Microsoft 365
OneDrive, SharePoint, organizer folders, and Standard Forms for document-centric Microsoft workflows.
View Microsoft 365 →
Systems of record
Use the record system your organization already trusts.
SignumEra adds controlled signing and evidence in Microsoft Teams without presenting itself as a replacement document warehouse or matter-management system.
Connected records
Three supported system-of-record paths.
The organizer chooses the system of record, selects or creates the relevant record, prepares the agreement, and returns the completed outputs to the same workflow.
Clio Manage
Matters, contacts, custom fields, matter documents, document templates, and finalized matter records.
View Clio Manage →Salesforce
Records, contacts, recipients, Salesforce Files, finalized documents, and evidence artifacts.
View Salesforce →Matter creation
Create a new matter without leaving SignumEra.
Where the connected system supports it, the matter selector offers both Select Existing Matter and Create New Matter. The newly created matter is automatically selected so document preparation can continue inside Teams.
Deferred matter assignment
Preparation may begin before a matter is selected where the workflow allows it, but an existing or newly created matter must be associated before authoritative document generation or finalization.
“The system of record retains the business context. SignumEra controls the signing ceremony.”
Integration principle