Subscription agreements, engagement letters, CDD reports: automatically generated when the workflow triggers, pre-populated with client data, and stored with an immutable audit trail.
When the right point in the workflow is reached, Mesh ID generates the appropriate document automatically. No manual preparation. No copy-paste from client data. The right document, pre-populated, ready to send.
Not every client needs the same document. Conditional logic ensures a high-risk trust gets a CDD report with enhanced due diligence content, while a low-risk individual gets a streamlined engagement letter. Automatically.
Every generated document is stored immediately in the immutable audit trail: with a timestamp, version number, and the workflow context that triggered its generation. Retrievable at any time.
Push generated documents to any document management system via the Mesh ID API. Your existing DMS, SharePoint, a custom data store. Wherever your documents need to live, they get there automatically.
Generated documents flow directly into Mesh Sign when signatures are required. One workflow, end to end: from data collection through document generation to signed completion.
See how Mesh ID's document generation fits your document types and workflows.
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