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Akshim DigiSign Pro

by Akshim Infotech LLP

Microsoft D365 Finance and Operations users can generate Digitally signed PDF documents natively.

Problem It Solves

Traditional document signing in ERP environments often suffers from manual bottlenecks, security gaps, and fragmented workflows. This module addresses:

  • Inefficient Distribution: Eliminates the need to manually download, sign, and re-upload documents by automating the entire lifecycle within the ERP.
  • Security Risks: Prevents unauthorized access to sensitive signatures (such as HR or CFO credentials) through role-based mapping.
  • Compliance Gaps: Solves the difficulty of maintaining a verified audit trail for digital signatures applied to system-generated reports.
  • Workflow Continuity: Prevents business delays during employee absences by allowing controlled signing authority transfers.


Core Features

The product offers a comprehensive suite of tools for digital identity and document management:

  • Centralized Certificate Management: A secure repository for .pfx files with the ability to designate "Common Certificates" for automated system-wide tasks.
  • Granular Signature Mapping: Administrators can map specific certificates to individual User IDs or document types (e.g., Sales Clerk vs. Purchase Confirmation) to ensure role-based security.
  • Precise Layout Control: Users can define specific $X/Y$ coordinates, signature box dimensions, and exact page placement for signatures on AOT reports.
  • Flexible Signing Options: Supports manual signing via file upload, multi-select signing from list pages, and high-volume "Bulk Sign & Store" background processing.
  • Automated Post-Signing Actions: Once signed, documents can be automatically emailed to stakeholders, uploaded to Azure Storage, or downloaded to the user’s system.
  • Delegation & Auditing: Includes a temporary signing authority transfer feature and an audit log that captures timestamps, User IDs, and copies of signed files for historical retrieval.


Key Benefits

  • Seamless Integration: Operates natively within D365 F&O, applying signatures directly to PDF reports without requiring external software.
  • Enhanced Security & Compliance: Provides an Extended Data Security (XDS) layer and a robust audit framework to meet regulatory standards.
  • Operational Scalability: Streamlines large-scale operations through automated document distribution and bulk processing capabilities.
  • Performance Optimization: Features a centralized Digital Signature Workspace for high-level monitoring and includes periodic log cleanup routines to maintain database health.

At a glance

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