Penneo

Integration of Penneo and M-Files

The best of both worlds.

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

Do you need better ways to manage documents and sign electronically?

As a certified M-Files delivery partner, we’ve developed a connection between M-Files and Penneo.

In business, time is truly essential. To stay competitive, you need to manage your documents quickly and effectively.

With the use of this connector, M-Files is now seamlessly connected with Penneo.

As a result, you can effortlessly manage your documents and signatures in a compliant and secure manner.

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.

Features

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.

M-Files Penneo connector advantages

More efficient

You achieve streamlined workflows without manual interventions, thereby allowing the process to be faster and more efficient.

Be compliant

Providing a comprehensive audit trial from creation of the document till archiving.

Enhance your customer experience

Customers enjoy the enhanced experience, as they can conveniently sign from anywhere, thus saving their valuable time and effort.

Secure

In order to reduce the risk of fraud and unauthorized access to important signed documents, it is imperative to utilize the robust permissions handling of M-Files.

Easy mangeable

Effortlessly manage the data that matters for your contracts, mandates, approvals, and expiry dates, thereby streamlining your administrative tasks.

Product Updates: Integration of Penneo and M-Files

31 Jul 2023

V 1.0

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

More info

11 Jun 2023

Release Candidate 0.5

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

More Info

Frequently asked questions

Question 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.

Question 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.

Question 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.

Question 4 : How do I order this integration ?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Question 5 : What are the license 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.

Furthermore, we will aim to provide a timely response that meets your requirements.

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

Questions or Information?

Reach out to Patrick Vervloesem and he will help you out.