A Glimpse of Our Video
Click on and watch our HIPAA and SOC2-compliant eSign web portal work with Salesforce integration. Users can upload, manage, and sign documents, complete registration, and update profile details. Our portal supports multiple signers and ensures secure, efficient document handling.
Our Client's Demand
Our client asked to develop HIPAA SOC2-compliant standards to ensure the secure handling of sensitive information and compliance with industry regulations. An eSign web portal must be developed that supports documentation upload and management, e-signature compatibility, and Salesforce integration. The portal should facilitate user registration, including data collection and acceptance of terms and privacy conditions, followed by email activation. Users will log in with a username and password to access a dashboard to update their profile with billing address, e-signature, phone number, and other details. The system should display billing information within different package options. Users must upload PDFs, assign multiple signers, and designate signature fields and dates.


Our Proposed Solutions
Our proposed system involves developing a user-friendly, secure web portal that meets all these requirements. We have implemented a registration system with email activation and secure login functionality. The dashboard will include a detailed profile section for updating personal and billing information. Our document handling system will support PDF uploads, multiple signers, and assignment of signature fields, with notifications sent to signers. The review feature will ensure users can check documents before finalizing them. For the signature process, we have enabled typing, drawing, or uploading a signature image. By integrating with Salesforce, we ensure seamless data exchange and automation of sales processes. Our platform notifies signers via email and allows document review before finalization. Additionally, users should be able to sign documents by typing, drawing, or uploading a signature image and view the signed documents upon completion. This solution will provide a streamlined and efficient experience, meeting the client's needs for secure and effective document management and e-signature capabilities.
Key Features of Our eSign Platform
HIPAA and SOC2 Compliance
Adheres to top security and privacy standards, ensuring data protection in line with HIPAA and SOC2 requirements.
Multi-Signer Support
Facilitates multiple signers with designated signature fields and roles, allowing for efficient document processing and approval.
Secure Document Handling
Safeguards documents with encryption and strict access controls. Ensuring data integrity and security throughout the process.
Electronic Signature Options
Sign documents by typing, drawing, or uploading a signature image. This provides flexibility and ease of use for all users.
Salesforce Integration
Integrates with Salesforce in the portal enhances document management and automates workflows for a streamlined user experience.
Activation and Notifications
Sends activation emails and document status updates, keeping users informed and engaged throughout the signing process.