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RightSignature Wins 3 Awards for Ease of Use and Customer Satisfaction

By: Steve Stormoen / Monday, December 29, 2014


Review site G2 Crowd is a trusted source for information and testimonials for online software services in over a dozen categories, with in-depth head-to-head product comparisons and countless user stories. The site’s annual “Best of” awards highlight top players in the industry and serve as a yearly check-in on the most exciting companies in online software.

This year, RightSignature received Highest Rated awards in three separate categories:
  • Satisfaction: Small Business Users
  • Satisfaction: E-Signatures
  • Ease of Setup
It’s a gracious honor that comes at the end of an exciting year for RightSignature, and we would like to thank you, our customers, for making it all possible.

Happy Holidays from RightSignature, and here’s to an even more exciting 2015.

RightSignature iPhone App Updated: New Features

By: Steve Stormoen / Wednesday, December 10, 2014

If you use the acclaimed RightSignature iPhone app, you may have noticed a big change recently. We’ve rebuilt our free iPhone mobile app with a beautiful new design, while making it faster, more stable, and ensuring full compatibility with Apple’s iOS 8.


Manage your signature requests from anywhere

The RightSignature iPhone app gives you full access to your RightSignature dashboard, so you can look at all your pending and completed signature requests at-a-glance, then tap any of your documents for an in-depth look at that document’s status, audit log, and even view the signed and completed PDF. 

For pending documents, you can also send instant reminders to your signers—perfect for following up after a phone call or checking in with a client while on the go.


New feature: Generate links to Online Forms

While we were building the new app, we also added a brand new feature: the ability to generate signing links for your Online Forms from within your RightSignature iPhone app. If you use RightSignature’s Online Forms feature, you know it’s a great way to set up all your standard documents like Credit Card Authorization Forms or Rental Applications.

Designed for sharing, Online Forms are perfect for our mobile app experience. With this new feature, creating and sharing links to your Online Forms is easier than ever. Simply navigate to your Online Form in the RightSignature iPhone app, then tap the button to generate a new link and copy it to your clipboard. From there, you can paste the link into any email or text message for your signer to complete the deal right away.

Send Reusable Templates from your iPhone

Our Reusable Templates feature, like Online Forms, is an innovative time-saver designed to let you set up a document once and send it as many times as you need. Unlike Online Forms, however, Reusable Templates can be lightly customized each time you send them with fields on the document you fill out yourself prior to sending, called Merge Fields.

The RightSignature iPhone app lets you browse through your previously created Reusable Templates, then send them for signature anytime, anywhere. Simply select your template, choose your signer, and fill out the template’s Merge Fields. The rest of the signing process happens exactly the same as if you’d sent the Template from your computer’s web browser.


Apple’s new iOS 8 update brings a host of gorgeous design tweaks to the popular mobile platform as well as new features like expanded keyboard options. The new RightSignature apps offer full compatibility with these updates to give our users the best mobile experience available.

Best of all, the new RightSignature iPhone app is free in the iTunes App Store, and links to your existing RightSignature account. Don’t have RightSignature yet? Get a free trial account today.

The Right Way: The Resumator Helps Small Businesses Hire, Expands with RightSignature

By: Steve Stormoen / Friday, November 14, 2014

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


For a small business looking to grow, nothing is more important than hiring talented, hardworking employees—and no tool is more important to finding those employees than The Resumator. As the first recruiting software solution catered towards the needs of small businesses, The Resumator has been first to market with a number of game-changing innovations. The company behind The Resumator has experienced meteoric growth, with offices on both coasts, and has turned to RightSignature to ease document signing processes. RightSignature’s Steve Stormoen caught up with Marla Charlton, Director of Operations at The Resumator, to find out what makes this innovative company tick.

First of all, what’s the story behind The Resumator?


Marla Charlton: We're the #1 recruiting software solution for small and medium sized businesses—what we like to call we call the "non-enterprise" market—which are, of course the vast majority of businesses. The first recruiting software began to appear in 1999, but it was marketed and sold only to large enterprises, leaving the average small or rapidly growing business to figure out recruiting on their own.

For businesses of all sizes, the most crucial key to growth is their ability to hire talented, high-performing employees. Our candidate sourcing, interview management and onboarding platform puts the tools, process and data needed to hire these star employees in the hands of small businesses as well.

What’s the biggest challenge The Resumator has faced, and how did you overcome it?

MC: Our greatest challenge so far has been our transition to become a bicoastal company. The Resumator was born and still maintains our headquarters in Pittsburgh, where Operations, Product, Support and Engineering live. However, the majority of our Revenue functions now live in our office in San Francisco, which we opened in March of 2014.

It was a huge transition. We had to figure out how to incorporate new people, personalities and a new culture into the company. And at the same time, a new office meant that many of our operational costs doubled. From the outside, it sounds like a recipe for disaster. In reality, it’s been just the opposite, and we actually have RightSignature to thank for smoothing out some of that friction. We're balanced in so many ways now. Pittsburgh brings a sense of family and camaraderie while San Francisco brings energy and determination.

How do you use RightSignature?

