Evrotrust Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Agentic AI - E-Signature (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Identity Verification Functions - Identity Verification (11)
Multi-Method Verification
Supports multi-method identity verification including documents, biometrics, and database cross-checks.
AI Document Check
Performs automated document authentication using OCR and AI/ML.
Biometric Face Match
Conducts biometric face matching (selfie-to-ID verification).
Integration Options
Offers identity verification functionality via API, SDK, or hosted interface.
Workflow Orchestration
Provides configurable identity verification workflows and logic-based orchestration.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Multiple Authentication Methods
Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Risk & Fraud Prevention - Identity Verification (6)
Liveness Detection
Offers liveness detection to prevent spoofing and presentation attacks.
AI Risk Scoring
Generates real-time identity risk scores using AI/ML or rule-based logic.
Document Forensics
Detects fraudulent or tampered documents through forensic analysis.
Fraud Detection
Identify and prevent suspicious activity
Language Detection
Identify different languages
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Compliance & Governance - Identity Verification (6)
Standards Compliance
Supports compliance with NIST Identity Assurance Levels (IAL2, IAL3).
AML/PEP Screening
Integrates AML, PEP, and sanctions list screening into the identity verification process.
Global Coverage
Supports global identity document verification across multiple countries and regions.
AML Compliance
Anti-money laundering compliance helps businesses uncover suspicious financial activity
KYC Compliance
Verify the identity, suitability, and risks involved with maintaining a business relationship
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Additional Functionality (83)
Behavioral Analytics
Track and analyse user behavior within a system or network
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Records Management
Ability to record, store, update, and retrieve information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
User Onboarding
Guide new users to understand and become proficient in using a product or service
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Predictive Analytics
Predict future data based on historical data sets
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Real-Time Data
Receive data and information in real time
Secure Data Storage
Securely stores data to prevent data loss or breaches
Mobile Access
Access software remotely via mobile devices
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Video Conferencing
Connect with meeting participants remotely over video
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Address Validation
Verifies and confirms the accuracy of an address
ID Scanning
Scan and validate an ID barcode
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Consent Management
Manage user consent requests and documents
Customer Data Management
Searchable repository of information about clients
For Financial Institutions
Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Blockchain Support
Supports access to crypto blockchains
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Geolocation
Determines the location of a device using GPS or an IP address
Multi-Language
Manage and support multiple languages
Scheduling
Plan availability and assign specific time slots for tasks and resources
Authentication
Verify the identity of users/devices to enable secure access
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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