Drop in a completed envelope. Each form is split out, named and saved where it gets filed, with a log of who approved it. Client documents never leave the computer.
Built for broker-dealer operations teams who split and file DocuSign packets by hand today.
The combined PDF, or DocuSign’s “separate documents” download. Forms are found by their titles, form codes and “Page 1 of N” markers.
Every form shows its pages, where it will be filed and why. Anything no rule recognizes goes to Needs Review instead of being guessed.
Type your initials and export. One PDF per form, sorted into folders or saved straight to your shared drive, with the certificate attached.
The short version: there is no outside service holding your clients’ documents, because nothing is sent anywhere.
Nowhere. The tool is one file that runs in the browser, and its security settings block every internet connection. It works with Wi-Fi off.
No. There is no server, account or cloud storage. Documents are gone when the window closes.
Nothing is filed until a person reviews it and enters their initials. filing_log.csv records envelope, form, pages, destination, matched rule, reviewer and time.
No. Forms are recognized by plain rules your staff can read and edit, so every result can be explained.
Pages with no readable text are flagged for a person to handle. They are never guessed.
Yes. You receive the full file, and it can be reviewed before it is used on client documents.
Every firm and clearing firm uses different paperwork. Setup is done for you.
Email for pricing, or to send sample envelopes.