Document
Exchange
Move a document between firm and client, and sign it without leaving.
Inside the internal tools, Document Exchange handled the flow of documents between Intuit’s agents and their clients, with an e-signature capability built on DocuSign for Salesforce folded directly in. The craft was in a signing flow that felt trustworthy at every step.
2d overdue
Documents move between two parties who don’t share a screen.
An agent inside the platform and a client outside it need to pass documents back and forth, and, often, sign them. That’s two audiences at once: the expert agent who lives in the internal tool, and the client who touches it briefly and needs it to feel obvious and safe. The e-signature step is where trust is won or lost.
Dense, efficient, part of the operations workflow.
Brief, clear, trustworthy, a customer-facing widget, not a platform.
View the document. Affix the signature. Done.
Built on DocuSign for Salesforce, the signing experience kept the document front and center, read it, then place a signature on it in the same view, without a jarring hand-off to a separate tool.
The document never leaves the frame.
The signer views the actual document in the flow, no download-print-scan detour, so the thing being signed is always the thing on screen.
A clear, deliberate act.
Placing the signature is its own explicit step, legible and confirmable, so signing feels intentional rather than incidental. That deliberateness is what makes an e-signature feel as trustworthy as a wet one.
For the client, dead simple was the whole point.
The other half of the exchange is the customer-facing portal, where a client who touches this briefly sees exactly what’s being asked of them and nothing else. A plain list of requested documents, a company selector, an upload, and an unambiguous confirmation.
A checklist, not a platform.
The client sees a scrollable list of exactly the documents requested, scoped to their company, each with a single upload action. No account to learn, no navigation to get lost in, the widget does one job and makes it obvious.
Green check, no doubt.
An explicit “Upload Successful” confirmation and a completed row leave no question about whether the document went through, the reassurance a brief-visit user needs before they close the tab.
One feature, two audiences, native to the system.
Document Exchange had to serve the expert agent and the brief-visit client at once, on top of DocuSign for Salesforce, inside Intuit’s established design language. Make it feel native, designed in, not bolted on.