EvoVault is part of FormEvo and allows your clients secure form and document share access, eSign and a data retention policy, managed within FormEvo.
It has been designed due to the current working environment for you to be able to invite your clients to securely access and review, complete and electronically sign forms that you have prepared for them within FormEvo.
UPLOAD & SHAREDOCUMENTS
SECURE eSIGNFOR FORMS
AUDIT TRAILAND NOTES
2FA LOGINFOR CLIENTS
As well as forms ‘Any Documents’ can be securely uploaded and shared by both you and your client. Our aim is to reduce the risks associated with the common practice of attaching confidential documents as email attachments.
Simply send a branded email with a secure link to your client and this opens an EvoVault page again branded with your logo and name.
Quickly set up and prepare forms for your client to electronically sign instantly. Secure access is provided with a 2FA login, and all activity is captured within the form's audit trail.
