Integration of Penneo and M-Files

The integration of Penneo and M-Files brings together the best of both worlds.

Do you struggle with handling documents and electronic signatures? SoftAdvice can help!

We partnered up with Penneo for a smooth process.

In business, time is crucial. Our connector between M-Files and Penneo allows for quick and effective management of documents and signatures while remaining compliant and secure.

Penneo & M-Files for Document Generation & eSignatures

The integration of Penneo and M-Files might be the solution you’ve been searching for.

Whether you’re a small business or a large enterprise, discover the benefits of integrating Penneo and M-Files for smoother document management.

Receive signed document quickly & archive it within M-Files.

Seamless workflow

You can enable eSignature requests within M-Files, thus ensuring a direct initiation.

Auditability

It helps maintain a detailed audit trail of document actions and signatures,thus ensuring compliance and accountability between Penneo and M-Files.

User-friendly

Ensure an intuitive user interface accessible across devices.

Demo video

Watch our demo video, where we’ll guide you through the powerful integration of M-Files and Penneo, transforming the way you manage and sign your documents digitally.

Do you want to know more about this integration

Download factsheet

The proces overview

Your documents signed and archived in 4 easy steps

Creation

Generate a document based upon templates on an easy and swift way

Distribution

Once the document is generated it can be distributed through the M-Files advanced workflow to Penneo

Signing

Penneo will sent out request for signature and will collect the signed documents.

Archiving

Once the document is signed by everyone it is automatically archived within M-Files

Frequently asked questions

1. What is Penneo ?

Penneo is an all-in-one digital signature and document management software that helps companies digitize and automate their document-based processes such as contract signing, KYC checks, and employee onboarding.

With Penneo, businesses can:

Automate their signing processes and workflows

Reduce operational costs and time spent on administrative tasks

Achieve GDPR and AML compliance

The best part? Digital signatures created with Penneo are just as valid and legally binding as handwritten signatures.

2. Why should I use this integration ?

M-Files is a powerfull tool, but it may not work perfectly for every type of business. Some businesses need a more personalized approach and may use custom development instead. SoftAdvice accelerators provide tested functionalities and can help businesses get their products to market more quickly, with less money spent on development and less risk overall.

3. How do I get support on this integration ?

Our industry accelerators are accompanied by an annual email support and access to a repository of knowledge base articles that offer guidance on configuring the accelerator. Our team is readily available to answer any questions you may have regarding the setup and use of the accelerator, and we guarantee to respond to your email in a timely manner. It is important to note that our email support is focused solely on the accelerator and not on the core implementation of M-Files. Rest assured that we are committed to providing reliable support services to help you maximize the benefits of our industry accelerators.

4. What are the licensing requirements ?

Our licensing system is subscription-based and operates on a sliding scale. Consequently, the cost of the integration with Penneo is determined by the number of M-Files users required.

As the number of users increases, the per-seat cost decreases.

This makes it a cost-effective solution for businesses of all sizes.

Moreover, if you are interested in obtaining a quote, please use our online request form provided.

In summary, our subscription-based licensing system offers flexibility and affordability for businesses of all sizes.

Change log & version update

07/2023

FIX : Document collection files are now processed correctly.
FIX : Handling of unchanged casefiles.
NEW : Credentials per user/casefile owner
NEW : Insecure signing methods
NEW : Put Penneo link on object
TWEAK : Performance improvement
TWEAK : Improved logging
TWEAK : Configuration default values

05/2023

Send a document or document collection to Penneo for signing based on metadata on the documents and signer objects that are related to the casefile.
Track the status of the casefile in M-Files.
Automatically receive the signed version of the documents back in M-Files as a new version of the existing documents.
Determine which file has to be signed by which signer.
Include attachments that do not need to be signed.
Minimal customization of Penneo mails that are sent out to the signers.
Assign roles to the signers.
Set the order of signers
Set the order of documents in a casefile

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