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Frequently Asked Questions

Looking for answers? We’ve responded to your frequently asked questions. Learn about OnTask’s capabilities, pricing information and more.

features

Features

  • Yes. OnTask Signature features a legally binding signature feature similar to that of DocuSign, that includes enhanced routing and workflow features. Learn more about OnTask Signature here.

  • Although they may sound similar and are often used interchangeably, electronic and digital signatures are different in many ways. OnTask offers both. Learn more about the differences to decide what you need here

  • Digital and electronic signatures are only one of OnTask’s features. With OnTask, you automate a process end-to-end and collect signatures as part of your workflow.  But, what sets us apart is that we don’t charge per user and we don’t operate in complicated envelopes. We also have a team of humans ready to help you. Contact us today to see how we are different.

  • OnTask is a HIPAA, FERPA, CCPA, and SOC 2 compliant platform, using AES-256 end-to-end encryption. Covered entities that wish to use OnTask to store information under HIPAA compliance must have at least one OnTask organization on the Enterprise plan and execute a Business Associate Agreement (BAA) with OnTask. BAA’s are available upon request.

  • Yes. All signatures obtained through OnTask are legally binding and HIPAA compliant. Each signature received through OnTask comes with an audit trail that allows you to view timestamps and IP addresses associated with all actions on your document.

  • Yes. OnTask is hosted on Amazon Web Services. We employ AES-256 end-to-end encryption, as well as encryption in transit as well as download tokens that expire after two weeks to ensure secure routing and data gathering. OnTask is also HIPAA, FERPA, and SOC2 compliant.

  • Yes. Using Quick Sign, you can either scan a document onto your computer or upload an existing PDF or Word document to OnTask. Once uploaded, OnTask will automatically scan the document for fields, and you can adjust them and assign participants.

  • Your workflows and signable documents can be accessed through a shareable link, QR code, or through emails and SMS texts generated in OnTask as part of your workflow. Links and QR codes can be embedded on your site, shared via email or text, or delivered in the way that’s easiest for you.

  • Yes. You can set reminders and escalations in OnTask so that your workflow doesn’t get stuck with a single user. See our help article on reminders and escalations to learn how.

  • Yes. You can easily add your company’s branding to all documents, forms, and emails created within OnTask. Read our help article on custom branding to learn how.

  • Workflow progress is available in your OnTask dashboard. Simply click into your workflow to see its progress. See how you can track workflow progress with our help center article.

  • Yes. OnTask allows you to generate a link for your workflow that can be sent by email, text, or any other means your business uses. You can send to an individual or do a bulk send using a CSV file.

pricing-and-plans

Pricing and Plans

  • Contact us today to set up a personalized demo tailored to your business’ needs.

  • No. You can start with a 14-day free trial and upgrade at any time to a paid plan with more advanced features.

  • Our 14-day trials are free and require no credit card to get started. During your trial, you can build unlimited workflows and access all of OnTask’s features, including eSignatures and APIs. Even after your trial expires, you will receive 5 free eSignatures a month in OnTask. We’ll save all of the workflow templates you make for you to access at any time. And if you decide to upgrade, you’ll be able to access these after your free trial.

  • Yes. After your 14-day free trial expires, you’ll still be able to access your account and use Quick Sign to send 5 free eSignatures a month.

  • You can be up and running in as little as a few hours depending on what you need. If you have a complex integration and need professional services help to get started, we can have you up and running in a week.

  • Our starter plan is designed for those who need the basics, and includes 2 users. All other plans include unlimited users so that you can add others as needed. Administrators can assign roles to users to ensure proper access and security.

  • OnTask strives to have transparent, usage-based pricing so that you only pay for what you need.

    Our subscription plans allow each organization to send up to 200 signature requests per year. Based on historical data, we know that that number far exceeds a typical organization’s usage. However, if your organization uses more than 200 signature requests per year, your plan is still active. A member of our team will work with you to create a subscription plan tailored to your growing organization with fair pricing and zero interruptions to your active workflows and templates.

  • Organizations are entities associated with a company that contains both groups and members. All pricing plans are associated with a single organization and may contain unlimited users and groups. If you need multiple organizations, contact us so we can talk through your needs.

  • Yes. Your subscription will automatically be renewed until you let us know you would like to change your plan or cancel your account.

  • Yes. All monthly plans can be easily upgraded. Contact us to chat about upgrading annual plans.

  • Yes. Our monthly plans can be canceled at any time and you will not be charged for the following month. Annual plans may be cancelled and will not renew.

  • No. Participants can fill out forms and provide eSignatures without an OnTask account.

