Documentation

eDoc+

Requires. Account Management with View to see the add-on. Account Management with Modify is required to enable or disable it.

eDoc+ connects SecurityTrax customer data to electronic document templates. It helps your team send cleaner contracts and forms because customer fields can populate templates instead of being typed by hand.

Note. When eDoc+ is off, the customer E-Docs tab and the Electronic Documents admin section are hidden. Direct URLs return Not authorized. Existing envelopes are not deleted — they reappear when eDoc+ is re-enabled.

Why you want it

  • Reduce missing signatures and illegible handwriting.
  • Push SecurityTrax customer data into supported e-signature templates.
  • Support multiple electronic document provider accounts when your company needs them.
  • Build SecurityTrax-hosted templates when you use SecurityTrax eDocs.

Enable eDoc+

  1. Go to Admin → Account Management → Add-ons.
  2. Find eDoc+.
  3. Click Enable.
  4. Read the billing confirmation.
  5. Click Confirm.

Set up electronic documents after enabling

  1. Go to Admin → Integrations.
  2. Use the electronic document integration controls available for your company.
  3. Go to Admin → Electronic Documents → Electronic Document Providers.
  4. Add or edit the provider your company uses, such as DocuSign, PandaDoc, or SecurityTrax eDocs.
  5. For SecurityTrax eDocs, go to Admin → Electronic Documents → Electronic Document Templates and build at least one active template.
  6. Test by opening a customer and using the customer's electronic documents area.

Disable eDoc+

  1. Go to Admin → Account Management → Add-ons.
  2. Find eDoc+.
  3. Click Disable.
  4. Click Confirm.

Warning. Disabling eDoc+ stops new e-document sending through the add-on. Existing document history remains available where SecurityTrax stores it.

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