DocuSign’s transaction management platform gets mobile update

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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. 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...