DocuFirst is Digital Transaction Management software that allows businesses to collect and store all of the data needed to fill and e-sign forms such as applications, quotes, contracts, and agreements online. DocuFirst also provide robust document management capabilities so that businesses can store all of their customers information in One Simple Secure online platform.
Easily customize our web forms to store any type of data in your own personal Docufirst database. Data stored within Docufirst can be used to fill PDF 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 Web Form fields. 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 all supporting documents with the ability to view, edit, annotate, merge, and extract pages. No third party software required.
- 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