CCC: F.Doc Paperless Office

The main articles are:

• Office Software (Russian Market)
• Electronic signature (EDS)
• EDMS (more)

The paperless office of F.Doc is a service for signing documents with customers and employees of the company in electronic form. The service allows you to sign various documents online in a couple of clicks: contracts, certificates, orders, applications, etc. The signature of the service is legally significant and corresponds to the 63-FZ.

2024

Integration with Realtor Pro Web system

Electronic signing of documents with individual clients has become available in the Realtor Pro Web CRM system. The Center for Digital Certificates (CSS) announced this on December 4, 2024.

Integration of the Paperless Office of F.Doc with the industry CRM system for real estate agencies "Realtor Pro Web" has opened users of the system access to electronic signing of documents with customers - individuals.

Through integration, real estate professionals can execute and sign initial documentation directly in the interface of their CRM system. The added functionality allows real estate agencies to sign documents with both one and several individual clients at the same time: for example, between several owners and a buyer. In this case, you can define the order of signing.

Using F.Doc in the Realtor Pro Web CRM system, you can sign both uploaded documents and documents from templates in the Reference Books section. These can be a preliminary purchase and sale agreement (advance agreement), an agency agreement, a residential employment agreement, acts of inspection and transfer of residential premises and other documents in electronic form.

To sign most documents, the Paperless Office of F.Doc uses a simple electronic signature (PED), which is legally valid and complies with the requirements of Federal Law No. 63-FZ "On Electronic Signature." Signed documents are stored in a secure archive and are available to both the organization and its clients.

Before exchanging electronic documents with the client, the company must sign an agreement on electronic document management (EDM) with him, as well as obtain consent from him to process personal data. The conclusion of an EDM agreement ensures the legal significance of documents signed in electronic form.

We at Realtor Pro Web have always strived to make the work of our clients as simple and efficient as possible. With integration with the F.Doc service, our users can now quickly and securely sign contracts with customers online without wasting time on travel and waiting. This feature helps speed up the deal-making process and also makes it much easier to interact with customers. Saving time in paperwork allows realtors to focus on the most important thing - the development of their relationship with customers. In addition, the electronic signature provides the level of security and legitimacy required by law, which adds confidence to both realtors and their customers. We are confident that this solution will become an important tool in the arsenal of professionals working in the dynamic real estate sector, where every minute is important, said the director and founder of Realtor Pro Web, Otari Gvichia.

The development of CRM systems with the help of new integrations strengthens the toolkit of real estate agencies. We note the high market interest in our product and see how the development of technologies helps realtors. Electronic signing of documents speeds up the process of concluding a transaction, making the interaction between the client and the real estate agency more comfortable and faster. We also observe interest in the digitalization of document management with individual clients not only in the field of real estate, but also in medical clinics, dealerships, educational organizations. So you can confidently talk about this technological trend as an obvious driver of business optimization, noted the director of the service Paperless Office F.Doc Mikhail Legchenko.

The ability to execute documents in an online format for medical institutions

The functionality of the service "Paperless Office F.Doc" has been replenished with the possibility of issuing documents in an online format for medical institutions. Now clinics can sign an agreement on the provision of services, doctor's appointments and other documents with patients in electronic form. The developer announced this on July 4, 2024.

Medical centers often face the problem of long queues at the reception due to the long execution of contracts. Now this problem can be solved, including by signing documents through F.Doc in a remote format: for example, on the eve of a patient's visit to a doctor.

Also, medical institutions have to bear the impressive costs of printing, logistics and storage of paper documents. The electronic signing service helps to reduce paperwork time, reduce paper and printing costs, reduce the burden on health workers, registry and call center, and ensure safe storage of documents.

The introduction of F.Doc will optimize the business processes of medical organizations and improve client service. The industry trend towards digitalization and new legislative requirements increase the need for medical clinics in such technologies.

The service integrates with medical information systems (MIS), which allows you to form documents in them and send them for signature to the patient using F.Doc. The service is open for implementation taking into account the tasks and capabilities of a specific clinic. As of July 2024, several medical institutions are already successfully using electronic signing of documents with their patients.

