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Sertifi's Agreement Execution (SAX) Platform

Microsoft plugin Sertifi's Agreement Execution Platform (SAX) is a powerful and highly customizable platform providing complete end-to-end electronic agreement processing. The SAX platform is flexible and extensible solution enabling mass customization to accommodate each customer's unique business rules and process flows from agreement creation to customer signature, approvals, and storage. Core components of Sertifi's SAX platform include its E-Sign Processing and Workflow Engine, Integration Engine and API's, Analytics, Sertifi ID, Agreement Registry and Vault, and Security. The SAX Platform can be accessed On-Demand through its E-Sign web portal, open web service API's, or through pre-built integrations with partners such as Salesforce.com or 100's of pre-built connectors.

E-Sign Processing and Workflow Engine

Linear and parallel signing process, approval modules, and custom workflow can be integrated and support within the SAX platform. Sertifi works with over 300 documents types including Word, PDFs, fillable PDFs and interactive HTML forms.

Integration Engine

Leverage E-Signature success by quickly integrating with Sertifi through its Enterprise Webservice API's , Salesforce.com integration and hundreds of pre-built connectors. Sertifi's Enterprise Webservice API enables businesses to easily integrate the Sertifi Signature Service directly into existing applications via XML. The Gateway Service keeps costs low, and keeps transaction control in the hands of the business using it.

Sertifi ID

Sertifi provides the ability for its customers to choose the level of user authentication needed for transactions. Sertifi captures signing events including signature information, email verification, IP, and user acceptance as part of its standard offering. Other validation and credentialing mechanisms available include; group password, telephone verification, and ID check.

Agreement Analytics

Detailed reporting and analytics on agreements sent, signed, average time to close and other metrics critical to your business.

Agreement Registry and Vault

100% Detailed audit trail stored on your signed agreements

Security and Reliability

All communications with Sertifi take place with full 128-bit SSL security. Sertifi’s solution is fully secured and monitored 24/7 and all customer data is secured with AES encryption and is only available via configurable user authorization.