DocEndorse

DocEndorse is an innovative platform that uses advanced AI to transform how you manage documents. Unlike traditional tools, DocEndorse's AI becomes a key part of your workflow, allowing you to automate tasks and interact with the system using natural language through chat or voice. This makes it easy to create e-signature requests, assign fields, retrieve documents, and follow up with signers. The AI agent connects with your contact list and cloud storage like Google Drive and OneDrive, making it easy to find and access files quickly. Key features include AI-powered field detection and role assignment, natural language and voice command support, integration with SMS, email, and WhatsApp for sending requests, real-time document tracking, automated follow-ups, and payment collection within the signature flow. Whether you're managing contracts, HR documents, or approvals, DocEndorse turns static workflows into dynamic, AI-driven experiences, saving time and improving accuracy.

DocEndorse for Outlook enhances document management by allowing users to sign or redact documents directly within the Outlook application. This seamless integration enables users to self-sign or orchestrate signatures from multiple parties, streamlining the entire process. The platform also offers a cutting-edge redaction service, allowing users to swiftly eliminate sensitive information from documents in a single, smooth step. Additionally, DocEndorse for Outlook facilitates the collection of additional documents from third parties and integrates a qualifying payment provider for a streamlined payment collection process. With a simple and intuitive user interface, DocEndorse for Outlook speeds up operations, reduces costs, and boosts revenue generation. Users can quickly address document sign requests, streamline the removal of sensitive information, obtain real-time notifications on document changes, and enhance convenience for both customers and staff. The platform drastically reduces contract completion time, minimizes friction in the signing process, and allows users to devote more time to generating new business.

Security is a top priority for DocEndorse. All data transmitted through the platform is protected using industry-standard SSL encryption, and stored data is secured with AES 256-bit encryption, ensuring enterprise-grade protection. The platform employs a combination of industry-leading tools to enhance the security and privacy of user data. All documents are stored behind a firewall in private folders, and potential viewers or signatories go through a two-level authentication process before gaining access. Communications use TLS encryption, and documents are encrypted at rest using AES 256-bit encryption. HTTP Strict Transport Security (HSTS) is mandatory for all web browsers or user agents. The platform also maintains a detailed track and trace mechanism to ensure the integrity of all documents and provides a unique digital fingerprint for every signed document.

DocEndorse complies with numerous international regulations and standards, including the U.S. ESIGN Act of 2000, the Uniform Electronic Transactions Act (UETA) of 1999, the eIDAS regulation for the EU of 2016, the eIDAS regulation for the UK post-Brexit, the PCI Data Security Standard, GDPR, Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) of 2004, Canada's Uniform Electronic Commerce Act of 2000, and the Electronic Transaction Act of 2006. The platform has implemented various policies and procedures to meet these regulations, including a Terms of Use Policy, Code of Conduct, Incident Response Plan, Information Security Policy, Privacy Policy, Breach Notification Policy, and Change Management Procedure. DocEndorse is committed to continuous improvement in data privacy and management, and users are encouraged to reach out with any questions or suggestions to further meet compliance needs.

DocEndorse integrates with several software solutions to synchronize data and expand the capabilities of your tech stack. These integrations include Google Docs, PayPal, Google Sheets, OneDrive, and Google Slides. DocEndorse for Outlook is free to install, but full functionalities require a subscription. Users must purchase a subscription to send out e-signature requests, with options for monthly or annual plans based on usage and features. Additionally, a redaction add-on is available for those who need to redact documents.