Quicklysign integration with Xplan

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Overview

QuicklySign enables online document signing and form completion, without the need for printers or scanners. The process is secure, quick and easy saving you and your clients' time

The QuicklySign solution is cloud based and can be fully customised and branded to suit your needs.

See it in action

Prerequisites

In order to use QuicklySign, users will require the following capabilities on Xplan

• Login
• View Clients (Edit)
• Create Clients
• Client Focus
• Remove group data
• Set Document to Client's Groups
• Set Document to Private
• Delete Document Attachment
• Delete Document
• Set Document to My Groups
• List/View Clients
• Create/Edit Document
• View Portfolio
• Change Risk Profile

Key Features

• Document Signing via email and mobile messaging
• Form Completion

 

Next Steps

If you'd like to discuss this further, please contact your appointed account manager.