File and Sign
File and Sign is a document portal with an e-signature facility.
It follows our ethos of making content available dynamically and getting the right information to the right people.
- Secure document portal for sharing with clients
- One place for clients to go and access documents they need
- Two way sharing
- Utilises the latest cloud technology
- Upload all types of documents
- Different permission levels for staff within the practice
- Email alerts sent to other party when documents are uploaded
- Both parties get a copy of signed documents automatically
- Full audit trail of documents generated for signature with unique document ID created for each document
- Works within the main Informanagement system
- Works for firms of all sizes
- 100 MB individual file size
- Largest entry level storage space in the accountancy sector – 5GB