The document signing process is one of the most important pieces of your business. It’s a key step in ensuring that your contracts and other documents are legally binding. The efficiency of the process, however, can be limited by outdated technology or inefficient processes. Fortunately, there are ways to improve the efficiency of your document signing system. Here are four ways to do just that with e signature software.
Use a central repository for your documents
One of the most effective ways to improve efficiency is by creating a central document repository that can be accessed from anywhere. This makes it easier for your clients to send you documents and for you to access them. It also ensures that every document related to a client is kept in one place, where they can be found easily.
In addition, this approach allows you to create folders for each client based on their business needs rather than keeping everything together in one folder. You may have documents related only to the legal department or marketing team, which would make sense if those two departments were located in different locations but still needed access to certain files without having everyone sign off on every action item that might affect other teams within the organization (such as accounting and finance).
Send multiple signatures for accelerated doucment signing
This option is perfect for organizations that want to streamline their document signing process by removing the need for multiple signers. In other words, one person can approve a document and make it official.
This feature allows you to add and remove signatures from any document at any time. You can also add or remove multiple signers at once by clicking on the add or remove signatures button in your document’s toolbar.
Sign documents with your mobile device
Mobile devices are ubiquitous. They’re in every pocket, handbag, and backpack—and they’re always with us. As such, it’s often convenient to sign documents from your mobile devices; you can sign them at the last minute, on the go, and in real time. Mobile signatures help you avoid the hassle of printing out hard copies of your document for signatures by receiving an electronic copy directly on your phone or tablet instead.
This convenience adds security as well. With e signature software, the digital file is stored in a secure cloud storage system that protects it from being accessed by unauthorized parties while making sure you have access anytime you need it.
Assign customizable reminder templates
If you have multiple stakeholders who need to sign documents, assigning reminders can be a useful way to keep track of the steps needed to complete a document. Create unique reminder templates for each user and customize them according to their responsibilities. You can set reminders for different types of documents based on the needs of your business. If you want to send automated emails or SMS messages around key dates, e signature software allows you to do this as well.
Signing documents can be a time-consuming process, but luckily there are several ways to make it more efficient. By using e signature software, you can improve your document signing process and save valuable time by automating repetitive tasks like sending reminders, assigning templates, and more.