E-Signing

Collaborative Document Editing & E-Signing

Browse policies, advise over video chat, fill forms, and e-sign securely — all in one Surfly Session.

Trusted by hundreds of companies and more than 200,000 users worldwide

Share your offline files with other participants

Securely upload files from your device to a new tab of the same Surfly session so everyone can see them. We support .pdf, .docx, .xlsx, .pptx, and .md files for documents & .jpg, .jpeg, and .png for images.

Annotate, fill, and rearrange pages in a document

Annotate files, fill forms, redact information, and place custom stamps in any file you share during a session. You can also reorder, rotate, delete, and crop pages, and then download your documents as PDFs.

Track all changes to documents with detailed audit logs

Keep track of all changes made to any document or image shared in a Session to see exactly who added an annotation, or which time someone signed a document.

Surfly employs TLS 1.3 transport security, 256bit SSL encryption, full audit log features, and masking of sensitive data to ensure you stay secure and compliant in all your interactions. We are HIPAA, GDPR, ISO 27001, AICPA SOC, and PCI DSS compliant.

Any questions?

All you need to do is upload a document during your Surfly Co-browsing session and you will instantly be able to edit, annotate, or e-sign.

Absolutely! Surfly employs TLS 1.3 transport security, is ISO 27001 certified, and we do not store any session data on a disk. For more information check out our Security and Compliance Center.

While Surfly does not store customer and session data, we allow our customers to do so. For many of our customers in highly regulated industries (Insurance, Banking, etc.) keeping detailed audit logs is required for compliance reasons, so Surfly allows them to store detailed audit logs of all sessions.

Christian H Product Portfolio Director

“Surfly convinced us from day one and since then, we didn’t get disappointed in this valuable and friendly partnership. The software of Surfly is a great addition to the OneDealer-portfolio and makes us, and more importantly – our customers, very happy.”

 

Read the full Surfly review on G2

Catherine D

“It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.”

Read the full Surfly review on G2

Unsub H Principal Engineer

Technical point of view

  • So easy & fast implementation. I don’t need change our website.
  • Powerful APIs with good documents, I made a site in a few days using it.
  • Secure architecture and functions, I can do masking of personal information.
  • No installation, our customer don’t need additional installation.
  • Fast performance

Read the full Surfly review on G2

Surfly’s features

Co-Browsing Co-browsing
Video Chat Video chat
Surfly Session
E-signing
Interaction Middleware Interaction Middleware

Create better digital experiences. Without boundaries.