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Getting the Most out of Your Documents: A Deeper Look at Request Attachments and Collect Payments

By: Steve Stormoen / Tuesday, March 3, 2015

Original image by UBhapE2 via Wikimedia Commons

RightSignature has a proud tradition of innovation with first-to-market features that quickly become industry standards, such as the first hand-drawn e-signatures placed directly on your document. These early innovations focused on making the documents you sign on your computer look and act just like paper documents, leading to increased user confidence, trust and ease of use.

Today, scads of official and government documents are now authorized for e-signature, and e-signatures have started to supplant paper documents for good. Our past innovations have succeeded wildly. But as a company that values innovation, we're already looking for the next nut to crack.

Our latest first-to-market features offer exactly that. Request Attachments and Collect Payments shift our focus to some cluttered, complicated parts of a business deal, like adding money or supplemental materials. These are the parts of your legally binding agreements which can't fit on a piece of paper — but do fit simply and snugly inside a single RightSignature document workflow.

Request Attachments: Some documents need more than text

A Direct Deposit Form requires a voided check. An employee onboarding form needs a photocopy of the signer’s driver’s license. Such requests mean a mishmash of extra pages and papers of different sizes, increasing the possibility that these additions get lost.


The Request Attachments feature expands what you can receive from your signers. Say a wedding photographer needs a reference photo of the couple to prepare his shoot or an angel investor needs to request a proof of concept from a startup she’s considering. Request Attachments streamlines their workflow by placing their needed attached file directly inline on the signed document. This allows for better legal compliance, quicker transaction completion, and a more efficient experience for both sender and signer. 

Requesting an attachment to add to your RightSignature document is as easy as asking signers to write their name — and will quickly become just as commonplace. With Request Attachments, large, complicated documents become much simpler, and the next $100 million paper signature blunder can be avoided.

Collect Payments: Cash rules everything around me


Many signed documents represent a promise to exchange money or future payment information. So why not include a payment box directly on the document, which the signer can fill out like any other RightSignature text field or checkbox?

With Collect Payments enabled, you can add an easy payment button to your document. You can choose to collect either an immediate one-time payment or their credit card information for future billing, and your signer completes their payment information while signing the document. If you don’t get paid, the document can't get signed.

You avoid having to verify the document and the payment separately and match them among your records. Your signers complete a secure, legally binding document and provide their payment information in one easy step, available only with RightSignature. Your business transaction gets a little easier for both of you.

Collect Payments also makes it easy to get a signed document for more complicated transactions like online rentals or service retainers transactions with an attached document authorizing the deal for both parties. This means better compliance and legal protection for your business every step of the way.

RightSignature is the fastest, easiest way to get documents signed online. We also aim to be the smartest. New features such as Request Attachments and Collect Payments are our specialty, and with every RightSignature innovation that becomes industry standard, we only get more excited for the next big thing to come.

Rental Agreement Template

By: Steve Stormoen / Thursday, February 26, 2015

A rental agreement, or lease agreement, is a legal document to decide the terms of renting a piece of property. Most frequently used to rent apartments, cars, and equipment, rental agreements determine the price, duration and expectations for each party to agree upon.

Without a legally binding rental agreement, the owner of the rented property has no recourse in case the property is damaged or never returned or if the renter is negligent on payments. But while having a good rental agreement template is a necessity for conducting business, sometimes getting a piece of paper signed is impractical, if not impossible.

When Renaissance Rentals rents to a tenant who lives out of town, they need a faster, more interactive solution than the nightmare of printing, faxing and scanning. For a business which operates entirely online such as Wicked Wingsuits, it’s not even an option. To conduct business faster and smarter, these companies use RightSignature electronic signatures, as well as this free rental agreement template to get their rental agreements signed online.

Rental Agreement Template - Click for full template
Download the free rental agreement above, and read more for tips on how to write your own rental lease agreement and get it signed online quickly and easily.

