How will the new functionality of InstaDoc help you save time on processing and organizing documents?
1) Storage of constituent documents of counterparties
in the register of counterparties for each counterparty, you can download and save founding documents of a legal entity or documents certifying identity in the case of a natural person, that is, documents that are the basis for a compliance check of the counterparty, including a questionnaire that is signed by clients of the subjects of primary financial monitoring . The result is perfectly organized documents.
2) Creating your own auto-complete templates of any documents for your own use and the use of colleagues
9 out of 10 people who were interviewed for the position of lawyer said that they would NOT want to go through the routine and fill out template documents. An extremely flexible document designer will help you to organize the work of the legal department in the form of numerous contracts, acts, invoices, quickly and without typos to prepare and send documents, in particular letters and commercial proposals, and most importantly - save time for more complex tasks that will help you and your company to be more competitive.
3) Sending a signed document from InstaDoc to email to both registered and unregistered users
Now it doesn't matter what system your counterparties use, everyone chooses the system that is most convenient for a particular business
4) The possibility of connecting your website or SRM system to the InstaDoc electronic document management system via API
If you accept orders through your own website or have a CRM system that you want to combine with electronic document management, then after connecting to АРИ InstaDok of your systems, your customers will be able to sign orders, deeds and other documents directly on your website without going to InstaDok.
You can familiarize yourself with the API here https://instaco.com.ua/api
5) Signing giant files (more than 5MB and no size limit) with a qualified electronic signature
Sometimes there is a need to protect a file from making changes to it with a specific time stamp, for example, a video recording or any work in the form of an electronic file (in particular, to prove the primacy of the creation of the work), only in InstaDoc is the possibility of signing large files implemented.
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For issues of transition to electronic document management, use of the document designer, contact:
+380637886291
+380507890409
Date of publication: 19.08.2020