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WorkPoint 365 structures data via SharePoint and bridges to Microsoft 365 – As a result, you receive a seamless and future-proof cloud solution.
Together with the automated classification and inheritance of data, oversight and control is ensured, which makes it possible to scale WorkPoint 365 for an enterprise solution.
WorkPoint makes it fast and easy to archive and journalize mails. By integrating a drag and drop functionality combined with an intuitive search tool, this saves users in many hours of systemizing their mails.
WorkPoint now supports the use of digital signature, making it easier and faster for customers, partners and clients to hand in signed and approved contracts or documents. By integrating Penneo’s digital signature tool, you can start signing documents directly from WorkPoint Express – Read the article to learn more about digital signature in WorkPoint.
Most organisations have experienced complicated and lengthy procedures when gathering signatures from all involved parties. At the end of negotiations, the handling of signatures can often be an important and determining factor that may even affect the outcome and potentially be the difference-maker between a won or lost sale. The worst-case scenario is that potential customers, clients or partners decide to put their investments in products or services elsewhere, simply because of a slow and unprofessional process regarding signatures.
Recently, WorkPoint has integrated Penneo as a part of WorkPoint Express. Penneo is a digital signature tool that allows users to add their signatures to online documents or contracts. By integrating Penneo into WorkPoint Express, users will have a more complete experience when operating with the task of signing documents or contracts.
The digital signature integration provides our users with a much faster, easier and safer method for sending signatures. By replacing the old paper-written signature format with an optimised and digital flow, you can start saving resources in both time and money.
This feature can be integrated to support WorkPoint’s solutions. Whether you are using WorkPoint for project – or case management across the entire organisation, or you are using WorkPoint for strictly managing tasks in your Legal or HR department, the feature can assist you in standardising and automating complicated workflows.
This also helps you in establishing an overview of the individual contract – or document status. With Penneo in WorkPoint, you can always see which documents or contracts that are waiting to be signed or that have been signed. In combination with the unique WorkPoint architecture, organisations can easily create and maintain a well-organised flow for gathering signatures.
To ensure that WorkPoint users can start using this feature as a part of their platform, we have created a quick how-to video guide for Penneo’s digital signature tool in WorkPoint.
The video presents how you can simply send documents or contracts for signing by right-clicking on the file in WorkPoint Express. This enables you to send your document to a Penneo desktop program where you can assign multiple documents and signers to the individual case file.
The video also shows how WorkPoint automatically updates the documents’ status and stores documents after having been signed and approved in Penneo.
See the video for WorkPoint integration with Penneo digital signature:
See the system requirements and how-to setup the Penneo integration in WorkPoint:
If you want to learn more about the Penneo integration in WorkPoint, please contact the WorkPoint team on firstname.lastname@example.org