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How medium-sized businesses use RightSignature differently

By: Anna-Marie Holland / Thursday, September 28, 2017

You can excuse the medium-sized business if it feels overshadowed. Thinking about small businesses conjure images of inventive entrepreneurs and warm mom & pop shops, while large enterprises are considered the engines of our economy. Meanwhile, medium-sized businesses — commonly defined as having between 100 and 999 employees — often fall awkwardly in between in the popular consciousness.

But because of their boundaries, medium-sized businesses are often some of the most interesting and dynamic companies in America. Their particular niche in the marketplace often indicates a unique success; and just like with small businesses, RightSignature has a lot to offer any medium-sized business that needs to get documents signed quickly and easily.

Bridging the gap between locations

Many medium-sized businesses have grown too large for a single location, and have to find a way to connect two or more remote offices efficiently without duplicating processes. For example, if a business needs to hire employees at a location away from the central office, do they need to hire a second HR team to manage all the paperwork and compliance? When The Resumator, now known as JazzHR, expanded from Pittsburgh to a second office in San Francisco, here’s what they had to say about adopting RightSignature:

“It was a huge transition… many of our operational costs doubled. From the outside, it sounds like a recipe for disaster. In reality, it’s been just the opposite, and we actually have RightSignature to thank for smoothing out some of that friction. I use RightSignature practically every day for new hire forms, offer letters, NDA's, and many other types of agreements.”

RightSignature can also help close the distance between your offices with our shared templates feature. With one RightSignature account for your whole team, you can add new users from anywhere and share our Reusable Templates across your whole organization — particularly great for boilerplate documents like sales contracts, rental agreements, and more.

Landing and expanding

One great advantage to a medium-sized business is that the company is often large enough to hire more specialized roles than a small business, but employees from different departments are more easily able to interact than in a sprawling corporation. This leads to a great deal of cross-pollination in terms of good ideas and new tools. When we interviewed the HR director of MakerBot about how their business used RightSignature, for example, we learned that we weren’t solely an HR tool for their organization anymore. “RightSignature turned out to be so effective that it’s jumped departments,” she said, “and now our business development team uses it too.”

Do you use RightSignature at your medium-sized business? We’d love to learn more about your business and what makes you tick! Why not say hi to us on Twitter and join the conversation?

How to get e-signatures from within ShareFile

By: Anna-Marie Holland / Friday, September 15, 2017

Four years ago, we first launched the RightSignature + ShareFile integration, and a lot has changed since then. RightSignature joined ShareFile in the Citrix family, and both products have released major new versions in the years since our first partnership. Likewise, the integration between RightSignature and our sister product has continued to grow and evolve in to something even more robust. So, let’s take a look at RightSignature and ShareFile four years later, and see just how easy it is to get your documents signed from directly within ShareFile.

First, log in to ShareFile and find the file you want to send. Then, right click it and, in the menu that pops up, select “Send for Signature”.

And… that’s it. It’s really just that easy!

ShareFile sends the document over to RightSignature automatically, where you can prepare your form fields and signature boxes, then send it like any other document in RightSignature. The document follows the same familiar workflow as RightSignature. As soon as you finish and click “Send”, your recipient is emailed a secure link to review and sign it using any web browser or mobile device.

RightSignature even still sends your recipient automated reminders in case they don’t sign right away. Once they do sign, the finished document is instantly and automatically returned back to you. In fact, you can even set up ShareFile to automatically upload your signed documents to a specified folder.

Need to sign a document in your ShareFile account yourself? Also no problem. Just right-click the document in your ShareFile folder and select “Sign Yourself”. Just like sending a document for signature, ShareFile automatically sends the document to your RightSignature account, where you can fill it out and sign it right away.

If you haven’t seen our integration with ShareFile lately, you haven’t seen the cutting edge of what’s possible when world-class solutions for e-signatures and secure file sharing work together. And if you’ve never experienced it for yourself, you might not be familiar with the huge benefits of combining these two solutions together.

