Now, Let’s Talk About the E-Signature Features You Really Need
It’s been a hectic week what with jitters in the financial markets and strained relationships between great power nations. If all this disconcerting news has made you want to re-evaluate some of your more expensive arrangements with your business’ software platforms, we at Tech Essentials are here to help.
Our article last week highlighted feature-richness as one of the top e-signature provider selection criteria, so we wanted to go into a bit more detail on what this means as well as some of the exact “must-have” features involved.
For those new to e-sign, or newly looking for a new e-sign provider, here are a couple of the most important e-signature features: (In the coming weeks, we’ll highlight additional e-sign features that have a cool-factor, so please stay tuned.)
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- Sender-Ease: This is all about making it easy to simply attach and send documents for e-signoff (RMail E-Sign, E-Paper is the best for this, for example). And for those who want to put a bit more finger-clicking-muscle into the set-up, you can easily add the ability to drag and drop e-sign fill fields onto your document with some mouse-strokes,
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- align those fields so they are visually appealing to the signer (great for those of the perfectionist type),
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- add signer colors to distinguish which signers are signing what (fashionistas, pick your own colors),
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- re-size and replicate field rules (great for those on smaller screens or those who love copy-paste efficiencies), and
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- create auto-reminders and auto-notifications for when the e-sign process progresses (or does not) to the next signers.
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- Reuse Prior Set-up Efforts: For a sender administrator, life is a lot easier/sweeter when you can set documents up with all the e-sign rules (described above) and then save the configured document or form as a template that is shareable with a team for re-use (think RSign Templates). RSign e-sign web application has the most e-sign set-up ease and flexibility
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- Reuse documents where the content changes with each send but the e-sign and fill fields remain consistent (i.e., a purchase form where the order number changes but the approval fields remain consistent). This makes use of e-sign much more practical for business operations (think RSign Rules).
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- Do all of the above predefining specific permissions for each signer and workflow rules (who signs in what order, who pre-fills but does not sign, who is copied on the final signoff as a separate party). This is what makes e-sign a true workplace automation tool (think RSign sequential e-sign and signer roles).
Here’s a real-world use case: Insurance claims processing is heavily dependent on receiving signatures in sequence and electronically.
Heather Dunn, Claims Supervisor at Mercury Insurance states, “RSign is a saving grace, and every customer is getting their payments a lot quicker than they would have if otherwise mailing out of the documents.” (Click here to listen to her 1-minute discussion).
Of course, please let us know if we can help you select (or re-select) a top e-sign solution like RSign. Or, you can even schedule your own RSign personalized tour or demo here.
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