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The $100 Million Paper Signature Blunder?

By: Daryl Bernstein / Monday, December 12, 2011


Ezekiel Vermillion, an attorney at Adler Vermillion & Skocilich in New York and a RightSignature user, might have spotted the most expensive signature blunder in history. He tweeted:
Legal malpractice claim in dodger's divorce hangs on closing set manipulation. http://on.wsj.com/uEgQtO  This is why i use @rightsignature 
What's the backstory here? Frank McCourt, owner of the Los Angeles Dodgers, alleges that discrepancies in a set of signed paper documents may have cost him over $100 million. During a prolonged divorce proceeding, questions arose about the integrity of the signed copies of a marital-property agreement Mr. McCourt executed with his now ex-wife, Jamie. The Wall Street Journal says:
Evidence surfaced that there were discrepancies among the original six signed copies, namely that attachments to three named Mr. McCourt as the sole owner of the Dodgers while attachments to the three others didn't. Evidence also revealed that the copies with attachments that didn't name Mr. McCourt as the sole owner had been replaced by attachments that did shortly after all six copies had been signed.
Whether or not your contracts have nine digits riding on them, RightSignature gives you the peace of mind that your documents are tamper-proof and legally defensible. RightSignature's proprietary biometric signatures and authentication data portfolio provide robust identity authentication. Each executed document is time-stamped, locked with a SHA-1 checksum, and stored in a secure archive.

As a trusted third party, RightSignature maintains best practices in e-signature legal compliance and eliminates the possibility of document tampering accusations, discrepancies in signed copies, and lost originals. We know that e-signatures can help you close deals faster, reduce paper costs, and make life easier on your customers. Now the Frank McCourt signature blunder shows that using RightSignature could save you millions.

USPS Delivery Slowdown and the Rise of Electronic Signatures

By: Daryl Bernstein / Thursday, December 8, 2011



The U.S. Postal Service has announced that first-class mail will take several more days in transit, as the USPS dramatically shrinks operations in response to precipitous declines in mail volume and billion-dollar annual operating losses. This news is further indication that the paper era is coming to an end as businesses transition to more efficient, cost-effective, and environmentally sustainable web delivery technologies.

Over the last decade, as companies adopted online billing systems and sent most notifications by email, one of the few remaining use cases for traditional postal mail was facilitating signatures. Now that use case, too, is antiquated. Taking multiple days each way in transit, wasting paper and ink, and having little visibility into document progress doesn't make sense in the internet era. Instead, businesses large and small, in every industry, are using RightSignature to enable their customers, employees, vendors, and partners to fill out and sign documents online in minutes.

When a post office near our headquarters faced closure recently, the Noozhawk highlighted RightSignature as a contributor to the paperless revolution:
RightSignature ... has had a direct effect on traditional forms of mail delivery. It enables businesses to prepare and sign documents online so they can close more deals in less time, reduce paper and ink expenses, minimize environmental impact and avoid fax hassles. 

Box Electronic Signature Integration

By: Daryl Bernstein / Thursday, December 1, 2011



Box is an increasingly popular application for businesses to share files online. It’s like a file server, but simpler and without the hardware, software, and maintenance requirements. You and your authorized contacts can share and collaborate on PDFs, Word documents, media files, and more. Additional features include file access from mobile devices, online workspaces, and desktop syncing.

Box is now integrated with RightSignature, giving you even more power to build, manage, store, and send your documents for e-signature … all in the cloud. Less time getting a signature means more time to focus on your business.

In RightSignature:

You can access your Box files directly from your RightSignature Send screen. Once a Box file has been executed, RightSignature automatically places a signed copy in your Box account, eliminating the need for repetitive downloading and uploading.

To setup, login to your RightSignature account and visit your Account > Integrations page.


In Box:

You can send Box files for e-signature via RightSignature. Right click on a file in Box, and you will be redirected to the RightSignature send screen with the document preloaded.

To setup, visit the RightSignature app on Box and click the Add button to add the RightSignature action to your Box account.