Used together, ShareFile and RightSignature work hand in hand to make every step of your document workflow faster, easier and more secure. Curious to see what it looks like in your business? Contact us today to try ShareFile connected to your RightSignature account for free.

Sign it yourself feature post

By: Anna-Marie Holland / Wednesday, August 16, 2017

What do you do when it’s time to fill out a document and sign it yourself? RightSignature is a huge hit with businesses that need documents signed by others. However, even some of our most loyal fans aren’t aware that RightSignature is the perfect tool to sign documents yourself, too.

Let’s look at three ways RightSignature is the only PDF signing app your business needs.

1. Simple to sign
Setting up a document to sign yourself is just as easy as sending a document to anyone else. Simply log in to your RightSignature account and click Start Document, then select Sign a Document Yourself.

Next, you’ll upload your document and place text fields, checkboxes, and a signature field like normal. The only difference is, this time you get to fill those fields out immediately.

Once you’re done, click “Next: Review”. Then, enter the email address of the party who needs to receive your signed document, and click “Save Document”.

That’s it! Your signed document is instantly sent to the receiving party, and your signed copy will be stored in your RightSignature dashboard for safekeeping. You can also download your signed copy as a PDF file.

2. Streamlined recordkeeping
When you sign documents yourself using RightSignature, the finished document gets stored alongside all your other documents in your dashboard. The RightSignature dashboard is a fantastic tool for keeping all your documents at your fingertips. With our searchable, sortable interface, it’s easy to search for documents by title, contents, recipient, or date.

In industries with tight regulations on document archiving and recordkeeping, this functionality is a huge help. The ability to keep documents you’ve signed yourself alongside the documents you send helps keep all your records in one place for easy searching. And every completed RightSignature document, even those you send yourself, is certified with a secure audit log and paper trail for easy third-party verification.

3. Secure delivery
When you send an unsecured email to another party or a client, you’re also sending an invitation for it to be intercepted. Email notoriously lacks many common security protocols such as in-transit data encryption, and as your message travels across the internet to its destination, it can be cached and downloaded by unscrupulous actors en route. The same goes for your email attachments — many security experts consider signed documents with sensitive data such as payment information or your Social Security Number consider email too large of a risk.

Instead, RightSignature protects your documents with our secure servers, offering bank-level security with our data encryption and security protocols. Additionally, you can be sure with RightSignature that your document is going directly to your recipient, and not sitting unprotected in a public fax machine.

Do you use RightSignature to send documents yourself? Let us know what kind of documents you use it for on Twitter and join the conversation!

How small businesses use RightSignature differently

By: Anna-Marie Holland /

RightSignature offers plans for businesses of every size, because we know each organization has its own unique e-signature needs. How do you know which plan is right for your business? Here are a few ways our small business customers find something unique to love in RightSignature.

Wear a lot of different hats, with style

Not every business is large enough to have a team of account managers, an executive assistant, a sales team, and an HR manager. Sometimes, these might all even be the same person! If that sounds familiar, don’t worry -- RightSignature has you covered.

Many small businesses are concerned about time. There are only so many hours in the workday, and the tiresome work of pursuing your clients and colleagues to sign that overdue contract or wait around by the fax machine for a purchase order are rarely high priorities. Without a large enough staff to delegate, small businesses are discovering RightSignature as the perfect tool to cut down on busy work and focus on the productive parts of your business.

Run a global business from your local office

Just because you run your business out of a single office doesn’t mean your growth has to end at the city limits. Another key advantage for small businesses using RightSignature is the ability to get documents signed by parties around the world just as easily as if they were across the street. Whether your business needs to hire remote employees and contractors, accommodate traveling clients, or expand your customer base to new horizons, RightSignature has you covered.

In some cases, like our longtime customers Wicked Wingsuits, RightSignature is instrumental in helping a niche business reach a thriving clientele. Others, like Holden Moss CPAs, use RightSignature as a launching pad to enormous growth, servicing clients internationally that would otherwise be impossible. In any case, small businesses are finding that e-signatures are knocking down those old geographic barriers for good.

