File Upload & Signing

Streamline document collection and approval with File Upload & Signing - a comprehensive system for uploading documents, collecting electronic signatures, and managing approval workflows. Perfect for businesses requiring contracts, agreements, onboarding documents, compliance paperwork, or any signed documentation. Eliminate printing, scanning, and mailing - handle everything digitally with legally binding e-signatures.

Traditional document signing is painfully slow: create document, print it, mail or hand-deliver to client, wait for them to sign and return, scan into your system. This process takes days or weeks and documents get lost in transit. Our File Upload & Signing system reduces this to minutes - send document electronically, client signs from any device, signed document automatically saved to your system. What took a week now takes an hour.

The File Upload & Signing module includes secure file upload with drag-and-drop interface, support for all common document types (PDF, Word, images, etc.), file size limits and type restrictions for security, e-signature capture with legally binding timestamp and IP address, multi-party signing workflows (sign then send to next person), signature field placement on documents, document templates for common agreements, automated email reminders for unsigned documents, completed document storage and retrieval, audit trail showing who signed when, mobile-optimized signing experience, and integration with DocuSign or Adobe Sign if needed.

E-signatures are legally binding in all 50 states under the ESIGN Act and UETA. Our implementation captures all required information including signer's full name, date and time of signature, IP address, and consent to use electronic signatures. This creates a legally defensible record that holds up in court if ever challenged. For regulated industries, we can implement additional compliance features like two-factor authentication before signing.

Common use cases include service contracts where clients review and sign service agreements before work begins, employment documents for new hire onboarding collecting W-4s, I-9s, handbooks, etc., client onboarding for agencies collecting project briefs, style guides, and approval workflows, vendor agreements for procurement departments managing supplier contracts, real estate documents for property management collecting lease agreements and addendums, medical consent forms for healthcare providers, and NDAs and confidentiality agreements for businesses protecting sensitive information.

Workflow automation speeds the process. When a document needs signatures from multiple people (client signs, then manager approves, then legal reviews), the system automatically routes to each person in sequence. After the client signs, an email automatically goes to the manager with the document. After manager approves, legal gets notified. Completed documents are automatically filed in the right location with proper naming conventions.

The system maintains complete audit trails. See exactly when documents were sent, opened, signed, and by whom. If someone claims they never received a document, the logs show it was sent to their email, opened three times, and eventually signed - or that it was sent but never opened, indicating a legitimate delivery problem. This visibility prevents disputes and helps troubleshoot issues.