The Online Digital Signature Way

A Digital Signature Blog


Month List

Jan 31, 2017

If you have ever wanted to include someone in a Secured Singing workflow, who doesn't sign, but is kept up to date on how things are progressing, you are not alone.  We have had requests from procurement teams for the manager to receive notifications on all contract signings. Some companies wanted the notification that a signing process had been completed to go to a centralised processing team to ensure the signed document was always recorded properly. The development team know a good idea when they see one, so they built it!

Notification recipients and completion recipients are just a couple of the more than 100 enhancements that have been made to Secured Signing with the Summer 2017 release. There's far too much to talk about in a single post, so this time I'll focus on how you can use additional recipient notifications.  

When you send an email asking somebody to do something, you address the email to that person in the 'To' field.  You may also want to let somebody else know what is happening, even though they don't need to do anything personally. For an “FYI” recipient, you may add that person to the 'CC' field. Think of additional recipients as a "CC" to your signing workflow.

Including an additional recipient in your signing process couldn't be simpler. Simply click the checkbox on the invitation workflow screen and click the View/Manage button to select one or more people to receive additional notifications. Notification recipients will receive all the notifications for the singing process but they are not able to sign the document. Completion recipients will only receive notification of completion of the signing process.


When additional recipients are selected, the document owner can type the details during the invitation process. To make it even simpler, they can select the person from a list of recipients.  The list of notification and completion recipients is managed in the account settings.  

In the email Notification recipients receive. a link to the notification recipients’ portal is provided. The portal provides a dashboard showing all the documents where the person has been included in the singing workflow.  For each document, the due date and the status of the signing process is displayed along with links to click through to the document and the document log.  The portal shows current documents, recently signed documents and a full history of documents the person has been included as a notification recipient. The notification recipient portal can be accessed directly from the Secured Signing website. 

To include additional recipients, you will need to enable notification recipients and/or completion recipients in your account settings. The toggle to turn on additional recipients are shown under the We Sign heading on the My Setting page in My Account.


Next time we'll talk about a great variation on additional recipients - reviewers!  Reviewers must read and approve the document before the invitations to sign are issued. Stay tuned to find out more.

'Til next time

Cheers, John



General

September 30th, 2016

Smart Tag Form Fields give Secured Signing customers a simple yet flexible tool to build forms using familiar software such as MS Word and invite people to fill and sign them online.

The development team are constantly toiling away in the background on ways to make Secured Signing simpler to use and more powerful. This month we'll shine the light on the Form Fields they've added to Smart Tags that give you a simple way to design forms that are Secured Signing ready.

Smart Tags are a great automation feature of Secured Signing which we have had for a while now. Many customers have found them to be a powerful way to make it even quicker to invite people to sign their document online. Adding a Smart Tag to your template allows you to quickly and easily make documents that are Secured Signing ready. The Signature Smart Tag tells Secured Signing where a signature should be placed in your document and who should sign there. Using the Smart Tag button in My Documents you can upload as many Smart Tag documents as you like and send them all off in a single process. We also have a number of customers using Smart Tag merges to invite large groups of people to sign a personalised document with just a few clicks. 

If this is all new to you, please take the time to check out our Smart Tag demonstration videos - Smart Tags- Automate your eSign invitation from documents creation system and  Smart Tag Merge Fields - Smart Tag integration with MS Word.

The addition of Form Field Smart Tags allows you to make a fillable form that works with Secured Signing. It's simply a case of adding the relevant Form Field Smart Tag where you want the person filling the form to provide their information. You can place as many Form Fields in your form document as you need and specify whether they are required or optional. For example, adding the Smart Tag [!Field.Text.R] will place a text field in your document that is mandatory (required). If you replace the R with an O then it will be an optional text field. There are also a number of other attributes you can set including the height and width of the field.

The nice thing is you can build your form in whatever software you are familiar and comfortable with. When you are done, just export it to Word or PDF format and add it to Secured Signing.

When you send your Smart Tag Form to someone, they will see all the Form Field Smart Tags as fillable fields. They will need to complete all required fields before they are able to sign the completed form. It's a much better option than sending them a form by email they have to print, complete, sign and scan to send back to you.

The best way to get started with Smart Tag Forms is to grab the Smart Tag sample document and a copy of the Smart Tag Guide.

Feel free to get in contact for any questions you have with building Smart Tag Forms.

Til next time

Cheers, John


General

June 23, 2016,

There are many, many people who love the simplicity and speed of Secured Signing just as it is.  For quite a few of our business customers though, they are seeing even greater time saving and convenience by integrating Secured Signing to their core software system. This post explores the myriad of ways you can integrate Secured Signing to the software you use all day, every day.

The first and simplest option is using Smart Tags. If the documents you sign with Secured Signing are generated from your core system, why not take a few minutes and modify the template so those documents become Secured Signing ready. The Smart Tag documents your system generates can be added to Secured Signing in batches without any need to position signatures.  It’s a great time saver!