MC: When we opened our San Francisco office and became a bicoastal company, we needed an electronic signature solution in the worst way. Paper was always annoying, but for a long time I was able to get away with scanning and emailing paper forms for HR and various agreements. It was very time consuming, but with a small company in one location, it was a problem we could afford to keep having.


Then we opened up shop in San Francisco, and everything changed. I needed a quick fix, so I contacted a couple of online document signing companies and had a very difficult time trying to get someone to email me or call me back. I couldn't believe it! Then I found RightSignature, and it was off to the races! I got my account set up right away and was able to immediately start using RightSignature practically every day.

RightSignature’s customer support and sales teams have been extremely knowledgable, friendly, and helpful every time I had a question—between quick phone calls and live chat, I know I’ll always get the support I need, with "how to" videos to make learning key features easy.

I love to use RightSignature for new hire forms, offer letters, NDA's, and many other types of agreements. I particularly love the Document Packager feature, which allows me to choose various templates that I have personally prepared and package them together, so I can knock out 3 or 4 key documents at once. I also turned many others at our company to use RightSignature—it’s so easy and cost effective to add new users to our account, which really helps our team collaborate.

What’s next for The Resumator and the art of recruiting and hiring talent? In 5 years, where will we all be?

MC: The Resumator has always been the innovative, imaginative company that has shaken up the entire field of recruiting software. We invented a number valuable features now standard in recruiting software—like a jobs widget to easily allow companies to publish their openings onto their website, and a fully customizable candidate evaluation criteria to help your team build consensus, to name just a few. And, as I mentioned before, we opened up the entire market of small and medium sized businesses who simply weren’t getting served by the old guard. Before us, no recruiting software even allowed their customers to self-subscribe!

I see our tradition of innovation continuing, as our "talent scientists" are working on brand new features that again will raise the bar for recruiting software. Frankly, our innovation keeps us a step ahead of the competition, and I expect that, within 5 years, we will be firmly cemented as the dominant player in recruiting software.

Independent Contractor Agreement Template – Get it Signed Online

By: Steve Stormoen / Tuesday, November 11, 2014

An Independent Contractor Agreement, also known as an independent contractor contract, is a legal document to hire an individual or business for an explicit set of duties and duration specified in a contract, as an alternative to traditional employment. Increasingly common in a variety of industries, an independent contractor relationship can appeal to both sides as a more flexible option than traditional employment.

The independent contractor agreement document is essential in any independent contractor relationship, as the document clearly defines the contractor’s job. However, without the clearly defined relationship of an employer and employee, many of the details involved with creating an independent contractor agreement and getting it signed can raise a number of questions, such as:
  • When do you need an independent contractor agreement?
  • Who is responsible for writing an independent contractor contract?
  • What key clauses should an independent contractor agreement contain? 
  • What’s the best way to get your independent contractor agreement signed? 
Read on for an independent contractor checklist to answer all these questions. And make use of this free independent contractor agreement template, hosted by RightSignature.

Free Independent Contractor Agreement. Click for full template.
Free Independent Contractor Agreement. Click for full template.


4 Keys to Creating the Perfect Independent Contractor Agreement


Traditional employee onboarding paperwork tends to consist of the same list of forms and is always provided by the employer, but the independent contractor relationship is less clearly defined. Because of the wide range of situations that fall under the purview of an independent contractor relationship, it can be hard to know which party should be responsible for the contract. However, following these four easy tips, you can always be sure to have the best preparation and protection in any independent contractor situation.
  1. Always use an independent contractor agreement. Verbal agreements are simply insufficient in today’s marketplace. Signing an independent contractor agreement is the best way for both parties to reduce misunderstandings and reduce potential legal action as well.
  2. Each party should provide their own independent contractor agreement template. In many situations, the contracted party will be more accustomed to an independent contractor relationship than the hiring party, or will want to present themselves as more professional to a potential client. As such, it is advisable for both sides to create and manage their own independent contractor agreements.
  3. Download our free sample independent contractor agreement, or use this guide to create your own. To download this sample independent contractor agreement to compare to your own documents, click the above link, then select the “PDF Download” button, or sign up for a free trial of RightSignature. For help creating your own independent contractor agreement pdf, read on for 3 key clauses every such document should contain.
  4. Use RightSignature online document signing to get your independent contractor agreements signed. Independent contractor agreements, like any paper document, are limited by the paper they’re printed on. Paper is slow, delicate, and expensive and unwieldy to print, transport, and store. Any business that routinely gets independent contractor agreements or any other documents signed can save time and money by using RightSignature online document signing software for easy-to-use, legally binding electronic signatures.

Key Clauses for Your Independent Contractor Agreement Template


When writing an independent contractor agreement template, be sure to include these key clauses:

1. Identification & relationship of parties

Who are the parties who will be entering into this agreement? This first clause names both the contractor and the client, and defines their relationship as that of an independent contractor, following the terms below.

2. Terms of contract

The most substantial section of your independent contractor agreement template, this clause clearly spells out the work to be done by the independent contractor, the dates and duration of the contract, the conditions for terminating the contract for either party, and whatever compensation is agreed upon by both parties.