This video provides a demonstration of the integration:

Capsule CRM E-Signature Integration

By: Daryl Bernstein / Wednesday, November 2, 2011


Capsule offers the ideal online CRM for small businesses, with more power and flexibility than simple contact managers and less complexity than Salesforce. Capsule provides visibility into your sales pipeline. Customizable tracking milestones, such as lead, demo, proposal, won, etc., help you follow each prospect through the sales process.

You can generate pipeline reports and extracts using configurable filters, set contacts to follow custom sales paths, and brand your account using your colors and logo. In addition to the RightSignature integration, Capsule offers integrations with Xero, Google Apps, MailChimp, Drupal, WordPress, and more.

The RightSignature-Capsule integration enables you to access your entire Capsule contact list directly from your RightSignature account. When you start typing a signer or CC’s name on a document or reusable template, RightSignature automatically displays possible name and email matches from your Capsule account.

In addition, each Capsule contact record will include a “RightSignature Documents” link that gives you quick access to your RightSignature dashboard with documents filtered by the specific Capsule contact.

Duncan Stockdill, co-founder of Capsule, said,
At Capsule, we’re all about simple, intuitive software that helps you keep track of people you do business with and manage your sales pipeline. RightSignature provides an easy, elegant way to get contracts, NDA’s, and forms filled out and signed online quickly. We use RightSignature ourselves to get contracts signed with business partners around the world. This new integration means Capsule users will be able to access documents signed with RightSignature from inside a contact's record in Capsule and easily send documents for signature to Capsule contacts from inside RightSignature. I'm pleased to have our popular web applications working together to help our users do more business in less time.
We’re excited to collaborate on this two-way integration with our friends at Capsule, and we extend a warm welcome to Capsule users new to RightSignature.

To access your Capsule contacts inside RightSignature: 
• Login to your RightSignature account, visit your Account > Integrations page, and enter your Capsule account name and API token (found in your Capsule account under Your Name > My Preferences > API Authentication Token).

To enable the “RightSignature Documents” link inside Capsule:
• Login to your Capsule account, click the gear icon in the upper right to access your Settings, click through to Custom Fields for People & Organizations, choose Add New > Generated Link,  enter a label such as “RightSignature Documents”, and set the Link Definition to:
https://rightsignature.com/dashboard#/dashboard/?object_type=documents&query{email}&
state=completed%2Cpending&time=alltime&document_view=document&page=1
• For more details, visit Capsule's RightSignature integration instruction page.
 

Graphic Design Contract Samples

By: Daryl Bernstein / Monday, October 31, 2011



Graphic designers use RightSignature to get contracts signed online with clients around the world. Whether working as freelancers or for a firm, designers are all about image and professionalism. Using RightSignature to present a proposal and estimate for signature shows clients that a designer is established and has an efficient process for handling new projects.

Wes McDowell of The Deep End, a design studio based in Seattle, has created a series of instructional videos to help graphic designers craft proposals and contracts. His newest post is Use RightSignature to Get Your Graphic Design Contract Signed Online. Wes says,
Contracts are so important to us as designers because they protect our business and ensure that we get paid. Any way we can eliminate obstacles between our clients and a contract is a major benefit, and RightSignature has been a big part of our process.
To build your own graphic design contract template, try borrowing relevant clauses from a variety of publicly available templates. By assembling pieces from various documents, you’ll create your own contract that fits your business, your projects, your location, and your appetite for legalese. As a start, check out the contract templates proposed by AIGA, Shawn Adrian, Jason Vaughn, Lori Leach, or Andy Clarke.

Once you’ve finalized your design contract, create a Reusable Template in RightSignature. Then, you’ll be able to send a contract to a new client with just a few clicks. You can even place merge fields on your Reusable Template so you can merge information like Client Name, Project Description, or Project Fee onto the contract before sending it for e-signature.

Automatic Address Book

By: Daryl Bernstein / Wednesday, October 19, 2011

Once is enough! Starting today, you’ll never have to type a contact’s name and email address into RightSignature more than one time.

Our new Automatic Address Book keeps track of all the people to whom you’ve sent documents. When you start typing the name or email of a signer or CC, RightSignature auto-suggests potential matches. Sending a document to a previously used contact is faster than ever!



No misspellings. No forgotten email addresses. No switching tabs to your email account. The Automatic Address Book is one more elegantly-designed feature that makes RightSignature the most intuitive, easy-to-use e-signature software.

Salesforce Electronic Signature Solution - Phase 1

By: Daryl Bernstein / Monday, October 17, 2011


Update: The complete RightSignature Salesforce Electronic Signature App is now live on AppExchange.

Salesforce integration has been a highly-requested feature for a long time. We're excited to announce a multi-stage release of Salesforce CRM integration functionality, beginning with contacts and documents integration (Phase 1) and followed by a groundbreaking AppExchange app (Phase 2).

Our Phase 1 integration, available today, auto-suggests your Salesforce contacts when you’re entering signers and cc’s on a document. Simply start typing a party’s name, and RightSignature instantly searches your Salesforce contacts to present a list of potential name and email matches.


In addition, this integration gives you the power to instantly access all of your Salesforce documents and contacts directly from your RightSignature account. After completing the one-time setup, the Salesforce button on the “Send a Document” screen allows you to send your Salesforce documents for e-signature from your RightSignature account.


To activate this integration, visit the Account > Integrations page in your RightSignature account. Want to discuss how to best use Salesforce and RightSignature together? Interested in a sneak preview of the Phase 2 AppExchange app? Give us a call at 800-921-4250, or send an email to support@rightsignature.com.

GMail Contacts Integration

By: Daryl Bernstein / Saturday, October 1, 2011



If you’re like most of us, your GMail account is your most up-to-date address book. GMail automatically builds a contact database of all the people to whom you have sent emails. Wouldn’t it be nice to have those names and email addresses instantly available when you send a document for e-signature in RightSignature? Say hello to our new Google contacts integration.

When you begin typing a document recipient’s name, RightSignature instantly searches all of your Google contacts to display a list of potential name and email matches. No more switching back and forth between your RightSignature send screen and GMail contact list!


Clicking on a contact from the suggestions list automatically populates both the name and email boxes, eliminating the possibility for misspellings.

A few details: The Google integration works with a personal Google account or a Google Apps business account. In addition to syncing contacts, this integration also enables you to send your Google Docs for signature directly from your RightSignature account. 


To integrate your Google Contacts and Google Docs, login and visit your Account > Integrations page

Case Study: Kroma Makeup Heats Up the Runways with RightSignature

By: Daryl Bernstein / Thursday, September 15, 2011



Kroma Makeup is a favorite product for celebrity makeup artists, was recently featured on ABC’s Extreme Makeover Home Edition, and was seen on the runways at Fashion Week Miami Beach and Nolcha New York Fashion Week.

Apart from its renowned line of all-natural, botanical makeup products, what truly separates Kroma from other cosmetic companies is its commitment to customer engagement. The company was featured in BusinessWeek for its creative use of web meeting software to interact with sales prospects, including apothecaries, dermatologists, and plastic surgeons. Kroma recreates discontinued shades and customizes individual formulas to suit unique skin tones. Customers can even virtually apply makeup products to uploaded photo portraits to see what fits best.

With this refined, technology-driven business model, it is not surprising that Kroma uses RightSignature to streamline document operations. CEO Chris Tillet explains:
Contracts, proposals, and other types of signed correspondence are all part of the work we have to do to grow our brand. RightSignature removes the chore of downloading, printing, signing, faxing, blah blah blah. We just upload, and RightSignature does all the legwork. It's like a digital legal assistant! Even attorneys have said that they think it's pretty cool. This e-signature software has become part of our business workflow, and we couldn’t be happier about the service!

Our Big Dashboard Redesign

By: Daryl Bernstein / Wednesday, July 20, 2011

It’s big, bold, and ambitious. Our Dashboard redesign has been Top Secret for months, and now it's live in your RightSignature account.

Whether you're a solo entrepreneur occasionally sending out contracts or a large business sending thousands of documents for signature each month, RightSignature’s new Dashboard streamlines your operations and makes document management simpler than ever. New Dashboard features empower you to filter, search, review, and take actions on documents with a few clicks and quickly access everything you need to know about every document you have sent for e-signature.

Quick Glance Document Overview
With the new Quick Glance Document Overview, you can see all your documents’ most critical details without making a single click. Each document listing contains a thumbnail picture, the document’s reference number, file type and file name, a pulse rate indicator of the time of the last audit log entry, tags (if any), the execution status of the document, and the individual progress of each signer.


Pulse Rate Monitor
Each document listing includes a pulse rate icon, a visual indication of the document’s “health.” Documents with activity in the last 24 hours (viewing or signing events) display a pulse rate icon with a flame symbol to indicate they are “warm.” When a document has not been executed and is approaching the expiration date, a warning symbol–an exclamation point in a yellow triangle–appears over the pulse icon, providing a handy prompt to check in with the signer by phone or send an email reminder. Scrolling over the activity monitor icon gives you the exact time and date of the document’s most recent activity.


Clickable Tags
RightSignature’s tagging feature allows you to track and store documents in the way that makes sense for your business. (Read more about two-factor tags.) Now the Dashboard includes clickable tags, enabling you to quickly filter your archive by a specific label attached to your documents.


Enhanced Signer Status
All parties–both signers and cc’s–are clearly identified in each document listing. A status box next to the name of each signer illustrates his or her signing status. A white box indicates that the signer has not viewed the document, while a red box indicates that the signer has viewed the document but has not yet signed. A green box represents a signer who has successfully filled in all required fields and signed the document. Scrolling over each signer’s name gives you the exact time and date of that signer’s most recent action, enabling you to track real-time progress and pinpoint any delays in the document execution process. Clicking any person’s name searches your archive to display all documents in your account where that person is a party.


Status Bar
Want to know exactly how close a document is to completion? The Document Status Bar tracks the progress of a document from initiation to execution, changing from red to green and moving from empty to full as required signatures are applied.


Document Metadata View
When you want to dig a bit deeper, click on any document’s name or thumbnail to see the Metadata View. This page gives you easy buttons to download a pdf, send reminders to signing parties, or move a document to the trash. You can also review status details, including sent, last activity, and expiration times, as well as audit log entries. All of this information is conveniently displayed in one elegant page, meaning everything you need to know is right at your fingertips.


Quick Stats
Want a quick overview of the efficiency of your workflow? The Dashboard redesign features a Quick Stats toolbar on the right hand side of the document listings. This feature charts the number of documents successfully executed vs. sent documents over the past month, displays the signed/pending/expired status of your most recent documents, and lists the audit logs of your account activity in a real-time feed.


Filter and Search
The redesigned Dashboard gives you plenty of new ways to filter and search your archive. In the top right corner of the toolbar, you can toggle time to filter documents from today, this week, this month, or all time. You also have the option to filter by execution status: completed, pending, or expired. You can search by typing any relevant data into the search box, such as subject, a signer’s name, filename, or even any data entered in merge fields or text fields.


Template Dashboard
The new Template Dashboard displays all the Reusable Templates in your account, making it easy to send, edit, or delete a template with a single click.


Self-Service Document Dashboard
The new Self-Service Document Dashboard gives you direct access to all generated and signed “child” copies of each Self-Service Document. Also, quickly retrieve the URL to the Self-Service Document request page or the code to embed a request widget on your webpage.


People Dashboard
Want to look up all the documents you have sent to a specific person? The People dashboard allows you to do just that, with people listings displayed in the order of most common recipients.


Case Study: TownHog Signs Up Daily Deals with RightSignature

By: Daryl Bernstein / Saturday, May 14, 2011


The daily deal industry is booming, with analysts estimating revenues of $4 billion this year and over $10 billion by 2015. You may see offers like "Buy a $100 spa treatment for only $50" in your email inbox, but how does the daily deal business really work? Companies like TownHog scour local markets to find merchants such as restaurants, salons, and retail stores that will offer appealing daily deals to their audiences. Fast-growing TownHog, based in San Francisco and now operating in 24 cities across the U.S., provides the daily deals advertised on CBS, WABC Radio, The San Francisco Chronicle, and other major media sites. TownHog's sales team uses RightSignature for maximum efficiency, enabling merchants to sign daily deal contracts online.



Joshua Tretakoff, Vice President of Business Development for Townhog, discusses how RightSignature e-signatures have streamlined Townhog's operations:
With RightSignature, our average contract close time decreased by more than 80%, in all markets. The ease of use, as well as the clean, professional presentation, all have been extremely well received. Frankly, I don't know how we did without it!

Bidsketch Integrates with RightSignature: Simple Proposals, Now with E-Signatures

By: Daryl Bernstein / Tuesday, April 26, 2011


Bidsketch is a popular web application for creating sales proposals. Mix and match proposal sections, describe fees, and choose a professional-looking design, and with a few clicks your proposal is ready for client viewing. New RightSignature integration enables you to create proposals and send them for e-signature from inside Bidsketch. Learn more about this integration, and try simplifying your proposal workflow with Bidsketch.

RightSignature 2.4 Release: New Overlay Builder

By: Daryl Bernstein / Tuesday, April 12, 2011

RightSignature's most significant release so far in 2011 brings powerful new functionality to our renowned Overlay Builder. Whether you're sending a one-off document with signature locations or building a Reusable Template with dozens of form fields, the new Overlay Builder empowers you to create any kind of document your business demands in just minutes.

Brand new features include:

• Drop-Down Text Fields Want your signers to select from a drop-down list instead of typing free-form data in a text field? Just click on Extras for any text field and designate a list of acceptable values. Enter each value followed by a comma (e.g. "AL, AK, AZ, AR, CA, ..."), and RightSignature automatically creates a drop-down list.


• Signer Guidance Help Text Place an instruction next to a field to ensure signers complete the field as your business requires. For example, "Please fill in your complete name, including middle name."


• Drop-Down Merge Fields When you send templates for signature, are there certain merge fields where you always enter one of a specific number of options? Now you can use acceptable values to create merge fields with drop-down lists. A common use case is a contract term length (e.g. "1 year, 2 years, 3 years, ...").


• Default Merge Field Values Would you like a merge field to be pre-filled but have the option to edit the text before sending a template? New default merge field values place default text in a merge field to facilitate even faster template sending.


• Place Fields or Draw Fields You can still place components (signature boxes, text fields, date fields, check boxes, initials boxes, or merge fields) as you're accustomed to, but now you can also draw fields in the exact size and location you want just like you do in popular design and publishing software. Simply click, hold, and draw the field on the document.


• Edit Multiple Components at Once Click and drag the selection marquee to select multiple components. Then edit all selected components at once: assign to one signer, make all required or optional, change transparency, or correct alignment.


The new Overlay Builder is live today, so login to your RightSignature account to give it a try. Want to discuss how to best use these new features in your business? Call our friendly support team at 1-800-921-4250.

RightSignature is a CODiE Award Finalist!

By: Daryl Bernstein / Monday, April 11, 2011


We're proud to announce that RightSignature has been named a CODiE Award Finalist for Best Document Management Solution. The CODiE Awards, bestowed by SIIA (the Software & Information Industry Association), recognize the most innovative software applications in business-critical categories. Previous CODiE winners include such cloud software leaders as SalesForce, NetSuite, and Marketo.

The CODiE Awards are especially validating, because the decisions are made by a professional judging panel (80% weight) and SIIA member voting (20% weight), with no lobbying or self-promotion permitted ... this is not the Oscars, people. The CODiE Award recognizes how RightSignature's cutting-edge web application has raised the bar for powerful software functionality in the browser. Please join us in raising a pint to celebrate our team's outstanding accomplishments!

What is Electronic Signature?

By: Daryl Bernstein / Thursday, March 17, 2011


Electronic signature, e-signature, digital signature, online signature ... we often hear these terms tossed about as if they were interchangeable. As more and more businesses go paperless, the efficiency of getting documents executed on RightSignature is an increasingly popular topic of conversation around the water cooler. But what's the correct term to use when you want to tell a friend about RightSignature?

We thought a simple dictionary would help clarify the lingo of online document signing:

Electronic Signature
Technically, an electronic signature is any kind of electronic indication of consent or approval. Examples of casual, but not always legally defensible, electronic signatures include sending an email including the phrase "Sure, I agree to your proposal" or clicking a button that says "I agree." The most robust, defensible electronic signatures, such as those captured on RightSignature, include identity authentication, audit logs, security and encryption features, and biometric (hand-drawn) signatures.

E-Signature
The term e-signature, or esignature (if you're not a fan of dashes), is a common abbreviation of the longer term electronic signature and has the same meaning.

Digital Signature
A digital signature is a digital "stamp" that contains data which is unique to the individual who places it on a document or file. Unlike the mark left by a rubber stamp, this digital stamp is usually hidden in computer code and not visible on the document. A digital signature is placed on a document or file by the "signer" to indicate consent or agreement, or simply to prove that the signer created or modified the file. It assures that any changes made to the data that has been "signed" with the digital signature cannot go undetected.

Online Signature
The term online signature is colloquial and describes any kind of signature created online. It does not imply any criteria for authentication, security, or defensibility.

RightSignature™
Still wondering which term to use or which technology is best for your business? There's a simple solution: RightSignature. Documents executed on RightSignature contain the most critical elements of both electronic signatures and digital signatures. Most importantly, RightSignature is easy to use for both senders and signers, and RightSignature documents have the same legal validity as pen-and-paper documents. If you're not already using RightSignature in your business, sign up for a free trial today.

Case Study: Pro Health Staffing Increases Revenue with E-Signatures

By: Daryl Bernstein / Monday, February 7, 2011


Pro Health Staffing provides highly qualified medical talent to hospitals and other medical facilities. With offices in Houston, Los Angeles, and Seattle, Pro Health's busy recruiters have a daily need for job candidates to fill out and sign lengthy document packages. Previously, they used a laborious combination of printing, emailing, faxing, and scanning.


CEO Michael DeLance explains how Pro Health Staffing deployed RightSignature to improve efficiency and increase sales: "We were in desperate need of an electronic signature solution, so I reached out to RightSignature. It became apparent that we needed the software immediately. The setup process was extremely fast and easy. The staff were able to handle any request we had and took the time to explain features in a way that we could understand and implement.

I am now very happy with our new capabilities, and we have already increased our production by 50%. With RightSignature, we are getting very positive comments about the quality of our service, greatly due to how easy it is to apply with our agency. RightSignature is simple to understand and easy to navigate, and our end users really like it."

Contact us to discuss how to implement e-signatures in your staffing firm or any other business.

Batchbook Integration Brings E-Signatures to Social CRM

By: Daryl Bernstein / Wednesday, February 2, 2011


We've always been fans of Batchbook, a beautifully simple CRM for managing contacts, leads, and deals. Easy to implement and use for any small business, Batchbook enables you to build data-rich contact records with details of every phone conversation, email communication, and document exchange. In addition, Batchbook ties into social media, displaying your contacts' most recent blog posts and tweets right in their profiles.


This integration means you can now access your Batchbook contact list from inside RightSignature. Any time you send a document or reusable template for e-signature, simply start entering a signer's name and RightSignature searches your Batchbook account on the fly to display potential name and email matches. To set up this integration, login to your RightSignature account and visit your Account > Integrations page.

Our friends at Batchbook have been leaders in promoting integrations among web applications, even founding a very cool group called The Small Business Web to organize this effort. Batchbook also integrates with many of our other favorite web apps, including FreshBooks, MailChimp, and Tungle.

RightSignature In-Person Document Signing App for iPad Now Available

By: Daryl Bernstein / Friday, January 28, 2011


The RightSignature In-Person Document Signing app for the iPad is now available for free in the iTunes App Store. This powerful app empowers you to obtain signatures on documents when you are in the field or have customers present with you in your office.

The In-Person Document Signing app fulfills a wide variety of business use cases reported by RightSignature users: Sales representatives collect signatures on orders at client locations. Repair technicians receive sign-offs on their work in the field. Real estate professionals close deals at a buyer or seller's house, or even a coffee shop. Financial advisors enable clients to fill out and complete forms during meetings. Doctors have new patients complete and sign medical history forms in the waiting room.

Simply set up Reusable Templates in your RightSignature account from your desktop or laptop. Then, when you are with a client and have your iPad: open the app, select a Template, enter merge field data (if any), and give your iPad to your customer to fill out text fields and sign in person. Of course, the app enables authentic handwritten signatures on the iPad's remarkable touchscreen. This is truly the business clipboard of the 21st century.

Tablet Legal says, "I think the size of the iPad is no accident and its parallels to a standard piece of paper make it a compelling device for document management. I’d expect people to consider using RightSignature on the iPad even more than on the iPhone because of this." Give the app a try today, and let us know what you think!

Learn more about the range of RightSignature electronic signature capabilities on the iPad and iPhone.

Two-Factor Tags Enable Powerful Document Management

By: Daryl Bernstein / Monday, January 17, 2011


You may have already discovered that adding tags to contracts you send for signature makes RightSignature a convenient, secure document archive for your business. Until now, you've been able to apply single-factor tags, which are simple phrases that can be used to search for specific documents in the future. Examples of single-factor tags are:

• Credit Card Authorization
• W9
• Megatron Corporation

Our brand new two-factor tagging takes this capability to a new level, promising to turn RightSignature into a powerful document management system. Two-factor tags give you unlimited flexibility to describe, manage, and search your document archive in the way that makes the most sense for your business.

A two-factor tag contains both a Tag Name and a Tag Value. Examples of two-factor tags are:

• New Client Forms: Credit Card Authorization
• Compliance Forms: W9
• Company Name: Megatron Corporation

Contract renewals provide an interesting use case where two-factor tags can increase efficiency. Your clients may typically sign a one-year contract, and you need to know when to contact them to renew. Apply a two-factor tag to each contract, where the Tag Name is "Renewal Month" and the Tag Value is, for example, "February". Then, at the beginning of each month, simply search your RightSignature archive for documents with the relevant tag value to determine which customers you should contact to discuss renewing.

On your RightSignature dashboard, use the search box to filter your archive using your two-factor tags. Here are some examples of search methods:


Search QueryResult
tag:compliance_formsAll documents with tag "compliance_forms"
tag:compliance_forms=w9All documents with tag "compliance_forms" with value "w9"


Don't worry! If single-factor tags are sufficient for your business, you can still use them just as you're accustomed to.

FormLizard Integrates with RightSignature

By: Daryl Bernstein / Tuesday, January 11, 2011


FormLizard, a web application for completing forms and contracts online, is now integrated with RightSignature. The integration of these two innovative applications provides businesses a seamless process for online form completion, contract authoring and now, electronic signatures.

FormLizard enables businesses and their customers to complete forms, contracts and more simply by answering online questions. The application simplifies the process of completing documents – no more printing and scanning, no more PDF files that won't save, no more guessing at what a form is asking, and no more answering the same question on multiple forms. FormLizard customers simply create online interviews allowing users to answer questions online and then access their completed documents when finished.

“Our integration with RightSignature is a big step forward in eliminating paper from document-driven processes,” said Chris Martoglio, CEO of Blue Burro. "Too many deals and too much time are lost because of the lag between finalizing documents and getting them signed. This integration eliminates that lag.”

Documents for signing can be sent through RightSignature from within FormLizard. Users can even route the document for multiple signatures.

FormLizard's unique technology for turning simple online interviews into completed forms is highly complementary with RightSignature's leading e-signature application. This integration empowers businesses to fulfill a wide variety of custom use cases where parties need to provide information and answer questions in order to complete a form and then apply a legally-binding electronic signature.

To learn more about this integration, watch this screencast and then sign up for a free trial with FormLizard.

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