Through F.Doc, you can sign a contract for the provision of medical services, appointments and recommendations of a doctor, an opinion on the results of a medical examination, a patient questionnaire, a medical and financial treatment plan and other documents. The plans also include improvements in the service for signing informed voluntary consent (IDT) for medical intervention, as well as refusal of it.

We see great potential for medical clinics in using electronic paperwork with patients, since with the help of one service you can solve several problems at once. This is the acceleration of the reception, and the simplification of the maintenance of office equipment, and the facilitation of the work of doctors, who are often forced to print and arrange medical appointments. In addition, this is a reduction in printing costs and optimization of storage, because many hospitals have nowhere to store a huge archive of paper contracts and cards. In general, all this positively affects the business processes of the clinic and helps to improve the quality of service, - said Mikhail Legchenko, director of the Paperless Office of F.Doc service.

Integration with AmoCRM

The Paperless Office widget F.Doc is available in the marketplace. accounting system AmoCRM This was Digital Certificate Center (DCC) announced on March 6, 2024.

The public integration of the F.Doc amoCRM service allows companies operating in this account system to sign documents electronically with individuals directly from the CRM interface. The widget was developed and placed in the amoCRM market with the participation of the Genesis integrator company.

Electronic signing is available to users of the account system after activating the widget and connecting to the F.Doc. Seamless integration of amoCRM with F.Doc allows a company employee to send electronic documents from the transaction card to the client for signature. The paperless F.Doc office sends an SMS to the client with a link to the document. The client follows the link, enters the verification code from SMS, reads the document and signs it by pressing one button in the smartphone. An employee of an organization can track the signing status directly in CRM.

Integration enables multiple legal entities to use the paperless signing widget within a single account system. Companies can sign contracts, acts, applications, certificates, work orders, warranty cards and other documents in amoCRM in electronic form with individual clients.

Companies that use CRM in their work, in our opinion, are open to new approaches, tools, ideas. We offer different categories of amoCRM users those solutions that allow them to optimize document flow with customers - individuals. For example, it is important for small and medium-sized businesses to effectively organize support for transactions with customers, while reducing the time and financial costs of organizing the process. Together with the Genesis integrator company, we have created a product that is easily embedded in amoCRM and allows companies to remotely draw up electronic documents with their clients. This helps to increase the conversion of transactions by saving time for the company and the client, and also simplifies the process of signing documents, "said Mikhail Legchenko, director of the Paperless Office of F.Doc. As for big business, electronic paperwork with individual clients can become part of the history of automating the company's business processes: to facilitate interaction within the organization and improve the client path.

We have been automating processes for several years, and one of our goals is to automate the routine so that every person has more time for important and creative things. The process of signing documents in our realities becomes this routine. The business benefits in document automation are obvious - efficiency, digitization, savings. And for the client, this is the level of service, convenience and even the criterion for choice (from whom to order a service or buy a product), - said Artem Baskakov, Development Director of Genesis. - With the F.Doc service, the company's client does not spend time traveling to the organization's office on the other side of the city to sign documents. You can do everything in a few simple steps: wrote to the messenger, chose the service, received an SMS from F.Doc, signed in a couple of clicks - and that's it. A few minutes were spent instead of a few hours. Fast, pleasant, technological and environmentally friendly.

The paperless office of F.Doc uses a simple electronic signature (PES) for signing documents, which has legal force and meets the requirements of Federal Law No. 63-FZ "On Electronic Signature." All signed documents are stored in a secure archive and are available to organizations and customers.

In order to start exchanging electronic documents with the client, the company must sign an EDO agreement with him, as well as obtain consent from him to process personal data. The signing of the EDO agreement ensures the legal signing of documents in electronic form.

Ability to verify customer data from passport photo

In the Paperless Office of F.Doc, companies can verify customer data from a passport photo. The company Center for Digital Certificates (CSS) announced this on February 8, 2024.

