Cobrowsing & Full Desktop Screenshare for Docusign
Cobrowsing in Docusign
Lenders, loan specialists, real estate agents, & financial service providers use Docusign dozens of times per day to collaborate on contracts or loan agreements, e-sign sensitive documents, & complete tricky legal proceedings.
Having the ability to cobrowse in Docusign with your clients means you can support customers while seeing the same Docusign screen they are working on.
Recursive Labs Realtime cobrowsing solution includes three use tiers:
Read Only - Agents can only view customer screens; never interact
Collaborative - Agents can interact with specified elements in a customer browser tab
Full Desktop - Agents use WebRTC to screenshare with full desktop capabilities
Visit our page on Realtime Cobrowsing & Screensharing!
Full desktop screenshare for Docusign
Sometimes clients need some extra assistance with the Docusign platform. Recursive Lab’s Realtime full desktop screenshare lets your agents interact with client browsers, applications, & settings. Your agents always work out of the same CRM interface they're used to!
No additional software downloads required for full desktop screenshare, so you can quickly and seamlessly hop into full desktop during a Docusign session & take care of whatever issues crop up.
Support customers live in Docusign
Having the ability to see what customers are seeing on their Docusign platform (especially with full desktop reach) means you can assist & support clients live with a human touch. This personalized experience means:
Lower abandonment rate for lengthy forms
Fewer mistakes & errors on applications
Live witnesses to document e-signing
Clear up confusion with unfamiliar Docusign platform
Delight customers with personalized, human support
Cobrowse with multiple signers in Docusign
Realtime cobrowsing & screenshare sessions can include multiple guests. Once a screenshare session begins, your agents can invite additional guests into the session. This enables Docusign screenshare sessions to accommodate:
Multiple signers in one session
Added expertise by pulling in specialists
Invite third-party witnesses or stakeholders
Cobrowsing software with built-in redaction
Recursive Labs builds data privacy into every aspect of our cobrowsing software. To ensure your team never sees sensitive data, you can redact any on-screen element dynamically in cobrowse sessions.
That makes it easy to hide:
Social security numbers
Credit card numbers
Any other onscreen element
Don’t want agents to see what customers are typing in a field? No problem. We can bulletize individual characters, place a black mask over the field, or remove the field from the agent's view entirely.
Realtime cobrowse uses the meta-structure of the web (the DOM) as a lens, securing data down to an element level on a webpage. All sessions are HTTPS secure, adding 256 AES encryption to the equation.
Need to record interactions for compliance purposes or for team training? Our integrated redaction is reflected in recordings with Recursive Labs Record. Sensitive data never leaves the customer’s device.
Still have questions?
We are happy to answer any questions you have about cobrowsing, screensharing, mobile camera sharing, video chat, & more. Recursive Labs is an industry leader in Next Generation Visual Customer Engagement & our team has plenty of knowledge to share!
Shoot us a message & we'll send more info!
Recursive Labs is an industry leader in next generation visual customer engagement software in the form of secure no-download cobrowse, screenshare, video chat, & mobile camera CRM software. We help companies connect customers & support teams seamlessly through no-download visual engagement tools that integrate with major CRMs.