Why You Need It
To remain competitive, businesses need to produce results faster while reducing cost and risk.
That means eliminating paper and transitioning to fully digital processes for creating, signing, storing forms and documents.
We Do More Than Just File Storage
DocuFirst is an easy to use and highly secure, online document management software. Businesses use DocuFirst to digitize paper-based processes to improve efficiency, lower operational costs, drive better customer experience, and support compliance.
- Fill and E-Sign your Forms
- Custom Webforms and Database
- Automated Document Indexing
- Robust Document Management
- Custom Calculations, and API
- Workflows, Reports, More…
See our features that transform your office into a Paperless Office!
Easily create custom databases and webforms to store any type of data. Data stored within Docufirst can be used to fill your forms, drive rules, and more.
- Create workflows driven by data
- Connect other systems using our API
- Create field rules, linking, and more
- Import or Export data
- Custom calculation engine
Import any Word Document or PDF form, and quickly map it with data from your Docufirst database. It’s never been easier to fill and share your forms such as applications, disclosures, contracts, quotes, agreements, and more.
- Form field validation to ensure completion
- Supports field types such as text, checks, radio buttons
- Create rules for collaboration
- Quickly Digital Signature Fields
Create digital signature fields within your forms. Allow any number of signors to access and electronically sign any form online.
- Knowledge base authenticaiton
- FIPS 140-2/3 level cryptographic protection
- Signature rules and workflows
- Comprehensive audit log
- Embed IP Address, Email, Date, Time
Upload and Store any file attachments related to your transaction. Our document management software allows users to view, edit, annotate, merge, and extract pages.
- Create a required documents checklist
- Upload PDF, DOC, XLS, JPG, PNG, and more
- Compile any number of documents into a single PDF
- View documents by status, category, group, and more
- Email or Fax documents from DocuFirst
- Barcode Recognition for automated indexing
- Allow third parties to directly upload documents