Form Builder
Compose text, numbers, choices, date/time, attachments and dynamic tables with up to 10 columns. Configure required fields and conditional visibility, then save a form version.
Explore feature →Connect forms, approvals and documents in a process everyone can follow.
Compose text, numbers, choices, date/time, attachments and dynamic tables with up to 10 columns. Configure required fields and conditional visibility, then save a form version.
Explore feature →Design Actors, Rules, parallel approvals, Direct Manager routing and revisions on the canvas. After approval, Operation Tasks connect work to Team Queue with ownership, SLAs, email escalation and manager reporting.
Explore feature →Prepare multipage PDFs up to 30 MB, signing positions and recipient fields. Use fixed values, sender data or recipient input; review the preview, recipients and deadline before sending.
Explore feature →Record the number, reference, counterparty, dates and owner. Upload PDFs or add multiple document URLs. Approval Workflow review and Document Sign are optional, including for agreements completed outside the platform.
Explore feature →Exchange PDFs, PPTX, XLSX, DOCX, ZIP and images in six reusable file slots: 25 MB per file or 40 MB per ZIP. Set expiry, recipient OTP, review annotations and isolated return uploads for each recipient.
Explore feature →Choose a category form, upload PDFs/PPTX/images and follow visited nodes. Approvers can review documents, add notes and annotations. Requesters see requested changes and resubmit through the configured revision route.
Explore feature →Choose a substitute with category authority, set validity dates and respect node policy. Authorized managers can arrange delegation for unavailable members. Approval delegation does not automatically replace a document signer.
Explore feature →Use DekaSign email or your organization's SMTP/API email. Add WhatsApp through Convia, Wati, Bird or a general REST webhook. Configure, test and activate a channel. Customize messages in Email Studio.
Explore feature →Connect systems through supported Production API commands or test in Sandbox. Owners define applications, keys and scopes. Configure, test and publish approval webhook destinations in the workflow Canvas.
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