Built for all company sizes

Sign Paperless enables organizations to operate multiple business applications within a single unified account, each functioning as an isolated, independent workspace. Every application can have its own branding, workflows, templates, packet links, and user assignments. This separation ensures cleaner data management and prevents cross-application interference. Enterprises with multiple departments, brands, or branches can maintain structured, organized workflows without overlap. Admins can manage each app’s settings, permissions, and security independently. A simple dropdown lets users switch between applications seamlessly. This architecture supports scalability, transparency, and operational efficiency across the entire organization.

Template Management in Sign Paperless allows teams to build reusable, secure document workflows for any business process. Templates store routing rules, expiry settings, authentication methods, and participant behaviors in one place. Once published, they ensure consistent and error-free packet generation across teams. Administrators can restrict recipient access, apply retention policies, and manage compliance requirements effortlessly. Each template carries its history, versioning, and audit trail for full traceability. This structured approach minimizes repetitive configuration and speeds up high-volume operations. Perfect for HR onboarding, enterprise applications, and multi-stage approvals where reliability matters.

Document Management offers full control over how documents are created, accessed, customized, and tracked within the platform. Assign specific privileges, delegate responsibilities, and enforce security policies tailored to each document type. Teams can configure signature behavior, positioning, and branding to ensure a clean professional output. Shared access respects all permission boundaries, ensuring confidential information stays protected. Every document action — view, edit, send, sign — is logged through detailed activity and history reports. This helps organizations manage regulated content with ease. Sign Paperless ensures documents stay organized, secure, and compliant across their lifecycle.

Envelope Management enables users to send one or multiple documents as structured packets for data entry or signing. Built-in retention rules, expiry settings, and identity verification ensure packets remain secure and follow compliance standards. Admins can control sender behaviors, routing paths, and delivery rules to maintain consistency across workflows. Recipients experience clean, guided flows that minimize confusion and reduce errors. Every envelope action — sending, viewing, signing, expiring — is fully tracked with timestamps. This transparency helps teams follow up quickly and resolve bottlenecks. It is ideal for processes that require structured multi-step document handling.

Recipient Management provides a centralized hub for storing and organizing all individuals who receive packets — applicants, clients, employees, or partners. Each recipient profile holds detailed contact information, routing preferences, and packet histories. This helps teams quickly understand past interactions and prepare accurate follow-up actions. Access control rules ensure recipient data remains secure and visible only to assigned users. Integration-ready fields link recipients to HRIS or CRM systems for smoother onboarding. This structured directory simplifies packet dispatch, improves accuracy, and enhances overall workflow visibility. It ensures every recipient interaction is documented and easy to manage.

FormWiz is Sign Paperless’s advanced low-code builder that allows teams to create dynamic, intelligent forms with zero programming effort. Add questions, validations, rules, and functions that adapt the form based on user input. Map form fields into documents with drag-and-drop accuracy and preview results instantly. Panels, categories, and controlled types help organize complex forms. Test mode ensures everything works exactly as intended before publishing. This reduces errors, improves data quality, and speeds up deployment. Ideal for HR, banking, leasing, education, and multi-step onboarding flows requiring precision.

Packet Link Management simplifies sharing, monitoring, and reusing document workflows through secure, versioned URLs. Each Packet Link stores its own routing configuration, expiry rules, and authentication settings, ensuring consistency across all packets generated from it. Auto-generated keys enhance security and prevent unauthorized access. Real-time packet status monitoring helps teams track progress and follow up instantly. Older versions remain archived for compliance and auditing. Quick-share options make it easy to distribute packets without granting system-wide access. Perfect for repetitive high-volume workflows requiring standardized processes.

Application Management allows organizations to create multiple business apps under one account, each functioning as a dedicated workspace with its own branding, settings, and templates. Admins can define API keys, timezones, and packet link behaviors per app, keeping everything organized and independent. This structure avoids data mixing and ensures cleaner workflows for multi-branch, multi-brand, or multi-client operations. Users can switch between apps seamlessly while maintaining strict access boundaries. It enhances scalability and supports enterprise-level modularity. Perfect for teams handling multiple business verticals from a single platform.

User Management provides complete control over roles, access levels, and data permissions. Administrators can create users, assign them to applications, and define granular visibility rules. Record access ensures users only see data relevant to their assigned workflows. Status controls allow quick deactivation during turnovers or security events without losing history. Detailed activity logs offer transparency into user operations and behavior. This ensures the platform remains secure, organized, and fully compliant. Ideal for teams handling sensitive information and high-volume operations.

Client Management centralizes records of all businesses or partners you work with, making it easy to track their packets, templates, and document activities. Detailed profiles reveal transaction history, status updates, and communication trails. Users can assign client-specific templates for repeat workflows, improving efficiency. Search and filtering options help manage large client lists with ease. A dedicated dashboard highlights activity insights and pending actions. This feature strengthens client relationships and streamlines workflow management for sales, HR, or onboarding teams.

Sign Paperless offers enterprise-grade compliance tools, including audit trails, verification workflows, and document-level security policies. Every action — signing, editing, viewing, sending — is logged with timestamps and user identifiers. Features like E-Verify integration, I-9 status tracking, and WOTC screening support HR and regulated industries. Security policies help enforce access restrictions, authentication layers, and retention rules. These capabilities keep organizations audit-ready and protected against compliance risks. Sign Paperless ensures every workflow is transparent, traceable, and secure.

Notifications & Reminders automate communication across your document workflows, ensuring no task is forgotten. Users receive alerts for packet sends, views, completions, expiries, and pending actions. Recipients receive timely reminders prompting them to take action. Senders can extend packet validity or send manual reminders with one click. These automated touchpoints significantly improve document turnaround times. They help teams stay proactive and reduce operational delays.

Branding & Customization lets businesses tailor the platform experience to match their identity. Upload logos, assign branding names, and customize email templates for professional communication. Each application can maintain its own look and feel, supporting multi-brand organizations. Signature styles can be standardized for consistent output across departments. These personalization tools help maintain brand trust and provide a polished user experience. Perfect for companies that value consistency and professionalism in digital workflows.