DocuSign®, the global leader in electronic signature, today announced a partnership with Docupace Technologies, a provider of web-based document management and workflow solutions.
The agreement includes the availability of the DocuSign electronic signature service within Docupace ePACS®, a FINRA/SEC-compliant electronic paperless application and check system. Deployed at some of the largest broker dealers in the United States, Docupace ePACS is a cloud-based service specifically tailored to provide straight-through processing for the financial, real estate and insurance industries. Now with the inclusion of DocuSign, Docupace ePACS completes the document transaction and management process online by providing a fast, simple and compliant method to obtain an electronic signature for financial agreements.
Docupace ePACS transparently combines document imaging, check scanning, remote check deposit, electronic forms, workflow automation and now the convenience and compliance of DocuSign electronic signature technology. Docupace serves as the central integration point that connects industry-leading financial service applications such as DocuSign, to deliver a simple, easy to use, straight-through processing system. ePACS with DocuSign electronic signature technology is compliant with SEC Rules 17a-3 and 17a-4, as well as electronic supervision under FINRA Rules 3110 and 3010.
"ePACS coupled with DocuSign is the future of straight-through processing for financial service firms," said Michael Pinsker, president of Docupace. "Now ePACS users will have unparalleled end-to-end convenience, ease of use and assured compliance while quickly sending financial agreements to clients for electronic signature with DocuSign. It has been our vision to deliver a totally mobile processing experience, and ePACS with the DocuSign for iPhone® and iPadTM solution has allowed Docupace to make the next generation available."
ePACS is a tightly integrated solution suite that satisfies operations, compliance and risk management. ePACs offers multi-channel capture to allow users to scan, upload and fax documents into the system regardless of format. Intelligence is embedded into the capture process to reduce steps, automate oversight and improve data integrity. Once an item is captured, the workflow system routes the image or work item based on pre-determined rules. Documents are automatically tagged with DocuSign's familiar yellow Stick-eTabs®. The client receives an email notification that the document is ready for signing. DocuSign intelligently guides the user through the authentication process and, in a couple clicks, the document is electronically signed. By extending the integration of DocuSign with Docupace ePACS, financial advisors save time, accelerate processes and are assured that every e-signed agreement is complete, secure and compliant. All signed agreements are immediately accessible from Docupace, further ensuring regulatory compliance and immediate accessibility.
Docupace users can now join more than 30,000 professionals eliminating paper and expediting transactions with DocuSign. Rather than driving across town to get a signature or forcing clients to find a fax machine, financial advisors use DocuSign to execute agreements electronically. With financial documents signed in minutes, not days, DocuSign financial advisors achieve higher sales, increase client satisfaction and maintain a competitive edge. Safe and secure, the DocuSign electronic signature process is easy to use, safe and legally compliant.
"Docupace and DocuSign provide financial advisors with state-of-the-art technology to better manage workflows, and close financial transactions faster and easier," said Steve Woodworth, market director at DocuSign. "Financial advisors can now leverage the power of DocuSign electronic signature services from web-based Docupace ePACS anytime, anywhere for a rich, complete and convenient end-to-end document management process. This partnership is another example of DocuSign's leadership in electronic signature solutions for the financial industry."