Automate and Scale Your Document-Driven Workflows

WhiteDoc is a powerful platform for document automation, designed to streamline business processes across departments — from finance and legal to HR, procurement, and sales. It transforms how organizations create, send, sign, and track documents by combining structured data, automation logic, and secure electronic signatures in one unified environment.

With built-in tools for template design, data integration, event-based automation, and audit tracking, WhiteDoc empowers your business to operate smarter — accelerating execution, reducing manual errors, and ensuring compliance:

• Automated interaction between companies, teams, and systems
• Structured data exchange instead of file transfer
• Transparent, controlled business processes
• Scalable operations without increasing manual work

Key Platform Capabilities

• Data-Driven Documents
  Generate documents from structured CRM, ERP, or external system data. Dynamic templates auto-populate fields, minimizing manual input and improving accuracy.
• Automation & Workflow Logic
  Trigger document creation, signing, and approvals based on system events or user actions. Set conditions, validation rules, and roles to automate routine flows.
• Template Designer & Branding
  Create reusable, on-brand templates for contracts, invoices, orders, HR forms, and more. Full control over logic, formatting, field mapping, and required documents.
• Advanced E-Signatures
  Support for BES, AES, QES — fully compliant with regional and international regulations. Legally binding signatures with secure audit trails.
• Cross-System Integration
  Seamlessly exchange data with any system via API, Webhook, or file-based interfaces. Supports structured formats (JSON, XML), REST endpoints, and XSD mapping.
• Full Document Lifecycle
  From generation to signature and archiving — all stages are monitored, logged, and traceable. Built-in analytics show document status and user actions in real time.
• WhiteDoc is built on secure AWS infrastructure
  Documents are encrypted, versioned, and stored in S3. Role-based access control, password policies, SSO, and firewall protection. Compliant with ISO 27001, GDPR, and local regulations.

New Features:

AI Recognition
Automatically extract key data from uploaded files (PDFs, images, scans) to populate document fields and trigger workflows.

AI Assistant
Analyze document content, generate summaries, extract key insights, and provide smart recommendations for next steps — directly within the document workflow.

Forms
Configure public forms for data/document collection, onboarding, or compliance. Share via link, QR, or embed on your site.

Invoice Payments
Enable payment collection directly after document approval or signing. Works with B2C and B2B payment providers.

Business Use Cases

• e-Invoicing & Finance Automation
  Automate invoice creation, dispatch, and payment tracking. Trigger payments and reconcile data between systems.
• Contract Management (B2B/B2C)
  Digitize the full lifecycle: generate, approve, sign, store. Reduce legal risks and simplify tracking.
• HR & Onboarding
  Manage employment forms, onboarding packages, and e-signatures for internal workflows. Ensure policy acceptance and complete digital recordkeeping.
• Procurement & Supplier Docs
  Auto-generate purchase orders, delivery notes, and vendor agreements. Track approval chains and reduce delays.
• Customer Communications
  Send personalized offers, proposals, and service agreements. Populate templates with CRM data and deliver securely.
• e-Commerce Operations
  Manage sales documents, payment confirmations, and returns digitally — tied to events in your e-commerce or CRM system.
• Supply Chain / EDI
  Integrate structured workflows with suppliers via XML, XSD, and API. Automate order confirmations, shipment updates, and inventory syncs.
• Form Builder for KYC / Onboarding / Data Collection
  Configure flexible web-based forms for collecting data, documents, and consents — perfect for customer onboarding, KYC/AML verification, or internal process automation. Embed forms via link, QR, or UI button with no account needed for respondents.

Creatio Integration

WhiteDoc offers a seamless Connector for Creatio, enabling:

• Dynamic document generation from Creatio records
• Logic-based workflows tied to Creatio processes
• Real-time status tracking and document event handling
• API-based return of signed documents and statuses
• Embedded e-signature workflows inside Creatio UI