Simplify your workday with easy, straightforward e-signatures

What cloud file sharing tool do you use to store and sync your files? Make use of a CRM? Whatever tool you use, it’s likely to find a friend in RightSignature. With our laundry list of integrations with dozens of other popular business apps, RightSignature makes it easy to work the way you want to, saving even more time by connecting your data seamlessly.

These features are crucial for small businesses, who rarely have the time and resources to overhaul their tech tools. By combining RightSignature with our sister product, Citrix ShareFile, many businesses add an additional layer of functionality, alongside a simplified billing process and even more savings.

The world looks different to a small business, but with the right tools, it can be very successful. Do you use RightSignature for your small business? Sound off on Twitter and let us know how. Are you an e-signature aficionado at a different sized business? Check back soon at this blog for more posts about how businesses of every size use RightSignature.

Announcing the RightSignature Signature Stories Scholarship Winners

By: Unknown / Friday, July 7, 2017

Guest post by Lauren Pritchett, SEO Specialist at Citrix.

When our First Annual Signature Stories Scholarship launched this spring, we asked eligible students to write an essay about an important signature they have either given or received. We feel honored that so many talented students shared their truly inspiring stories with us. After reading hundreds of heartfelt stories that made the judges laugh out loud and tear up with empathy, we are thrilled to announce our winners and share an excerpt of each of their essays.

$5,000 1st Place Winner: Ivona Ogramic of Seattle University School of Law

Eighteen years later, I write this as a citizen of the United States. I write this a second-year law student who, in a year’s time, will be taking the oath to uphold and support the Constitution of the United States. I write this as a future lawyer who will fight, relentlessly, for the country that gave a young refugee like me a chance at a second life. There are children now across the globe that are waiting for that very same signature that my family received. Only now, the United States does not have its arm out ready to embrace kids, much like myself twenty-five years ago, who are caught in the crossfire and live in inescapable tragedies because of wars they did not start and wars they have no stake in.  Only now, the signature of approval is not so easily given. I recognize the dire similarities that other young children and their families share with the situation my family and I were trapped in. The signature we received has played a pivotal role in shaping my life. I have made it my goal through my legal education and profession to help those who, like me, yearn for that one signature that will help them escape chaos.

Without that one signature, I would have not received a second chance at life. I would have never had the opportunity to be the first person in my family to obtain a Bachelor’s Degree. I would have never had the opportunity to be the first person in my family to attend a doctorate program. I would have never had the opportunity to help impact the lives of others through my profession, my advocacy, and my passion for a cause. Most important of all, I would have never received a chance to live life the way everyone should live their lives.

A few can say that a signature saved their life. I am an individual that can say that a signature saved my life.

$3,000 2nd Place Winner: Michael Simon of Rutgers University, New Brunswick

Then something strange happened. My grand, self-assured signature looked less grand and self-assured. My smooth stroke became shaky again, and my words grew smaller and constricted, almost apologetic. A doctor sent me to another doctor who sent me to another doctor, who drew a conclusion: Parkinson’s Disease.

My right arm and my right leg stiffened and shook with ever greater severity. Writing became difficult, as did walking. Medications had notable but limited effect. The shaking disrupted my concentration and I began to lose work as an editor. While I could hide my shaking hand from my students, my shaking leg threw off my balance. There were times when, standing or walking in front of a class, I nearly toppled. I had to reconsider my career.

Over the years, I’ve worked to create an office where students would feel welcome, where they could stop in to talk about school or their future, and leave feeling hopeful. But now I want to take it further. I’ve been teaching students to be better writers and public speakers. I want to teach them to live happier and more productive lives.

This Fall I’ll begin my Master of Social Work, on the path to becoming a therapist. I’ll teach people to develop their strengths and work with their shortcomings. Instead of following one counselor’s suggestion that I apply for Disability, I’m taking this opportunity to move forward in life, to create a new beginning. I’ll contribute to society.

