DocuBuilder

DocuBuilder is Finpace’s powerful, all-in-one document signing solution designed to make the e-signature process simple, fast, and secure.

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Overview

Unlike other e-signature platforms, DocuBuilder is fully integrated into the Finpace ecosystem, offering a cleaner, more user-friendly interface that functions seamlessly within your existing workflows. With features like online-based signing, identity verification popups, and court-ready e-signature documentation, DocuBuilder ensures that your document signing process is as efficient as it is reliable.

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Key Features of DocuBuilder

1. Online-Based Signing: DocuBuilder operates like a webpage, providing an intuitive and straightforward experience for both you and your clients. No need for additional software or complicated steps—just create, send, and sign documents directly online. This streamlined approach reduces friction and speeds up the signing process, making it easier for everyone involved.
2. Consent-Before-Signing Popup: Security and authenticity are paramount in the document signing process. DocuBuilder includes a consent-before-signing popup that ensures users are who they claim to be before they can sign any documents. This feature not only adds an extra layer of security but also enhances the trustworthiness of the signed documents.
3. Receipt Generation and Document Recall: After a document is signed, DocuBuilder automatically generates a receipt that confirms the completion of the signing process. These receipts, along with the signed documents, can be recalled at any time, providing you with easy access and verifiable proof of unique signers within each contract. This ensures that your records are always complete and ready for review or legal scrutiny if needed.
4. Verifiable Proof of Unique Signers: Each document signed through DocuBuilder comes with verifiable proof that the signatures are unique and authentic. This feature is critical for maintaining the legal integrity of your documents, ensuring they hold up in court should arbitration or disputes arise. DocuBuilder’s built-in verification processes provide peace of mind that every signed document is secure and legally binding.
5. Cost Savings and Integration: DocuBuilder is designed to help you save on costs typically associated with other e-signature platforms like DocuSign. By keeping all your document signing needs within the Finpace app, you reduce the need for additional tools and streamline your workflow, leading to significant time and cost savings.

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Video Highlight

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How to Use DocuBuilder

1. Creating a Document for Signing: To create a new document for signing, navigate to Finpace > operations > My Templates and click on any template or + New Template at the top right. From here, you can copy + paste, upload your document, add signature fields, and customize the signing experience.
2. Sending the Document for Signature: Once your document is ready, send it to the relevant parties directly from the New Form experience within your Customers tab. Recipients will receive a link to the document, where they can review and sign online.
3. Verifying Signers with Consent Popups: Before a signer can complete their signature, they will be prompted with a consent-before-signing popup. This step ensures that only the intended recipient can sign the document, adding an extra layer of security.
4. Receiving and Storing Signed Documents: After signing, both you and the signer will receive a receipt confirming the completion of the process. All signed documents are stored securely in Finpace's DocuVault and can be recalled at any time with full proof of the signing process.

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Legal Assurance and Court-Ready Documents

Finpace's DocuBuilder documents are designed to be legally binding and ready to withstand legal scrutiny. Whether for compliance purposes or in the case of arbitration, the verifiable proof of unique signers and the secure, documented process ensure that your signed documents are robust and enforceable.

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Conclusion

Finpace’s DocuBuilder simplifies the document signing process, making it fast, secure, and legally sound. By integrating e-signatures into your existing Finpace workflows, you can save on costs, streamline your operations, and ensure that your documents are always court-ready. Whether you’re managing contracts, agreements, or any other critical documents, DocuBuilder provides the tools you need to handle everything in one place.

For more detailed guidance on using DocuBuilder, please refer to our comprehensive DocuBuilder Video Series.