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Multi-User Accounts: RightSignature for Teams

By: Unknown / Tuesday, May 21, 2013

RightSignature Business and Enterprise plans include access for multiple users on a single account. Who from your team needs a RightSignature login? What extra benefits can you expect when your whole team uses RightSignature together? Let’s take a detailed look at the collaborative side of RightSignature with Multi-User Accounts.

Who on Your Team Needs RightSignature?

Anyone on your team who sends documents to clients, partners, or other employees will be more productive with a RightSignature login. In many companies, RightSignature logins are issued to team members in sales, legal, business development, vendor management, legal, and human resources.

Each RightSignature user profile, identified by a unique email address and password, verifies the identity of the sender and ensures that only authorized parties send documents for signature on behalf of your company.

Multi-user accounts bring all RightSignature users on your team together under one roof – administrators can monitor signature activity and access user document archives for greater visibility, and all users can share Reusable Templates and Online Forms for increased efficiency.

Extra Features on Multi-User Accounts

Here are a few things you can do with two or more RightSignature users working together on a multi-user account:

Share Reusable Templates and Online Forms

Do all your salespeople need to send the same sales contract template for signature? Do you want your entire organization to be able use the same approved NDA template, photo release form template, or permission slip template? With a RightSignature multi-user account, you can setup these important documents once and share them with your entire team.

Reusable Templates and Online Forms created by any member of your team can be viewed, sent, and edited by any other member of your team. To access your shared Templates, go to Send a Document, then click the Templates button in the Choose a Document section. Every Template created by one of your team members will appear in the menu.

To access shared Online Forms, simply click Online Forms from the RightSignature dashboard. Your team members’ Forms will appear alongside your own.

Administrative Privileges

Users designated as account administrators can set account permissions, add and remove users, view documents sent and signed by all users, export data, see team performance graphs and reports, and more.

Administrators may also create and send documents like any other RightSignature user. However, some businesses prefer to give the administrator role to a team member focusing only on the administrative tasks.

Combined Reporting and Analytics

All RightSignature accounts come with our powerful reporting suite, where you can review data such as your document volume, cycle time, and efficiency – all at-a-glance, illustrated with beautiful charts and graphs. Multi-user accounts take this feature a step further by collecting and comparing statistics from your entire team.

Administrators can quickly check the performance of the whole team to see who gets the highest percentage of documents signed and whose documents are returned the fastest.  Managers can use these statistics to identify top performers and transfer their best practices to the rest of the team.

Another crucial reporting feature for teams is our Data Exporter, which exports the text, dates, and other signer input from each document or Template sent by your team. The exported data can be opened in your favorite spreadsheet program or input to a database or other system for complete data management. For more information, read the Data Exporter feature announcement.

How to Add Users to Your Account

  1. Navigate to the User Management section in your Account Settings.
  2. Enter the name and email address for each new user.
  3. Use the Edit (gear) icon next to each user to view that user’s documents, promote the user to Administrator status, or remove the user.

Save Money with Multi-User Accounts

The RightSignature Business plan includes up to 5 document senders at no additional cost. So you can add 5 members of your team to your RightSignature Business account at a fraction of the cost of 5 Personal accounts—and at substantially less cost than older solutions in the market too. If you need more senders on your account, no problem: contact us and we'll help you upgrade your account.

Your business works best when it works as a team, and value-packed multi-user accounts with RightSignature help make that happen.

Create a Fillable PDF Form for Free

By: Unknown / Wednesday, May 15, 2013

Anyone who's tried to create a fillable PDF form knows it's time for a simple, affordable alternative. PDF forms are the standard method for businesses and government agencies to create professional documents that accept user input such as text, radio buttons, and more. Also known as fillable PDFs, PDF forms are enormously popular in part because they can be viewed and completed on nearly any type of computer or mobile device. Unfortunately, as freely accessible as the PDF format is for viewing, up until now if you needed a fillable PDF form creator you had to purchase expensive installed software such as Adobe Acrobat Pro.

The advent of online software, however, has drastically shifted many old software standards for the better. For every crucial tool your business needs—from sales management to word processing—there is now a online app that forgoes the substantial up-front investment and a difficult installation of old-school, desktop software. For businesses looking to create fillable PDF forms, RightSignature is that revolutionary app.

Fillable PDF Form Creator — Using RightSignature Step by Step

Step 1
First, sign up for your free RightSignature account, and navigate to Create Online Form. Select and upload the document from your computer. RightSignature accepts all major file formats including Microsoft Word and standard (non-fillable) PDFs.

Step 2
Place your form fields onto your new fillable PDF form. You can place text fields, checkboxes, signature fields and more, simply by clicking and dragging them from the tools menu and onto your document.

Step 3
Share your form! Once your fillable PDF form is created, you have 2 simple options to share your form. First, you can generate a code to embed the form directly in your website. This is useful if your form needs to be publicly available, or if you may not know beforehand who needs to complete your form. Alternatively, if you prefer to communicate by email, you can generate a web link to your new Online Form and send it to one or many recipients.

Once you’ve shared your brand new Online Form, your recipient can access it and fill out all the fields you’ve designated. RightSignature’s exclusive NaviGuide tool leads your recipient to each required field, ensuring that every item is completed correctly on the first try. The recipient can even sign the document online with a hand-drawn, legally binding electronic signature. Finally, the recipient returns the completed form back to you with a single click.

