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RightSignature Android Signature App is Live

By: Unknown / Thursday, December 13, 2012

The new RightSignature for Android app is beautiful. It's free. And it’s available now, in the Google Play marketplace.

Now you can send, manage, and receive notifications about your documents from anywhere with the new RightSignature app, compatible with most current Android devices. The app plugs directly into your existing RightSignature account, bringing the full power of RightSignature into the palm of your hand, anywhere you go. For those who don’t already have a RightSignature account, we've got you covered: you can also sign up for a free trial from directly within the app.

As a reminder, your signers can sign RightSignature documents on their Android devices too, using the native web browser—no app or account required.

We've been hard at work to bring our critically acclaimed UI and our powerful, user-friendly document sending experience to the Android platform. We think the end result is spectacular, and we're extremely excited to be able to show it off. Here's a look inside:

Send Documents for Signature

The first piece of major new functionality is the ability to send out documents for signature directly from your phone or tablet, using RightSignature’s Reusable Templates. The app lets you browse through the Reusable Templates you've already set up in your RightSignature account, then send them for signature to anybody, just like you would in your web browser.

Manage your RightSignature Documents Anywhere

The new RightSignature for Android also replicates your full RightSignature dashboard from directly within the app. View all your sent, signed, and pending documents and signature requests from one easy screen, with your recipients names and the dates your docs were sent and signed all available at a glance.

Push Notifications to Track Documents in Real Time

With the RightSignature Android app installed, you'll be notified of any activity on your RightSignature documents as it happens. Whenever you’re sent a new document to sign, or when anyone else has signed a document you sent, the RightSignature app will show you Push Notifications—whether you're inside the app or not—so you can multitask and still keep track of your important documents in real time.

Install the new free RightSignature app on your Android phone or tablet today, and see how digital signature software can bring you to a new level of productivity. Check the status of that big contract as you're boarding a plane, sign an NDA at lunch, or send a prospect an estimate… while you're still sitting with him. The easiest, fastest way to get signed is now on your Android.

Power User Tip: Drop-Down Fields

By: Unknown / Friday, December 7, 2012

Want to have better control of the data your signers input on your RightSignature documents? Try changing your text input fields to drop-down fields. Instead of the signer typing out “California”, potentially misspelling or committing a typographical error, with a drop-down field they will be able to select “CA” from a convenient list. Or, take a look at this example of a signer selecting a particular service plan from a drop-down field.

Drop-down fields present several advantages for you and your signed documents. First, drop-down fields are easier to use than type-in fields, faster for signers to complete, and error-proof. Second, drop-down fields help keep your data in a manageable format for using the Data Exporter to extract data for use in another system or spreadsheet.

To add a drop-down menu to your next RightSignature document, follow these instructions:
  1. Login to RightSignature and choose to send a new document or create a new Reusable Template.
  2. On the Document Overlay screen, click the “Text” box from the Tools menu and drag it onto your document, to the area where you would like to place your drop-down menu.
  3. In the Options menu that opens, click on the “Extras” tab.
  4. In the “Acceptable values list,” type out the values you would like your signer to be able to choose from, separated by a comma. For example: “Personal, Business, Enterprise”
  5. Click Save.

That’s it! Now, when you send that document, the sender will see a drop down menu in the area you placed your text box, with the values you defined available.

RightSignature + FreeAgent Integration: Send Estimates for Signature Online

By: Unknown / Tuesday, December 4, 2012

FreeAgent proves that accounting doesn’t have to be a nightmare. It’s a versatile, powerful online suite for managing not only your company’s bookkeeping, but time tracking, online banking, IRS filing, and creating and sending estimates and invoices to your clients as well. FreeAgent is accounting software, evolved.

And now, with the new integration with RightSignature, you can collect fast, easy, legally binding electronic signatures on your FreeAgent estimates.

Next time you need to send a project estimate to a client to sign, don’t fall into the time sink of creating a brand new document, printing it out, and faxing it back and forth. Instead, choose a great looking template in FreeAgent and plug in the appropriate data. FreeAgent will produce a clean, professional invoice or estimate for you in seconds.

Then, after installing the integration, login to your RightSignature account. Select your newly created FreeAgent estimate or invoice, choose your fields and senders just like you would for any other RightSignature document, and click Send. Your recipient will receive an email with a link to sign the document—as soon as they’re finished, it will be automatically delivered back to you, so you can get on with your business.

And here’s the best part: after the estimate is signed, RightSignature automatically marks it “approved” inside FreeAgent. Quick, effortless, and painless.

Ed Molyneux, CEO of FreeAgent:
FreeAgent removes the hassles of accounting busywork for freelancers and small businesses. Our online software takes care of bookkeeping, billing, banking, and more, all in one package. Our customers often need to have their estimates signed by clients and coworkers – and this new integration with RightSignature closes the loop, bringing the entire estimate approval process online without a shred of paper. This is a fantastic feature, and we’re excited to be able to share this with our users."

The Right Way: Provident Security Responds to Alarms in 5 Minutes or Less

By: Unknown /

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

Based in Vancouver, Canada, Provident Security occupies a unique niche in the security industry: Provident handles every aspect of your security themselves, from alarm installation to dispatch to response, and guarantees a 5 minute in-person response to any alarm for all of their 6000+ customers. RightSignature’s Steve Stormoen recently caught up with Mike Jagger, Founder and President of Provident, to talk about security, technology, and his 16 years of fully-bootstrapped success.

What’s the story behind Provident Security? What do you do, and how did you come to start it?

Mike Jagger: We’re a full service security company. What that means is, we install alarm systems and camera systems in people’s homes and businesses, and we have our central alarm station where we receive that. Additionally, what’s unique about us is that we also have our own response teams to those alarms. We guarantee a 5 minute response to any alarm or any call for all of our customers.

Above and beyond that, we also have a full concierge service. So if you go away for the weekend, we’ll come by and pick up mail, feed cats, walk dogs, and so on. If you’re going to Disneyland for the weekend, we’ll drive you to the airport in one of our vehicles. We have an office and a station in Whistler (a resort town about 80 miles north of Vancouver –ed.), and if you’ve got a cabin up there and you need your fridge filled up before you go away for the weekend, we can do that too.

So yeah, it’s a different approach to security, and it works. I started it in 1996 when I was going to university. For our first jobs, we were doing security at high school dances. At that time, Provident was just myself and a few friends. But those high school dances led to private parties, which led to hotels paying for our services, and then retail stores and private residences, and it just snowballed from there.

What do you think the three keys to your success have been?

MJ: First of all, now that our service offerings are so well defined and we have a clear idea of what we do, we are able to say “no” to things. We go to great effort to provide a remarkable and unique service, but to do that, we have to be restrictive about which areas we can cover. So if there’s a neighborhood that we just can’t give that 5 minute response time guarantee, we’ve developed the discipline to just say, “no.”

A second key to our success would be our overall perseverance. This is a slow growth industry, if you compared to, say, a tech company. To get to where we are, with 170 employees and over 6000 customers, we could only get here through 16 years of hard work and determination.

Third, we do a good job of looking for inspiration outside our industry; of going on tours and meeting with business owners and learning what they do, then applying what works for them to improve our operations. We looked at Toyota’s lean production systems. We went to Memphis to take a look at FedEx’s disaster recovery and automation systems. This has helped us in particular with our new client installations, nailing everything down as efficiently as possible.

You started Provident Security in 1996, right as the internet boom was taking off. How do you think this generation of technology has shaped your business?

MJ: Our use of technology has been a definite competitive advantage of ours. When we first started, there were no companies that did what we did. The security industry is dominated by massive companies that provide a part of the service, alarm systems perhaps, but not the full thing. So when we went out to look at monitoring stations—very expensive monitoring stations—we found out that there was nothing available anywhere that took an alarm signal from one of our alarms and brought it to the people who could do something about it. We had to design those systems ourselves and build them in-house.

That embrace of technology carried over to other aspects of our company. We were one of the very first security companies on the Palm Pilot, back when that was a big deal. Then we were one of the beta test accounts on a cell reception carrier. And we were the first to use fully wireless data reporting, back when the only way to do that was to plug in a cable to your cell phone and your palm pilot.

Having employees and team members who are OK with new technology, with our operations changing all the time, gave us the capacity to try new things, but we’re also conscious we don’t want to recreate the wheel. Using RightSignature is a good example—if someone else is an expert at something we need, we hop on to what they do and take advantage of what’s there.

What has been the biggest challenge Provident has faced?

MJ: The biggest challenge for us has been keeping with our priority to remain completely independent. Most security companies, especially local companies like us, are directly affiliated with a much larger business. I started Provident because needed a way to pay for university tuition and for books; there was no capital whatsoever. Our initial investment was a $500 Mastercard I got, and it was the only thing I had. And since day 1 we’ve been completely bootstrapped—that 500 bucks went to paying for insurance and shirts for our first event. The cash from that event went to the next one.

Down the line, when we put together our operations system, that was a 7 figure installation. But everything we’ve done has had to come from creating—creating cash flow, and finding ways be able to afford to grow on our own terms. Certainly in those first years, that meant writing checks to myself that I wasn’t able to cash, or doing overnight patrols on my bicycle. But through it all, we were able to stay independent, and that flexibility has been invaluable to get to where we are today.

Tell us how you use RightSignature, and which 4 other online tools you use the most?

MJ: We use RightSignature most importantly for our customer contracts. There’s a lot of liability in our business: we provide monitoring for theft, burglary, fire, and so on. Our contracts are extremely important because we need to spell out what services we’re providing, and just important that we spell out the ones we’re not.

RightSignature is a great way to speed up the process of getting contracts signed with new clients. I know that any time I get a contract through RightSignature every page is going to be initialed, nothing in the contract has been changed, and every field has been filled out appropriately. When I’m travelling I use the phone app all the time, and we use the online forms as well.

We also now use RightSignature for employee documentation, since we’ve been on a push for a few years to go completely paperless. Our technology solutions are focused on identifying and eliminating waste, so we can kick out any step of the process that doesn’t provide direct value to our customer. RightSignature really comes in on the head of that.

As for other tools, Google Apps is a big part of what we do. We’ve built out pretty extensive wikis for all our different teams using a ton of video—with so many different services we do, having those procedures and policies online where our own employees can update them has been a big tool. We also have the mobile reporting systems we built ourselves, using iPhones and Blackberries. And personally, I use Evernote and Instapaper all the time.

New Feature: Data Exporter

By: Unknown / Thursday, November 29, 2012

Have you ever needed to make a quick spreadsheet to review the data collected in your signed RightSignature documents? Or import that data into a database or another software system? Well, now you can do that, thanks to a new feature we’re calling Data Exporter.

Data Exporter?

Couldn’t you have called it something intimidating, like “Big Data Cloud Optimization”? Well, we could have, except that we believe in building simple, elegant, easy-to-understand features… and this one actually lets you export data collected in your documents. What exactly does that mean? Let’s break it down:

Which Data? This is the data that signers input into each field of your RightSignature documents. Fields include text fields, date fields, even check boxes. Data can be exported from Reusable Templates, Online Forms, and documents with tags attached.
Exporting Where? Exporting means taking the data from each signed document and compiling it together into one properly formatted CSV file. This file can then be easily transferred into a spreadsheet for easy sorting, searching, and record keeping, or into a database or other internal software system.

Exporting Data from a Reusable Template

Say, for example, you use RightSignature to get your employment forms signed online. These forms have many fields that can be time consuming to set up each time you need to onboard a new hire. RightSignature Reusable Templates instead allow you to create each employment form as a Template that you can reuse, sending the same document with the same fields to every new employee you hire. And with just a few more clicks, the new Data Exporter lets you extract that data to build an instant employee database, create a spreadsheet, or import it into other software (like BambooHR’s HR software for small business).

You’ll find Reusable Template Data Export in the Reporting section of your account, under the tab Data Exporter. Simply select the time frame, the Template you want to receive data from, and the columns of data you want to receive, then click “Export CSV.”

RightSignature will then compile the data you requested for you—just click “Download Export” to grab the file. Open the downloaded file in your spreadsheet software of choice to view, sort, and analyze all of your collected data in one easy file. Note that it’s wise when setting up your templates to name your fields using the “Component Reference Name” option, so the column titles of your exports are more easily understandable.

Exporting Data from Tagged Documents

To export data from your tagged documents, follow the process above, but select a tag from the Data Exporter screen instead of filtering by template. You will be able to choose any data columns from your tagged documents to export to a CSV file.

For users on Gold and Enterprise accounts using Document Packaging, tag your individual Reusable Templates, and you will be able to export data from signed document packages using the Data Exporter with filtering by tags.

Exporting Data from Online Forms

Exporting data is a core feature of Online Forms – which are designed for the distribution of a single document to multiple signers, either by embedding on your website or emailing a link. When you ready to extract all the data collected, navigate to Online Forms, select a Form, then click Responses.

We’re always thinking of new ways to make the best digital signature software even better for you and for your business. Have feature ideas or suggestions? Send us a note or post your idea on our idea forum.

Yammer Add-On for RightSignature: eSignatures for Your Enterprise Team

By: Unknown / Monday, November 19, 2012

Move over email: Yammer is the new paradigm for social communication and collaboration in the enterprise. A full-fledged social network (think Facebook for your business), Yammer enables a large team to communicate effectively, generate and share content across a large, distributed network, and share and collaborate on important files. Yammer is used by 85% of the Fortune 500, and shows no sign of slowing down.

Yammer is immediately usable for everyone on your team. It’s especially useful for team members that don’t all work in the same office (and what business doesn’t have at least a couple telecommuters these days?). Yammer accounts are also sharable with external networks, allowing your customers and contacts to sign up for visitor access to your Yammer network as well.

Now, with the new RightSignature integration, you can send important documents to your Yammer contacts, both inside and outside your company, quickly and effortlessly. In addition, RightSignature will post to the User's private activity screen when a document has been sent or signed. Here’s how it works:
  1. After installing the Yammer add-on in RightSignature, login to RightSignature and choose the document you wish to send. If you run a massive remote workforce like Support.com’s Ericka Tate, you might choose your Employment Handbook, Non-Disclosure Agreement, or other employee onboarding forms.
  2. In the “Signer” field, begin typing your Yammer contact’s name. RightSignature will recognize and automatically suggest your Yammer contacts in the drop-down box below.
  3. Select your Yammer contact and click send. That’s it, you’re done. Your contact will receive an email with a link to sign the document using RightSignature’s powerful electronic signature software, and as soon as they do, it will be returned to you instantly and automatically. Your private activity screen in Yammer will also be updated with a post notifying you that the document has been signed.
An Le, VP of Business Development for Yammer, says:
Yammer's best-in-class enterprise social network empowers employees to collaborate easily in order to get work done better and faster. Likewise, RightSignature takes the old model of slow, painful document signing and makes it quick and efficient. The partnership between Yammer and RightSignature is an exciting one, and we look forward to sharing this functionality with our users.”
RightSignature is excited to have Yammer as our latest integration partner. By combining Yammer’s social communication with RightSignature’s powerful document execution, companies can manage their interactions and document workflows better than ever before.

The Right Way: Threadless Makes T-Shirts That You Wear on Your Body

By: Unknown / Thursday, November 15, 2012

Our series “The Right Way” profiles RightSignature power users, revealing their success secrets and the technology tools they use every day.
Part art and design community, part internet fashion hub, Threadless has developed a cult following by producing some of the most stylish t-shirts on the internet. In the 12 years that Threadless been in business, they have grown in size and scope, and have even moved into brick-and-mortar retail. RightSignature’s Steve Stormoen caught up with Threadless Founder and Chief Community Officer Jake Nickell to get the skinny on Threadless and hear his thoughts on art, business, technology, and the internet.

Tell us about Threadless. What’s your origin story?

Jake Nickell: Threadless started in November of 2000. I was 20 years old, a full time web developer and going to art school part time. When I wasn't working or in school, I participated in an online art forum called Dreamless.org. Threadless started as a thread on that forum: I asked people to post up t-shirt designs and then made the best ones into designs we could all have. It was a hobby, never really meant to be a business. Over the years it kept growing and growing to the point that I had to drop out of school and then eventually quit my job to support it. At that point it really turned into a business. The premise has always been the same. Artists around the world submit designs, they get voted on and we make and sell the best designs, paying the artists.

A large part of what you do seems to be based on your community of designers and supporters. How do you use your community base to grow your customer base, and vice versa?

JN: A lot of our growth comes organically just due to our business model. With our community-based model, each design that gets submitted, printed or not, becomes a little piece of content that gets spread around the Internet. Friends tell their friends to vote on it, some of those people end up submitting designs too and it just keeps snowballing. It's also a great tool for artists to use to get exposure. Designs uploaded to Threadless get seen by a lot of people and the best ones really blow up!

You’ve been maintaining an business and a community online for 12 years, which is an eternity to the internet. How have you seen the internet change during that time, and how has Threadless dealt with those changes?

JN: When Threadless started community online meant forums or bulletin boards. Things have changed a lot since then and now there are amazing, massive social communities like Facebook, Twitter, Tumblr, etc that have dominated community online. It's funny because you'd think as the internet gets more 'social', it'd be easier for companies to tap into that. In our case, I think it's actually been more difficult to keep people on Threadless since they have all these other places they can participate now.

As for commercially, I think e-commerce has just kept growing and growing so you get more and more people comfortable shopping online which has really helped. The tools businesses have access to now are also way more powerful and prevalent. When we first started we built everything ourselves, fulfillment software, shopping carts, etc ... but now you can leverage third party services for just about everything you need to do and have the time to just focus on what makes your business unique.

What is the biggest risk you’ve taken with Threadless? Did it pay off? If so, how?

JN: I'd say the biggest risk I've taken with Threadless has been to start to work with major retailers to distribute our products. There is a bit of a disconnect in our community between our artists and customers when it comes to this point. Our artists really want their work to be seen and distributed everywhere so they can get great exposure for their work and because it's just cool to see something you made in a major retail store.

On the other hand, our customers like to keep Threadless small and special to them and don't want everyone to have access to all of the unique designs. We found a balance though by differentiating the product sold at retail from the product sold on our site. This allowed us to print even more artists and also keep the product on our site special to Threadless. It paid off and our retail partnerships are going great! I think it was worth the years of careful consideration and creative thinking that went into figuring out the right way to do this.

Tell us how you use RightSignature, and what are your 4 other favorite online tools?

JN: RightSignature has been crucial to managing the contracts we use for the artwork we print. Since we started using RightSignature a few months ago we've had nearly 1,000 signed contracts come in from all over the world. The key part for us is being able to use the Online Forms Share Link feature in all of our email notifications which makes sending out the contracts super easy. We send out tons of bulk emails and not having to set up and send each one manually is a life saver. All we have to do is check the email we get once someone has signed.

Some other great tools we use online to manage our business are Basecamp, Pivotal Tracker, Google Docs and Custora.

Power User Tip: Signer Help Text

By: Unknown / Tuesday, November 13, 2012

Do you have explicit instructions for your signers on how to complete your electronic signature documents? You might not be aware that RightSignature already contains the perfect tool to help them fill out each document correctly on the first try: Signer Help Text.

Signer help text messages are short instructions you can associate with any RightSignature text field, checkbox, or signature box. When the signer hovers their mouse over that field, your custom message will appear to help them complete your document correctly. Here’s how to add signer help text to your next electronic signature document or template.
  1. Login to RightSignature and choose to send a new document or create a new reusable template.
  2. On the document creation screen, click the “Text” box from the Tools menu and drag it onto your document, where you would like to place your drop-down menu.
  3. In the Options menu that pops up, click on the “Extras” tab.
  4. In the “Signer guidance help text” section, type out the message you would like your signer to see.
  5. Click Save.

Once you send the document, the signer will see your pop-up help text when they hover the mouse over that text field, giving clear and simple instructions to help your document signing go as smoothly as possible.

Online Contracts: Legal Agreements on the Web

By: Unknown / Thursday, November 8, 2012

Why are we still using QWERTY keyboards? This layout comes from the days of typewriters, and was designed not for speed or ergonomics, but to keep the keys from jamming! And yet that layout has stuck with us from typewriters to computer keyboards to the virtual keyboard on your smartphone or tablet, whose keys almost certainly never jam. The reason being: the QWERTY layout, though imperfect, is what everyone already knows. Not only is the layout familiar to us, it’s comfortable, and that familiarity and comfort is more useful to us than the superior typing speed and ergonomics of a competing layout, like Dvorak.

The same principle applies with a business contract, which traces its lineage to even earlier than the typewriter. That contract has evolved from a simple handshake to a contract written by hand, then with a typewriter, a word processing machine, and now a PC, sending documents seamlessly over the internet. However, no matter how much of our workflow we’ve shifted online, most people don’t view a contract as valid until each party signs with a personal, handwritten signature.

Unfortunately, this usually also means printing the document out on paper, faxing it away, and waiting for it to be faxed back. Logically, this seems absurd: electronic documents are the reigning global standard, and email is now three decades old. However, a look at history can help us understand why signatures are so important, and how we can update this standard for now-mainstream technology.

Act I: Before Signed Contracts, Handshakes and Wax Seals

A mere few hundreds of years ago, before literacy was widespread and paper documents were ubiquitous, the signature as we understand it today did not exist in the western world. Agreements between two parties were generally made verbally, face to face, with a handshake to seal the deal. This had the advantage of allowing the deal to be negotiated and agreed upon by both parties in person. And while the social pressures of an in-person meeting made for a strong incentive to keep one’s word, most deals settled over a handshake couldn’t have had any sort of outside mechanism of enforcement, or any indelible record to confirm the precise wording of the contract. As a result, these contracts were generally very simple, limiting the types of agreements that could be made.

The other ancient ancestor of the modern signature is the personalized wax seal, used to verify the sender of a confidential letter or other communication. These seals had the same benefits and drawbacks as the handshake deal, but in reverse: the written letter could be complicated and precise in its wording, and didn’t require both parties present to reach an agreement. However, the correspondence generally went in one direction, mirroring the political order of the times—those rich enough to be literate and have a personal wax seal generally gave orders by fiat, rather than through negotiation.

Interestingly, handshake deals and the digital versions of wax seals still have their place in today’s world, but are obviously no longer the dominant mode of doing business.

Act II: The Rise and Growth of Written Contracts

If we’d had hashtags back in the day, #democracy would have been trending around the same time as #literacy did in Western Europe and their new American colonies. With enthusiastic nations adopting freedom and equality as foundational political concepts, a person’s consent and the legal need to obtain it was gaining increased importance in government and business. Add these elements together and you get perhaps the most famous signature in history: John Hancock’s oversized flourish is a fixture on the US Declaration of Independence.

Technology has since enabled contracts to become longer, more complex, more precise. and more numerous. The advent of typewriters, mimeographs, word processing machines, photocopiers, and finally PCs have repeatedly revolutionized the way we compose, reproduce, and distribute paper documents. The time and money saved has allowed us to both make signed contracts not only longer—anyone who has spent time structuring a contract or involved with a case in a court of law, with hulking statements and appeals paperwork, would readily agree—but more plentiful as well. On your lunch break today, for example, if you pay with a card at a restaurant, you’ll likely have to sign your receipt to complete the transaction.

All that paper comes with a price, however. First is the monetary cost of such extensive printing, then the environmental cost of all that paper and ink, and finally the cost in labor and convenience to keep track of thousands upon millions of important contracts, receipts, and other paperwork. This is the problem that electronic signatures seek to fix, but haven’t fully yet.

Act III: Online Contracts and the Future of Business

The reason we see electronic signature software as an essential tool for any modern office, besides its benefits for the efficiency and cost savings of your business, is the way it evolves contracts and the way we do business itself. But most attempts at creating a standard electronic replacement for the handwritten signature have flopped for the same reason as poor Dvorak: they fail to integrate the habits we’re used to, and fail to understand why those habits are important.

Electronic signature legislation such as the E-SIGN Act and UETA define an electronic signature not as a stylish writing of one’s name, but rather as “an electronic sound, symbol, or process … executed or adopted by a person with the intent to sign the record.” But these more abstract electronic signatures have failed to catch on beyond click-to-sign EULA agreements that no one ever reads, and are truthfully designed to not be read.

RightSignature, which offers a free trial for new users, is the only electronic signature software that understands and reinvents the way we have become accustomed to signing contracts. What makes an electronic signature an accepted standard needs to be what makes handwritten signatures so intuitive: when a person writes their handwritten signature on a document, they are symbolically pledging on the strength of their name—on their reputation as a person—to the truth of that document, and to their intention to fulfill its terms.

We are already experiencing a future that promises even an even greater portion of our workflow shifting online—with the rise of online software programs like Google Docs, contracts are now being composed collaboratively and entirely online, with the redlines of either party easily defined and discussed. Shifting to electronic signatures as a standard for closing these documents simply means utilizing the symbols and habits we’ve come to expect from paper contracts and moving them online, to the same space as the rest of our workflow, with all the associated benefits in efficiency and cost.

With the API integrations that the best cloud-based SaaS programs have built with one another, forward-thinking professionals are already composing contracts in an online office app. These users are sending their documents for signature in RightSignature to a contact from their CRM, then storing the completed document in their cloud storage service of choice, without ever even having to download the file to local storage.

We rely on technological advances to make our workflow continually newer, faster, and better. However, it’s by connecting these advantages to the structures people already understand, like a handwritten signature, that technology and business truly progress. This is the evolution of business.

The Right Way: Support.com Does Tech Support Anywhere, and Their Employees Are Everywhere

By: Unknown / Monday, October 29, 2012

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

Support.com is so effective at tech support, they may have already serviced your computer, phone, tablet or network, and you didn't even know it was them. After years of experience with consumer technology services, Support.com has expanded into partnerships with some big names in both retail stores and broadband services to bring top-of-the-line tech support to the people. RightSignature's Steve Stormoen sat down with Support.com HR Director Ericka Tate to learn more about this quietly spectacular company and their ambitiously large remote workforce.

What's the story of Support.com?

Ericka Tate: Basically, we fix computers. But now everything works like a computer. So when something goes wrong with your PC, Mac, tablet or smartphone, you've got a virus or you need a tune-up, or you need help getting your wireless network set up, we're able to remotely connect and take care of all that.

We provide our services to consumers and small businesses in two ways: first, under our own name as Support.com, and secondly, through white label partnerships with a lot of different companies that include leading retailers, broadband service providers and technology companies. Their customers don't necessarily don't know that it's us, but that's the beauty of a white label partnership. They don't know who we are and they don't really need to. They just need to know that they can go to the local big box store and get their computer fixed.

We started those partnerships in retail world, but more recently we've expanded into broadband world as well. Support.com started 12-13 years ago, but back then we were known as SupportSoft, and we did software development. In 2009, we sold that part of the company and set off on our path exclusively as a consumer technology services company. We now have over 1100 employees and the vast majority—80 to 90% of them—work remotely. I lead the HR functions for the company, and that gets to be quite a task.

How do you use RightSignature?

ET: RightSignature is essential to me and my team. Like I said, 90% of our employees work remotely. We have had to figure out a way to make it cost efficient to have a remote workforce. Back in the old days, when we started with a remote support workforce in 2007-08, we had to overnight paperwork back and forth because people at home don't necessarily have a fax machine. That's costly and not efficient and... well, there's a whole other list of things wrong with that. So we found RightSignature and now we use it to do our first day paperwork. We use it for other areas as well, for paperwork between legal and engineers, but the overwhelming majority is for our new hire paperwork. It's really essential to our onboarding process.

There have been times where we've had to hire 100 people in a week, which also means we have to onboard 100 people, all in a week. If you use RightSignature, it all happens at your pace. There's no waiting for FedEx guy to come, or freaking out when the fax machine is out of paper or is jammed or what have you. We're all about automation, and you just can't have the hiring ramps that we do if you've got paper everywhere.

The other great thing about RightSignature is the efficiency of it—every document comes back complete when you're able to use RightSignature versus email or fax. People always miss something when they do it manually. It allows for errors. When we get the paperwork back with RightSignature we know it's completed and every box that needs to be checked has been checked.

We used to have a different e-signature company we worked with as well, but they had a sort of dinosaur system. It wasn't accurate, and it allowed people to pass the things we needed them to fill out. We finally got rid of it and now use RightSignature for everything. So we've had experience with RightSignature as well as with other companies and we can honestly say that RightSignature is the best.

What has been your biggest success, and how did you get there?

ET: I speak from the staffing, human element from it, but my biggest success has been twofold. One is to be able to hire as many people as we've hired—hundreds and hundreds of employees, completely remotely. Today, we do most everything virtual, from hiring to training to our service, and not many companies are able to do that.

The other thing is that we hire throughout the US. I have 100 employees in Georgia that I've never met and probably never will. We as society are very driven by forms and paperwork, so completing I-9 forms and do payroll forms for everyone has not been easy. But to be able to say we have 900 employees where everything is 100% virtual is a great success.

My other great success has been designing that hiring process. I had to figure out how to get that I-9 in front of the new hire without sinking $100 in shipping costs. That's been a big success of mine, and something I take pride in.

What does the future hold for Support.com?

ET: When we were first penetrating the retail market, I would have never thought there would be space or room for us in broadband.

Now we're penetrating that market as well. 3 years ago it wouldn't have made sense to partner with a cable company, but now people don't just have a PC, they have their phones and their tablets, and people want their computer and their mobile devices all bundled together. So now, it makes perfect sense. With the premium of technology services we offer, I think the future for us is in markets we never would have dreamed of. I'm looking forward to seeing what the next broadband is—it's an exciting time for us.

As society gets more and more technology advanced, we will be there to grow with that. Devices will always get smaller and thinner and better but they will always need support. There will always be a level where the regular person's knowledge taps out, and they need to turn to the expert. Support.com is that expert.

In addition to RightSignature, which other online tools do you use the most?

ET: We use a lot of them because we have a virtual workforce. First, we use eVerify to verify employment for all our employees. And I couldn't go a day without our applicant tracking system, JobVite. Probably the other one would be HireRight, to do background checks on all our employees.

When you're dealing with people's computers, with their phones, you have to have a high standard for your employees, even if they work remotely.

Power User Tip: Saved Signatures

By: Unknown / Friday, October 26, 2012

Did you know you can draw your signature once and save it for future use in RightSignature? The Saved Signature feature is particularly useful for users who find themselves signing a high volume of documents, as well as those who want to make sure their signature looks just right every single time.

Here’s how to save a signature in RightSignature:
  1. Login to RightSignature, click Account, then Saved Signatures.
  2. Sign your name in the signature box. If you want, you can click “Retry” to erase your signature and try again.
  3. When you’re satisfied with your signature, click the “Save Signature” button.
  4. You may create multiple saved signatures if you wish.

After you have created a Saved Signature, each time you sign a document on RightSignature you will see a small Saved icon in the signature pad. Click the Saved icon, then click the image of your Saved Signature to apply it to the document.

Better Together: How PageLever uses RightSignature + Dropbox to Sign and Store Contracts

By: Unknown / Thursday, October 25, 2012

RightSignature’s ever-growing portfolio of integration add-ons empowers you to use your favorite online software together for even greater functionality. In our series Better Together, users share stories of how they’re putting add-ons to work.

Jeff Widman is the founder of PageLever, a company that provides Facebook analytics to heavy hitters such as YouTube, MTV, Intel, Mashable, and Salesforce, providing these industry-defining brands with new ways to drive more engagement with their Facebook fans. PageLever is used by 4 of the top 10 pages on Facebook.

PageLever uses RightSignature to send contracts to clients and employees. Fully utilizing the power of cloud software, the company also uses Dropbox to store and sync documents and Salesforce, Desk, and MailChimp for CRM, support, and mailing lists, respectively. With this cornucopia of cloud services, PageLever has contacts and documents in several different web applications. However, thanks to RightSignature’s integration add-ons, team members can access what they need from all these SaaS services effortlessly.

PageLever maintains sales leads in Salesforce, customer support contacts in Desk, and a complete user and prospect list in Mailchimp. Because he has activated the RightSignature add-ons for all of these services, whenever Jeff needs to send a sales contract or employee onboarding form for signature, he can simply start typing the recipient’s name – and RightSignature instantly searches all three databases and auto-suggests contacts. But Jeff’s favorite integration is with Dropbox: using this add-on, his executed RightSignature contracts are automatically backed up directly into his Dropbox cloud storage.

Jeff Widman of PageLever talks about how he uses RightSignature and the add-ons with his preferred online services:
We use RightSignature for client contracts as well as HR contracts. I make extensive use of the RightSignature reusable templates, so whenever we hire someone it's really fast to get them up to speed with a few template documents. And having my documents and contacts integrated across all my cloud software services—I’ve installed integrations with Desk, Dropbox, MailChimp, and Salesforce—is outrageously convenient.

In particular, I love the Dropbox integration. As soon as I’ve completed a contract, the finished copy is automatically filed in Dropbox. I don’t have to remember to save, sync, or anything; it just appears in the correct folder.”

iPad Mini Electronic Signature: Signing on the Go

By: Unknown / Thursday, October 18, 2012

Apple is announcing the new iPad Mini tablet, and the internet is, predictably, already drooling. At the smaller form factor, Apple hopes to make its gorgeous tablet more portable for ebook reading and web browsing on the go. However, the new iPad is more than just an entertainment device—with the proper apps, your iPad Mini can be an essential tool for your business and productivity.

Mashable recently named RightSignature their #1 business app for the iPad, and it’s not hard to see why. Electronic signatures are changing the way many people do business by bringing the familiar experience of a hand-signed legal document to the digital age—and make for a perfect fit with the iPad’s luxurious touch screen. With iPad Mini electronic signatures, you can truly go anywhere and still be able to do your job, signing and sending important documents and contracts instantly.

Sign on iPad Mini: Business Apps Make it Easy

Among business and productivity apps, electronic signatures have become a must-have, and the new iPad is the perfect platform for e-signing documents. Here are some of the awesome ways you can start signing on your iPad or iPad Mini right away.

  • Send documents for signature. Relax and take a deep breath: you’re no longer at the mercy of your fax machine! With iPad Mini electronic signatures powered by RightSignature, you can send your important contracts and documents to any client anywhere in the world, instantly and effortlessly.
  • Sign documents in person. With RightSignature’s iPad Mini app, you can prepare a document on your iPad and hand it over to the signer to sign right in front of you. Perfect for trade shows, medical forms, and HR employee onboarding.
  • Sign documents remotely. When you receive a RightSignature document to sign on the iPad in your email, clicking the link will bring you to a web browser with RightSignature’s renowned signing software, where you’ll be able to fill in text, check checkboxes, and sign documents on the touch screen with a legally binding electronic signature.
  • Track the progress of your sent documents. Logging into the RightSignature dashboard gives you access to the status of all your pending and completed documents. Download completed contracts, view statistics on your document turnover time, and send reminders to slacking signers with ease.

We’re rightly geeked up for the iPad Mini—promising a smaller form factor and Apple’s sleek retina display. Which iPhone Mini business apps are you most looking forward to using?

Batchbook & RightSignature: CRM with eSignatures for Small Business Superiority

By: Daryl Bernstein / Tuesday, October 16, 2012

Batchbook is a social CRM suite for a connected workplace. Batchbook recently relaunched with a brand new, rebuilt-from-the-ground-up product stuffed with new features, and RightSignature is happy to be on board.

Cloud-based and now sporting a slick, real-time interface, Batchbook tracks every conversation and communication you have with your business contacts to follow promising leads more easily and close deals more quickly. The icing on the cake is Batchbook’s social integrations, which display your contacts' most recent blog posts and tweets directly within their Batchbook contact profiles.

With RightSignature integration, Batchbook and RightSignature users can move straight from the sale to the signed paperwork with the power of instant, legally binding electronic signatures. Here’s how it works: After installing the integration by following the directions on our integrations page, simply log into RightSignature and send a document or template for signature. Begin typing the name of one of your Batchbook contacts in the Signer or CC boxes, and RightSignature will find and automatically suggest your Batchbook contacts to select for sending.

Pamela O’Hara, Batchbook President, says:
RightSignature is simple yet powerful, giving our users the ability to get documents signed online, create templates for standard contracts, and keep a secure archive of executed agreements. It’s an invaluable service for businesses looking to streamline the new customer onboarding process, and Batchbook and RightSignature make perfect integration partners.”
Batchbook was one of our first and favorite integration partners, sharing our passion for making tools to help businesses work better – Batchbook even co-founded the Small Business Web, a coalition of software tools for small businesses. Our integration with the new Batchbook empowers small business superiority.

The Right Way: LendFriend Replaces Old-School Loans with a Helping Hand

By: Daryl Bernstein / Thursday, October 11, 2012

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

LendFriend marries the social web with the crowdfunding explosion, functioning as a platform for friends to lend money to friends online. RightSignature’s Steve Stormoen caught up with Geno Moscetti, CEO and co-founder of LendFriend, to learn more about LendFriend and the broader vision it espouses for the rest of the Financial Services industry.

What’s the story behind LendFriend? Where did the idea come from?

Geno Moscetti: My CTO and co-founder, Dave Kuchar, and I have been friends since we first met in college. After university we took different paths. Dave left his PhD to build his first company, which he bootstrapped and funded with credit cards and his savings. By the time his startup grew to a profitable lifestyle business, he had accumulated a lot of debt, and all the banks turned him down for a debt consolidation loan because of his previously erratic income.

Meanwhile, I was a management consultant for financial services firms and had cash sitting in a savings account. I believed in what he was doing and had additional information than a traditional bank would use to assess risk. So I offered to lend him the money at an interest rate that was greater than I was earning with savings account, but less than what he was paying to credit cards. To formalize it and make sure it didn’t affect our relationship, we turned to existing services online, but found them all lacking. We designed and created LendFriend to meet our own specific needs, and we realized that there are many people out there in similar situations as us.

You mentioned that you wanted to use an online service so as to not affect your friendship. How does LendFriend as a platform deal with that relationship aspect?

GM: Fundamentally, we believe in compartmentalization—that is, being able to mentally separate different feelings or ideas and not let them bleed together. If we can compartmentalize money as an emotional response factor separate from that friendship, we think we’ve done our job. We designed LendFriend to help with that. For example, our slider to select interest rates, or our simplification of your standard legal documentation—it makes it easy for someone to repay the loan, and easier for the lender to give it as well. We think that, if we have a tool that lets our users compartmentalize those feelings, compartmentalize those thoughts about everything that might go wrong, that a personal relationship is longer an inhibitor to lending money. Rather, making an investment in a friend can be a way to empower a relationship.

Again, it comes back to the fact that, like our core user base, Dave and I had known each other for awhile. And, like most people of our generation, I’m always looking for a tool to outsource my efforts. I keep a tasklist on my iPhone, set up periodic email reminders to go to gym, etcetera etcetera. So whenever I can find a tool to outsource mental effort, I go for that. With lending money, we want LendFriend to be the platform to take care of the messy parts. Using LendFriend, I’d never have to ask Dave for a repayment because the system takes care of it. When I give him that initial investment, he’d never have to question whether that money was gift or loan because that aspect is included every step of the way.

The social internet is soaring, crowdfunding is on the rise, and it’s a difficult time for many people to get bank loans. Is this the perfect storm for LendFriend? Tell us about your successes as a business and how you’ve achieved them.

GM: There are several macroeconomic trends that make it an opportune time to be a FinTech company. We've been blessed with the initial traction from our users and have a great team of advisors (Thomas Korte, ex-Google, Gokul Rajaram, Facebook, and Philip Mikal, Klarna) who have seen many of the obstacles we'll encounter in the upcoming years. But like most founders, I see my best days ahead and am really excited to see how 2012 is going to turn out.

Last year we were part of the Fall 2011 AngelPad, and that’s where some of our advisors came from. Next we had our demo day, and we successfully raised a round of seed funding. From there, it was a matter of hiring the right team, growing the product, and developing our vision of financial services as well.

How do you use RightSignature, and which other online tools you use the most?

GM: We looked at a couple of services to make it simple for our users to sign their promissory notes between each other and banking agreements with LendFriend. RightSignature had the best API and the simplest integration, so it was an easy choice.

We are a small and nimble team so we use Astrid to manage our tasks, Google Docs and Hall.com to manage our communications, and the standard tools for product development—GitHub, Sublime Text, Adobe Creative Suite, and so on. For productivity, we like Dropbox, Evernote, and LastPass—actually, I can't recommend this last product highly enough.

What does your vision for the future look like? Tell us where we’ll all be in 5 years, both for LendFriend and the tech and business world at large.

GM: We moved from a generation of mass commercialization (think: Mad Men) to mass customization (think tailored information consumption: Twitter, Facebook, and Google). Speaking from the perspective of an individual in a developed nation, what I perceive is going to occur is a fully customized experience of everything—financial services, health care, entertainment, education, etc. All customized explicitly for the individual, based on the vast amount of data that we will self-supply which will be combined with other non-traditional predictive indicators.

We design LendFriend with a similar perspective. In Financial Services, we’re starting to see new bits and pieces of products tailored specifically for each individual. Take credit, for example. For 3/4ths of Americans, credit works great—you and I can apply for a credit card, get approved, and receive it in a week. We fit within the profile that most traditional lenders are looking for: they go down their list and all the boxes can be checked. For everyone else, though, the current model does not work—they can’t get credit at all. And the credit they can get is prohibitively expensive. I believe there's going to be  more and more innovative startups disrupting entrenched players at the margins and the progressively moving upstream. We're seeing a lot of this in FinTech already. At LendFriend, we're currently building our next product which provides credit to the underbanked. Five years from now, our dent in the universe focuses on fundamentally reducing the friction for people to receive access to sustainable capital.

Sign and Fax Alternative Online: 7,000 Professionals Move On from Fax

By: Unknown / Tuesday, October 9, 2012

Is the fax going extinct? According to a recent survey on LinkedIn of over 7,000 professionals, the fax machine is the second most-likely feature of current office life to disappear completely in the next 5 years, with 71% of respondents predicting its demise. Just a few years ago, this would have seemed unheard of. Today, however, fax alternatives such as email and electronic signatures have all but erased every need we once had for those noisy beige monsters.

Online Fax Alternatives: E-Signatures are Natural Selection

Extinction #1: You need to get an important document signed quickly, cheaply, and correctly.

The Dinosaur Way:  When fax was king, the only way to get a document signed was to print it out, sidestep to the fax machine, feed in the pages and hope the machine didn’t chew up your contract, then cross your fingers that the fax went through. Then your client would have to sign the contract and complete the whole tango in reverse to return it to you. There were hard costs in paper and ink, you had no visibility into your client’s interest after the fax was sent, and when documents came back they frequently contained errors and omissions.

The Evolved Solution: Today, you can upload that same document to RightSignature – the ultimate online fax alternative – and send it to one or more parties instantly and effortlessly, with 100% certainty that the document will be received and completed correctly. Your clients fill it out and sign online, in any web browser – or on an iPhone, iPad, Android, or other mobile device. RightSignature online signatures enable a simple and speedy sending and return of your documents, and ensure accurate completion and legal compliance.

Extinction #2: You’ve been emailed an important contract to sign and fax back, but you’re out of the office and busy.

The Dinosaur Way:  Let’s be honest: there is no dinosaur way to do this. Without your smartphone, you wouldn’t even know you have an important document waiting for you. If you get a contract in your inbox that has to be signed ASAP, but you’re at the airport or on a fishing boat in the middle of Lake Ontario, you’d better hope that client is still going to be available on Monday. Unfortunately, the LinkedIn Office Endangered Species survey identified desktop computers and standard working hours following the fax machine to the way of the dodo. "Wait until Monday" just doesn’t cut it anymore.

The evolved solution: Sign and return the contract with RightSignature mobile apps. Moving in to take the place of the desktop dinosaurs is the mobile phone. RightSignature’s apps for iPhone, iPad, Android, and other devices allow you to sign online from anywhere – accessing the full power of RightSignature’s online fax alternative e-signatures.

Office Fossils

We are fascinated with endings and new beginnings: a world-champion boxer at the end of his career, or the mystery behind the comet that killed the dinosaurs. To see an endangered species live out its final days, though, you don’t need to go back in time or bring an electric space heater to the North Pole. Just look around your office.

Here is the full list of office technologies the LinkedIn Office Endangered Species survey respondents identified as most likely to go extinct in the near future:
  1. Tape recorders (79 percent)
  2. Fax machines (71 percent)
  3. The Rolodex (58 percent)
  4. Standard working hours (57 percent)
  5. Desk phones (35 percent)
  6. Desktop computers (34 percent)
  7. Formal business attire like suits, ties, pantyhose, etc. (27 percent)
  8. The corner office for managers/executives (21 percent)
  9. Cubicles (19 percent)
  10. USB thumb drives (17 percent)
Doubtless, the landscape of the modern professional is currently in a state of dramatic change, and online tools such as fax alternatives will only play a larger role in the future. What part of working life do you want to see done away with, and what do you want to see replace it?

Email Customization: Craft RightSignature Emails to Fit Your Business

By: Daryl Bernstein / Friday, October 5, 2012

When you send a document with RightSignature, your recipients receive an email with instructions on how to review it, fill out fields, and sign. Did you know that our new email customization options enable you to tailor those emails to make the most sense for your business processes?

Today we peel back the lid to focus on this feature, learn what exactly you can do with email customization, and share tips on how it can help you improve your signing rate and your professionalism. You’ll find all these options in your account settings.

Email Structure

Email messages to your signers include your GREETING, followed by the SIGNING INSTRUCTIONS, and concluded by your SENDER DETAILS.

By creating a custom GREETING and SENDER DETAILS, you can surround the RightSignature-generated SIGNING INSTRUCTIONS with custom text that is helpful to your recipients.

Custom Fields

Custom fields are short tags you can include in your Greeting that automatically pull information from a specific document or template sending session and place it in the email. When one of the following merge tags is placed in your Greeting, it will be replaced with the corresponding text from the Send a New Document or Send a Template screen:

{{signer_name}} - Signer's full name
{{signer_first_name}} - Signer's first name
{{sender_name}} - Your full name
{{document_subject}} - The title or subject of the document being sent
{{document_message}} - The personal message attached to the document
{{document_filename}} - Filename of the uploaded document

Next, let’s take a look at the types of custom emails you can create.

Sample Sales Team Custom Message

These settings ...

... produce this email:

Tips and Tricks for Using Email Customization

In order to effectively use RightSignature custom email messages to boost your document execution rate, here are best practices for effective emails:

• Send test documents to yourself to see exactly how your email notifications will look to your recipients.

• Make sure you keep both your custom Greeting and the {{document_message}} text short enough that the RightSignature signing instructions (including the link to sign the document) displays in your recipient’s email window without having to scroll “below the fold” to find it.

• Remember that, to your recipients, this will look much like a normal email. Avoid being redundant or using extraneous custom field merge tags, and try to communicate a single, brief, coherent idea. If your text includes additional instructions (beyond click the link and sign the document), use numbered tips to keep the email organized and readable. The longer your Greeting, the greater the chance your recipients won't read it and won't click the link to sign your document.

• In your account settings you can also set a custom Email Subject Prefix (e.g. [PREFIX HERE] John Bellingham has sent you the document demo_document.pdf to sign.) as well as use your personal name intstead of “RightSignature.com” in the “From” field of outbound emails.

Be Careful

Email customization enables you to present a meaningful signing experience to your customers. If set up correctly, it can help your customers understand where the document signing event fits in your business process.

