SignerX is an integration platform that facilitates efficient document signing and management through a robust API. With Relevance AI, you can elevate these workflows by leveraging AI Agents to automate tasks and enhance decision-making.
SignerX streamlines document signing and management through a powerful API. Relevance AI amplifies this by enabling intelligent AI Agents to automate and optimize your signing processes.
Intelligent Document Orchestration
AI Agent automatically classifies, routes, and tracks document signatures across complex enterprise workflows
Workflow Acceleration
AI Agent reduces document processing time by 80% through predictive routing and automated signature placement
Compliance Precision
Agent ensures 100% adherence to regulatory requirements through automated validation and audit trail generation
Relevance AI integrates seamlessly with SignerX to enhance your document signing workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A SignerX account
- A Relevance AI account with access to the projects and datasets you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The SignerX integration utilizes a powerful API to streamline document signing and management workflows, ensuring that only authorized applications can access your signing processes. With secure OAuth-based authentication, Relevance AI manages API operations (like uploading documents, sending signature requests, and checking package statuses) in the background—eliminating concerns about errors, formatting, or limits.
Automated workflows and template-based signature requests enhance efficiency, while built-in validation and error handling ensure that your integration runs smoothly, even when dealing with varying data formats.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the SignerX + Relevance AI integration without writing code:
- Start with a clear document structure: Use consistent naming conventions and formats for your documents to streamline the signing process.
- Utilize templates: Create reusable signing templates in SignerX to simplify the signature request process for frequently used documents.
- Connect securely: Ensure you use valid OAuth credentials and permissions during setup to maintain secure access to your SignerX account.
- Test with sample data: Conduct tests with sample documents and signature requests to identify any issues before deploying to production.
- Monitor API usage: Implement logging and error handling to track API calls and manage rate limits effectively.