People with Parkinson’s Disease tend to take small steps, write small, become small. So it’s again deliberate that I fill in my Social Security number on my college forms and spread out my signature, taking my rightful space at the bottom of the page. I don’t apologize for my disability. I work with it. My signature declares This Is Who I Am.

$2,000 3rd Place Winner: Jenna Holliman of William & Mary

I was found in a box when I was 3 days old. The box was in a dark, crowded farmer’s market, damp from the rain outside the open doors. In the box with me were some old, worn baby clothes — dress, tights, shirt — and a rectangular red note that said “This little girl was born [Date Omitted]. Thank you good hearted person.”

This was China during the middle of the One Child, One Family policy, and little girls — at least the lucky ones — were being found all over China, in bus stations and farmer’s markets, abandoned because they were not boys. I was lucky I wasn’t killed — the fate of thousands of other baby girls.

The handwriting on the note has long since faded, leaving only a red strip of paper. And, of course, the writer could not sign his or her actual name since it was (and still is) against the law to abandon a child in China. They would have been arrested and thrown in jail. But the fact that my birth parents wrote the note and left it with me is incredibly important to me. It tells me a lot about them. It tells me all I will ever know about them.

I also have been told by a Chinese friend that the writing on the note looked rushed, as if someone had written it in a hurry. Did my birth mother write the note, while my birth father impatiently waited to take me to the market? I suspect my mother would have wanted to keep me, while my father was probably more practical and felt, as most Chinese families did, that a boy was needed to help support the family by performing manual labor in their rural village.

The note also tells me that they wanted me to know the date of my birth. They couldn’t give me much, but they could give me that vital piece of information about my past, and they chose to do so. I am so grateful that I know what day I was born.
Thank you again to everyone who submitted a Signature Story for our consideration, and we can’t wait to see the tremendous impact you all have in this world. Stay tuned for details on next year’s scholarship, coming in the spring of 2018.

3 Ways Your Business Can Use RightSignature + Stripe to Collect Payments

By: Unknown / Thursday, May 11, 2017

Have you ever needed to collect a payment or capture credit card information from your customers using a credit card authorization form, deposit agreement, or other signed document? Did you know you can accomplish both processes in one easy step using RightSignature?

One of our most powerful forms is also one of our most often overlooked. Thanks to our integration with Stripe, the RightSignature Collect Payments feature allows your business to process payments from any credit card easily and securely. Your customers simply fill out your document as normal, then input their credit card information just like any other field on your document. Unlike collecting this same data using a normal text field, your customer’s payment information is tunneled securely into the payment processing service Stripe, aiding in ease, security, and PCI compliance.

When should you use Collect Payments? Here are three useful scenarios.

1: Send a credit card authorization form and charge your customers in one step

Inside sales is a fast-paced, high-contact field in which a small team can reach a lot of leads around the country very quickly. However, in order to finish off a sale using a credit card, many teams require a signed credit card authorization form to approve the payment. Gathering that information can often introduce friction at a crucial moment in the sales pipeline, and if the process drags on, it could lead to cold feet.

For this reason, sales teams love RightSignature with the Collect Payments feature enabled. Not only does RightSignature integrate with many CRM tools to help you capture a signed, legally binding credit card authorization form in minutes, but as soon as the document is signed, the document signer’s card is charged using Stripe. It’s a perfect way to shave unnecessary hours and steps off your sales process so your team can move on to making more money.

2: Set up a recurring payment on your rental agreement

Do you run a property management company? Or perhaps another kind of rental-based business? You can use RightSignature to get your rental agreement template signed in minutes, plus set up a recurring transaction to auto-charge your new tenant in one step.

Simply set up your rental agreement in RightSignature using the Collect Payments feature, then edit your payment field to collect your signer’s card information. Next, login to Stripe and set up a recurring payment, and you’re all set! In just a few minutes you’ve taken care of all your most frustrating paperwork, and made life easier for your renter by automating the payment process as well!

