Document Management& Electronic Signatures
Complete document lifecycle management with electronic signature integration. Streamline compliance documentation and automate workflows with HIPAA-secure document libraries.
Document ManagementMade Simple
Complete document management with PDF conversion, password protection, and packet creation. Explore each feature below or book a personalized demo.
Complete Document Management
Comprehensive document creation and management tools
Experience Document Management
Use monthly/quarterly note templates
Upload your custom templates
Convert documents to PDF
Create password-protected packets
Lock/unlock documents as needed
Key Features:
Electronic Signatures
Secure, legally binding electronic signature workflow
Experience E-Signature Workflow
Upload document or use template
Add signature fields and recipients
Send via secure email link
Track signing progress in real-time
Automatically store completed docs
Key Features:
PDF Management Suite
Complete PDF creation, protection, and management tools
Experience PDF Management
Convert any document to PDF
Add password protection
Create document packets
Generate ZIP files with passwords
Lock/unlock documents as needed
Key Features:
Compliance Repository
Centralized document storage with audit trails
Experience Compliance Management
Store documents in secure vault
Track all access and changes
Set retention policies
Generate audit reports
Ensure regulatory compliance
Key Features:
Document Packets
Create organized document packets with one click
Experience Document Packets
Select multiple documents
Create packet with one click
Organize by categories
Set access permissions
Download as ZIP package
Key Features:
Team Collaboration
Real-time collaboration on document creation
Experience Team Collaboration
Invite team members to document
Track changes
Manage review workflows
Approve final versions
Key Features:
Why Choose Our Document Platform?
Built specifically for healthcare organizations with compliance, security, and efficiency in mind.
Complete Document Management
Comprehensive document creation and management with PDF conversion, password protection, and packet creation. Upload your templates or use our note templates.
- Monthly Note Templates
- Quarterly Note Templates
- Upload Your Templates
Electronic Signatures
Secure electronic signature workflow with legally binding signatures, full audit trails, and HIPAA compliance built-in.
- Multi-party Signing
- Mobile Compatible
- Audit Trail Tracking
PDF Management Suite
Complete PDF creation, protection, and management tools. Convert documents, create packets, and secure files with password protection.
- Convert to PDF
- Password Protection
- Lock/Unlock PDFs
Streamlined Document Workflow
From template selection to final signatures, our platform guides you through every step of the document lifecycle.
Create Document
Use note templates or upload your own documents
Convert & Secure
Convert to PDF and add password protection if needed
Create Packets
Organize multiple documents into packets with one click
Send for Signatures
Route to appropriate parties for secure e-signatures
Store & Archive
Automatically store completed documents with full audit trail
Trusted Integrations
Built with trusted healthcare technology partners for maximum reliability and HIPAA compliance.