Digital onboarding: Inject true intelligence into your business processes

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Digital_onboardingA shift towards paperless business processes is starting to be seen in the business world, and there has never been a better time to take advantage of the host of benefits the move to digital brings, than now.

If your business processes still require customers to fill out paper forms, and you want to do away with this onerous, admin-intensive method, PBSA’s pbVerify digital onboarding systems have a comprehensive and effective – yet painless – solution for you.

Our pbVerify digital onboarding systems enable your business to change paper-based credit applications into efficient online web-based forms that verify the identity of the applicant – in real time – while automatically drawing consumer and commercial credit reports in your back-office system.

This enables you to not only eradicate fraudulent applications, but also to approve quality applications in minutes – rather than days or weeks. The system gives you all the information you need to vet a new customer automatically, while they are busy applying.

With pbVerify, no paper, no print and no manual credit bureau, ITC or CIPC checks are necessary – everything is automated according to your procedures.

pbVerify injects true intelligence into web-based application forms. The system provides real-time quality data via API (Application Programming Interface) on South African citizens, consumers and registered businesses, which can seamlessly plug into any web-enabled application.

The solution is fully integrated with SignFlow (www.signflow.co.za), which enables the applicant/s to sign the application or agreement with a digital signature immediately while online. This not only eliminates time wasted from sending the document to and fro via email for signature, it also increases the success rate on finalised applications.

From burdensome to streamlined

Whether you realise it or not, sending clients applications in the form of Word or PDF documents (even dynamic ones) annoys prospective customers right off the bat – at a stage when you should be impressing them.

The pbVerify digital onboarding solution changes expensive, inefficient, labour intensive and time-consuming processes into a professional, streamlined process that will impress your customers. No printing, no hand-written documents, no scanning no capturing and no time wasted.

Despite a gradual shift to paperless processes, many businesses still use paper and print somewhere in the customer onboarding cycle…Yours doesn’t have to.

For more information on PBSA’s pbVerify digital onboarding systems call 011 516 9400 or email Leon van der Merwe on leon@pbsa.co.za

Harness the power of SignFlow for SharePoint

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A recent addition to the SignFlow application has unlocked a world of power when it comes to document management – in the cloud or on premise.

PBSA’s digital signing and electronic workflow solution, SignFlow, is now fully integrated with Microsoft SharePoint and SharePoint Online (Office365) – making it one of the only signature workflow applications worldwide that integrates with the Microsoft document management application both on premise and in cloud deployments.

SignFlow seamlessly integrates with SharePoint using web parts, API’s and an efficient event handler, instantly transforming your SharePoint or Office365 online platform into a powerful, world-class document distribution, contracts management and forms approval (eSubmission) system.

The SignFlow for SharePoint app (SFSApp) essentially enables businesses using SharePoint – in any form – to prepare, send, track and sign important documents, contracts and forms from any SharePoint document library, between users inside their network or external signers (anywhere in the world) to the document.

Apart from giving users a secure, fast and reliable means of sending and tracking documents for digital signatures, SignFlow’s recent integration with SharePoint means SharePoint users now have access to the following benefits too:

  • The ability to produce eforms on the fly – and make these available to all SharePoint users across the enterprise, for things like leave applications, expense claim forms, travel requisitions, CAPEX approvals, change management controls, and more.
  • SharePoint becomes a powerful contracts management tool, giving users a clear view into the status of all documents in workflow.
  • Workflow functionality, including document escalation and the ability to set due date and levels of urgency.
  • Negative workflows, collaboration and rejection of documents in workflow.
  • Microsoft Plugin: Install the Microsoft Office plugin on the local computer to activate SignFlow workflow from the ribbon within any office application (like Word, Excel or PowerPoint).
  • SignFlow provides an Event Handler server, which is the channel between the sharp server and the SignFlow server.

The SignFlow Event handler is a “built to order” customisable solution for Microsoft SharePoint deployments. This is not a click install and run application. The Event handler needs to be built and deployed according to client specifications and then hosted on premise by the client. The event Handler requires an external IP that communicates with the SignFlow application over a Secure Socket Layer.

Integration options

Option 1 – SharePoint email exchange

No integration, document exchange from SignFlow via email to SharePoint document libraries.

Option 2 – SignFlow for SharePoint Event Handler.

Documents and metadata are exchanged via the event handler server between SignFlow and SharePoint.

Option 3 – SignFlow for SharePoint App

Documents and metadata are exchanged via the SignFlow for SharePoint App.

Option 4 – SignFlow for SharePoint Integration

Full SharePoint integration with documents and metadata exchanged via the SignFlow for SharePoint App and the event handler server.

Option 5 – SignFlow for SharePoint Hybrid Integration

Full SharePoint integration with an event handler server, SignFlow for SharePoint App and on premise SharePoint integration with a SignFlow hybrid (on-site) server.

Contact: Email Leon van der Merwe on leon@pbsa.co.za or call 011 516 9400.

 Please visit www.signflow.co.za for more information.