4 Keys to the Perfect Rental Agreement Template

When do you need a rental agreement? Does your rental agreement include every section it needs, or is it missing a clause which can add to your liability down the road? Following these four steps can help you make sure your rental agreement offers the best legal protection and limit your business’s liability.

Always use a rental agreement. Never settle for a handshake deal. Even when renting to close friends and family, any minor disagreement or confusion over the terms of your rental can make for awkward conversations and even strain your relationship. Legal documents such as rental lease agreements exist to establish, as clearly and as detailed as possible, the expectations each party brings into the rental, so you don’t have to bargain or argue later.

Include these key clauses in your rental agreement. In addition to detailing what you’re renting, to whom you’re renting it and when the rental begins and ends, there are a number of important details your rental agreement template needs to include. Don’t forget these crucial sections in your final document:
  1. PAYMENTS: This includes not only the payment amount, but when payments are due and in what form payments will be accepted. You may also define in this section the consequences for late payments.
  2. DEPOSIT AND DAMAGES: Most rentals require the renter to pay a deposit upfront to protect against damages to the rented property. This section of your rental lease agreement determines the amount required for a deposit and in what conditions the property is considered damaged, rather than a product of normal wear and tear. 
  3. ACCEPTABLE USE: Owners often specify acceptable uses for the property they’re renting out. This allows the owner to restrict the renter from engaging in activities that are likely to result in damages or legal liability. For an apartment, this might include restrictions against water-filled furniture, pets or excessive noise. This should also include additional benefits for the renter — for example, parking, utilities or use of common areas.
  4. ADMINISTRATION: This section details how the rental agreement template will be administered. This includes establishing that the signed rental agreement constitutes the entire agreement between both parties. It also details the conditions for terminating or changing the agreement and, if the agreement is disputed in court, in which jurisdiction it’s covered and how legal fees from the dispute will be paid.
Get it signed online with RightSignature. 
We used to have an issue with documents not being returned. We would, for example, leave a lease renewal on the door of one of our residents. They were supposed to sign the renewal then return it to the office, but all too often, that document would not make its way back to the office. With RightSignature, the return rate is very close to 100 percent.”
— Eric Dainton, General Manager of Renaissance Rentals, Bloomington, Indiana

Rental agreements on paper are slow and cumbersome. Paper documents can easily get lost or destroyed and are often filled out incorrectly. And forcing your renters to print, fax and scan your documents is an unnecessary hassle. With RightSignature electronic signatures, you can make sure your rental agreement template is filled out completely and returned safely and promptly, saving you time and money every single day.

And with the free rental agreement above, you can get started with your most important document set up and ready to send.

Collect your deposit securely. As mentioned above, it’s common for renters to pay a deposit on the rental up front, which may be returned later, to protect against damages to the property. However, this can prove to be trickier than it seems. With paper documents, the renter can easily be confused — should they pay with a bank transfer, credit card or personal check?

Similarly, if the owner needs to process several rental lease agreements, it can be difficult to reconcile each payment with each signed document, especially on a shortened time scale. Do you have time to wait and see if your renter’s check cleared if they’re supposed to get their keys and move in right away?

The Collect Payments feature by RightSignature simplifies all these complicated moving parts into one process by requiring a document’s signer to include a payment backed by bank-level security as a required step to signing the document. If the renter doesn’t pay, there’s no rental agreement.

With features like Collect Payments, RightSignature offers an intuitive and unique way to get your important documents signed, as well as this free rental agreement template to help you get started. Try RightSignature for free today.


Disclaimer: This was not written by an attorney and does not constitute legal advice. If you have any questions about the legality of your Rental Agreement, please consult your attorney.

Accounting Today Names RightSignature Top Product of 2015

By: Steve Stormoen / Thursday, February 5, 2015


The leading publication for CPAs, Accounting Today, just named RightSignature at the head of their list of “The 2015 Top New Products.” The article, which appears in their February 2015 issue, cements the status of e-signature software as a critical tool for every financial firm.


