Mercantile Bank has adopted the DocuSign platform to enable the Bank’s employees and customers to digitally sign the documents which form part of the Bank’s business processes.
The documentation and workflow surrounding the Bank’s processes is managed using Hyland’s OnBase, and although there is an existing DocuSign connector available for OnBase, the Bank’s requirements for digitally signing documents from within the OnBase platform is more advanced than what the current integration caters for.
To this extent, the Bank approached nVisionIT to assist with the development of extended custom integration features between OnBase and DocuSign.
Subsequently, nVisionIT developed a custom solution on the OnBase platform to automate the end to end generation, sending, signing and storing of the Bank’s Account Opening and Securities Admin Contracts through an integration with DocuSign.
The solution was successfully developed in implemented, thereby fulfilling the following business success criteria: