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New Feature: Collect Credit Card Payments in RightSignature Documents

By: Steve Stormoen / Monday, July 21, 2014

We’re excited to announce a groundbreaking new feature that enables you to collect signed documents and payments – at the same time.

The latest of RightSignature’s many first-to-market innovations, our new Collect Payments feature enables your signers to provide credit card payment information securely while they fill out and sign your RightSignature documents. Collect Payments is ideal for your proposals, estimates, engagement letters, credit card authorization forms, and any other document in which customers agree to make payment.
Your customers’ credit card information is stored and processed securely by the online payment processing service Stripe, which is certified as PCI Service Provider Level 1, the highest certification in the industry.

With Collect Payments, you have the following two options for collecting payments on your RightSignature documents:
  1. Immediately charge the customer a fixed amount. Use this option to collect a payment for a pre-determined amount. The charge is processed immediately when the document is signed.
  2. Store a credit card number for later billing. This option allows you to collect and store the customer’s credit card details, then charge the card as needed in the future or set up a recurring payment plan.
Here’s how it works:

Charge Fixed Amount

You can create a document that immediately charges your signer a fixed amount – on a one-time document, a Reusable Template, or an Online Form.

To send a one-time document, login to RightSignature and click Send a Document. Next, upload your document and designate your signers and options, then click Next Step to proceed to the Document Overlay screen. Once Payments is enabled on your account, you will see the new Payment tool in the toolbox on the left hand side of your document.

Click the Payment tool, then drag and drop a payment box onto your document. In the Basic Options menu that appears, click the “Select Payment Action” menu and click “Charge Fixed Amount.” Next, enter the amount you’d like to charge. When your document is finished, click Send for Signature.

When your customer opens your document to sign, the Payment box will appear as a button that reads “Authorize Payment”. Your signer simply clicks on the button, then enters the credit card information, reviews the charge amount, and clicks “Authorize”.

As soon as your customer signs and submits the document, the credit card data is securely transmitted to Stripe, and the credit card is charged the specified amount.

Collect Credit Card

You can also use the Payments feature to collect credit card information in order to charge your customer later. To do so, create a one-time RightSignature document, Reusable Template, or Online Form, and proceed to the Document Overlay screen. Next, drag and drop a Payment box onto your document. Under the Basic Options tab, navigate to the “Select Payment Action” menu and then click “Collect Credit Card”. When your document is finished, click Send for Signature.

When your customer opens your document to sign it, the Payment box will appear as a button that reads “Add Credit Card”. Your signer clicks the button, then enters the credit card information and clicks “Submit”.

When your signer is finished signing your document, the credit card information is securely transferred to your connected Stripe account, but your customer will not be charged immediately. Instead, you will access Stripe to charge the customer’s card whenever you need to, or you can setup automatic recurring billing.

To do so, navigate to your RightSignature dashboard and select the document in which you collected your customer’s credit card. Then, scroll down to Payment Details. If the credit card was collected successfully, you will see a green checkmark and the word Success. Click Success, then click the View Customer button to view your customer in Stripe.

To charge your customer’s card whenever you need to, scroll down to Payments, then click “Create Payment”. Next, input an amount and a description. Then click “Charge Customer.”

To charge your customer a recurring amount automatically (such as a monthly fee), access the Customer page in Stripe, then scroll down to Subscriptions and click “Add Subscription”. Select an existing subscription plan, or create a new one and click the Add Subscription button.

Viewing Your Payment Information

You can view information about all your previous payments in the RightSignature dashboard. On the dashboard, all your documents that included a payment are marked with a Payment icon. Click on the document in your dashboard to see the full payment information, including a full audit log of the payment history.

You can also view an overview of your previous payment requests in the RightSignature dashboard under the Payments tab. Here, all your previous payments are listed together for your convenience.

Activating Payments on Your RightSignature Account

Contact our friendly support team to request that the Collect Payments feature be enabled on your account. Next, login to RightSignature and click on Account, then Integrations, and find and click on the Stripe icon. Then, click the Activate button.

You will be prompted to create a new Stripe merchant processing account (a simple, one-page application form). If you already have an account, simply click Login to Stripe at the top of the screen. Once you are finished, your RightSignature account will be linked to your Stripe account and the Payments feature will be activated.

How Law Firms are Thriving with RightSignature Online Document Signing

By: Steve Stormoen / Monday, June 23, 2014

Starting a small law practice might be intimidating, but it has clear advantages. Small firms and are free to practice their preferred areas of law and determine their own casework, outside the cutthroat world of large corporate firms. And while that freedom doesn’t bring entrepreneurial attorneys the guaranteed paychecks of their big firm counterparts, many small and solo practices are profiting handsomely by embracing efficiency innovations, such as RightSignature online document signing—a full-featured electronic signature solution for law firms.

Isaul Verdin, owner and managing attorney of Verdin Law, is one such small firm success story, and was recently profiled in the American Bar Association publication Law Technology Today. Head of an immigration law practice based in Dallas, TX, he names as a key factor in his firm’s growth their embrace of the latest online software tools, with RightSignature at the top of the list:
We have had revenue growth that has succeeded 100% for the last 3 years, back-to-back. We have seen profit margins in the order of 40%, which is gold standard for major firms, and most firms, especially firms of our size, do not see that level of profitability. Tech has reduced our overhead and increased our revenues... We’ve become dominant players in this immigration practice because of our use of the latest technology tools, and RightSignature is front and center in that initiative."
How does RightSignature help a small but savvy law firm become dominant players in a specialty field? Here’s the step-by-step guide to Verdin’s success.

Electronic Signatures for Law Firms: Using RightSignature to Onboard Clients

“We use RightSignature to get our contracts and retainer agreements signed,” explains Verdin. “Since switching to RightSignature, we’ve had a substantially faster turnaround on these documents, which has led to a higher conversion rate as well. It has made us able to quickly manage that initial phase with a new client. From my perspective it’s great, because it’s closed a crucial gap between that “point A” of an initial inquiry to the “point B” of an actual new client. We’ve noticeably increased our profitability just because of this one tool.”

RightSignature puts your document signature requests into overdrive with simple, intuitive electronic signature software, which lets you send documents securely to clients anywhere in the world through a simple web interface. Then, your clients can fill out and sign your document online with their own hand-drawn electronic signatures and send it back instantly. Confidentiality Agreements, Retainer Agreements, and any other documents you need can be signed and in your hands in hours or minutes, rather than days or weeks. Said Verdin, “Less time spent on one client means we can service more clients more quickly, and bring more revenue into the firm, as well.”

For Verdin Law, online document signing also expands the geographic range of clients they’re able to represent. Says Verdin, “Pushing paper around is inefficient when you’re working with a client across town, and a complete non-starter when the client is in another country. As a result, we were forced to figure out ways to use tech.”

Go Paperless, Get Productive, Get With the Times

The internet has already greatly reduced the amount of paperwork and printing expenses most law firms are saddled with. Casework research, investigation, filing briefs, and even inter-office memos have all moved online to make life faster, cheaper, and easier. For Verdin, adding electronic signatures to his law firm was the obvious endpoint in an ongoing paperless initiative:
Immigration is a document-heavy practice. It’s very administrative in nature, dealing with government documents, with packets of paperwork inches thick. With our use of online software, we’re able to coordinate with the client to expedite the processing timeline. Used to be, we’d go back and forth with mail, or people coming into the office. We’d waste a lot of time. Now that we’ve gone paperless, we’ve reduced our processing time. People are happier, we’re happier, and it’s good for the bottom line, too.

“In 2010, when I pushed to put the practice online and eliminated paper substantially, there were few practices doing this. Vendors were actually surprised they were dealing with a law firm interested in their product. Our peers were surprised, too. They had no idea what we were doing at first, but over the last couple years it’s definitely becoming the trend.”

RightSignature Online Document Signing Integrates into Your Online Software Workflow

In addition to RightSignature, Verdin Law incorporates a full cornucopia of professional online software tools to manage their workflow. “We use Box for document management, QuickBooks Online accounting software, Salesforce CRM to manage our clients, INSZoom for form filling, and of course, RightSignature for contract management,” said Verdin.

The advantages of incorporating a full suite of electronic software only increase as you add more, as the most successful online software systems are connected to other services through integrations, which make it easy to securely pull information like a document or contact details from one system to the next. For example, by integrating Box online storage with RightSignature online document signing, Verdin can store his retainer agreement document in Box and access it directly from within RightSignature to easily request electronic signatures. Or, more accurately, his staff can. Said Verdin, “My administrator has everything set up so I just need to open the document, sign here, and it goes straight to the client.”

These services are just a few of the dozens that RightSignature integrates with. For example, RightSignature also offers a full-featured integration with Clio, the law practice and legal case management software suite that can easily tackle time tracking, billing, and document collaboration for small and medium sized firms. Whatever tools your practice uses, RightSignature makes it easy to use them together for maximum productivity.

With RightSignature electronic signatures, your law firm can process all your important paperwork more quickly at less cost, and more securely, than if you rely on paper. Give your practice a paperless push, and try RightSignature for free today.

RightSignature Receives Highest Security Rating From Skyhigh CloudTrust™ Program

By: Steve Stormoen / Friday, June 13, 2014

The Skyhigh CloudTrust™ program, developed in conjunction with the Cloud Security Alliance (CSA), has certified RightSignature as Enterprise-Ready online software. The highest security rating available, the Enterprise-Ready designation was developed with stringent criteria and reflects RightSignature’s sterling reputation for highly secure and trusted electronic document signing.

Professionals and businesses in dozens of industries entrust RightSignature Online Document Signing with their most sensitive and confidential documents. RightSignature e-signature software is a more secure alternative to paper documents, offering security features such as multi-factor identity verification, biometric authentication, and court-admissible audit log. In addition, RightSignature has earned the CloudTrust™ Enterprise-Ready accolade for its bank-level data encryption, reliability, and redundancy.

Skyhigh’s rankings, in partnership with the Cloud Security Alliance, are recognized as the most extensive, credible, and current security evaluation for cloud software applications available. The rankings compare thousands of online software services against over 50 benchmarks across five categories. These categories include:
  • Data attributes: Includes data encryption and multi-tenancy.
  • User and device attributes: Includes the software’s anonymous use policy and identity federation method.
  • Service attributes: Evaluating the software’s history of compromise, and more.
  • Business attributes: Including the location of hosted data and quality of compliance certification.
  • Legal attributes: Evaluates the software’s jurisdictional location and dispute resolution practices.
From the Skyhigh CloudTrust™ program:
Skyhigh evaluates thousands of cloud services and presents the Skyhigh Enterprise-Ready™ seal to only those services that have the highest CloudTrust™ rating possible. These are the services that have earned Skyhigh’s CloudTrust™ rating of Skyhigh Enterprise-Ready™ based on their attributes across the data, user and device, security, business, and legal evaluation categories.”

RightSignature + Onboardia Integration: Train New Hires and Get Employment Paperwork Signed Online

By: Steve Stormoen / Monday, June 9, 2014

Onboardia is the online orientation and training platform that transforms new hires into productive employees. Onboardia lets you construct a customized curriculum to train new hires, so your new employees are able to learn online at their own pace. Additionally, Onboardia gives you the tools to track the progress of each new hire, ensuring satisfactory and on-time completion. And now, with the new RightSignature + Onboardia integration, your employees can easily sign employee onboarding paperwork online as a required step of the orientation process.

The RightSignature + Onboardia integration lets you add RightSignature Online Forms as required items in your Onboardia training portal. Add W2s, direct deposit forms, and more for your employee to fill out and sign with a legally binding, hand-drawn electronic signature. As soon as your new employee signs the document, it is automatically returned to you and stored in your RightSignature account—perfect as a mass hiring tool, remote workforce onboarding software, or to fill any other demand for a modern HR professional.

Here’s how it works:
  1. Set up your Online Forms: First, login to RightSignature and create an Online Form using the document you’d like your new hires to sign.
  2. Generate a Share Link: Next, RightSignature will ask you how you want to share your Online Form. Click “Distribute a Link”, choose your expiration date, then click “Generate Share Link” and copy the new link to your clipboard.
  3. Add Online Forms to Your Curriculum: Login to Onboardia and click Library Manager. Select a curriculum from the table below, then click the corresponding golden computer icon to enter the Document Manager, and click “Add New Document”. Name your new document, then click the “Source” menu bar and select “eSignature Provider”. Finally, paste your RightSignature Online Form share link into the “Provider Ref” field, choose whether or not your new hire is required to sign the document, and click “Save”.
That’s it! Each Online Form will appear in the “Document Attachments” section of your Onboardia curriculum portal, and your new hires will be required to fill out and sign each document as part of the onboarding process.

Cathy Reilly, founder of Onboardia, says:
RightSignature is the easiest, fastest way to get documents signed online, and an extremely popular and useful tool among HR professionals. We built Onboardia to perfect the messy process of new employee training and orientation, and RightSignature electronic signatures are a vital piece of that process."

Electronic Document Signing in the News: 3 Ways Paper Signatures Increase Your Risk

By: Steve Stormoen / Tuesday, May 27, 2014

The personal handwritten signature, an ancient symbol of uniqueness, authenticity, and trust, has come under scrutiny as modern technology has progressed beyond pen and paper. The venerable BBC News Magazine recently explored the history and future of signatures, raising questions about the best ways to verify identity and intent in the era of computing devices. The BBC reveals:
Song of Ur, photo by UnknownRama (RamaOwn work) [CC-BY-SA-2.0-fr (http://creativecommons.org/licenses/by-sa/2.0/fr/deed.en)], via Wikimedia CommonsSignatures go back a long way in human culture. A Sumerian clay tablet from around 3100 BC is marked with the name of the scribe Gar Ama. The Romans used signatures as far back as the reign of Valentinian III in 439. El Cid left one in 1069, but it wasn't until parliament passed the Statute of Frauds in England in 1677 - which required that contracts be signed - that the signature became the commonly-understood acclamation of assent.”
While clay tablets have long gone out of style, their successors, pen-and-paper agreements, have serious limitations and are quickly becoming obsolete. Paper contracts, which have been the norm for over 300 years, have serious limitations – not just in terms of speed and convenience, but security as well. There are real dangers to relying on pen-and-paper signatures in the modern world. For everything from a multi-million dollar stock transfer agreement to a simple point-of-sale purchase at your local Target store, the vulnerabilities of paper signatures are becoming harder to ignore.

Of course, human beings are adept at developing innovations to conquer the challenges at hand, and now there’s a new way to do business. With RightSignature, parties can electronically sign documents with the safety and convenience of modern online software – without sacrificing the time-tested human element: the uniqueness and trust of a handwritten signature.

Electronic signatures have now crossed the chasm from early adopters to mainstream adoption. If you’re still using paper contracts, you need to know these three reasons why sticking with paper is becoming increasingly dangerous:

1. Electronic document signing includes identity control to protect against forgeries

When you get your paper documents signed, how often do you check the signer’s ID? Even important documents, like non-disclosure agreements or liability waivers, are often executed without a simple ID check, and to ask for one would be uncomfortable, even rude. If you let your clients and customers electronically sign your documents, however, a robust two-factor identity control system is already built in.

RightSignature electronic document signing includes email verification for signers to ensure that the person signing your document is who they say they are. Every signed document is then supported by a complete document audit and ID log for full accountability. Second, every hand-drawn signature captured with RightSignature’s electronic signature software is subject to a state-of-the-art biometric algorithm, which captures unique factors in the signer’s handwriting to establish an ironclad and court-admissible signature on all your documents.

2. Paper signatures are too difficult to verify in the most common cases of fraud

The BBC cites a Business Insider study, which found that more than 51% of all credit card fraud in the entire world comes from the United States. This is because cards in the US rely on an antiquated signature system for point-of-sale purchases, instead of the more modern EMV microchip system utilized by the rest of the world. This vulnerability is the reason recent high-profile card theft scandals at retailers like Target have hit so hard.

Theoretically, the cashier at your local retailer should compare the signature on your receipt against the signature on the back of your credit or debit card to determine whether or not that purchase is fraudulent. However, weighed against the demand that a checkout line moves quickly, this check almost never happens.

Photo by Marlith (Own work) [CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-sa/3.0) or GFDL (http://www.gnu.org/copyleft/fdl.html)], via Wikimedia Commons

If your paper signature can’t be trusted in the checkout aisle of your local big box store, why would you rely on them for your own paperwork? Accountants, investors, HR managers, and law practices are among the dozens of fields taking advantage of RightSignature electronic document signing. Their conclusion: Electronic signatures are a safer and more efficient alternative.

3. Electronically signed documents are protected against alteration and destruction

An underreported source of legal vulnerability with paper documents is the ease with which these documents can be altered or destroyed after the fact. As evidenced in the $100 Million Paper Signature Blunder, any discrepancy between two different versions of the same document can add up to some extremely expensive consequences. Luckily, this potential risk is completely avoided with RightSignature.

As soon as you send a document with RightSignature, the document is locked and protected against changes, so you can be assured that there are no discrepancies between the document you send and the document your customer or client electronically signs. Likewise, once document is electronically signed, it cannot be edited or deleted, for complete protection for both you and your signer.

Electronic Document Signing for your Business

The signature is an important and ancient symbol of authenticity and personal trust. While traditional pen and paper agreements leave your business vulnerable, the cultural weight handwritten signatures, built up over centuries, remains as strong as ever. The signature is evolving with the technology of the day. Implement RightSignature electronic signatures, and your business receives the best of both worlds: the trust and strength of the signature, and the ease and speed of online software.

Electronic Signatures on IRS Form 8879

By: Steve Stormoen / Friday, May 23, 2014

Even one of the world’s most paper-intensive organizations is moving into the paperless age.

The IRS recently issued an announcement encouraging accounting professionals to follow certain best practices when collecting e-signatures from clients. Specifically, the Electronic Signature Guidance for Forms 8878 and 8879 outlines the process for accountants to allow their clients to sign the e-file Signature Authorization form online (that’s the form each client must sign before the accountant can file a tax return electronically).

As a result, RightSignature, already a favorite of accountants, has just become even more appealing, allowing CPAs to more easily expand their clientele out of town or out of state.

Norman Lester, CPA, of Milton, DE, describes how RightSignature helped ease this year’s filings:
We are not close by to the majority of our clients, so RightSignature was a very useful tool this tax season.

The turnaround in having a completed document returned to us was amazing. I am continually surprised when we send the request for signature and have it back in minutes. This has been a difficult tax season – RightSignature helped ease the stress.

On to those extensions!"

Power User Tip: Import Overlay

By: Steve Stormoen / Thursday, May 15, 2014

Have you ever needed to send a document in RightSignature that’s almost identical to one you’ve sent previously? RightSignature Reusable Templates make it easy to set up a document once and send lightly customized versions of the same document to many recipients. But what if you need to send a brand new document similar to one you’ve sent already? Thanks to our Import Overlay feature, it’s easy.

Now, when you create a new document to send in RightSignature, you can choose an overlay you’ve already set up from a different document and apply it to the new document. This means you get to skip dragging and dropping text fields and signature boxes – no repetitive work!

Using Import Overlay to Send Documents Faster

Here’s how it works:

First, login to RightSignature and click Send a Document. Then, upload a file from your computer with a similar filename to a previous document you’ve sent with RightSignature. Add your recipient names and email addresses and select your options, then click Next Step to enter the Document Overlay screen.

In the right-hand menu on the Document Overlay screen, click the the Document Overlay tab. Below, you should see a list of documents RightSignature has identified as similar to the document you’ve uploaded. Simply click any of these items to import the fields from that document. All your fields from the imported document will now appear on your new document, allowing you to skip the “drag and drop” step completely!

When you’re ready, click Send for Signature. Congratulations, you’ve just set up a new document and sent it for signature in seconds!

Using Import Overlay to Create New Reusable Templates Faster

You can also use Import Overlay to create a new Reusable Template using the overlay from a previous document or Template. Simply click New Template in the Templates menu in the Send a Document screen, then follow the same steps as above.

Multiple Signers

Import Overlay attempts to import all of the fields and options exactly the same from your previous document to your new one. If you have multiple signers on either your new document or the previous document whose overlay you imported, be sure to check that every field is assigned to the correct Signer.

Best Uses for Import Overlay

When should you use Reusable Templates, and when should you use Import Overlay? Reusable Templates are ideal when you’re sending the same underlying PDF for signature every time. Import Overlay is ideal when you need to upload a custom PDF to send for signature each time, but the layout of the PDF is similar to previously sent documents. Some examples of use cases for Import Overlay are:
  • Resending a document in which you or a signer inadvertently made an error in a text field and submitted the document. If you need to upload and send the document again, without placing all the fields again, Import Overlay is a simple way to save you lots of time.
  • Multiple versions of documents such as Liability Waivers or Non-Disclosure Agreements, where you may frequently update minor details of the document in Microsoft Word, then upload the document to RightSignature to send for signature.
  • Client-specific PDFs generated by another software you use, where the PDFs generally have the same format and you need to send them for signature via RightSignature. Common examples include real estate transaction forms and tax return authorization forms.


RightSignature is the easiest, fastest way to get your documents filled out and signed online.
Try it now!


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