But if your emails are long, confusing, or unclear, customers may delete them without clicking through to the RightSignature document, decreasing your document completion rate. This is a bit of double-edged sword – a feature that can either streamline or muddle your workflow depending on how you use it.

If you need help or consultation, please contact a friendly RightSignature support advisor, who would be happy to help you craft effective custom emails.

Better Together: How Elias Interactive Onboards New Clients with RightSignature + Highrise

By: Unknown / Friday, September 28, 2012

RightSignature’s ever-growing portfolio of integration add-ons empowers you to use your favorite online software together for even greater functionality. In our series Better Together, users share stories of how they’re putting add-ons to work.

Elias Interactive is an e-commerce consulting and development firm whose confident tagline “We get it” reassures business clients needing guidance on marketing technology. Josh Colter, who runs sales and marketing, says Elias has a frequent need to have clients review and sign proposals and services agreements.

Josh uses Highrise to manage leads and contacts, and Google Docs to draft and store sales documents. So when he needs to send a document he created in Google Docs to one of his Highrise contacts for a quick signature, Josh utilizes RightSignature’s integration add-ons to enable all three cloud services to work together seamlessly.

Once he has finished drafting the document in Google Docs, Josh logs into RightSignature. Because he activated the Google Docs integration, he can select the document directly from inside RightSignature, without having to export and re-upload it. Then he simply starts typing the name of his Highrise contact — and thanks to the Highrise integration he activated, RightSignature combs through his Highrise contact database and auto-suggests his intended recipient. The name and email is pre-filled instantly.

Hear Josh Colter of Elias Interactive describe how he uses RightSignature integrations to complete an entire contract, from the first draft to an electronically signed document, entirely in the cloud:
RightSignature allows me to quickly execute a contract with new clients and projects. And because it's so much easier to execute contracts, I'm more likely to use them – even on smaller engagements where an email used to suffice. This has clarified expectations and saved the relationship with a client on more than one occasion.

In particular, a life-saver for me has been the ability to reference past contracts. Often my clients will even end up using RightSignature after experiencing the process with me.

Integrating RightSignature with Google and Highrise allowed me to build a proposal in Google Docs and quickly import it to RightSignature. Then, within RightSignature I can directly access the client's contact info imported from Highrise and ship it off for signature."

E-Sign Documents with Pure Unadulterated Freedom

By: Daryl Bernstein / Thursday, September 27, 2012

The Dignified Devil, which bills itself as "the online resource for the modern man," just published Man + Business: 7 Digital Weapons for the Business Man on the Go. This site for males who want it all says, "times have changed and very little business actually HAS to take place inside of those four walls of that prison you so affectionately call an office."

And so The Dignified Devil presents "the top virtual weapons of choice every man needs in order to successfully run his business affairs from where ever the hell he wants." Number one is RightSignature:
When you are working virtually or remotely 90% of your time, it’s a pain in the ass to deal with legal documents such as NDAs and contracts. You have to print out the document, sign the document, scan it into your computer and send it back to the necessary parties. If you’re traveling (i.e. on a plane, in a hotel in a new city, etc. all while ensuring you make your scheduled appointments) this becomes extremely inconvenient. RightSignature takes care of those problems. The app creates a central location for all documents, allows you and your clients/partners to e-sign documents and sends the agreements electronically for countersignatures.

Salesforce E-Signature Solution: RightSignature on AppExchange

By: Daryl Bernstein / Wednesday, September 26, 2012

You asked, and we delivered. We're excited to announce a groundbreaking AppExchange app that installs RightSignature sending and dashboard features inside your Salesforce account. Early reviews say it's "simple" and "awesome."

The RightSignature app for Salesforce was a highly-requested feature for a long time -- and we think it was worth the wait. Our new app is:
  • Elegant and easy to use – meets our high standards for usability
  • Efficient - send documents from Salesforce with minimal clicks/screens
  • Simple to install and maintain – only 1 object and 1 tab in Salesforce
  • Free - for anyone with both a Salesforce and RightSignature account
Salesforce and RightSignature working side-by-side can accomplish some truly incredible things, coupling the business-boosting power of customer relationship management with the lightning efficiency of electronic document signing. This article will take you inside the RightSignature Salesforce AppExchange app and show you how to get the most out of this powerful new integration.

Send Documents for Signature Inside Salesforce

Salesforce is the gold standard for online Customer Relationship Management (CRM) software. A cloud-based repository for managing your sales and services, Salesforce keeps records of every person each member of your team interacts with and the status of your deals – in Salesforce, these are called Contacts and Opportunities, respectively. As you can see in the video below, the RightSignature AppExchange app brings RightSignature electronic signatures into both of these areas seamlessly.

After you install the RightSignature app in the Salesforce AppExchange, open your Salesforce account and view any Contact. A button labeled “Send RightSignature Document” will now be present at the top of your Contact Detail screen. Click that button, and you will have the option to upload any document from your computer or select a Reusable Template created in your RightSignature account. Then, on the RightSignature "Send a Document" screen, you may enter a subject/message and tag the document with an Opportunity before sending it to the selected Contact.

You can also send forms, documents, or contracts from any Opportunity screen by following the same steps. Once the document is sent, the recipient will receive an email with a link to sign the document, just like a regular RightSignature document.

View Signature Request Statuses Inside Salesforce

Additionally, you can track your RightSignature documents within Salesforce. From any Contact or Opportunity screen, click the button labeled “Related RightSignature Documents” to view the RightSignature dashboard inside Salesforce – filtered to display only the documents related to that particular Contact or Opportunity. Details of your related documents are also listed in each Opportunity screen for at-a-glance updates.

Send Documents from Inside RightSignature

RightSignature integration with Salesforce does not end there, however. We have also developed a Salesforce integration from within RightSignature, bringing your Salesforce contacts and documents inside RightSignature to send with just a click.

Login to RightSignature and go to Account > Integrations, then select Salesforce and follow the instructions on the screen to activate your Salesforce integration. Then, whenever you send a document, you will find a button in the Choose a Document section to access your Salesforce documents from within RightSignature. RightSignature will also access and auto-suggest your Salesforce contacts when you begin to type their names into the Recipients field.

How to Activate the Integration

As a summary of the above, you'll activate this integration from both RightSignature and Salesforce:

Inside RightSignature: Visit your Account > Integrations page, click on the Salesforce box, and follow the easy instructions to authorize access to your Salesforce account.

Inside Salesforce: Visit the RightSignature app on Salesforce AppExchange, and click the Get It Now button.

The Bottom Line

For Salesforce users, RightSignature integration is a slam dunk. You can request signatures on documents more quickly and efficiently, enabling faster deal closes and freeing up more time for finding new business.

RightSignature is Tool of the Week in Canada's Financial Post

By: Daryl Bernstein / Tuesday, August 28, 2012

Canada's Financial Post featured RightSignature as its tech Tool of the Week, saying:
RightSignature lets you accept electronic signatures for your documents. Upload and send a document for signing in seconds, and you can accept electronic signatures online, or get signatures on your iPad or iPod."


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


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