The Online Digital Signature Way

A Digital Signature Blog


Month List

May 19, 2017

We are continuing to explore the raft of new features that came online with the Summer 2017 release of Secured Signing.  This time let's look at the all new document library.

When you send a document for a customer to sign, you may need to provide additional information as background to the document being signed.  For example, if a financial planner is recommending her client purchase a new financial product, there will be a legal requirement to supply a product disclosure statement, a statement of advice and so on.  

In Secured Signing, documents that are provided as information and do not need to be signed, are called attachments.  One or many attachments can be added to the email invitation for each invitee or signer.  You have always been able to add attachments to an invitation, that's not new.  

Customers asked us for a way to be sure that the attachments being added to invitations are the most current version.  When a document owner is selecting an attachment from their local computer, there is a chance they may make a mistake and grab an out of date version.  

Selecting an attachment from the Secured Signing document library is not only quicker and easier for document owners, it also ensures that everybody is using the same version of the document.  When a new version of an attachment is published, the document library can be updated, avoiding the need to send everyone in the team a copy.  The document library provides a single place to keep up to date and reduces the chance that an out of date version is sent in error.

The Secured Signing document library is managed in the My Account page under the My Setting tab.  Each document in the library can be categorised into groups for quicker browsing and selection of attachments.  Documents from the library can be attached to both Smart Tag and Form Direct signing processes.

The document library is available to all Secured Signing customers.  You can get started today for greater control over the attachments your document owners are using.  It's another way Secured Signing improves your compliance outcomes.

'Til next time

Cheers, John 


General

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

November 1st, 2016

Ditching your paper and PDF forms for online forms is convenient for customers, great for your business and it has never been easier.

The advantages of online forms are numerous. In this post I'll bring together and summaries the benefits I've written about previously. The links here will take you to previous posts that have focused in more detail on that particular benefit.  So dig in!

Getting a complete form the first time around is the number one advantage of online forms. It means you aren't wasting time chasing up missing details. Secured Signing allows you to identify any form field as required, meaning the person will not be able to sign and submit the form, if that field is not completed. All our form tools including Form Filler, Smart Tag Forms and Form Direct give you the option to make a field required or mandatory.

Online forms also ensure the forms you receive are not only complete, but also correct. Field validation ensures data is in the correct format, like ensuring a phone number field only contains numbers and is exactly 10 digits. Lookup validation is an even more powerful tool to make sure the information in your form is correct.  Examples include looking up BSB data for banking details, or validating addresses. Any Form Direct solution we build for you, can utilise field validation for top quality data.

Online forms also allow you to stop wasting time and effort on data entry.  An integrated Form Direct solution will give you not only a signed form for your records but also update your core business software with the information it contains; no data entry required.  This saves time, wasted effort and removes the potential for keying errors to creep into your database.

More than half of the visitors to your website will be using a mobile device. For these people, downloading and filling out a PDF form simply doesn't work. An online form that can be filled directly in the web browser means everybody can fill and sign your form on any device.

Last month I mentioned you can now use Smart Tags to build forms that work with Secured Signing using the software you are familiar and comfortable with. It is such a simple and powerful way to build forms you can invite your customers to fill and sign online, using just a web browser.

You know your customers hate filling out forms so make it as quick and painless as possible for them. Giving them online forms they can complete on any device at anytime will also give you complete and correct forms the first time around and the option to completely avoid data entry.

You can have your first online forms being filled and signed later today. If you don't have a Secured Signing account, grab a free trial account and try out the Smart Tags and Form Filler options.  Get in touch to discuss a Form Direct solution tailored to your specific needs.

'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

August 31st, 2016

Secured Signing customers across a range of industries have been able to wipe out the costs and time lost to manually recording compliance with their consumer protection obligations.  Implementing a tailored signing workflow allows them to demonstrate process based compliance.

Consumer protection is a good thing. When we are buying something it is great to know that there are rules to make sure we get a fair deal. One form of consumer protection is making sure the purchaser is aware of their rights. Someone buying something or signing up to an agreement may also have a cooling off period in which they can cancel the transaction without penalty.

For businesses, complying with these consumer protections can be costly and time consuming.  They key thing is being able to demonstrate that the customer was made aware of their rights, or provided the required documentation or that the transaction was not processed until after the cooling off period. The traditional approach has been to have checklists or acknowledgements that the customer needed to sign. For cooling off periods, a manual process to log dates and times and set reminders to proceed to the next step are required. All of these manual, often paper based processes waste staff time and create risk if they are not diligently followed.

Moving to what I call process based compliance can remove this costly overhead from your business. Some examples will help explain.

For customers in the financial services industry, Secured Signing have delivered tailored signing workflows that display all declarations required by their legislation. Before the customer can sign the document, they must first acknowledge these notifications. Having this process based compliance makes it easy for these companies to demonstrate that the customer simply cannot have signed the agreement without being advised of their rights.

Automated cooling off periods have been included in the online enrolment solutions Secured Signing has delivered for the education industry. On completing the application form, a letter of offer is automatically generated, immediately signed by the applicant and their details written directly to the student management system. The workflow then waits the mandated 48 hours before inviting the student to complete the loan application. The time stamp of the digital signature in the letter of offer will always be at least 48 hours earlier than the time stamp of the digital signature in the loan application form.

Both these examples demonstrate how having compliance requirements built into your signing workflow and enforced by Secured Signing, delivers a process based compliance that is automated, highly reliable and avoids wasting staff and customer time. With the increasing regulation applicable to all industries, the wasted effort and cost in traditional approaches to demonstrating compliance will continue to rise. Now is the time to make the change to online signing with compliance baked into the process.

Contact us to find out more about a process compliance solution specific to your needs.

Till next time

Cheers, John


General