3. Administration

How will this contract be enforced? In this section, your independent contractor agreement should include clauses identifying that document as the sole agreement between your two parties, overriding any other past verbal or written agreement. Additionally, independent contractor laws can vary from state to state, so it is important to define an area of jurisdiction for your agreement.

Hiring an independent contractor, or acting as one yourself, can be an excellent way to get work done in a flexible and self-directed field. For businesses and contractors alike, RightSignature can help cure the pain of paperwork and let you focus on the important things. Try RightSignature for free today.


Disclaimer: This was not written by an attorney and does not constitute legal advice. If you have any questions about the legality of your Independent Contractor Agreement, please consult your attorney.

RightSignature Acquired by Citrix: In the News

By: Steve Stormoen / Wednesday, November 5, 2014


The news that RightSignature was acquired by Citrix generated media coverage around the world.

On the announcement date, RightSignature Founder and CEO Daryl Bernstein explained that RightSignature will continue to provide the best electronic signature software on the market and change the way the world does business, and Citrix Vice President and General Manager Jesse Lipson described how RightSignature is a powerful addition to the Citrix Documents Cloud.

Technology and business media added commentary and praise, and the buzz was palpable. Here are a few highlights:
RightSignature … focuses purely on electronic signatures. They do this by giving users a simple template for sending electronic signature requests. Upload the file you need a signature on, and edit the template to your liking. Need additional text boxes? Simply drag and drop them into the template, all of the coding is self-contained within RightSignature, meaning you can focus on the necessary information you will need to procure from your client. There are no downloads required on the client's end, or any need for a RightSignature account. All they need is an email address and a web browser.

Citrix is definitely a good company to team with, having a proven track record of taking start-ups and implementing their software flawlessly."
United Press International
Citrix Aquires E-Signature Specialist RightSignature
Citrix has been building out its collaboration and document management product line based on the idea that mobile device and application management needs workflow integration… RightSignature should allow Citrix to better target industries such as accounting, financial services, real estate and other document-heavy verticals such as insurance."


ZDNet
Citrix Acquires RightSignature, Adds Doc Signing
The acquisition won’t make a huge difference to current RightSignature customers… The startup’s software integrates with Citrix’s cloud-based ShareFile file-transferring service; it also integrates with Google Docs. RightSignature can also authenticate users by snapping a picture using the cameras on devices."
VentureBeat
Citrix Has Bought e-Signature Startup RightSignature
RightSignature was spun out of Portland-based Burnside Digital, a maker of web-based apps for financial institutions, in 2009 by a group of employees that was tired of standing around the fax machine at odd hours waiting for signatures from international clients. In 2012, company CEO Daryl Bernstein told the Business Times that, aside from its marquee signature technology, what keeps business customers coming back are the tools for creating and managing documents.

In a statement released yesterday, Bernstein said Citrix will be the “perfect home” for accelerating RightSignature’s growth."
Pacific Coast Business Times
Citrix Expands Holdings with RightSignature Acquisition

The move makes sense for Citrix, because its ShareFile application consists of cloud file sharing and document storage. RightSignature integrates with Citrix ShareFile. By adding an electronic signature capability, it means that those using file sharing and storage in the cloud can go paperless even for the types of documents that need signatures.

RightSignature is one of the relatively-new breed of electronic signing applications. Electronic signature apps eliminate the need to mail hard copies or print out faxes of documents, sign them, and then either mail them back or fax or scan them. E-signature applications route documents electronically for digital signatures, and maintain a log and digital copies of the signed documents, too."
Small Business Trends
Citrix Acquires E-Signature Company RightSignature
Aimed at industries that handle sensitive forms and signatures—accounting, financial services, healthcare, real estate, and insurance—the new integration "presents an opportunity to realize huge savings in time and money while maintaining security for confidential documents," [Citrix Vice President and General Manager Jesse] Lipson wrote."
PC Mag
Citrix Eyes E-Signature Market With RightSignature Acquisition

RightSignature Acquired by Citrix

By: Daryl Bernstein / Monday, October 20, 2014


When we founded RightSignature in 2009, we had a vision to change the way the world does business. Now, almost six years later, professionals, small businesses, and enterprises – in almost every industry, across five continents – use RightSignature to get documents filled out and signed online, easily, quickly, and securely.

Today, we are pleased to announce that RightSignature has been acquired by CitrixRead the press release.

With more than 330,000 customers and over 100 million users globally, Citrix powers business mobility with renowned cloud services including ShareFile and GoToMeeting. Citrix and RightSignature have a shared mission – to deliver well-designed technology solutions that help people work more efficiently, anywhere, on any device.

Citrix has a remarkable track record of acquiring breakout software-as-a-service businesses and turning them into household names. We are incredibly excited to join this market leader and supercharge RightSignature’s growth.


Our team is committed to fulfilling our original vision. We will continue to provide the best electronic signature software on the market, deliver innovative features and improvements, and support you with friendly, responsive service. And now, with the resources and scale of Citrix, RightSignature truly will change the way the world does business.

We sincerely thank you for using RightSignature and look forward to an exciting journey ahead.