  • No. It is not necessary for all participants to have an account. Notifications will be sent via email and participants can review, assign, or delegate without having an OnTask account. OnTask provides seamless processes for internal or external use.

capabilities

Capabilities/Use Case

  • Yes. OnTask can be used to streamline your patient or client check in process. Often, companies will have participants use a tablet or scan a QR code for them to complete on their phones.

  • Yes. For events, we recommend using a QR code that your users can scan or a link sent prior to the event for completion. Workflows can be completed from any mobile device

  • OnTask natively integrates with Salesforce, Google Drive, SharePoint, Amazon S3, Dropbox, and more. OnTask easily integrates with thousands of apps and software by sending documents and data between the specified systems via Zapier connections or any app of your choosing through web endpoints. View our list of integrations to learn more.

support

Support

  • Yes. We offer a variety of support channels to all of our users, including a help center, how-to videos, and weekly office hours. You can also email or chat with our support team during normal business hours (8 AM – 5 PM ET, Monday – Friday). Users with professional service hours can also get scheduled technical phone support.

  • Professional services hours can be used for anything your team needs help with including form, document, and workflow set-up; general onboarding, training, consulting, creating custom workflow templates, configuring integrations, and/or advanced document processing. The hourly rate for professional service hours is $250. Hours can be purchased a la carte or in custom packages for a discounted rate. Contact us for options.

     

  • Check out our glossary of terms to understand all of the workflow-specific terminology used within the tool. You can always contact us if you still have questions.

security

Security & Compliance

  • Yes. OnTask is hosted on Amazon Web Services. We have encryption in transit as well as download tokens that expire after two weeks to ensure secure routing and data gathering. OnTask is also HIPAA, FERPA, SOC 2, and CCPA compliant.

  • Yes. OnTask is a HIPAA, FERPA and SOC 2 compliant platform. Covered entities that wish to use OnTask to store information under HIPAA compliance must have at least one OnTask Organization on the Premium Plan and execute a Business Associate Agreement (BAA) with OnTask. BAA’s are available upon request.

  • Yes. All signatures obtained through OnTask are legally binding and HIPAA compliant. Each signature received through OnTask comes with an audit trail that allows you to view timestamps and IP addresses associated with all actions on your document.

ontask-api

OnTask API

  • Developers use APIs to make requests of the application they are calling. They receive a response to that API request and have logic to process the response. 

    Webhooks are similar, but they basically skip the request part. So, a webhook allows a developer to say “here’s a URL, send a message to it when ____ happens”. 

    Example:

    Let’s use getting a document signed as our example. With an API, the calling application requests the status of the document from OnTask. OnTask responds by telling the application “this document hasn’t been signed yet”, which signals to the calling application that it needs to wait and asks again later. This process will continue until an action has been taken. 

    Once the OnTask response indicates that the document has been signed, another API endpoint is called to download the document. 

    With a webhook, that same application goes “hey, send the document here once it has been signed” so when the document is signed, this means the user doesn’t need to check on the status. Instead, they will get notified when the document is ready.  

  • Webhooks are for notifying external systems once certain criteria are met within OnTask, such as a document being signed.

    APIs are for integrations where an outside system wants to interact with OnTask either in terms of starting a workflow or for implementing eSignature, forms, or workflow functionality seamlessly into an application.

    APIs can also be used in tandem with a webhook. An example would be a webhook that notifies an external system that a document is complete, which then prompts ur APIs to retrieve the document.

  • Yes.

  • The number of transactions, or API calls, available depends on which OnTask API plan you choose. View our pricing page for more info. If your transaction volume goes above what is included in your plan you will be able to upgrade your plan or work with our team to create a fair price for what you need.

  • Support hours are based on the OnTask API plan that you choose. View our pricing page for more info. 

  • OnTask API features a capability called “white labeling”, meaning that you can access an unbranded version of the product in which you can add custom branding and styling for a seamless experience across your applications. This feature is available with all Business Pro and Enterprise accounts.

     

    If you didn’t see your question on this list or need more information about OnTask API, please reach out to us here. Someone from our support team will be happy to answer any of your questions or give you a quick demo if your question is a little more complex.

If you’re still looking for answers, visit our help center or contact us for assistance. We’re happy to help and will get back to you as soon as we can.

HIPAA, FERPA, SOC2 and CCPA Compliant

With industry-leading security standards, OnTask makes it easy to collect and track sensitive information across industries. Our digital signatures are legally binding under the ESIGN Act and include a certificate for a complete electronic audit trail, meaning your data is safe and secure, whether it’s COVID-19 related paperwork or any of the other forms that are vital to your business.

HIPAA Compliance AICPA SOC2 compliance FERPA compliance in OnTask CCPA logo