Smart signature check using AI
CloudFiles Document AI identifies the presence, type, and authenticity of signatures, handwritten or digital, and instantly updates Salesforce records to reflect verification status.
Every unsigned or invalid document delays your approvals.
CloudFiles eliminates the guesswork by automatically confirming whether documents are properly signed and authenticated before they reach reviewers.
40%
document rejections caused by missing or invalid signatures
5x faster
approval cycles with automated verification
0 manual effort
to check signature presence and authenticity
Your Automation, One Flow Away
With CloudFiles Document AI + Salesforce Flow, signature validation becomes part of your automated document approval process.
See how it works step by step
Step 1. Upload and Trigger AI
When a document is uploaded to Salesforce or an external storage, Flow 1 triggers automatically, sending the file to CloudFiles Document AI for processing.
- Scanned, handwritten, PDF - universal file support
Step 2. Detect and Interpret Signatures
Once processing is complete, Flow 2 triggers and uses the Query Document action to check for valid signatures using a Natural Language Query such as:
- "Check if the document contains a valid signature. Return 'Yes' if a signature is present, otherwise return 'No'."
Step 3. Update Salesforce Records
AI responses (Yes/No) are returned to Salesforce.
- If “Yes,” the related record (e.g., Contract, Medical Form, or Agreement) is updated to Verified.
- If “No,” it’s flagged for review or re-upload.
The triple advantage
Get Visibility, Accuracy, and Speed
95% Faster Verification
Detect and validate signatures instantly as part of your workflow.
99% Confidence
AI identifies both handwritten and digital signatures accurately.
100% Automation-Ready
Verification results sync automatically with Salesforce Flows and records.
Beyond this use case
Assign AI-based clarity scores to evaluate how readable a handwritten signature is.
Verify presence of multiple required signatures (e.g., doctor and patient, client and agent) before final approval.
Detect additional validation marks like company seals or digital stamps alongside signatures.
Frequently Asked Questions
Yes. The AI recognizes both signature types, including scanned, drawn, or digital pad signatures.
Yes. CloudFiles can be configured to detect signatures in specific regions (e.g., footer or approval box).
Yes. You can query for multiple required signatories, and the AI will return “Yes/No” for each.
It checks presence and format for validation, not forensic-level identity authentication.
Yes. CloudFiles follows SOC 2, ISO 27001, GDPR, and HIPAA standards. All data is encrypted and processed securely within your Salesforce environment.
Turn signature verification into an automated step
Stop chasing signatures manually. Let CloudFiles AI verify presence, type, and validity instantly — right inside Salesforce. Book a 15-min live demo and experience automated signature verification in action.