Daryl Bernstein, CEO

The Right Way: Renaissance Rentals Gives Customers a Home with Convenient Online Signatures

By: Steve Stormoen / Wednesday, October 15, 2014

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


The property management professionals at Renaissance Rentals provide one of the most cherished elements of people’s lives—a comfortable home. As the largest property management company in the busy college town of Bloomington, Indiana, Renaissance Rentals shines with a focus on delivering an unparalleled customer experience. RightSignature's Matt David spoke with Eric Dainton, General Manager of Renaissance Rentals, to learn how this forward-thinking company’s drive for innovation led to RightSignature online signature software and solid, sustainable growth and success.

1. Can you tell us the story of Renaissance Rentals? How did you get to where you are today? 

Eric Dainton: Renaissance Rentals is the largest local property management company in Bloomington, IN. Bloomington is a college town, home to Indiana University, and as you can imagine, has a very high rate of rentals. We started about 25 years ago, and we now own and manage 6 apartment communities with over 700 total units. We credit our longevity and success to many things, but mostly to our focus on our customers.

Besides the time I spend working with my coworkers and customers, I really enjoy improving processes. I especially enjoy using technology to improve the customer experience and our efficiency. The less time we can spend shuffling papers and working on administrative duties means we have more time to focus on our customers and providing them with new and better services.

2. What are the most difficult challenges you've faced, and how did you overcome them?

ED: Our company has had a lot of success and we've had to grow pretty rapidly alongside that success. Success and growth teaches you that "the way you always did things" oftentimes does not work when you are a bigger company. As a small company, you could rely on one person who could remember everything, or could easily keep track of the whole picture of the business. It's impossible to do that as you get bigger. Dealing with constant change as our company grows is a huge challenge, but one that keeps us excited in the business.

3. What did your process look like before RightSignature? What frustrations did you have with it?

ED: We don't like to think about those days! Prior to RightSignature, we were doing less than 5% of our leasing online, and the online leasing we did do was cumbersome and not secure. We required a customer to print out a document, sign it, then scan it then email it back to us—yuck. Everything else was done with physical paper. If we were lucky, people signed in person. But if we had a renter out of town, like many students are, we would have to mail or fax documents. Besides being a huge waste of time, it wasn't very convenient. It was also very easy to misplace or forget about certain documents.


We started with RightSignature in 2011, and we now use RightSignature for the majority of our common lease documents and addendums. So far in 2014, we're signing more than 70% of our leases though RightSignature, and we anticipate signing almost 100% of our documents with RightSignature by year-end 2015. We're also looking into incorporating the RightSignature in-person iPad app. It’s a great tool that makes what used to be our easiest leases, with a customer in the office, even easier.

4. How is RightSignature used in your process today?

ED: RightSignature has become the main way we get documents signed for 3 reasons:

First, it's easy for the customer. Customers no longer have to make special trips to our office, find a fax machine or deal with scanning. They just click a link on an email and follow a few very easy and intuitive steps. Especially for customers who reserve their apartment before they actually move to Bloomington, RightSignature completely changes the level of service we can provide.

Second, RightSignature increases our return rate on documents. As I mentioned before, we used to have an issue with documents not being returned. We would, for example, leave a lease renewal on the door of one of our residents. They were supposed to sign the renewal then return it to the office, but all too often, that document would not make it's way back to the office. With RightSignature, the return rate is very close to 100%.

Finally, RightSignature is great because our customers get to keep a digital copy of everything they sign. We no longer have to print out physical copies of everything a customer signs. It’s just another way using RightSignature reduces administrative burdens.

RightSignature + Hipchat Integration Removes Barriers to Productivity

By: Steve Stormoen / Wednesday, September 24, 2014


HipChat is an instant messaging experience specifically tailored to help businesses work better. Loaded with productivity-boosting features and boasting native apps on every device under the sun, HipChat is the missing piece in unlocking your team's collaborative potential. Simply put, HipChat makes it incredibly easy for your team to stay in touch, whether they're all in one office or scattered around the world, or communicating in a live discussion or checking in periodically.

RightSignature + HipChat Integration Details

RightSignature is pleased to announce new integration with HipChat, which will help HipChat users send documents for legally-binding e-signature effortlessly. With the integration installed, RightSignature will sync your HipChat contacts within RightSignature. 

Then, when you need a document signed by one of your team members, like an Employee Onboarding form, RightSignature will auto-suggest your HipChat contacts in a convenient drop-down menu. Just start typing the first name on the RightSignature Send a Document screen and your address book will display suggested matches.

One time Installation

To install the RightSignature + Hipchat integration, follow the steps below:
  1. Login to Hipchat. Click the Group Admin tab, then the API tab, then create an Admin API Token. 
  2. Next, open a new browser window and login to your RightSignature account. Navigate to Account > Integrations, then select the Hipchat integration. Copy and paste your Hipchat API Token into the space provided, then click the Activate button. Follow the steps provided to link your RightSignature and Hipchat accounts together.

