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RightSignature Wins G2Crowd “Best of 2015” Award for Quickest ROI

By: Steve Stormoen / Wednesday, February 10, 2016


Once again, RightSignature is taking home awards from leading software review site G2Crowd. After being honored last year, RightSignature was recognized again in the G2Crowd “Best of 2015 User’s Choice” awards, for “Shortest Time to Return on Investment (Small Business Users).“

G2Crowd determines its award winners by aggregating real reviews from real customers, and we are thankful to you, our customers, for recognizing us. This award is an exciting honor that reflects just how affordable it is to use RightSignature, and how quickly the time and money our customers save compared to paper documents unlocks a massive return on investment.

90-Day New Hire Onboarding Checklist

By: Steve Stormoen / Wednesday, February 3, 2016


Onboarding — the process of turning new hires into happy, productive employees — might start with getting your employee onboarding packet signed, but it doesn’t end there. It takes time to get your employees acclimated to your company’s processes and culture, and ready to take on a full workload.

Smart HR managers have figured out that 90 days is the sweet spot, when most employees stop considering your company “a new job” and begin to make it “their job.” As a result, it’s common for recruiters and HR departments to have a 90-day plan for new hires, to make sure the onboarding process goes as smoothly as possible. To help, we’ve developed a list of common tasks that may arise throughout the onboarding process. Use this new hire onboarding checklist as a resource to help develop the right plan to introduce your company and your culture.

Before the first day

  • Task 1: Set up your new hire’s work space.
  • Task 2: Develop and distribute your orientation schedule.
  • Task 3: Get all your onboarding documents signed online.
When your company appears prepared and professional, it inspires the same attitude in your employees. If your new hires show up to work on the first day with an orientation schedule in hand and their desk, phone and email accounts already connected, you’ve made an important long-term step in helping them feel welcome at your company, and they will work harder to match your company’s level of productivity.

Likewise, take a good long look at your onboarding paperwork — documents like your employee handbook, non-disclosure agreements and IRS Form W-4. If you put off getting these signed until the day your employees start work, you’re burdening their first day with frustrating, mundane tasks. Use e-signatures instead, and your new hires can review and complete them at home at their own pace.

On the first day

  • Task 1: Send out a welcome email.
  • Task 2: Meet with key co-workers and staff.
  • Task 3: Give a welcoming gift.
The first day is all about feeling welcome and comfortable in a new environment. Start things off with a welcome email to your whole team introducing your new employee — an easy way to help break the ice. Next, fill your employees’ first day with short, informal meetings with the supervisors and co-workers with whom they’ll be working. Even a quick introduction can go a long way. Finally, give your new employees a gift — something useful that they’ll be able to take home, like a water bottle or laptop bag — to show off their exciting new job.

In the first week

  • Task 1: Schedule time for orientation and training.
  • Task 2: Give your new hire a small project.
  • Task 3: Organize a social mixer.
The next items on your onboarding checklist begin to switch the focus from social welcoming to your new hires’ job duties. This is where you begin your training in earnest, as well as review company policies such as security and legal protection. Give your employee one small project to keep them occupied — an easy way to learn the ropes of how your team works. Finally, at the end of the week, organize a social mixer like a happy hour so your new hires can get to know their coworkers in a less formal setting.

In the first month

  • Task 1: Ramp up to normal workload.
  • Task 2: Have an initial check-in review.
The rest of your new hires’ first month should focus on building routines. Daily tasks and weekly meetings only take a few repetitions to feel like second nature, and at the end of the month, your new hires should be fully trained and nearly ready for their full workload. At the end of the month, schedule some one-on-one time with your new hires, so you can discuss what is or is not working in their roles.

In the first 90 days

  • Task 1: Initiate and complete one major project.
  • Task 2: Follow-up and gather feedback on your onboarding process.
Your onboarding process reaches its conclusion after 90 days. By this time, your new hires should have progressed into fully functioning members of your team. Give your employees the opportunity to initiate a project on their own — they may shake up your team’s workflow for the better. At the end of the 90-day provisional period, schedule another meeting to follow up on your 30-day review. This time, look for feedback from your new employees, especially on your onboarding process. This two-way dialog is a crucial part of building and maintaining your company’s culture. There’s always room to improve!

