Digital documents

Digital document and e-signature software

Every signature, filed where it belongs.

Create, send, and sign HR documents without the paper trail. Sequifi lets you build contracts, collect tax forms, and capture e-signatures, all in one place, all legally compliant.

Capterra Best Value 2026Capterra Best Ease of Use 2026

SequiDocs

Document library

Current
TemplatesSentFiled
W-4I-9State withholdingDirect depositContractor agreement
Templates active12
Pre-filled from the recordYes
Signed this month44
Illustrative

Definition

What does document management do here?

It creates the documents your team sends, collects signatures digitally, and files each completed document against the employee record. Tax forms come from a maintained library, fields are pre-filled from the record, and what comes back is searchable rather than sitting in an inbox.

Trusted by commission-driven teams

Trusted by 20,000+ reps, managers, and operators

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Flex PWR logo
GreenLine logo
Sea Port logo
Gainz Marketing logo
Sequifi customer logo
01How it works

Three steps, then it runs every cycle

Step 01

Build it from a template

Start from the library or your own agreement, with fields already populated.

An HR manager preparing documentsHR builds it once

SequiDocs

New document

Draft
TemplateContractor agreement
Pre-filled fields9
Signature orderSet
Fig. 01.1

Step 02

Send and track

See what is out, what is back, and what still needs chasing.

A technician signing on a phoneThe team signs anywhere

SequiDocs

Out for signature

Live
Returned94%
Pending3
Reminders sent6
Fig. 01.2

Step 03

Find it later in seconds

Every completed document sits on the employee record, searchable.

A manager finding a documentAnyone can find it after

Team

Employee record

Filed
Documents on file11
Search byName, type, date
RetrievalImmediate
Fig. 01.3
02The problem

Improve document control with digital Signatures

Digital document workflows help teams centralize files, reduce errors, and keep every signature, approval, and policy record audit-ready.

Reduce delays and document risk

Automated document creation and e-sign workflows keep HR operations accurate, fast, and easy to track across every employee touchpoint.

Document activity

47 documents

This month
Templates active12
Signed44
Pending3
Filed automatically44
Signatures collected94%

Signed and stored automatically

Fig. 02 — the cycle

03One document, end to end

From template to filed

A document is built from the record, signed on a phone, and stored where anyone can find it again.

Fig. 01 — The packet, completed
OFFERW-4I-9DEPOSIT
  1. Step 01

    Pick the template

    12

    Tax forms from the maintained library, or your own agreements.

  2. Step 02

    Fields fill themselves

    From the record

    Name, role, start date and pay details are already known.

  3. Step 03

    It is signed on a phone

    Any device

    No printing, no scanning, no posting it back.

  4. Step 04

    Reminders chase the rest

    Automatic

    Outstanding documents are chased without anyone remembering to.

  5. Step 05

    It files itself

    On the record

    Searchable by employee, document type, date or status.

04What it does

Streamline HR contracts with secure digital Signing

01  ·  Pre-built tax forms

Pre-built tax forms, W-4, I-9, state forms, and more

Stop recreating tax forms from scratch or worrying about outdated versions. Sequifi includes a library of pre-built, always-current federal and state tax forms, W-4s, I-9s, state withholding forms, and direct deposit authorizations. New hires fill them out digitally during onboarding, and the data syncs directly to payroll.

SequiDocs

Tax form library

Maintained
W-4 federalCurrent version
I-9Current version
State withholding9 states
Illustrative

02  ·  Automated document creation

Auto-generate documents with merge fields

Create contracts, offer letters, and agreements that populate automatically with employee data, name, role, pay rate, start date, office location, and more. Build a template once with merge fields, and Sequifi generates a personalized, ready-to-sign document every time.

SequiDocs

Signature flow

In progress
Sent to the employeeDone
SignedDone
3
Counter-signedPending
Illustrative

03  ·  Make, manage, track all documents

Full document lifecycle in one dashboard

Create, send, track, and store every HR document from a single view. See which documents are pending, who has not signed yet, and which are fully executed across your entire organization. Set automatic reminders and maintain a tamper-proof audit trail on every file.

SequiDocs

All documents

This month
Documents completed by weekLast 8 weeks
Illustrative
An operations manager reviewing a pay period on a laptop
Why teams switch

Every document, tracked and stored automatically

From the moment a document is sent to the moment it's signed and filed, every step is tracked, timestamped, and stored securely, with automatic reminders so nothing sits unsigned.

05At a glance

What documents cover today

ContractsPoliciesE-SignTemplatesApprovalsRecordsHR Forms
Library
Federal and state tax forms, kept current
Your own documents
Agreements and policies, as templates
Pre-fill
Fields populated from the employee record
Signing
Digital signature from any device, in any order you set
Chasing
Automatic reminders on what is outstanding
Storage
Filed against the employee, searchable by type, date or status
06Weighing it up

Comparing us with something else

Questions? We're glad you Asked.

Yes. Sequifi's e-signatures comply with the ESIGN Act and UETA, making them legally enforceable across all 50 states. Every signature includes a full audit trail, timestamps, IP addresses, and signer identity verification, so you have a complete record if a document is ever challenged.

Absolutely. You can upload existing contracts, agreements, handbooks, or any other document and convert them into reusable Sequifi templates with merge fields and e-signature blocks. You're not locked into Sequifi's templates, bring your own and digitize them in minutes.

Sequifi supports offer letters, employment contracts, non-compete and non-disclosure agreements, commission plan agreements, company handbooks, direct deposit forms, federal and state tax forms, background check consent forms, and any custom document your organization needs.

Sequifi's pre-built tax form library is maintained and updated whenever federal or state forms change. When a new version of a W-4, I-9, or state withholding form is released, it's reflected in your account automatically, so you never accidentally send an outdated form to a new hire.

Yes. You can configure automatic reminder emails for documents that have not been signed within a set timeframe. Reminders can be sent at intervals you choose, and you can escalate to a manager notification if a document remains outstanding beyond a deadline you define.

All completed documents are stored securely in Sequifi with tamper-proof audit trails. You can search, filter, and retrieve any document instantly by employee name, document type, date, or status, no more digging through filing cabinets or shared drives.

Request a Demo

See how Sequifi can replace your paper-based document process with a fully digital workflow, from template to signature to secure storage. Book a quick walkthrough with our team.