With last year’s IRS ruling that made Forms 8878 and 8879 eligible for electronic signature, e-signature software has quickly become an indispensable tool for a modern CPA — with success stories like these from ConnectCPA and Holden Moss. RightSignature’s placement at the top of the list, however, also reflects how important it is in today’s business environment for accountants — and professionals in dozens of other industries — to get documents signed quickly and easily online.

Srinivas Thouta, CEO of TaxGeeks, explains why RightSignature has been so helpful for his practice,
We have been using RightSignature to get the signatures on IRS Efile Authorization documents. This avoids our clients downloading the docs, manually signing, scanning and uploading the docs to our client portal.  This helps in getting the authorization faster and finish the tax filings quicker. Our clients love the ability to sign the docs online or using the iPhone.”
RightSignature’s accounting package includes everything a CPA needs to supercharge their practice, including Reusable Templates for engagement letters and Form 8879, the ability to Collect Payments on all RightSignature documents, and special features for IRS compliance. Try RightSignature for free today!

The Right Way: How RCI Insurance Exceeds Expectations, Projects Professionalism with RightSignature

By: Steve Stormoen / Friday, January 30, 2015

Our series "The Right Way" profiles RightSignature power users, revealing their success secrets and the technology tools they use every day.


RCI Insurance Group is an independent insurance agency in Claremore, Oklahoma, with a serious commitment to its customers. Equipped to handle insurance for your home, car or business, RCI has thrived for over 40 years with the motto, “Exceeding expectations in all of our relationships.”

RCI has found a new way to exceed expectations with its clients by offering RightSignature electronic signatures to simplify all its forms and signed documents. And within RCI, the company has found that forms that used to take days, weeks or even months to get signed are now almost always returned complete and without errors within one day. RightSignature’s Matt David caught up with Amber Helmuth, personal lines manager of RCI, to learn more about how RightSignature has helped them deliver the best experience possible for their clients.

What’s the story behind RCI Insurance? How did it get started, and how did you get to where you are today?

Amber Helmuth: RCI Insurance Group was established in 1972. We sell and service many different types of personal and commercial insurance, life and health insurance, financial planning services, and we provide limited risk management services. And after a change in ownership, RCI Insurance has grown from 3 employees in 1994 to almost 20 employees today.

Our motto is “Exceeding expectations in all of our relationships,” and living by this has contributed largely to the growth of the agency. We work hard to earn and keep the respect of our clients, as well as our companies.

What did your process look like before RightSignature? What frustrations did you have with it?

AH: Before RightSignature, the forms that we needed to get signed would be sent to the clients by mail for them to sign and return in a postage-paid envelope — if they didn’t spill coffee on them before they got them signed and sent back to us.

We could also send the paperwork by fax, but it was usually so distorted that it was unreadable when (and if) we got it back. Or we could email the forms and hope that the email didn’t go to the spam folder or accidentally get deleted — and that the clients would actually find time to print the forms, sign the forms, scan the forms back into their computers and email them to us. A few clients would also stop by the office to sign the forms if they didn’t forget or have something else come up.

If you have ever tried to get a signature from a client using these methods, you know that the turnaround time can be days, weeks or even months in some cases, and there is a lot of wasted time spent calling and reminding the clients that you need signed forms.

How does RightSignature help your process today?

AH: Now, we use RightSignature to send our documents to clients. It’s easy to use — you simply upload the document that you want to send for signatures, enter the client’s name and email address, and drag a box to the areas that you want signed, initialed and/or dated. Since I have been using RightSignature, I typically get signed forms back within one day. I’ve even had some sent back within five minutes of sending!

My clients love it and have given me great reviews on it. It alleviates the hassle on their end, it is easy to use, and it definitely increases production in the agency, as we can now spend more time on the important things instead of trying to get a piece of paper signed.

