Frequently Asked Questions
An end-to-end, paperless solution that automates your business processes to help eliminate repetitive tasks, simplifies document management, and preserves audit trails so that you can focus on other priorities.
What are the benefits of Vasion Suite?
+
Vasion Suite gives you the tools to:
- Keep all content secure, yet accessible, raising confidence in compliance and data protection.
- Prevent document mishandling, human error, and missing information.
- Improve overall user experience with a faster turnaround time.
- Reduce labor, printing, and storage costs.
What does onboarding for Vasion Suite look like?
+
The onboarding process is customized per customer, depending on the configuration needs. Vasion system engineers will work with you after purchase to determine the scope of your instance, milestones to achieve, deadlines, software training, and a customer application review, all to ensure you’re getting exactly what your business needs.
What native integrations does Vasion Suite include? Are there any custom integrations?
+
Vasion Suite includes native integrations with Microsoft Dynamics and Office add-ins, Salesforce, and Blackbaud, to continue to streamline your business processes. Vasion Storage integrates with third-party cloud storage applications like Google Drive, Box, OneDrive, AWS S3, Amazon WorkDocs, and Wasabi, so you can keep your important documents accessible and organized.
If you are interested in any custom integrations, talk to a sales representative or your Vasion project lead.
Are eSignatures in Vasion Suite legally binding?
+
Yes. Vasion Signature is legally binding and complies with the ESIGN Act and Uniform Electronic Transactions Act (UETA). All signers must agree and consent that they are legally bound by the document and the Vasion Consumer Disclosure before completing a signature request.
What compliance regulations does Vasion Suite follow?
+
Vasion Suite helps organizations meet their compliance regulations with robust document management and reporting capabilities. Vasion Suite supports a variety of compliance regulations:
- Code of Federal Regulations, Title 21 Part 11
- The Sarbanes-Oxley Act of 2002
- The United States Health Insurance Portability and Accountability Act (HIPAA) of 1996
- The Health Information Technology for Economic and Clinical Health Act (HITECH) of 2009
- AES (Advanced Encryption Standard) 256 File Encryption
What types of encryption does Vasion Suite support?
+
All data in Vasion Suite, including documents, PII, and form entry data, is encrypted in transit and at rest by default using Advanced Encryption Standard (AES) 256-bit algorithm and can be configured based on your business needs. Also, all documents and files are stored with an encryption layer for extra protectionvwhen documents are at rest in cloud storage.
What authentication methods does Vasion Suite support?
+
Vasion Suite supports SSO via Active Directory and SAML 2.0, as well as a Vasion login with a username and password. Administrators can configure password policies for Vasion logins, like a character max, password expirations, a number of uppercase letters or numbers, etc.
Can I opt for a cloud-based storage provider over Vasion Storage?
+
Yes, although there are some features you would sacrifice opting for only a cloud-certified provider for document storage. With Vasion Storage, all files can be encrypted both in transit and at rest, configurable by an administrator. Also, Vasion manages all storage backups, and by using third-party cloud storage, you would need to manage your own backups.
Keep in mind, you can utilize both cloud storage and Vasion Storage in your Vasion Suite instance. Regardless of which storage provider you choose, Vasion Storage lets you securely manage all your content anytime.
What types of standard reports can I run in Vasion Suite? Can I configure custom reports?
+
Vasion Suite users can run user, document, audit, and workflow reports for a log of the activity, either all or in a specific time range, in the Suite.
Users can create custom workflow reports via our point-and-click report builder. All reports in a Vasion instance can be scheduled to run automatically and sent out as a CSV or PDF file, as well as configured with permissions in order to view.
.png)