From Hours to Minutes: Three Ways E-Signatures Improve Your Work

By: Steve Stormoen / Tuesday, December 22, 2015

Image by Roger McLassus via Wikimedia Commons

Technology has transformed business, allowing us to perform everyday office tasks with a few clicks or taps of an electronic device. For example, an e-signature solution allows you to sign and share documents seamlessly within minutes, as opposed to hours or days waiting for pen and paper. You save time and money, with fewer errors and omissions on your important documents. How does this tech tool speed up your workday? Here are a few ways e-signatures improve your document workflow.

You can get documents signed in minutes.

Usually getting documents signed requires a few steps: You have to send it to your customers by e-mail or snail mail, and then they have wait for them to print or make copies, sign it and return it back to you. An electronic signature solution reduces this process down to minutes—customers sign online, and the documents get sent back to you automatically.

You can reduce office expenses.

An electronic signature solution can save your office real money. You’ll instantly knock off the paper and ink costs of printing, not to mention shipping, or staff time wasted on busy work. In a smart, tech-savvy office, you might eliminate the need for printers, scanners and faxes altogether!

You don’t have to juggle paper.

Who handles your important documents before your signer does? Co-workers, assistants, couriers and postal workers are just a few of the people who could lay hands on a document, increasing the chance of it getting damaged, lost or filed incorrectly. An e-signature solution delivers documents straight to your client’s inbox, leaving no room for error.

Time saved is just one of the benefits from an e-signature solution. Not only will you reduce the turnaround time on your documents from hours to minutes, you’ll also make your day—and your clients’ day—easier. Ready to try it for yourself?

Get started for free, and send and sign some sample documents. Try it now!

Why Fax Isn’t Secure Enough For Your Important Documents

By: Steve Stormoen / Tuesday, November 24, 2015

Images from Tango! and Twemoji emoji sets via Wikimedia commons

Fax machines are clunky, loud and expensive. They’re also a pain to use for you and your customers. These are some reasons to choose e-signatures over delivering documents for signature via fax. But never mind all that — what about security?

In contrast to some common misunderstandings about digital and cloud-based data storage, e-signatures are substantially more secure than fax. The next time your clients tell you they’d prefer to be faxed a confidential document, give them these reasons to use e-signatures instead.

1. Faxing is less direct and more likely to be intercepted.

When you fax an important contract to a client, you have no idea where it’s going. Do your clients keep a fax machine in their own offices or in a shared room, where visitors and coworkers can easily intercept documents?

As fax machines become less common, some businesses opt not to keep them on site at all. Instead, they receive faxes at a local copy and print center — hardly a secure method. Not to mention, what happens to the document if you dial the wrong number?

By contrast, documents sent with RightSignature go directly to your clients’ inboxes, protected with a unique link so they can’t be intercepted by anyone else. There’s no paper, so you don’t have to worry about whether your document was filed or shredded properly afterwards. Your clients can even review, fill out and sign documents with their smartphones. It doesn’t get more personal than that.

2. Fax machines can be vulnerable to security exploits.

While computers can be hacked and subjected to malware, fax machines can have glaring security problems of their own. Modern fax machines are computers in their own right, as they store images of every document they’ve ever sent, received or scanned. Unlike your personal computer, however, most fax machines don’t run security and anti-malware software that can protect against intrusion.

You can implement an intelligent fax security policy for your own fax machine to alleviate some of these problems, but you have no guarantees that your signer will do the same. For the best data security policy, you’re better off avoiding fax technology entirely.

3. E-signatures offer unmatchable security features.

Does your fax machine keep track of the time, date and location of all your signed documents when they’re received, signed and returned? Can it protect your documents by requiring a password for anyone who wishes to access them? How about biometric signature capture that can help verify the identity of the person signing your documents?

The most secure solution for your signed documents is RightSignature, offering all of these security features plus up to 256-bit, bank-level encryption and data security on the renowned AWS infrastructure. RightSignature has never suffered a major outage or security breach and received the highest security rating from the SkyHigh CloudTrust program.

If your organization cares about data security, use RightSignature for every single document you need signed.

North Carolina DMV Adopts E-Signatures

By: Steve Stormoen / Tuesday, November 10, 2015


Just about everybody needs to go to the DMV to get their license renewed, and just about nobody likes it. While the Department of Motor Vehicles is notorious for long lines and complicated paperwork, at least one state is looking to turn the DMV’s image around by using e-signatures.

