From identity to next action. See the process happen.
See how identity, signing, evidence and automation happen in one journey.
The opportunity closes. The process begins.
Opportunity / Acme Ltda. / Stage: Closed Won. Salesforce triggers the next step without changing context.
Envelope #18492, ready to go.
Signers, order, token and KYC enter as process configuration — not lost context.
Verifying identity before signing.
The full journey happens inside one browser, in the same state: KYC VERIFIED → TOKEN VERIFIED → READY TO SIGN.
A better experience for whoever signs.
The operator stays in Salesforce. The signer gets a clear, guided journey on desktop or mobile.
Identity verified
Configured verification completed before signing.
Review and sign
Your signature is required to complete this document.
Signature completed
The evidence is ready for the next Salesforce action.
Token confirmed
The signature happens in the same browser.
The document appears, the signature is completed and the result is recorded in the same flow.
Every event makes the next step clearer.
Evidence arrives in sequence while Salesforce Path moves from Created to Signed.
Document signed. The operation continues.
The Sign Line moves through Flow and returns control to Salesforce.