Enterprise Workflows & eSignature

Simplified Experience

SideDrawer's unique vault based workflows combines digital forms, file requirements, with multi-user roles, and eSignature with OneSpan, which is the the financial sector's leading signature solution.

• Provide authenticated users with an immersive experience embedded into your existing client digital property
• Non-authenticated users (e.g. prospects, 3rd party collaborators, clients before onboarding), have the same experience
• Repository allows for access to documents

Drag'n' Drop Form Builder

No-code drag'n'drop form builder - use pre-existing PDFs or start from scratch.

No developers required to create multi-step forms, with different users, approver/reviewer steps, and conclusion.

• Integrate with existing AD groups for large teams
• Incorporate client recordIDs for pre-filling 
• Allow internal agents to co-fill
• Leverage AI to extract and populate 

Simple to Complex Workflows 

SideDrawer facilitates complex workflows incorporating digital forms, file uploads, multi-user roles, 3rd party API connectivity and eSignature capabilities.

• Stitch pre- or post- approval workflows with existing processes
• Verify and connect with 3rd party APIs for ID or business verification
• Collect documents within the workflow
• Print documents for wet signature and re-submit for a final eSignature within the same workflow

OneSpan integrated 

SideDrawer incorporates the financial sector's leading eSignature solution into a completely authenticated.

• We integrate using the enterprises' existing OneSpan API keys
• We track all consent agreements
• Signed documents return into the client's drawer and can be orchestrated for further downstream workflows

OneSpan's is used by more than 60% of the Top 100 Global Banks.