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Industry – Domain:
Legal
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Stack
PHP, Laravel, MySQL, HTML, CSS, jQuery, JavaScript, REST APIs, Docusign Click API, Docusign eSignature API, PHP Mailer
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Country
USA
David Brown Consulting (Docusign – Click API, eSignature API)
A US-based client approached Maven Infotech to develop a user relationship management app with six different user levels of management, including admin, company, manager, HR manager, and so on. The concept of the system was that it should function in a way that the lower level user, i.e., HR-admin, can upload documents, and the flow goes across all levels, i.e., from low to high, and all the users at different levels can download the file shared by the lower level.
Also, it should allow users at all levels to either accept the shared document or request a view with comments for a particular document shared and can start the similar process again when required.
The main thing was a sign and approval from the admin with a DocuSign eSignature API. With every approval of documents, the signature will be recorded into the DocuSign Click API.
Objective
The objective while developing user relationship management was to ensure that the system functions well across all six levels of users. At the same time, the system should streamline from the top to bottom tier of management, along with the facility of reviewing documents and signing them.
Our Approach
We at Maven Infotech clearly understood the client’s requirement and planned a strategy that would benefit the business. We aimed to develop an error-free and secure recording DocuSign eSignature from streamlining the flow of documents to the recording of the signature by the last admin of the user.
Our Solutions
Our solution was to assemble a team of developers to code and develop the API that signature can easily do with just one click. We leverage the functionality of the e-signature API and click API so that any document can be read by the management personnel’s signature easily and recorded without getting struck.
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Our Challenges
There were certain challenges that Maven had to consider while developing the project name, David Brown Consulting was:
- Managing different levels of users
- Unsanctioned signing.
- Fraudulent documents.
- Documents uploading issues.
- Customer support failure.
Features/functionality Of The Application
The user management system developed by our team aims to streamline the process of reviewing the document by the bottom to top tier management and an e-signature of approval from the admin. The final product that Maven delivered included features such as:
- Uploading data and documents into the database.
- Downloading, reviewing, and approving the request for the documents file.
- By approving the documents, the file shows the concern that is recorded.
- After requesting the review, the process of working on the documents begins.
- Tracking the logs of approved requests, accepting and reviewing them.
Results/Benefits Of The Application
Admins across all levels can easily manage companies’ complaints, and companies can manage their users. The admin will receive the documents in the uploaded file with eSignature. All the accepted and approved documents will be recorded to the click API. Admin can cross-check with unique id generated by the system, which presents at both ends of API and system. Here are some benefits. The feedback from the client shows that users can seamlessly send and verify the documents by uploading and downloading the files. The application successfully delivered:
- User management records all concerns given by users and admin with DocuSign ClickAPI.
- The signing of the documents with the DocuSign eSignature API.
- It is an automated system that saves a lot of valuable time for companies.
- With advanced technologies, user management saves a lot of time for businesses and users.
- All the users can easily access the documents.
- Transparent communication and sharing of information to all users.
Running a legal, HR, or document-driven business globally? – We build secure platforms with multi-level workflows, eSignature integration, and automated document approval systems for seamless operations and compliance.
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Maven Infotech – India
C/511 – Titanium City Centre,
Nr. Sachin Tower, Prahladnagar,
Ahmedabad: 380 015, India
Phone/WhatsApp: +91-9913612210
Maven Infotech – Netherlands
KvK-nummer – 69580111
NL: +31-(0)20 363 85 50 (Call or WhatsApp)
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