Cloudy DocGen & Signer Knowledge Base

Product Features

Cloudy DocGen & Signer provides a comprehensive suite of features designed to streamline every aspect of document management, from creation through signing and tracking.

1. Templates & Document Creation
   
   • Reusable Templates: Create and manage template libraries to ensure consistency and save time across all documents.
   • Multiple Design Approaches: Choose between traditional rich-text editing and visual Canvas workspace for drag-and-drop document building.
   • Pre-approved Templates: Maintain brand compliance with standardized, approved templates that reduce errors and accelerate approvals.
     
2. Canvas Workspace – Visual Document Design
   
   • Drag-and-Drop Interface: Build documents visually by placing fields exactly where needed.
   • Interactive Components: Add checkboxes, radio buttons, and signature blocks with simple drag operations.
   • Real-Time Formatting: Apply styling and formatting changes with immediate visual feedback.
   • Image Integration: Upload and position images directly within the canvas workspace.
   • Visual Layout Control: Structure content using flexible rows and columns with adjustable widths.
     
3. Electronic Signature (eSignature)
   
   • One-Click Sending: Initiate signature processes instantly from any Salesforce record.
   • Digital Signing Anywhere: Enable secure signing across all devices – mobile, desktop, or tablet.
     
4. Sending Options
   
   • Flexible Routing: Support both sequential and parallel signing workflows for multiple recipients.
   • Bulk Sending: Simultaneously send documents to multiple signers for large-scale agreements.
     
5. Signer & Recipient Experience
   
   • Mobile-Friendly & Responsive: Ensure seamless signing experience across all devices and platforms.
   • Identity Verification: Enhance security with one-time verification codes sent to signer email addresses.
     
6. Branding & Customization
   
   • Custom Branding: Maintain brand consistency with logos, colors, and messaging across all signing pages and communications.
   • Configurable Notifications: Customize alerts and reminders to keep signers engaged and reduce delays.
     
7. Tracking & Notifications
   
   • Real-Time Status Tracking: Monitor document progress with live updates on sent, viewed, signed, expired, or rejected status.
     
8. Automation
   
   • Dynamic Data Population: Automatically pull information from Salesforce records and related objects.
   • Multiple Field Type Support: Handle text, dates, numbers, picklists, and related records for comprehensive data mapping.
   • Conditional Logic: Show or hide content dynamically based on predefined criteria or recipient data.
   • Smart Automation: Automate data population, workflow routing, and notification processes.
     
9. Security & Compliance
   
   • Enterprise-Grade Protection: Implement OTP verification, secure signing links, and comprehensive audit trails.
   • Compliance Ready: Meet regulatory requirements with tamper-evident documentation and complete activity tracking.
     
10. Rich Text Editor
    • Powerful and intuitive tool for creating, editing, and formatting dynamic, data-driven content.
    • Text styling options: Bold, Italic, Headings, Lists, etc.
    • Table management: Insert, delete, merge/split cells, adjust alignment and colors.
    • Media insertion: Supports images, files, and links.
    • Dynamic integration with Salesforce: Embed fields, related lists, and global variables.
    • Customizable tables: Flexible formatting options for enhanced data presentation.
    • Preview mode: Visualize content exactly as it will appear before saving or publishing.
    • HTML source code editing: Advanced users can directly modify the HTML for deeper customization.
    • User-friendly: Tools designed for both basic and advanced users, ensuring flexible and personalized document creation.

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