How to easily upload and send documents for e-signature – 2/5

March 9th, 2015

This series of posts will help you to understand what a remote online e-signing solution needs to provide. This is post 2/5.

2 Managing the Last Mile

Especially in online scenarios where the document recipients needs to sign remotely without a physical face-to-face meeting, it’s vital that the e-signature software ensures proper process execution, maximizes automation of all steps, and only raises alerts and reminders if something goes wrong. This can dramatically reduce the work-effort involved in getting documents signed as, typically, more than 80 percent of all signature transactions do not require any manual interaction of the sender.

2.1 Creating transactions using envelopes

Often, a transaction consists of signing multiple documents. Using an “envelope” concept, you can define which documents belong to a single transaction and thus need to be signed together to successfully accomplish this.

2.2 Routing

With routing rules you can define the persons that need to sign a specific document and should have access to it once it is completed—either as a signed original or as a flattened copy. This may be done either in parallel as a bulk routing, or sequentially whereby you define the precise order in which each recipient will receive the envelope.



2.3 Defining document ceremony per recipient

Here, you simply define online in a web browser what each recipient has to do to successfully complete his/her part of the transaction—be it filling out a form field, adding a particular attachment, or signing signature fields. Alternatively, you simply define these tasks automatically from external applications through API calls, or use text markers to define signature fields within a document.



2.4 Reminders and alerts

Send Envelope


With reminders, you can define rules to remind your recipients of their signing tasks and to expire documents if they are not signed within a certain time frame. Using alerts, you can remind the sender that a specific document is not yet signed.



2.5 Dashboards

Dashboard views are important to give a quick overview about the status of your envelopes and documents. Good dashboards not only provide a good overview, but also allow a fast drill down to areas that require your attention—minimizing the number of navigation steps you need to follow to accomplish your tasks.




… read more next week.

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