ESIGNATURE INTEGRATIONS
Two automations. Hours back every week.
Vaults and entities, created for you
A new client’s vault, and entities for each account, trust or company, set up the moment the envelope is signed.
Filed and delivered
Every e-signed document lands in the right vault and entity, and is delivered straight to the client.
Clients notified
Clients get an alert the moment their signed documents arrive.
eSignature providers we connect with.
DocuSignCreate vaults and vault entities automatically, and file e-signed documents straight to clients with notifications.- Vaults and entities created automatically
- Signed documents filed and delivered
- Clients notified
Adobe SignCreate vaults and vault entities automatically, and file e-signed documents straight to clients with notifications.- Vaults and entities created automatically
- Signed documents filed and delivered
- Clients notified
Use cases this unlocks.
8.82/10Highest Ezra Group integration score in Client File Sharing.eSignature questions, answered.
Which eSignature providers does FutureVault support?
DocuSign and Adobe Sign.
What does FutureVault automate?
Two things: it creates vaults and vault entities automatically, and it files e-signed documents to the right vault and delivers them to the client with a notification.
What is a vault entity?
A way to organize documents within a vault, such as separate sections for a person, joint account, trust or company.
Does FutureVault replace our CRM or document management system?
No. FutureVault is the document layer that connects to them. It integrates with CRMs such as Salesforce and Microsoft Dynamics, with custodians and with 7,000+ apps, and offers 1,000+ API endpoints.
Is FutureVault secure enough for our compliance and InfoSec teams?
FutureVault is SOC 2 Type II examined, encrypts data in transit and at rest, supports multi-factor authentication and records every action on a complete audit trail.
Will our clients actually use it?
Client vaults carry your brand on web, iOS and Android, with notifications when new documents arrive and simple, secure requests. FutureVault powers more than 1 million client vaults across 50+ enterprise partners.