Are you thinking about switching to software that uses electronic signatures? We can't say we're unhappy with you.
Every sector of the economy, from CPAs who need to submit tax returns more quickly to insurance companies that want to provide better customer service, has chances to speed up procedures, eliminate human labour, and increase security using electronic signatures.
Thankfully, switching to electronic signatures is simpler than many people realize.
To help you get the most out of your paperless signing process, we've put up a list of four e-signature recommended practices.
1. Examine the security safeguards:
Contrary to common opinion, electronic signatures are equally as secure as traditional pen-and-paper signatures. In fact, because of their simplicity, these signatures are a good solution for assuring compliance and security.
Because they remove the necessity for emailing, scanning, and printing, the risks of a signed document ending up in the wrong hands are considerably decreased.
But there is a grab: while selecting electronic signature software, ensure that it includes the necessary security measures.
For example, all Wesignature document delivery are secured with full AES 256-bit SSL security. In other words, the same technology that safeguards financial transactions also safeguards electronic signatures.
Keep a watch out for any industry-specific standards or legislation that may affect how you acquire electronic signatures.
When gathering signatures for documents containing patient data, healthcare organizations and business associates, for example, will need to discover software that decreases the risk of HIPAA non-compliance.
2. Begin using templates right away:
As a general rule, you should never have to duplicate a document only to obtain an electronic signature. If a contract, agreement, or other piece of paper has once been signed, the basic substance of the document can be utilized to gather signatures again... and again…
What is our recommendation? When you have a document to complete, start by establishing an online signature format that you may use again and again.
Even if you don't intend to reuse it right away, building templates today will save you hours later. Most electronic signature software contains capabilities that enable you to easily construct templates for commonly used documents and then populate dynamic portions with your data as needed.
By putting your logos, colors, typefaces, and branding into the digital papers you provide for signatures, you can remind consumers who they're working with and how simple it is to do business with you.
If you need an electronic signature, look for a service that lets you simply develop unique templates.
3. Go electronic for everything
Do you have a lot of "old" paperwork that consumers or clients must manually sign? The good news is that you won't have to duplicate them all.
Some electronic signature software can convert PDFs, Word documents, and even picture files into electronic signature forms.
If you're concerned about legal consequences, be assured that electronic signatures are just as legally binding as paper signatures.
With the correct software, you can even automate the process of establishing an audit trail to authenticate signatures if they are ever brought into question.
Going digital with all of your papers will provide you with the extra benefit of organization. When you gather an electronic signature with software, the signed document is instantly backed up and stored in the cloud for convenient access.
It eliminates the need to waste time looking through files, folders, and emails every time you want a document.
4. Interact with customers
It's easy to become frustrated when you're following down incorrect signatures or late contracts. Choose a system that has an auto-remind option, which reduces the need to travel door-to-door. This way, you won't have to waste time making many client calls or sending embarrassing follow-up emails to consumers.
Even more critical, make sure to get the word out. Once your electronic signature procedure is in place, it is vital that you inform your consumers about it.
Many individuals are unaware that their tablets, smart phones, and other mobile devices may be used to produce online signature maker. Make sure your consumers are aware of all the methods they may sign in seconds, whether it's by adding another line to your emails or offering a link.
Are you prepared to start utilizing electronic signature software? Wesignature comes with everything you need to gather, protect, organize, and save digitally signed documents.
With so many different vendors, features, and systems to choose from, finding the best electronic signature software in the market can be quite overwhelming.
Thankfully, we have identified 7 common mistakes which organizations make, when shopping for e-sign solutions – so you will know how to avoid them.
Choosing an e-signature solution that isn’t user-friendly
Never confuse simple with under-powered—yes, electronic signature software should be easy to use.
Choosing e-signatures that don’t integrate with the existing applications
When you buy an e-sign solution that doesn’t integrate well your existing applications, you are unlikely to enjoy the full benefits of automation.