Compared to the old model of buying expensive software to create a fillable PDF form, then attaching it to an email which might get lost or hacked, the RightSignature solution is faster, cheaper, easier, and more secure. Watch this video to see how it works, or try it yourself.

 RightSignature is the best, easiest, and cheapest way to create a fillable PDF form on the web today. Try a free trial of RightSignature and create your own PDF Form in minutes!

The Right Way: Holden Moss is the CPA of the Future, Powered by Electronic Signatures

By: Unknown / Wednesday, May 8, 2013

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

Going above and beyond the scope of a traditional CPA firm, Holden Moss offers accounting, consulting, and coaching services to small businesses of every size and profile. This creative approach to helping clients succeed has proven to be an effective model: with 6 offices across North Carolina and clients around the globe, Holden Moss may be the CPA of the future.

Holden Moss melds the strength of tradition with new and innovative ideas and technology—the futuristic antique clock at their headquarters symbolizes this mission. RightSignature’s Steve Stormoen caught up with Steve Moss, Partner at Holden Moss, to learn what makes their business tick.

Tell us about Holden Moss. How is your approach to being a CPA unique?

Years ago, we realized that our business clients needed and wanted more than just to have a tax return or a financial statement thrown at them—they wanted help running their businesses. If a client simply wants tax and account prep we can do that, but we can also go further, and help them grow and expand with our consulting and coaching-type services.

What we’re doing is fairly unique in the accounting world for a firm our size. Larger firms offer these services to publicly held companies, or a big private company getting ready for IPO. This level of service offered to local, mom-and-pop businesses is quite unusual. It’s a lot of fun to have someone walk into your office and beam at a win or a success that they’ve come through with.

You have a story on your website about your historic antique clock, updated with a shiny new microprocessor. Why is the clock important to you?

Back in 1999, we were renovating an old brick building for our office. It was my job to go find an unusual architectural element to make the building stand out. We decided on an antique clock—the type that used to hang outside of banks and other financial institutions. So we went ahead and bought this old clock over eBay. It was a real adventure to get the thing crated so it could be shipped here, never mind hanging it and getting it zoned, but we got it done.

One day, about a year later, the old movements in the clock caught on fire, and some of the fine components melted down. Good thing we were very adequately insured. We got new movements for the clock from the original manufacturer, except the new parts included a microprocessor, gps, special glass, the works. It’s still an antique, but now it keeps perfect time and it always looks good.

We recently moved to a new building and everyone knew the clock was coming with us. It’s something old with something very new and cool on the inside, and we like having that as a symbol for our business.

How does RightSignature help Holden Moss succeed?

As CPAs, we handle many, many documents that require signatures. We do a lot of business all over the US, and we even have a growing number of international clients. We needed a way to be able to send documents, get them digitally signed, and returned to us in a way that would be really easy and quick.

The big thing that compelled us to go ahead and get electronic signature software, though, were the disclosure consent laws. Both the IRS and many state laws require that we obtain written consent from our clients before we do certain things, like send a copy of their tax returns to a third party. If you can imagine thousands of these disclosures, and having to use mail, fax, or email, then chase down the signature for each one? Ah! It’d be maddening!

I researched many of your competitors and felt very confident that RightSignature was the way to go. Today was a pretty typical day, and I used RightSignature to send 7 or 8 documents—a consent form, an engagement contract, some financial statements. RightSignature handles sequential signing, multiple signers, everything we need it to do. It’s a great product, just a great product.

The whole team uses it, too. It’s been very easy to implement. One of my coworkers came in this morning and said we should have a competition to see who can use RightSignature the most. She says she once used it 121 times in a day, though, so that might be cheating.

As an accounting firm ahead of the tech curve, which other online tools do you use?

We use a great project management software called Action Method. It splits things up into action items so you can delegate really simply—any time you think of something that needs to get done, you can quickly hop in and assign it to a project or groups.

Another tool we use frequently with clients is a billing program called Bill.com, which allows someone who doesn’t want to be tethered inside an office to scan, fax, or upload an invoice for electronic approval and payment. It respects our process of approval from the initial clerk to the Executive Director, too, and protects us well with smart internal controls.

Next is Fathom, a nifty reporting and analysis software which we use together with our favorite accounting software, Xero. We love Xero, it’s like the alligator getting ready to bite QuickBooks. Fathom, though, is too, too cool. Fathom makes it easy to drill down and ask, what’s my break-even point on sales? If I increase this month how much will be my profit? You can print out reports or play out these sorts of scenarios right on screen, and it integrates directly with Xero. We use those two with our consulting clients, but also our own monitoring.

What’s the greatest challenge you faced with Holden Moss, and how did you overcome it?

The biggest problem both in my business and in consulting with other businesses is there’s no shortage of great ideas. The challenge is always in executing those ideas. Without good execution, you’re just spinning your wheels.

One strategy we use is to implement a daily huddle. Once a day, we gather the team together for a 10-minute meeting. We go around the room and each person shares some piece of good news, what’s going on, what they’re working on. Next round, each person gives a key performance indicator for the day. Our bookkeeper may say, I’m going to reconcile 2 bank accounts today. Sales may say, I’m finally gonna chase down this one prospect and make 20 cold calls. It’s a way to quantify our success for the day. For the last circle around the room, each person tells if they’re stuck in what they’re trying to do, and how. This makes everyone accountable, and gives you a chance to deal with group dependencies right there.

We make sure to take the little bit of time to do a huddle every single day. It really helps focus everyone on their day’s work, and reminds everyone of the overall strategy.


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