Forms · Reviews · Signatures
From the first form to the final signature.
Give your documents a clear path through your team. RapidSign brings the forms, reviews, and signatures into one workflow, so you can see what’s done and what needs attention.
A new client, onboarded.
One process. A clear next step for everyone.
Client questionnaire
Details collected
Advisor review
Checked and approved
Document package
Ready for signatures
The work between the signatures.
Set up once. Use it for the next client.
01
Collect the details.
Send the right forms to the right people. Keep their answers with the workflow, ready for the documents that follow.
02
Make room for review.
Give your team a chance to check the information and request changes before anything goes out for signature.
03
Finish with a signed copy.
Prepare the document package, collect each person’s signature, and keep the completed PDF with its activity history.
See how the whole process fits together.
Build a workflow around the way your team works. Choose the forms and documents, assign each step, and connect the handoffs. When you run it, everyone gets their own task to complete.
Your next document starts here.
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