Now companies that draw up electronic documents through the F.Doc service have the opportunity to verify the data of customers - individuals by selfies and passport photos. This functionality is in demand when concluding high-risk transactions, when the organization requires additional confirmation of personal information provided by the client.

Verification of the customer's passport data through F.Doc is carried out as follows: the employee of the company uploads a document to the service for electronic signing, indicates the customer's data and marks that the signatory needs to confirm them. The client receives SMS with a link to an electronic document. However, access to it is limited until the client passes the verification procedure. The first step is for the client to take a selfie and upload it to the service to check for spoofing in order to reduce the risks of fraud. At the second stage, he takes a picture of the passport page on which the name is indicated, and also uploads it to F.Doc. If the passport data from the photo does not match the name of the client that the company indicated, the service will show this discrepancy to the employee of the organization and will not allow the client to sign an electronic document until the company confirms the correctness of the data.

If the client has already passed verification in the service once during electronic execution of documents with the company, then the Paperless Office of F.Doc will remember the result: in the future, the client will be able to sign documents in electronic form with the organization without additional confirmation of the data. This functionality is available to companies depending on the tariff used.

One of the priority tasks of our service is to help companies minimize risks when organizing electronic document management with individual clients. Verification of client data on passport photography will allow organizations to additionally check and confirm customer data when accompanying transactions involving high financial risks, which will be relevant, for example, for the real estate and auto business, "said Mikhail Legchenko, director of the Paperless Office of F.Doc. - We are working to ensure that the use of F.Doc is comfortable for both the company and its customers. The user scenario of the service assumes that your client needs a smartphone and access to the Internet for electronic signing, while there is no need to download additional applications or install some programs on your device.

The ability for customers of companies to independently fill out document templates

Self-filling document templates by individual customers has become available to companies using the Paperless Office F.Doc service for electronic signing. The developer announced this on February 1, 2024.

When issuing documents in electronic form with individual clients, some organizations face a situation where their business processes do not allow sending a fully formed electronic document with all the data for signing to the client. They need the client to independently supplement it with the necessary information before signing. For example, the manual filling of electronic documents by customers is relevant for retail when connecting consumers to a loyalty program; for hotel and tourist businesses, when it is assumed that the client personally enters passport or other data; as well as in the fields of education and information and telecommunication technologies and other industries.

This functionality in the Paperless Office F.Doc service is implemented as follows. The employee of the company in his personal account selects the template necessary for filling out from among those pre-configured for his organization, indicates the data about the signer and sends the template to him through the service. The paperless F.Doc office sends an SMS to the client with a link to the document to fill out. The client follows the link, enters the verification code from the SMS and fills in the required fields of the document. After entering the necessary information, the client can sign a document, which will then be sent to the company for verification. When integrating an organization's corporate or CRM system with F.Doc, employees can also use the service to send document templates for filling out to individual clients directly from the accounting system.

To connect this functionality, companies need to contact F.Doc technical support or a personal manager to set up document templates.

We are constantly improving and developing our service in order to simplify and speed up the process of electronic signing of documents between companies and their customers - individuals. This functionality of self-filling templates will be relevant for organizations that do not always have the opportunity to send a completely finished document to the client for signature, since the client himself must enter some of the information. For example, when registering, the hotel asks the guest to fill out passport data, or the store accompanies the connection of the consumer to the loyalty program with a questionnaire, - said Mikhail Legchenko, director of the Paperless Office of F.Doc service.

With the help of the Paperless Office F.Doc service, organizations can also sign contracts, acts, applications, certificates, work orders, warranty cards and other documents with customers - individuals in electronic form. F.Doc works in various areas of business: retail, auto business, real estate, tourism and others.

F.Doc uses a simple electronic signature (PED) to sign electronic documents. Such a signature has legal force and complies with the requirements of Federal Law No. 63-FZ "On Electronic Signature." All signed documents are stored in a secure archive and are available to the company and the client.

In order to start exchanging electronic documents with the client, the company must sign an EDM agreement with him, as well as obtain consent from the client to process personal data. The signing of the EDO agreement ensures the legal signing of documents in electronic form.