Best Paperless Office Software: “Living the Dream” with RightSignature in 3 Steps

By: Steve Stormoen / Wednesday, September 10, 2014

cc, Utilizes images by Jawed Karim and Akkana via Wikimedia Commons

In an article titled “Living the Dream of the Paperless Office”, Bolt, maker of a popular mobile app for placing phone calls without using cellular minutes, recently shared a list of its top 5 apps that helped the company attain the dream of a completely paperless office. Clocking in at the #1 slot for best paperless office software, we are proud to report, was RightSignature:
The biggest hurdle to a paperless office is signing things. Even in 2014, most people you work with will expect signed documents to exhibit a mark that looks like you made it with a pen.
…RightSignature is inexpensive and easy to get started, and their document search is good. Plus they have useful power-user features like signature templates for common forms (such as employee CIIAA and stock option agreements) and a nifty mobile signature pad where you can use your finger to draw a signature that doesn't look like your 6-year-old child forged it.”
Achieving the paperless office is not just a buzzword – it’s a real business practice that achieves real results. The Bolt article describes that paper is fragile, takes up too much space, and is too slow for the pace of modern business. Every scrap of paper on your desk represents an obstacle to your efficiency: contracts, receipts, and even to-do notes can all be made less costly, more flexible, and more secure with the latest technology tools. Eliminating your dependence on paper and switching to paperless office software can cut your expenses for printing, shipping, faxing, scanning, and document storage.

Going paperless is not some far flung dream, either. As we’ve shared before with this list of 14 paperless web apps, the key is to simply find the right tools. Of course, with RightSignature mentioned on so many lists of the best paperless office software, it’s worth exploring why RightSignature is such a crucial online signature solution.

1. There’s a reason it’s called “Paperwork”

Every industry has its problem documents and its own needs. HR professionals need to wrestle with I-9s and W-2s and other employee onboarding forms, and make sure each document is properly filled out and archived. Sales teams need their contracts signed and returned immediately to ensure a simple close. And CPAs have a mountain of documents ranging from onboarding clients to IRS Form 8879 electronic filing authorizations. All of these instances have something in common: they’re a whole lot of unnecessary work if you’re stuck using paper.

With RightSignature, you simply need to build your document once and send it, instantly and electronically, to your signers. RightSignature’s critically acclaimed signing software helps insure that every document is filled out completely and correctly, eliminating mistakes, and each document is returned automatically as soon as it’s signed, so nothing is ever lost in transit.

Best of all, you’ll never have to hassle with printing, faxing, scanning, or filing paper documents ever again.

2. Go paperless and take clients from anywhere

One of the greatest advantages to going paperless with RightSignature is the opportunity to take your business outside of your own city. Unshackled by the limitations of physical documents, many of our users report that they’ve been able to expand their business to serve clients out of town, out of state, and even overseas.

Don’t worry anymore about the cost of overnight shipping or whether that new client questionnaire will be filled out correctly when it’s faxed back. Instead, use RightSignature to grow your business geographically and gain access to business anywhere.

3. Use paperless office software and impress your clients

If you have stacks of paper cluttering your desk, fairly or not, you’re likely to be judged by your clients and coworkers. Unsightly clutter can reduce your productivity and, according to Bloomberg Businessweek, it sends a strong message to those around you. “A clean desk sends the message that you’re organized and accomplished,” the article says, 
“while a disheveled one implies that the rest of your life is in a similar state.”

By contrast, using the best paperless office software signals to your clients that you are on the technological cutting edge, which is strongly correlated with success and market leadership.

Eventbrite + RightSignature Integration Makes It Easy to Collect Signed Forms from Event Participants

By: Steve Stormoen / Tuesday, September 2, 2014


Eventbrite is the full-service online software suite that organizes the many tasks involved in planning an event. Whether you’re organizing a public concert or an invite-only conference, Eventbrite gives you the tools to easily promote your events, manage the attendees, and even sell tickets or check-in attendants at the door.

Eventbrite begins with an easy-to-use tool to build an attractive webpage for your event, along with a web store to sell tickets online and on mobile devices, plus the ability to handle many popular payment options seamlessly. Eventbrite then helps you craft personalized invitations to your event, and plugs into Facebook, Twitter, and LinkedIn to promote your event to the people who need to see it most. Finally, Eventbrite helps you keep track of the attendees of the event, providing easy lists and metrics on your attendees, as well as including the ability to scan ticket barcodes and swipe credit cards at the door on your mobile device.

Now, with the RightSignature - Eventbrite integration, you can easily send event-related documents and forms to your attendees ahead of time for an electronic signature. You can even set up your common documents as Reusable Templates or Online Forms for mass requests. Popular event documents include:
  • Liability releases
  • Permission slips
  • Non-disclosure agreements
  • Lodging request forms
  • Equipment request forms
  • Many more
Your participants can then fill out and sign your documents on any computer, smartphone, or tablet. Here’s how it works:
  1. Login to RightSignature and navigate to Account > Integration, then select Eventbrite. Click the Activate button and enter your Eventbrite login details to link your accounts together.
  2. Once the integration is installed, login to RightSignature and click "Send a Document". Select your document or Template as normal, then scroll down to the Recipients list.
  3. Begin typing the name of one of your Eventbrite attendees into the “Signer” or “CC” fields. Your attendee’s full name and contact information will auto-fill in the drop-down menu below.
  4. Select your preferred attendee and click “Send”. Now your attendee will receive a link to the document in their email, where they can easily sign it with RightSignature’s powerful, intuitive signing software.

