The Checkbox platform is highly secure with layers of technical and operational controls in place to protect information. We're SOC2-II certified, and we encrypt all of our data at rest and in transit, with regular penetration testing to ensure we're always on our a-game.

Not at all. When counterparties need to be involved, Checkbox sends them a custom email containing an access link. The counterparty can review and markup documents, as well as provide any other information needed, all without a Checkbox license.

Our Redlining module comes with a "Markup Offline" mode to accommodate this. We've made it easy for the user to download the current version, review it in their preferred Word editor, and upload it back into Checkbox. From there, it's business as usual - your workflow will continue on as you've designed it and your team can continue to leverage the benefits of the Redlining module.

The online editor is fully compatible with docx, and is able to ingest redlines, comments, and markups of your document content. It also preserves your document's formatting and layout, meaning you don't have to sweat the small stuff.

You bet! Simply upload the external document into your Checkbox workflow, and you'll be able to review, markup, approve and execute it as if it were generated on Checkbox.

Contract automation is the use of technology to generate, manage, and execute contracts. The contracting process is optimized through automated workflows via digitization and collaboration.