Document Management

Say goodbye to DocuSign. One app is all you need.

With GreenSlate, you can connect and automate how your production accounting team prepares, signs, and manages documents on any device.

Legacy, paper-based processes are manual, slow, expensive, and error-prone, and using a tool like DocuSign for approvals is incredibly time-consuming and rigid: all information contained in the documents you collect remains "locked" there.

With GreenSlate, on the other hand, you can do a multitude of things with your collected data, including reporting on data contained in forms based on what's been signed, such as timecards or AP approvals. And, unlike platforms that require third-party integrations, we enable productions to seamlessly collect and track all signatures in one app...and there's no limit to the number of documents you can send. Using GreenSlate, you can eliminate paper, automate and expedite approval processes, and seamlessly centralize your recordkeeping from anywhere, at any time, all in one app.

The advantages of GreenSlate:

  • All-in-one app 
    • In-app communications and tracking, making it faster and easier to meet deadlines
    • Centralized recordkeeping simplifies auditing
  • Signatures are stored in app
  • Fully compliant and SOC 2 Type 2 certified - documents that need to be signed are private
  • Flexibility that allows forms to be submitted for more than one signature at the same time
  • Customized forms can be generated based on project settings and user inputs; documents can be required for specific users based on their role, permanent address, and/or division
  • Conditional approval flows with much more flexibility than tools like DocuSign
  • Optional and "non signing step" options
  • Ability to reject forms back to any previous approver
  • Bulk approval options
  • Form fields map from employee start work to keep data consistent and accurate
  • Editable fields that can be required for employers and/or employees, allowing flexibility
  • Industry-leading exceptional customer service

Need a demo? Let’s talk about your workflow and how GreenSlate can help.

GreenSlate
25 October 2022

Production
Digital Solutions
Accounting