Getting started
Which module do I need
Trackline, Consigne or SmartCheck: which one solves what you have in front of you.
The three modules do different things with the same kind of material. The question that separates them is simple: is the document missing, does it need signing, or do you need to prove it existed?
| If what you need is… | Module | Example |
|---|---|---|
| Someone to send you something you do not have | Trackline | Asking a supplier for their insurance and certificates |
| Someone to sign something you already have | Consigne | A contract, an amendment, a consent form |
| To prove something existed and said this | SmartCheck | A report, photos of a delivery |
Using two is normal
Supplier onboarding starts in Trackline — you ask for their paperwork — and ends in Consigne — they sign the agreement. You do not have to choose: they chain together inside the same case.
The commonest confusion
"I have a contract I want signed and I also need them to send me their insurance." That is both things: Consigne for the signature, Trackline for the insurance, in the same process.
Worth knowing
If in doubt, start with whatever is most urgent. All three share the same contacts and the same documents: nothing you do in one has to be redone in another.
›Do they have to be bought separately?
They share the account, contacts and balance. They are not isolated products.
›Can I use only one?
Yes, many people start with one and add the others when they need them.
›Can a document signed in Consigne be certified?
The signature already carries its certified date; certifying it separately is unnecessary.
A real case
The situation
A company wants subcontractors to sign an agreement and also send documentation.
What you do
- Builds a process that requests the paperwork
- Adds signing the agreement as the final phase
What you get
The subcontractor does it all from one link, without knowing two modules are involved.
The situation
All that is needed is for a hundred suppliers to keep their paperwork current.
What you do
- Sets up the request process and lets it chase on its own
What you get
It is solved with one module and no decision about the other two.
The situation
A document must be signed with someone outside and there is nothing else to request.
What you do
- Sends the document for signature and follows each signer's status
What you get
The signature closes without building a document process around it.
The situation
Proof is needed that something existed on a given date.
What you do
- Seals the document and keeps its dated trail
What you get
The proof stops resting on anyone's word.
The situation
A company does not know where to start and wants to try all three at once.
What you do
- Picks the process that consumes most time today
- Starts with the module that covers it
What you get
The first result arrives before anything permanent is decided.
The situation
You start with one module and months later need another.
What you do
- Adds the second over the same files
What you get
Nothing already running has to be moved.
This article answers
- difference between trackline consigne and smartcheck
- which module do i use to sign
- what each part of the platform does
- do i need to request documents or sign them