2023

Availability of the document query function from the customer

The function of requesting documents from the client has become available to companies in the Paperless Office of F.Doc. This was announced on November 29, 2023 by the Center for Digital Certificates (CSS).

Now companies using the F.Doc service for electronic signing have the opportunity to request documents from customers - individuals. The functionality is available both in the personal account of the service and for integrations of the Paperless Office of F.Doc with corporate and CRM systems in which organizations operate.

The client needs to request documents from those companies whose business processes during electronic paperwork involve not only sending them to the client for signature, but also receiving them from him. For example, such functionality is in demand in the hotel business and in the field of real estate rental during remote check-in, when a scan of a client's passport is required.

An employee of the company in the personal account of the service sends the client a request for documents indicating the type and obligation to provide them (for example, indicates that the driver's license is attached if available), and also leaves comments if necessary (for example, explains that the client is required the first page of the passport and the page with registration). F.Doc sends an SMS message to the client with a link to download documents. The client follows the link, enters the verification code from SMS, downloads the necessary documents and sends them for verification to the organization.

A company employee can accept or reject documents indicating the reason for the rejection. If an employee rejects documents, the client can replace the attachment and submit it again for review. Once all documents have been accepted by the employee of the company, the set is set to Accepted.

A similar scenario is also available to companies after integrating the organization's corporate or CRM system with F.Doc: employees can use the service to send a request for documents to the client directly from the accounting system.

Auto business, real estate, tourism, retail - F.Doc works with different areas of business, each of which has its own specifics and approach to organizing document management. Accumulating this diverse experience, we offer our users solutions that can help us take a fresh look at working with documents, "said Mikhail Legchenko, director of the Paperless Office at F.Doc. - In the fall, we provided companies with the opportunity to request documents from the client using the F.Doc. service. This allows organizations to remotely draw up those agreements, the fixation of which would previously require the personal presence of the client and the transfer of scans or photocopies of his documents to them. The implementation of such functionality contributes to the optimization of the company's document flow with individual clients.

With the help of the Paperless Office F.Doc service, companies can also sign contracts, acts, applications, certificates, work orders, warranty cards and other documents with customers - individuals in electronic form.

To sign electronic documents, the service Paperless Office F.Doc uses a simple electronic signature (PED). Such a signature has legal force and complies with the requirements of Federal Law No. 63-FZ "On Electronic Signature." All signed documents are stored in a secure archive and are available to the company and the client.

Integration with AK-Credit system

The paperless office of F.Doc is integrated with a specialized system of comprehensive automation of management accounting for credit cooperatives and microfinance organizations "AK-Credit." The option of electronic signing of documents with shareholders and borrowers becomes available to AK-Credit users after connecting to the F.Doc service and setting up a special extension in the accounting system. This was announced on November 22, 2023 by the Center for Digital Certificates (CSS).

Integration of the F.Doc service with AK-Credit allows you to draw up electronic documents from the accounting system interface to both credit cooperatives with shareholders and MFIs with borrowers. With the help of F.Doc, documents can be signed electronically as part of the issuance of loans and savings.

The algorithm for signing documents in electronic form in the CRM system "AK-Credit" is implemented as follows. An employee of the credit cooperative prepares the necessary document at AK-Credit and sends it electronically to the shareholder for signature using the F.Doc service. F.Doc sends an SMS to the shareholder with a link to the document. The shareholder follows the link, enters the verification code from SMS, reads the document and signs it by pressing one button in the smartphone. An employee of a credit cooperative can track the signing status directly in AK-Credit. A similar client path to CRM has been implemented for MFIs that can sign documents electronically with borrowers.

To sign electronic documents, the service Paperless Office F.Doc uses a simple electronic signature (PED). Such a signature has legal force and complies with the requirements of Federal Law No. 63-FZ "On Electronic Signature." All signed documents are stored in a secure archive and are available to the organization, as well as to customers (shareholders, borrowers). In order to start exchanging electronic documents with the shareholder/borrower, credit cooperatives/MFIs must sign an agreement on electronic document management with him, as well as obtain consent from him to process personal data.