Turtle Rock Preschool Gets Docs Signed, Collects Payments, and Innovates Early Childhood Education

By: Steve Stormoen / Monday, August 25, 2014

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


In nurturing young minds, Turtle Rock Preschool believes that a solid early education is the foundation for the rest of children’s lives. Founded 35 years ago, Turtle Rock Preschool has become one of the premier centers for early childhood education in Orange County, California, attracting rave reviews and huge waiting lists full of families eager to join the Turtle Rock experience. What sets Turtle Rock Preschool apart is a drive towards innovation and improvement—a drive that led them to use RightSignature, and our powerful, new Collect Payments feature. RightSignature’s Steve Stormoen caught up with Turtle Rock Preschool’s owner, Maajed Abahusayn, to find out how this school uses cutting-edge tools and techniques to educate the luminaries of our future.

Can you tell us the story of Turtle Rock Preschool?

Maajed Abahusayn: We’ve been around for 35 years, and we’re considered to be one of the premier early childhood schools in Orange County, California. We have a great and well-deserved reputation, and it’s come from creating a warm and enriching environment for children and their families. We are a fully accredited, year-round private school for early childhood education. We accept children from 8 weeks old through kindergarten. We have 200 children in our school on a daily basis, and we have a wait list of another 250 families.

That’s where RightSignature has been beneficial, and especially RightSignature’s Collect Payments feature. Our first use of Collect Payments has been to redo our waiting list agreement, so we can collect payments and sign up new families in an extremely simplified, streamlined fashion. So far we love it, and our parents love it too.

What has been your greatest success so far, and how did you get there?

MA: The thing we’re always most proud of is sending children off to their next level of schooling with a great foundation. That’s our primary mission: to do all we can for these children for the short time we have them. Early childhood education is so important and really sets the foundation for future learning. We make our mark by creating a joyful environment where children love to learn, and learn how to love learning.

From a business perspective, our greatest success would probably be that we’re a relatively high-tech school. My background is in computer science, which is unusual for the owner of a preschool. But it’s informed me with this intrinsic mindset of the tech world—I’m always trying to push the envelope and find ways for our school to innovate and improve. We’ve headed into some uncharted territory: when you’re teaching young children, technology may not be the first thing to come to mind. But we’ve been on the forefront of bringing technology in for early childhood education, and we are pleased with the results. Both in the classroom and behind the scenes in our office management, our tech tools have been a powerful tool for us that we feel differentiates us from other schools.

How do you use RightSignature? How do you use the Collect Payments feature?

MA: There’s a lot of paperwork here at school. Everything from an accident form to sunscreen authorizations to handwritten notes in students’ cubbies—there’s a lot of paper circulating all the time. We wanted to try to reduce that and become more efficient with our staff. We initially started using RightSignature’s Online Forms to replace some of these, and we offer many forms online for our families.

The first form we set up was a signup form for our “Kids’ Night Out”, an event we hold once a month that lets our parents drop their children off with us for the evening, go out, and enjoy themselves knowing their children are safe, learning, and having fun. It was a huge success and a very easy way to get started. We’ve been doing more and more paperwork with RightSignature.


A really powerful one we’ve just implemented was our Waiting List Agreement. We signed up for the Collect Payments feature to be able to overhaul this document, which was a nightmare before. As I said, we have 250 families on our waiting list, and each one would complete the waiting list form and pay our fee in a different way. One family would hand in a paper form with a check attached, another would write down a credit card number, and we had to file the paperwork and process payments in 2 or 3 different sources, then reconcile everything in our records once the payment cleared.

RightSignature and Collect Payments simplifies everything into one form, and the payment processing is done for us in real time. It’s simple and helpful for parents, because they get confirmation that they’ve been added to the waiting list as soon as it happens.

You mentioned that technology is very important to Turtle Rock Preschool. What other online software tools do you use?

MA: We use Mailchimp for mass emails, and a specialized software called BumbleBee that manages enrollment for us. We also use BambooHR for human resources, Office365 for email, and for our summer camp program, we use an online service called CampBrain.

We’ve installed the RightSignature integrations with BambooHR and Mailchimp, but we haven’t implemented them yet. They look cool, though—it’s definitely next on our list.

RightSignature + Egnyte Integration: Evolved Online Storage and Enterprise-Ready E-Signatures

By: Steve Stormoen / Thursday, August 7, 2014

Egnyte is the enterprise-level file storage solution that uses the best of both worlds – combining the latest in cloud storage technology with robust file sharing software on your local servers – to offer the most reliable access to your company’s important files at the fastest speeds possible. Egnyte is the powerful option for data backup, file sharing, and team collaboration for companies across multiple physical locations. And now, with the new RightSignature + Egnyte integration, you can easily get your documents signed online with quick, enterprise-ready electronic signatures.