How RightSignature Helps Educators Keep the Focus on Students — Not Paperwork

By: Steve Stormoen / Wednesday, January 28, 2015

Educating young people is about building for the future, a tough prospect when educators can’t escape the day-to-day demands of efficiency, accountability and, yes, paperwork.

Fortunately, RightSignature electronic signatures can minimize the drudgery and let educators focus on what really matters—students. RightSignature lets educators and administrators get documents like credential forms and permission slips signed online quickly and easily, making it a popular choice among educators at all levels.

Let’s take a look at a few of these success stories.

YES Prep


YES Prep is a network of public, tuition-free, open-enrollment charter schools in Houston, TX. For over 15 years, YES Prep’s schools have prepared students in Houston’s most disadvantaged communities with the study skills and coursework necessary to get accepted into college—and, once accepted, succeed.

YES Prep uses RightSignature to cut through the morass of paperwork and get things done quickly and easily. Lyndsay Ferguson, Senior Director of Talent Support at YES Prep, explains:
We use RightSignature across several different departments at YES Prep. For starters, our Talent Support (Human Resources) team uses RightSignature during onboarding to send every new employee offer letters and other required paperwork related to their new role on the team. As a result, everyone at YES Prep knows RightSignature!”
That familiarity has helped RightSignature spread across YES Prep’s entire organization, and the schools use RightSignature electronic signatures whenever they need to hire a contractor or execute a Memorandum of Understanding. But the biggest impact is in YES Prep’s Teaching Excellence program, a specialized in-house team for alternative certification to strengthen the skills and processes of YES Prep’s committed teachers.

“Now we can easily track a variety of documents that are required for the certification process,” says Ferguson. “It lets our program coordinators focus on critical work and our students, rather than keeping track of various papers through email, fax, etc.”

In the 2015 school year, YES Prep is building on their successes in the Houston area with a new branch of schools in Memphis, TN. Ferguson acknowledges that there are several  challenges that come with this expansion, but she is not concerned. “The ability to use a tool like RightSignature to replicate our previous successes is a huge benefit to our organization.”

Sylvan Learning


A national tutoring franchise with over 800 locations built across 30+ years of success, Sylvan Learning has built their organization on the premise of caring for each student individually. Recognizing that every student’s needs, interests and learning experience is going to be different, Sylvan creates an individualized, custom curriculum for every single student.

Sylvan takes on such a daunting task in part by utilizing technology, such as their immersive SylvanSync app for iPad. And since Sylvan strives to minimize the time and money spent on anything besides its students, it relies on RightSignature to simplify signatures on document like franchisee agreements and marketing plans.

Amy Przywara, Sylvan’s VP of Marketing, shared that process with us:
“With over 300 individual franchisees, it’s important for us to make the signing process simple and accessible. Using RightSignature helped us streamline this often-cumbersome process.... We used it to send two different funding agreements to all 300 of our franchisees for our annual marketing drive. It’s a complicated agreement, with lots of places to check and sign, and with at least 600 documents at once, it was completely unfeasible to continue to do by paper. This year, using RightSignature, it was great.”
Przywara says that, like YES Prep, Sylvan’s initial success with RightSignature has led them to consider new ways it can help make the business end of education go more smoothly. “Next year, we’ll make a brand new agreement from scratch, knowing how to get the most out of RightSignature. I can also start to see see the other documents I can get signed with RightSignature.”

Turtle Rock Preschool


Turtle Rock Preschool is widely considered one of the premier early-childhood education schools in Orange County, CA. Owner Maajed Abahusayn attributes this to their focus on students: “We have a great and well-deserved reputation, and it’s come from creating a warm and enriching environment for children and their families.”

With a strong reputation comes intense demand, however, and Turtle Rock Preschool currently has an admissions waiting list of over 250 families. It used to be an ungainly process to manage the waiting list: families had to pay their waiting list deposit and fill out, sign and return an application. That’s lots of extra work for Turtle Rock.