Signing documents in electronic form with shareholders allows credit cooperatives to remotely draw up, reissue and service loans. Due to the fact that some shareholders live in rural areas, for cooperatives, remote signing of documents is an up-to-date and technological format that significantly saves the temporary and financial resources of all participants in the process. Especially if we are talking about the operational registration of agreements, - said Mikhail Legchenko, director of the Paperless Office of F.Doc service. - If we talk about MFIs, then the integration of F.Doc with AK-Credit gives organizations working in the accounting system the opportunity to remotely sign documents with borrowers in electronic form, which, among other things, contributes to the entry into the online lending market.

Thanks to the integration of AK-Credit with the F.Doc service, credit cooperatives, agricultural consumer credit cooperatives and microfinance organizations can draw up electronic documents with shareholders/borrowers from the system interface and track the status of their signing. Optimization of work processes is underway: employees do not need, as before, to print a large number of paper documents, and shareholders/borrowers do not have to come to the organization's branch every time to sign the required document. Whereas earlier, in order to resolve paper issues, they had to specifically find time and plan a trip, - said Viktor Amelichev, director of Everest LLC.

Availability of multilateral signing of documents

In the Paperless Office of F.Doc, support for complex electronic signing routes has become available when integrating through the REST API and in your personal account. Now companies that use the service can sign documents in electronic form with several individual clients, as well as determine the order of signing. This was announced on September 13, 2023 by the Center for Digital Certificates (CSS).

Multilateral signing is relevant for organizations whose business processes involve issuing documents with individual clients that require more than two signatures. For example, such functionality is necessary for realtors and real estate agencies accompanying the process of buying and selling real estate, since the preliminary purchase and sale agreement is signed by all owner-sellers and buyers.

To sign electronic documents, the service Paperless Office F.Doc uses a simple electronic signature (PED). Such a signature has legal force and complies with the requirements of Federal Law No. 63-FZ "On Electronic Signature." All signed documents are stored in a secure archive and are available to the company and the client. In order to start exchanging electronic documents with the client, it is necessary to sign an agreement on electronic document management with him, as well as obtain consent from the client for the processing of personal data.

In the process, an employee of the company prepares the document necessary for signing and uploads it to F.Doc. The service sends an SMS to the client with a link to the documents. The client follows the link, enters the verification code from SMS, reads the document and signs it by pressing one button in the smartphone.

We began testing the functionality of multilateral signing of documents in electronic form in the spring of 2023, then the F.Doc service gave companies the opportunity to add three signing clients. We regularly collect and analyze feedback from F.Doc users, take into account their wishes and suggestions for improving the service. Therefore, in the summer, the number of signatories was increased to ten and the option to determine the order of signing the document was added, - said Mikhail Legchenko, director of the Paperless Office of F.Doc service. - As of September 2023, more than 150 companies took advantage of the multilateral signing function. On average, organizations add three signatories when drawing up documents with individual clients. The maximum number of signatories that we have recorded so far is six. For electronic signing of documents with the company, the client needs a smartphone and access to the Internet, while he does not need to download additional applications or install any programs on his device. F.Doc does not charge commissions from individuals for electronic signing of documents with the company.

With the help of the Paperless Office F.Doc service, you can sign contracts, acts, applications, certificates, work orders, warranty cards and other documents with customers - individuals in electronic form. F.Doc works with companies from different areas of business: retailers, service stations, real estate agencies, travel agencies and others.

Integration with Netix Triceps

The service of paperless signing of documents F.Doc has become available in a specialized CRM system for car services, service stations and car shops "Netix Triceps." Seamless integration of the service with the accounting system enables organizations operating in it to quickly, easily and safely sign documents in electronic form with their customers - individuals. This was announced on May 24, 2023 by the Center for Digital Certificates (CSS).