With the RightSignature + Egnyte add-on, you can access your documents stored with Egnyte from directly within RightSignature, saving you the step of downloading and uploading your documents. Store and send your Sales Contracts, Non-Disclosure Agreements, and HR paperwork, and get them signed in minutes. Then, once the document is signed, RightSignature will return the final signed copy to your Egnyte storage. Here’s how to get started:
  1. One-time Installation: Login to RightSignature and go to Account > Integrations, then click on the Egnyte Integration page. Follow the directions on the screen to link your RightSignature account to your Egnyte account.
  2. Send Your Egnyte Documents for Signature: In RightSignature, click Send a Document. You’ll notice a new Egnyte button in the “Choose a Document” section. Click it to browse your Egnyte account—then, choose your document. Your file is automatically pulled from Egnyte directly into RightSignature and ready to set up and send.
  3. Signed Documents Save in Egnyte Automatically: As soon as a document sent using the Egnyte button is signed, RightSignature will automatically save a copy of the signed and completed PDF in your Egnyte account.
Bart Giordano, VP of Business Development at Egnyte, says:
RightSignature is the easiest, fastest way to get documents signed online, and a powerful, enterprise-level e-signature solution. Egnyte users are businesses and professionals who need simple, secure document signing, and RightSignature is a perfect integration partner to fill that need."

Credit Card Authorization Form Template: Approving Charges using Online Signatures

By: Steve Stormoen / Wednesday, August 6, 2014

This post was updated on 8/6/2014 to reflect the launch of RightSignature’s new Collect Payments feature.

Nearly all internet transactions take place using a credit card, but these transactions carry a degree of risk—the possibilities of credit card fraud and chargebacks threaten your business. To eliminate these risks, many businesses choose to safeguard credit card transactions with a document signed by cardholders giving permission to charge their cards. This document is known as a credit card authorization form.

What is a credit card authorization form? Read on to learn how to craft your own form—with a free credit card authorization form template for your use—and how to get your credit card auth forms signed quickly and easily online using RightSignature.

What is a credit card authorization form?

Credit Card Authorization Form. Click for full template.
Credit Card Authorization Form. Click for full template.
A credit card authorization form is a document, signed by a cardholder, giving a merchant or other entity permission to charge a specified amount to that card. A recurring credit card authorization form gives permission to charge a card monthly or on some other regular schedule. This signed document helps protect your business against chargebacks, in case the cardholder attempts to report a fraudulent or unauthorized transaction and have the charge reversed.

A credit card authorization form must include the following 4 sections:
  • Cardholder information, including full name.
  • Credit Card Information—but be careful. Depending on the technology you use, it may not be safe to collect your client’s full credit card number, expiration date, or CCV number on the authorization form. See below for more details.
  • Your business name, or the name of the entity that will be charging the card.
  • The cardholder’s signature.
Traditionally, the cardholder signs their name with a pen and paper—think of the receipt you sign each time you pay with your card at a restaurant. However, for transactions taking place over the internet, paper signatures are impractical: when payment can take place online with the click of a button, requiring a customer to print, sign, and return a paper auth form is a dealbreaker. Thankfully, an alternative exists: RightSignature digital signature software.

How to get your credit card authorization forms signed online

A credit card authorization form does not charge the specified credit card or process the payment—it simply proves the cardholder’s approval of that charge. With the Collect Payments feature, RightSignature is the fastest, most secure way to obtain the cardholder’s signature online and establish this proof.

RightSignature lets your clients fill out and sign your documents on any web browser or mobile device, instantly and securely. RightSignature does not process the credit card—it is designed to enable your customers to fill out and sign your cc authorization form online.

However, RightSignature's Collect Payments adds to this functionality by letting you add a special field for collecting your customer’s credit card information, which is sent directly to the online payment service Stripe. This feature allows for full PCI compliance on all your online signature documents and lets your customers sign a credit card authorization form and provide their credit card information for secure payment processing at the same time.

If you choose not to use Collect Payments, you can still use RightSignature to get your credit card authorization forms signed. If so, include a text field to collect only the last 4 digits of the credit card number. It is not necessary for the cardholder to include their full credit card number on the authorization form: to comply with PCI credit card security regulations, cardholders should enter their full credit card number only into a shopping cart, e-commerce, or merchant processing software system like Stripe. Collect Payments accomplishes this by adding a Stripe payment processing field directly onto your RightSignature documents.

This credit card authorization form template, created with RightSignature, turns your credit card authorization into a fillable, signable document online. Sign up for a free trial of RightSignature digital signature software, then ask our friendly support staff to enable Collect Payments on your account. Then, you can collect simple, efficient e-signatures on your credit card authorizations and other important documents. Here’s how it works:

First, choose your document. Create your own cc authorization form and upload it to RightSignature, or use the free credit card authorization form template provided here.
Next, choose your document signer. Input the cardholder’s name and email address, place the text fields and signature boxes your signer needs to complete, and click Send.
The cardholder then receives an email with a link to fill out and sign the credit card authorization form online, using any computer or mobile device. RightSignature electronic signature software guides them through the document automatically, so it’s filled out correctly on the first try, every time.
Collect Payments gathers your signer’s credit card information. As soon as your signer completes and submits your document, your signer’s credit card information is securely transmitted to Stripe, and a signed, completed version of your document is returned to you with a full document history and audit log.

