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What is RecordMinder?

Effortlessly sign and send forms and documents using our advanced eSignature features, whether you are working from your office or on the go. You will have complete authority over who can access your files, and you can keep track of requests from others who want temporary permission to view your confidential documents. Additionally, you can configure alerts to notify you as any document nears its expiration date, which helps you steer clear of unnecessary penalties while ensuring your records remain up-to-date. If you need to gather signatures and complete forms, our solution is here to assist you. Recordminder comes equipped with a variety of pre-installed forms, including W-4, W-9, I-9, and NDA, as well as some documents tailored to specific states, while also allowing you to enrich your own uploaded forms with customizable text fields, date fields, and checkboxes. With our comprehensive eSignature capabilities, you can easily collect signatures or initials on all your paperwork and receive them back without having to leave your workspace. Moreover, you can feel confident that our intuitive platform effectively manages all your document-related tasks, providing you with peace of mind. This seamless integration allows you to focus on your core responsibilities while we handle the intricacies of document management for you.

What is HelloWorks?

Ditch the old-fashioned PDFs and embrace mobile-optimized forms to dramatically improve your completion rates. HelloWorks presents an advanced eSignature solution designed specifically for mobile platforms, transforming bulky PDFs into an intuitive and guided experience—removing the hassles of zooming and pinching. You can easily export bulk data in CSV format or connect through our API for direct integration with your preferred storage and analytical systems. Our eSignatures meet SOCII and GDPR compliance standards and come with court-admissible audit trails for your reassurance. With a focus on mobile usability, our eSignatures offer users a straightforward process for completing and signing documents. Enhance the form-filling experience with features like conditional logic, data validation, and form mapping, which help minimize duplicate or incorrect entries. Featuring a range of ready-to-use templates, a user-friendly no-code builder, interactive previews, and options for team collaboration, you can prioritize sending out documents instead of getting overwhelmed in the setup phase. This streamlines your workflow and boosts efficiency, enabling better engagement with your clients and a more polished service offering. Ultimately, HelloWorks transforms the document signing process into a more modern and effective experience for everyone involved.

Media

Media

Integrations Supported

Cornerstone SumTotal
DiliTrust
Dropbox Sign
Formstack
MYP
Peaka
Process Server's Toolbox
Quickwork
TeamDesk
Volody CLM
Zoho Directory

Integrations Supported

Cornerstone SumTotal
DiliTrust
Dropbox Sign
Formstack
MYP
Peaka
Process Server's Toolbox
Quickwork
TeamDesk
Volody CLM
Zoho Directory

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

$299 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RecordMinder

Date Founded

2014

Company Location

United States

Company Website

www.recordminder.com

Company Facts

Organization Name

HelloSign

Date Founded

2010

Company Location

United States

Company Website

www.hellosign.com/products/helloworks

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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