Service Agreement, Work Order, Work Completion Certificate or Handover Certificate - These and other documents can now be signed in a couple of clicks directly in the CRM system using a legally significant PED (simple electronic signature).

The car service or car shop connects the service Paperless Office F.Doc in CRM "Netix Triceps," after which it gains access to the option. In order to start exchanging electronic documents with the client, it is necessary to sign an agreement on electronic document management with him and consent to the processing of personal data. This is a prerequisite for the legal signing of documents in electronic form.

In the process, the company manager prepares the necessary documents in the CRM system, but does not send them for printing, but selects the F.Doc service integrated into Netix Triceps, which sends an SMS to the client with a link to them for signing in electronic form. The client receives SMS, follows the link, reads documents and signs by pressing one button in the smartphone. All documents are stored in a secure archive with access for the organization and the client 24/7.

Seamless integration of F.Doc with Netix Triceps will enable users to CRM system simplify and speed up the process of signing documents in electronic form with their customers. Optimization and automation of document flow can help in expanding the sales funnel: saving time and resources when working with documents helps to increase the speed of service and improve the client service, - commented Mikhail Legchenko, director of the Paperless Office of F.Doc service. - F.Doc is actively working with the auto business, developing the industry and helping car services and car dealers become more technological, more convenient and efficient. This format of work is already becoming the standard. Paperless office technology is used by industry leaders such as FIT SERVICE.

Our company is engaged in automating the auto business through the introduction of IT and business technologies. Every day we help hundreds of car services: from small garage service stations to networks with dozens of stations. Netix Triceps was one of the first CRM systems for the auto business to implement paperless office technology. I am confident that the use of F.Doc in Netix Triceps will help increase the productivity of our customers, give them the opportunity to implement market best practices. Which, in turn, will have a positive effect on the development of the industry: it will help to become an automotive business more efficient and more friendly for the consumer, "said Ivan Novgorodov, CEO of Netics Triceps.

Transfer of exclusive right to the "Paperless Office of F.Doc"

As representatives of CCC CJSC specified to TAdviser, from March 1, 2023, CIT JSC transferred to CTC CJSC the exclusive right to the Paperless Office F.Doc software.

Integration of F.Doc Paperless Office with Bitrix24

Globus IT implemented integration Paperless the office of F.Doc with, Bitriks24 which gives platform users additional opportunities for to signing documents, their accurate accounting, makes the process electronic document management faster and more convenient, and the exchange with counterparties is clearer and more controlled. This was announced on January 25, 2023 by Globus. IT

Illustration: business.digitalocean.ru

The integration is implemented in the form of a circulation application, which allows it to be used on many Bitrix 24 portals at once. It can be established via Bitrix24. Market to any instance of any version. This is an extension of the functionality of Bitrix24, but not with the help of code, but with the help of an external service that interacts with the REST API, told the head of the Hard & Soft Globus IT department Amir Yakubov.

F.Doc is embedded in the CRM client system. As a result, you can send contracts, additional agreements, applications and other documents to customers from Bitrix24. Customers can use F.Doc as a system for electronic signature documents anywhere: no special applications, visit of the certification center or cryptographic keys are needed to sign. The user comes with SMS a link to documents that can be signed in. All are browser smartphone files available around the clock for both companies and customers. Documents are signed with a simple electronic signature -. This PEP EDS is valid for most contracts with individuals and persons. legal

Connecting the F.Doc application gives Bitrix24 users extensive electronic document management capabilities with customers and company employees: you can sign documents directly in the CRM system. Signing documents is legally significant and equivalent to signing on. to paper In addition, storage documents - safely all data are on, protected servers noted the director of the F.Doc service Mikhail Legchenko.

The obvious features that this service provides, of course, are the speed and ease of embedding into the organization's user devices and guaranteed access to storage to documents, which significantly reduces time document signing and, as a result, saves client resources. All that needs to be done is to sign consent to, and E-DOCUMENT FLOW F.Doc will do the rest of the work himself. In the future, it is planned to refine the functionality of the application, stated the director of work with key clients Globus IT Vasily Efanov.