices in London, Cyprus and Estonia.

The digital signature includes a combination of a visual signature and a digital certificate:

  • A visual signature is a signature operation performed by a “recipient” to whom the request is sent, on a computer (using the mouse) or on a mobile phone (using the finger, with an adjusted display) , using a “signature panel” that appears “above” the PDF document.
  • A digital certificate is an encrypted file, which is attached to the document, and guarantees that the original content of the document has not changed after the signature.

The advantages of using DocsRobot for electronic signatures

  • Simple setup with MS-Word: no need to learn new techniques and tools for defining fields and signature locations – define them inside the Word document intended for signing. Simple!
  • Convenience and flexibility: the system allows the signer to add a visual signature to the document in a quick and familiar way, similar to manually signing a physical document.
  • Protection of the integrity of the document: After signing, the document is encrypted and a digital certificate confirming its integrity is attached. This ensures that the signed document remains unchanged, so its authenticity can be trusted throughout.
  • Compliance with standards and laws: The system uses digital certificates approved by Comsign, a recognized certification body in Europe, which ensures that the documents meet relevant legal standards.
  • Wide Use: The system is suitable for a wide range of uses, such as signing contracts, price quotes, registration forms and other official documents.

The signing process - filling details in an electronic-form, then visually signing the generated document

Our signing process is unique and revolutionary:

  • Before signing, data is entered in a well-organized electronic form, with validation (date-pickers, lists, mandatory fields, etc.), not scattered in “boxes” in the document which requires to be signed!
  • The system offers two options for filling out the data in the form: by someone in the organization, before sending the signature request, or by the signer himself.
  • The document is created by merging the data entered into a template document (the system does this automatically): there are no “strange boxes” with truncated content, and advanced content such as tables can be added without skewing the document!
  • The signature is made visually – with a mouse on a computer or with the finger on a phone, with advanced capabilities such as saving a signature for reuse…

What's in the system?


A revolutionary system for electronic signatures

Within minutes you can set up a signing system that both looks like years of work went into it, and is very convenient for signers

  • The system creates a PDF document for signing from a combination of a WORD document template and data entered in an electronic form, sends the signer a link to it, and they view it on a computer or mobile phone and sign in the appropriate places.
  • The document to be signed is clean and professional, designed like all your other company documents – with no strange “boxes” of cut-off content or signatures appearing in an illogical position.
  • The data the system merges into the document is entered in an organized, clear electronic form, with input validation (such as list fields, date pickers), not in “boxes” over the document, and without opening WORD at all.
  • You can choose who fills in the data – only you, only the signer, or partly you and partly the signer (including hidden and read-only fields)
  • You can merge complex data into the form, such as images and tables.
  • If the merged content causes the signature to be “pushed” down – the system automatically detects its new location!
  • There are many other advanced capabilities, for example: support for multiple signers (with or without order), uploading identification documents, etc…

Fast and easy locating of every item saved in the system

The entire system is built for fast and easy locating of items

  • The main screen displays a “tree of categories and form types” for easy navigation (with the option to show the same form type under several different categories)
  • Each form type has a tabular view selectable from a collection of “alternating views” – each showing only the columns important to a certain topic (“validity data”, “insurance and guarantees”,…); no need to “open” each record separately…
  • Type text for a quick search
  • Create a “query” for a more complex, condition-based search (all the reports sent to a certain client in a certain year). The query can be saved with a name, and then easily reloaded.

Many “builders” included, for independent setup; templates too are prepared yourself in Word/Excel

A variety of “builders” enable those with technological ability to build the system themselves, easily and quickly

  • The “form builder” is used for fast and intuitive setup of forms – by dragging and resizing fields, dividing into chapters (including using “shared” chapters – identical across different form types), choosing a design (skin), and setting advanced field properties such as default values, calculation formulas, display/hide conditions,…
  • The “view builder” lets you define alternating views for the main screen of each item type.
  • To the document generator you can connect WORD documents you easily created with textual “placeholders”.
  • For electronic signatures, you add a “signature line” to that same WORD file
  • On the main screen you can save and reload “searches” you have run.
  • With the reports module, you can create reusable report templates
  • With the process-management module, you can define status maps and automations that occur when a status changes
  • With the “advanced permissions” module, you can define permission groups and map them to the different item types