ECM Information Flow and System Architecture Template

Use this editable diagramming tool to trace the flow of information through its lifecycle and to map out current and future state systems environment.

ECM Use Case Framework Template

Use this worksheet to structure and elicit feedback from users and stakeholders about their experience with and requirements for information.

Adopting e-Signature

Organizations are expected to offer digital, self-serve experiences, including approving important transactions, especially with modern businesses embracing flexible work...

Adopting e-Signature – Phases 1-3

Find the right electronic signature solution for your digital records and contracts processes. Learn about the regulatory and technical things to think about when...

e-Signature Detailed Requirements Worksheet

Tool to gather technical, business, regulatory, and records management requirements for e-signature service.

e-Signature Policy Sample

Use this sample policy document to provide clear and formal guidelines to users, stakeholders and technology support, including governance, responsibilities, purpose and...

Virtual Data Room Guide

This guide will explain the purpose, uses, and what to look out for when acquiring a virtual data room solution. It will also go through a brief provider comparison to...

Virtual Data Room Guide Storyboard

This guide will explain the purpose, uses, and what to look out for when acquiring a virtual data room solution. It will also go through a brief provider comparison to...
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