Stay up to date with the latest enhancements in Penneo Sign! In the second half of 2024, we introduced new features and improvements to make document signing even more secure, efficient, and user-friendly. Explore the updates below to see how they can benefit your workflow.
Removal of the “Client” Field in Penneo Sign
As part of our ongoing efforts to optimise Penneo Sign, we evaluated several features introduced on a trial basis. One such feature was the “Client” field in the case file creation form.
After assessing its usage and gathering feedback, we found that the field was rarely used and did not add significant value to the workflow. To streamline the user experience, we removed the “Client” field on September 2, 2024. This change had minimal impact on daily operations while simplifying case file creation.
Send automatic messages in signer’s preferred language
With the new “Language per Signer” feature, you can now choose the language for each signer to receive default signature requests, reminders, and case file updates.
This is especially helpful when some signers prefer a different language than the one you’ve set for the case file.
Note: If a signer is set to receive a custom request message, the language and content of that custom message will remain unchanged, even if you choose a preferred language for them.
Automate Workflows with Penneo Sign and Caseware
Penneo Sign integrates with Caseware, enabling auditors and accountants to digitally sign documents directly within their audit and accounting workflows. This integration ensures a secure, compliant, and efficient signing process, reducing manual work and simplifying document management.
Key Benefits
- Send and sign documents seamlessly within Caseware
- Ensure compliance with legally binding electronic signatures
- Automatically store signed documents for easy access and audit trails
With Penneo Sign and Caseware, firms can improve efficiency, enhance compliance, and maintain full control over their document workflows.
Learn more about the integration here.
Effortless KYC and digital signing in one solution with Penneo and Ratios
Simplify compliance and document workflows with the Penneo and Ratios integration. Manage KYC, digital signing, and document storage seamlessly in one platform.
How It Helps You
- Automated KYC workflows – Create KYC cases in Ratios and let Penneo handle the process without duplication.
- Integrated digital signing – Send agreements for signature directly from Ratios, with automatic document updates.
- Real-time compliance tracking – Monitor KYC status and signed documents in Ratios.
- Secure & compliant – Ensure AML compliance with automated KYC checks and GDPR-compliant digital signatures.
- Optimized workflows – Reduce manual work, improve efficiency, and simplify task management.
Learn more about the integration with Penneo and Ratios here.