The Documents features is a powerful no-code document automation system that can reduce the time to complete even the most complex document creation task by up to 80%.
Our proprietary document editing technology empowers users to automate documents with no-code rules and create beautiful client facing documents using document themes.
Select from a range of pre-automated document templates to get you started.
The Insights feature is unique in that it allows business manager a window into all the data produced in their client work, for the first time.
Surface data from documents, forms, and workflows to satisfy a range of management use cases.
Check out our reporting framework gallery below for a few ideas.
To guarantee its security, all data is encrypted in transit via SSL in addition to Amazon's enterprise grade encryption services on EBS and S3.
We run a tight ship. We continuously run testing against our software for security vulnerabilities & patch any risks before they reach production.
When it comes to both people and product, we maintain a least permissions approach, ensuring access is controlled & necessarily restricted.
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