Says Abahusayn, “One family would hand in a paper form with a check attached. Another would write down a credit card number. We had to file the paperwork and process payments in two or three different sources, then reconcile everything in our records once the payment cleared.” It was slow, expensive and frustrating for parents who couldn’t receive immediate confirmation that their child had been successfully placed on the waiting list.

To fix this issue, Turtle Rock chose RightSignature and our new feature, Collect Payments, which allows Turtle Rock to require an immediate, secure online payment as a required part of filling out and signing the waiting-list agreement. Says Abahusayn,
“RightSignature and Collect Payments simplifies everything into one form, and the payment processing is done for us in real time. It’s simple and helpful for parents.”
With RightSignature, these three leading institutions in childhood education have found a way to simplify their administrative tasks and focus as many of their resources as possible on the most precious resources of our future: their students.

RightSignature Wins 3 Awards for Ease of Use and Customer Satisfaction

By: Steve Stormoen / Monday, December 29, 2014


Review site G2 Crowd is a trusted source for information and testimonials for online software services in over a dozen categories, with in-depth head-to-head product comparisons and countless user stories. The site’s annual “Best of” awards highlight top players in the industry and serve as a yearly check-in on the most exciting companies in online software.

This year, RightSignature received Highest Rated awards in three separate categories:
  • Satisfaction: Small Business Users
  • Satisfaction: E-Signatures
  • Ease of Setup
It’s a gracious honor that comes at the end of an exciting year for RightSignature, and we would like to thank you, our customers, for making it all possible.

Happy Holidays from RightSignature, and here’s to an even more exciting 2015.

RightSignature iPhone App Updated: New Features

By: Steve Stormoen / Wednesday, December 10, 2014

If you use the acclaimed RightSignature iPhone app, you may have noticed a big change recently. We’ve rebuilt our free iPhone mobile app with a beautiful new design, while making it faster, more stable, and ensuring full compatibility with Apple’s iOS 8.


Manage your signature requests from anywhere

The RightSignature iPhone app gives you full access to your RightSignature dashboard, so you can look at all your pending and completed signature requests at-a-glance, then tap any of your documents for an in-depth look at that document’s status, audit log, and even view the signed and completed PDF. 

For pending documents, you can also send instant reminders to your signers—perfect for following up after a phone call or checking in with a client while on the go.


New feature: Generate links to Online Forms

While we were building the new app, we also added a brand new feature: the ability to generate signing links for your Online Forms from within your RightSignature iPhone app. If you use RightSignature’s Online Forms feature, you know it’s a great way to set up all your standard documents like Credit Card Authorization Forms or Rental Applications.

Designed for sharing, Online Forms are perfect for our mobile app experience. With this new feature, creating and sharing links to your Online Forms is easier than ever. Simply navigate to your Online Form in the RightSignature iPhone app, then tap the button to generate a new link and copy it to your clipboard. From there, you can paste the link into any email or text message for your signer to complete the deal right away.

Send Reusable Templates from your iPhone

Our Reusable Templates feature, like Online Forms, is an innovative time-saver designed to let you set up a document once and send it as many times as you need. Unlike Online Forms, however, Reusable Templates can be lightly customized each time you send them with fields on the document you fill out yourself prior to sending, called Merge Fields.

The RightSignature iPhone app lets you browse through your previously created Reusable Templates, then send them for signature anytime, anywhere. Simply select your template, choose your signer, and fill out the template’s Merge Fields. The rest of the signing process happens exactly the same as if you’d sent the Template from your computer’s web browser.


Apple’s new iOS 8 update brings a host of gorgeous design tweaks to the popular mobile platform as well as new features like expanded keyboard options. The new RightSignature apps offer full compatibility with these updates to give our users the best mobile experience available.

Best of all, the new RightSignature iPhone app is free in the iTunes App Store, and links to your existing RightSignature account. Don’t have RightSignature yet? Get a free trial account today.

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