3: Collect a deposit on your waiting list agreement

RightSignature customer Turtle Rock Elementary School is one of the most acclaimed centers for early childhood education in Orange County, California. Chief among their innovations is a cutting-edge view of technology to simplify complicated and difficult processes. So when school owner Maajed Abuhusayn found himself buried in hundreds of paper applications to the school’s waiting list, he knew he had to make a change, and that’s how he found RightSignature. Said Abuhusayn,
“We have 250 families on our waiting list, and [before RightSignature] each one would complete the waiting list form and pay our fee in a different way. One family would hand in a paper form with a check attached, another would write down a credit card number, and we had to file the paperwork and process payments in 2 or 3 different sources, then reconcile everything in our records once the payment cleared.
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, because they get confirmation that they’ve been added to the waiting list as soon as it happens.”
These are just three examples of how Collect Payments from RightSignature is an indispensable tool for businesses, simplifying complicated workflows down to a quick, almost automatic process. How does your business use this exciting feature? Let us know on Twitter and join the conversation!

The True Cost of Paper

By: Unknown / Tuesday, May 2, 2017

How much does using paper cost your company every year? It sounds like it should be an easy item to calculate: add up the number of reams your company bought and you’re all set. According to one source, the average office worker uses about 10,000 sheets of paper per year, and U.S. businesses collectively spend over $120 billion on paper forms per year, most of which have to be replaced every year anyway.

Look deeper, though, and the true cost of paper is even more shocking. In business, every decision has an opportunity cost. What is the cost of paper compared to the alternatives? By understanding the hidden costs of paper, we can learn what can be gained from going paperless.

Paper takes up a lot of space

If you’re in the office right now, go ahead and find the nearest file cabinet and say hello. Chances are, it’s bulky and beige and probably not very attractive. It’s also not cheap. Each four-drawer file cabinet in your office takes up about nine square feet of space in your office, which means on average it costs about $1500 each year in rent alone. If your office is in a particularly expensive area, that number can go way, way up.

If it ever feels like you spend too much of your time in the office chasing down paper, it’s probably because you do: according to a study, a typical employee spends 30-40 percent of their time looking for information. Additionally, a misfiled document costs $125, and for every twelve filing cabinets, your business will require another new employee just to maintain them.

Paper is fragile and easy to lose

The worst case scenario with paper is losing an important document entirely. Unfortunately, it’s also outrageously common: on average, large organizations lose a document every twelve seconds. Each time, you can expect your business to lose between $350 and $700.

Since paper is so costly to replace, it would sure be nice if it wasn’t susceptible to just about every natural disaster imaginable. Instead, your paper records are completely ruined in the case of a fire or flood. The Paperless Project estimates that 70 percent of today’s businesses would fail within three weeks if they experienced a catastrophic loss of their paper documents to fire or flood.

Paper is slow, and it affects too much

If you don’t remember office work before the advent of email, have a chat with someone who does. Otherwise, Bill Du Val, a lawyer from Portland, Oregon, has you covered. “The difference between the 1990s and today is that things move more quickly, the primary advantage being the ability to attach documents,” says Du Val. He added, “Fax machines suck, have always sucked, and will always suck.”

Consider how quickly your work moves today, then imagine what would happen if every single correspondence you needed for work took seven to ten days to deliver by postal mail. Now imagine that speed gain reflected in every aspect of your business that still uses paper. If you’re still mailing contract and documents to sign by hand, there’s a faster way to work.

Paper usage is a leading contributor to environmental concerns

18 million acres of forest are lost each year to our growing paper consumption, which contributes 12-17 percent of annual greenhouse gas emissions. Meanwhile, discarded paper contributes about 35 percent of all solid waste in U.S. landfills. If your business feels like you’re doing your part to reduce that burden, it’s still likely not enough: the U.S. has less than five percent of the world’s population, yet consumes over 30 percent of the world’s paper.

Paper is the way of the past for any world citizen, and especially any savvy business. Instead, the future is in paperless solutions. Have you calculated the true cost of paper for your business? If so, let us know on Twitter and join the conversation!


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