DocuSign’s transaction management platform gets mobile update

Broker dashboard, zipForm integration added

The latest edition of DocuSign’s Digital Transaction Management platform (formerly known as Cartavi) will include cloud-storage access on mobile devices and a dashboard for its relatively new broker-focused product.

Until this update, DocuSign’s integration with cloud-storage providers Google Drive, Microsoft’s OneDrive (formerly SkyDrive) and Dropbox applied only to desktop versions of the firm’s products, said Glenn Shimkus, vice president of product management at DocuSign.

Electronic forms image via Shutterstock.
Electronic forms image via Shutterstock.

The update, set to go live on Friday, also includes a new cloud storage partner, Box, Shimkus said.

In addition, the update also includes a new dashboard that allows users to manage customizable document checklists and user roles and permissions on both the agent and relatively new broker versions of its transaction management platform.

ZipForm, the popular form-filling software from zipLogix Inc. that DocuSign began integrating with in October, will also now be available to DocuSign users on mobile devices, Shimkus said.

Currently, users can send completed real estate forms from within zipForm to DocuSign’s transaction management platform.

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Later this summer, users will be able to fill out real estate forms using zipForm technology from within DocuSign’s platform, Shimkus said. That deeper integration will open up many new markets for DocuSign, as zipLogix maintains licenses to real estate forms with over 280 associations and brokers.

Users will now also be able to verify in-person signatures by attaching geotagged photos of the signing event to documents signed in DocuSign, Shimkus said.

DocuSign is in the middle of pivoting from a focus on e-signatures, which anchored the first years of its business, to transaction management.

The San Francisco-based firm acquired real estate transaction management company Cartavi last May, released a broker-focused version of the tool in February, and raised $85 million in funding to help take the transaction management platform global in March.

Friday’s update also coincides with the first steps for DocuSign’s transaction management platform outside of the U.S. and Canada with an expansion to Australia and New Zealand with real estate analytics and information firm RP Data as a partner, Shimkus said.

DocuSign also announced that it is releasing a software development kit as part of a three-month beta program for iOS app developers to take advantage of dedicated developer support from DocuSign and future promotional opportunities.

DocuSign has raised a total of $210 million, including a chunk from the National Association of Realtors. NAR took a 5.43 percent stake in the company with a $2 million investment in 2009 via its subsidiary, Second Century Ventures. After selling a chunk of shares in DocuSign last year for $1.4 million, Second Century Ventures currently has a 4.5 percent stake in the firm, according to NAR’s latest Finance Committee report.


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