Document Management
Record signed advice documents the moment they are completed.
Many firms use DocuSign to collect client signatures on advice documents, transfer requests, and declarations. Bedrock integrates with DocuSign to automatically capture completed envelopes and record them in the ledger — creating an unbroken chain from advice generation to client signature to compliance review.
How it works
Client signs an advice document via DocuSign
DocuSign triggers a webhook on envelope completion
Bedrock records the signed document and its metadata in the ledger
The document is optionally routed for compliance review via Principal
Features
- Automatic capture on envelope completion
- Full document hash recorded for tamper detection
- Signer identity and timestamps preserved in ledger metadata
- Certificates can be sent back as supplementary documents
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
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