ezidox™, document management made easy.

Reliable, secure and intelligent platform that automates document collection to drive business optimisation.

What once was a tedious document chase of uploading, downloading, filing and processing documents is automatically curated into an intuitive document flow. Those requiring specific documents receive them as expected, while those submitting are guided to deliver the right documents at the right time with the right information.

Customer Testimonials

Andrew Piltz – Connective - CX & Analytics Manager “Integrating Docusign with Ezidox was a no brainer for us – it enables us to collect documents and application forms seamlessly and all our required docs are completed and securely held all in the one place! Makes life easier for us and a great experience for our customers….”

Ezidox is a reliable, secure and intelligent platform that automates and accelerates the document upload and indexing process accurately. Multiple formats can be uploaded including text, image or pdf. Ezidox also makes document submissions simple and intuitive, by guiding customers through the entire process complete with friendly SMS reminders, encouraging them to complete their document uploads.

Partnering with platforms such as DocuSign are the lifeblood of Ezidox. Integrating with DocuSign means our customers have a more streamlined experience, document completion rates are faster and more aligned with an ecosystem that works perfectly. Ezidox clients can send document requests to their customers through our platform via desktop or mobile app. Customers can then fill out all required documentation and e-sign using the DocuSign integration. This integration fee’s both parties from the labour-intensive task of printing, signing, photocopying and sending documents, allowing customers, staff and business owner to drastically simplify document workflows.

Our platform is made all the richer and diverse with the integration of DocuSign.

Key Features

  • Full customisation – white labelling to reflect your business branding
  • Seamless Integrations – Integration with existing internal systems seamlessly via ezidox™ API’s
  • Automated indexing and classification – simple labelling, search and retrieval functionality 
  • Automatic audit trail – ezidox™ is SOC 2 compliant which makes compliance audits much easier
  • Secure – Several layers of security information protection including data encryption, SSL certificate, IP blocking

Resources

www.ezidox.com

Got Questions?

Our friendly team
[email protected]

Compatibility / Version Information

Customers who wish to use Ezidox with the DocuSign integration must have, at the very least, a DocuSign Business Pro Edition subscription purchased from the DocuSign direct sales team.

Screenshots/video

https://www.youtube.com/watch?v=vJSYNGryFi4&list=PL0G3vWOyW3adthH38OZnnTScHYz8qAjl7&index=2&t=17s
https://www.youtube.com/watch?v=rAJhhIMFyCI&list=PL0G3vWOyW3adthH38OZnnTScHYz8qAjl7&index=11
https://www.youtube.com/watch?v=MAHH0IGR_ZI&list=PL0G3vWOyW3adthH38OZnnTScHYz8qAjl7&index=9

About the partner 

ezidox™ is a secure online platform for accelerating document collection, verification and processing by simplifying and automating the way any organisation collects, collates and exchange documents and information with their customers.

It is the fundamental component in workflows involving multiple parties who exchange information and documentation through the power of technology. We are a well-regarded, powerful, multi-dimensional web and app-based platform capable of deployment in any industry for any function.

The solution is relevant for a raft of professional services industries with a strong reliance on efficient document collection and indexing, including legal, accounting, banking, brokering, insurance and many others.