A Smart Tag is simply some text within the document that Secured Signing recognises as a marker for where a signature should appear and who needs to sign. Check out the Smart Tag demonstration videos in the How It works part of the website - http://www.securedsigning.com.au/support/demo-videos.

Another popular integration is completely avoiding the time suck and boredom of data entry by plugging Secured Signing’s Form Direct into your core business software. This also means your data is free of keying errors and updates are processed without delay.

If you’ve used Secured Signing Forms, you know they are great for enforcing mandatory items and making sure you have a complete form filled and signed the first time - all with no paper!  Form Direct provides additional capabilities like dynamic form elements that hide questions most people don’t need to answer, as well as data validation and lookup.

Did you know, that as well as a signed form, Secured Signing Form Direct can also return the data entered into the form. For some customers we supply the form data as a file they can use with an existing upload process in their software. For other customers, we write the data directly into their system to create and update records automatically - no data entry!

And finally, the pièce de résistance - the Secured Signing application programming interface or API!  Closely integrating your core software system with Secured Signing gives you access to the full range of online signing capabilities without leaving the system you use day in, day out for maximum convenience.

Check out the Connectors page to see if an existing integration is available for the software you use. If not, get in touch and we can start the conversation about your needs and the integration capabilities of your system.  If you are a developer looking to extend your system with secure PKI digital signatures, check out the resources on our Developer page - https://www.securedsigning.com/developer/api-documentation

Till next time,

Cheers

John



General

March 31, 2016

You may have seen the news item recently that nearly half of our current jobs will be replaced by technology. It’s been a recurring lament since the first labourer was replaced by a steam engine.  At a personal level, the rapid transformation of the economy and work is certainly challenging but, from enough distance, there are jobs that no one misses.I doubt anyone who used to collect night soil buckets regrets sewerage systems replacing outside toilets.

The word ‘computer’ used to be a job title, not a name for a device. Before electronic computers, there were people whose whole career was manually calculating tables that were used by other trades and professions. Ships were literally lost due to errors in the manually created log tables used by their navigators.

Considering this broader sweep of history, I don’t feel bad about my personal campaign to make data entry jobs redundant. When our only option was paper forms, someone manually entering data from those forms into software systems was a necessary evil. There are now better options.

Many organisations have made a sort of dead end progress with electronic forms that can be completed on screen but then have to be printed to be signed and sent back. Considering someone still needs to manually re-key what has already been typed into the electronic form, it’s not really much progress. What is needed is proper online forms, integrated to our software systems.

Form Direct solutions from Secured Signing can be filled in and signed on any device using a plain web browser. Mandatory fields are enforced and data is validated as it is entered, ensuring forms are complete and correct the first time. The completed and digitally signed PDF of the form sorts out your compliance and record keeping obligations. But the game changer is you also get the data that was entered into the form. This can be supplied as a file that is uploaded to your system or, better yet, we can call your software in real time and load the data directly.

Posting the data entered into your online forms directly into your core business systems not only saves duplication of effort, it improves the quality of your data.

Do your bit to get a data entry person a better job! Get rid of your paper forms and fillable PDFs.  Get some proper online forms that give you a digitally signed record and post data directly into your core business system.

Til next time!

Cheers

John


General

March 3, 2016

Each time I install some new software I am asked to sign to agree to the software licence for that product. To do this, I click on the box that says “I Agree”. If you have read that last sentence carefully you may be thinking that clicking a box is not ‘signing’ a document. Surely there needs to be some process that mimics a physical signature on a piece of paper?

Not at all! Most countries now have some sort of legislation that recognises business will be transacted electronically. In Australia and New Zealand this is the Electronic Transactions Act.  The legislation lays down the requirements for valid e-signatures. These include being able to demonstrate the identity of the signer and demonstrating their intent. The other test is that the method used to sign the document is “as reliable as appropriate for the purpose”.

There is no need for any process that looks like a traditional signature. So, a tick box is a legal signature. With your software licence there is no option to do anything but agree to the standard document. For this case, a tick box is likely to be as reliable as appropriate for the purpose.

Beyond these absolutely standardised documents, the trick is knowing what you are agreeing to.

The Western Australian courts recently found that a series of email messages constituted a legally binding contract. No tick box in sight, just the send button - repeatedly. Of course it took a court case or two, and who knows how much money to get an understanding that there was a contract and what was agreed.

To avoid this complication in your life there is a better alternative. Signing electronic documents online using a PKI based digital signature gives everybody a crystal clear understanding of who is agreeing to what.

A digitally signed electronic document is better than a tick box, or a simple electronic signature, in two important ways.

The first is that the signature is tied to the document content. If anything changes in the document, the signature is no longer valid. This is usually checked every time the document is opened. The second is that the digital signature creates an irrevocable link between the signer and the document. The signature cannot be forged nor copied to another document.

In these ways, the PKI based digital signature is as reliable as appropriate for any circumstance. If it’s important enough to sign, then anything other than a true digital signature isn’t good enough.

Secured Signing allows you to sign, or invite someone to sign, your document or form with a personal PKI digital signature for the price of a stamp. Register for a free account and securely sign your first electronic document now.

Till next time

Cheers

John


General