Save more time with RightSignature

If your business requires a higher volume of cc authorization forms signed, you can setup your document as a RightSignature Reusable Template for faster sending, or a RightSignature Online Form to embed in your website.

With RightSignature handling credit card authorizations, you can combine the speed and flexibility of e-commerce with the security of a legally binding handwritten signature. Sign up today for a free trial, and see how RightSignature can help your business reduce chargebacks and retain revenue.

Disclaimer: This was not written by an attorney and does not constitute legal advice. If you have any questions about the legality of your credit card authorization form, please consult your attorney.

The Huffington Post Recommends RightSignature to Ensure that Prospects Never Ignore Your Proposals

By: Steve Stormoen / Saturday, July 26, 2014


In a recent article on the Huffington Post, author Jon Rognerud showed us The 6 Most Common Online Marketing Mistakes Small Business Owners Make. Clocking in at #2 was the classic concern:

“Are my proposals even being read?” 

In between the weeks and months you’ve spent nurturing your prospective client and the start of a business relationship, there lies one all-important hurdle: the contract. And all too often, your time investment is put at risk when your proposal languishes on the prospect’s desk or in a crowded email box. The Huffington Post article suggests a surefire solution to this classic business mistake: RightSignature online document signing.
Getting through to decision makers and convincing them that they need your product or service isn't the easiest thing to do. They were probably interested when you sent the proposal through to them, but when it comes down to signing it - it just collects virtual dust in their e-mail… Then you e-mailed them a link to instantly sign the PDF using RightSignature. - SUCCESS!”
How does RightSignature ensure that all your important documents get read? Here are 7 key reasons why RightSignature is the perfect tool to avoid the lost document vortex.

1. No paper

It’s easy to remember a day when every note and contract was printed out on paper, but the world has changed. Today, those dead trees are the biggest impediment between you and getting your documents signed quickly and reliably.

Consider: all your documents begin as a digital file in your word processor, and they all end up scanned and stored digitally as well. Printing that same document just to get it signed is absurd, especially if it means fussing with printers, fax machines, or scanners. Keep it simple and stay digital from beginning to end with RightSignature.

2. No email attachments

According to the Radicati group, the average businessperson sends or receives 120 emails every day. If you’re working with a high-value client with a busy schedule, locating the one email with your contract attached in a flooded inbox could be like finding a needle in a haystack. Not to mention the security risks involved with relying solely on email. So ditch the paperclip icon and save your clients the attachment anxiety.

3. Automatic reminders

Whenever you send a document, RightSignature online document signing software sends your signer an instant notification that the document is available and ready to sign. Then, after a few days, if the document hasn’t been signed, it sends another, and so on until the document expires. That slight nudge can be the difference between a deal or no deal, and RightSignature will automatically remind your senders they have a document pending, even if you’ve forgotten.

4. Full branding suite

RightSignature’s branding options give you the ability to customize your reminder emails and the document signing page itself with your company’s name, logo, and colors. This continuity ensures your signer is never confused and trusts your electronic document signing workflow from beginning to end.

5. Getting it right on the first try

A complicated or confusing signing experience could cause your client to throw up their hands in frustration—and you might never even know why the deal fell through. Luckily, RightSignature’s intuitive signing software employs a number of user-friendly features to make sure every document is filled out fully and completely on the first try.

RightSignature’s percentage progress bar, NaviGuide flag, and required fields ensure that your document is filled out completely. And RightSignature also lets you, the sender, include in-line tooltip instructions for each item on your document—the next best thing to walking your signer through the document in person.

6. Do more with your docs

Finishing a deal is often more complicated than just getting a contract signed. If your sender needs to provide additional files or make a credit card payment, the deal can languish if any one of these steps is unresolved. But RightSignature includes features like Request Attachments and Collect Payments to let you do more with your documents, so you can cross off several steps at once.

7. Impress your customers, keep them coming back

After you’ve gotten your document signed and closed your deal, the benefits of RightSignature keep piling in. RightSignature makes your business look professional throughout the document signing process. An impressed customer tells friends, and crucially, will come back to you the next time your services are needed.

New Feature: Collect Credit Card Payments in RightSignature Documents

By: Steve Stormoen / Monday, July 21, 2014

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

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

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

Charge Fixed Amount

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

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


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


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


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

Collect Credit Card

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

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


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

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


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


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

Viewing Your Payment Information

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


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

Activating Payments on Your RightSignature Account

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

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

How Law Firms are Thriving with RightSignature Online Document Signing

By: Steve Stormoen / Monday, June 23, 2014


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

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

Electronic Signatures for Law Firms: Using RightSignature to Onboard Clients

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

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

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

Go Paperless, Get Productive, Get With the Times

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

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

RightSignature Online Document Signing Integrates into Your Online Software Workflow

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

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

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

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

RightSignature Receives Highest Security Rating From Skyhigh CloudTrust™ Program

By: Steve Stormoen / Friday, June 13, 2014


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

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

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

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

By: Steve Stormoen / Monday, June 9, 2014


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

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

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


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

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