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Advanced Digital Transaction Management (DTM)

Advanced digital transaction management goes beyond basic eSignature capabilities of digital transaction management and involves complex document processes, including, but not limited to, document assembly, routing, integration with other applications, and workflow both upstream and downstream from the decision, approval, or signature. Advanced DTM is what Aragon refers to as workflow and content automation (WCA).

Enterprises have many legacy applications in place that can be converted to DTM if the document-related part of the process could be made electronic. Integrating eSignature capabilities into legacy applications is made easier with providers that have open APIs (application programming interfaces) and SDKs (software development kits).

An example of an advanced DTM application is automated mortgages.

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