Easily integrate out-of-the-box document processing tools into your existing workflows to accelerate digital transformation. With our fully customizable SDK, you’ll provide users with a more convenient way to view, fill out, and submit documents.
Make it easier for clients to sign up, renew, and conduct transactions by digitizing document processing. No need to scan and print files — let users view, edit, fill, sign, and submit files from a mobile or desktop device.
Free up operators, clerks, and advisors so they spend more time building relationships, uncovering needs, and cross-selling products and less time on administrative tasks like printing, scanning, and signing.
Reduce manual data entry by processing applications and renewals entirely online. Open, fill out, and submit documents in a customizable document viewer. Extract and assemble information in your database.
Give advisors access to their documents on the go. Securely view PDFs, Office files, and images on mobile devices, tablets, and desktops.
Share an agenda before a meeting and annotate it with a stylus or Apple Pencil. Open a client agreement to add sticky notes, highlight text, and circle important information.
Provide clerks and advisors with custom document editing tools in your applications. Quickly add a new page to a document, merge multiple documents, or rotate a page.
Streamline how you capture data by prefilling client data in your forms. Let users fill in missing fields and upload supporting documents. Once forms are submitted, extract and consolidate information in your database.
Process documents online by enabling e-signatures and digital signatures in your workflows. Simply draw, type, or upload a signature to a document from your mobile device, tablet, or desktop.
Build confidence with clients by unlocking the end-to-end workflow of a document. Give your users permissions to view every note, edit, and comment made on a document.
Reduce the number of manual touchpoints and document iterations by enabling document collaboration. Let users co-edit, add inline notes, and respond to comments in real time.
Decrease the back and forth between stakeholders by providing a real-time view of document changes.
Support requests are handled directly by the engineers who built the product. Whether you have questions about getting started or want to know how to best integrate new SDK features into your app, we’re here to help you find a solution.