North Carolina Gov. Pat McCrory recently signed legislation that will allow e-signatures on common DMV documents such as license renewals and receive copies of their vehicle titles and registration paperwork. As this article notes, Gov. McCrory and North Carolina DMV officials are heavily promoting e-signatures as a way to keep lines shorter and even allow many drivers to forego a trip to DMV offices altogether. With e-signatures, drivers can request and complete the necessary documents at home and sign them with a legally binding electronic signature.

This is great news for drivers in North Carolina. We at RightSignature look forward to seeing e-signatures spread to DMV offices across the country to improve customer service.

Worldox Document Management Integrates with RightSignature

By: Steve Stormoen / Wednesday, September 30, 2015


Worldox is an award-winning document management solution that lets you easily find, use and profit from all your business’s information. When traditional folders and storage are too cumbersome and take too much time for your business to manage, Worldox steps in with a single solution to search and sort your documents across your entire organization.

Now, with the new integration between Worldox and RightSignature, you can send those documents to anyone with one click, straight from your Worldox account, and get them signed in minutes. Additionally, you can log in to your RightSignature account straight from Worldox. The integration increases the efficiency of your business externally as well as internally.

Worldox, made by World Software Corporation, is a favorite of organizations in such industries as law and finance, which generate a huge number of documents with a pressing need to keep it all organized. RightSignature is also immensely popular in these industries, and it is a partner of both the American Bar Association (ABA) and the Financial Planners of America (FPA).

Together, RightSignature and Worldox make a perfect fit for any business with a lot of paperwork and a frequent need to get those documents signed quickly and easily. The integration reduces the need to use paper and faxes by Worldox customers and saves them time and money that they can spend on generating new business instead.

Chris Dohnert, director of product development for World Software Corporation, says:
E-signature is a hot topic and an important tool to many of our customers today. We are very excited about our new integration with RightSignature, one of the market leaders in the e-signature field. This integration will be extremely beneficial to mutual customers.”
For more information on this exciting new integration, read this news release.

Power User Tip: Should I Use a Reusable Template or an Online Form?

By: Steve Stormoen / Wednesday, September 23, 2015

Do you ever need to send the same form or document to different people for signatures? While using electronic signature alone saves you loads of time, there’s a way to make that process even faster. RightSignature offers two great features, Reusable Templates and Online Forms, that let you bypass the extra steps by setting up a document once so you can send it as many times as you need it. Both features are popular with RightSignature users, but for new customers it’s sometimes difficult to know which workflow is the right choice for a given document or situation.

So which one do you need and when? Let’s look at the differences between Reusable Templates and Online Forms, and then explore a few common scenarios and choose the right feature for each.

Reusable Templates

Reusable Templates are like regular RightSignature documents that you can create once and send over and over again. Unlike Online Forms, Reusable Templates may be set up to accommodate one or multiple signers, and RightSignature sends email notifications to signers containing a unique link to sign online.


The other key difference for Reusable Templates is the Merge Fields feature, which allows you to lightly customize the text on your document. When creating a Reusable Template, you can place Merge Fields onto your document, just like normal text fields and checkboxes. When you’re ready to send the document, RightSignature prompts you to fill in text for your Merge Fields. This text appears on your document when your signer reads and signs it.

When should you use Reusable Templates?
  • You have a document you need signed regularly — for example, an I-9 form, a new client information form or purchase order.
  • Your regularly used documents require multiple parties to review or countersign a single document.
  • You need to send similar documents with slight differences, such as as sales contracts, with the order information filled in for each document.

Online Forms

Online Forms are distributed differently than regular RightSignature documents and Reusable Templates; instead of choosing a set of recipients every time you send a document, Online Forms let you create the document first, then share it widely. Because of this, Online Forms are perfect for sending documents to many different signers at once. You can embed Online Forms into your website, or generate a trackable signing link to share however you want.


Because Online Forms are tailored for mass distribution, you can’t assign these documents to multiple signers or CCs. Instead, Online Forms improve on the experience of a fillable PDF form, by giving a single signer the chance to fill out and sign your document in a controlled setting with a legally binding e-signature. You will also be able to look up signing and completion statistics separately for each Online Form you create.

When should you use Online Forms?
  • You have a document such as an Employee Handbook or Liability Waiver that you need signed by many different people at once.
  • You need to replace the PDF documents your business hosts online, such as employment applications or registration agreements.
  • You want to embed a RightSignature document into your company’s website.

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