The integration between Filevine and Vinesign can work both from within Vinesign and from within Filevine.
From within Vinesign, documents can be associated with a Filevine project and contact.
From within Filevine, users can create a Vinesign document using a .pdf document from the project.
Once created on either platform, Vinesign allows users to text or email a .pdf document for clients to fill and sign securely. The clients’ ability to sign the document from their phone significantly speeds up the signature collection process.
When incorporating Filevine with Vinesign, help to consolidate your work how you like! whether it be by case, by the client, by category, or any other parameter you see fit