Microsoft 365
Use authorized SharePoint or OneDrive locations for source and finalized records when Microsoft 365 is selected as the system of record.
Systems of record
Your signing vendor should not become your document strategy by accident.
SignumEra adds a controlled execution layer and returns the finalized agreement and configured evidence only to the selected system of record for that workflow. Microsoft identity, Teams or Zoom context do not silently create a second record destination.
Key controls
Microsoft 365, Clio Manage and Salesforce.
The selected system of record—not the meeting host—determines where finalized business records belong.
Clio Manage
Bind execution to the legal matter and return finalized agreements and configured evidence to the bound Clio matter.
Salesforce
Tie execution to the relevant customer, company or opportunity and return finalized outputs to Salesforce Files when selected.
Exclusive system-of-record return
Finalized documents and configured evidence return to the explicitly selected system of record. Identity, Teams or Zoom context does not create an additional storage destination.
Reduced attack surface
Minimize unnecessary long-term document custody and keep the public signing layer focused on controlled execution.
Low-friction adoption