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From Hours to Minutes: Three Ways E-Signatures Improve Your Work

By: Steve Stormoen / Tuesday, December 22, 2015

Image by Roger McLassus via Wikimedia Commons

Technology has transformed business, allowing us to perform everyday office tasks with a few clicks or taps of an electronic device. For example, an e-signature solution allows you to sign and share documents seamlessly within minutes, as opposed to hours or days waiting for pen and paper. You save time and money, with fewer errors and omissions on your important documents. How does this tech tool speed up your workday? Here are a few ways e-signatures improve your document workflow.

You can get documents signed in minutes.

Usually getting documents signed requires a few steps: You have to send it to your customers by e-mail or snail mail, and then they have wait for them to print or make copies, sign it and return it back to you. An electronic signature solution reduces this process down to minutes—customers sign online, and the documents get sent back to you automatically.

You can reduce office expenses.

An electronic signature solution can save your office real money. You’ll instantly knock off the paper and ink costs of printing, not to mention shipping, or staff time wasted on busy work. In a smart, tech-savvy office, you might eliminate the need for printers, scanners and faxes altogether!

You don’t have to juggle paper.

Who handles your important documents before your signer does? Co-workers, assistants, couriers and postal workers are just a few of the people who could lay hands on a document, increasing the chance of it getting damaged, lost or filed incorrectly. An e-signature solution delivers documents straight to your client’s inbox, leaving no room for error.

Time saved is just one of the benefits from an e-signature solution. Not only will you reduce the turnaround time on your documents from hours to minutes, you’ll also make your day—and your clients’ day—easier. Ready to try it for yourself?

Get started for free, and send and sign some sample documents. Try it now!

Why Fax Isn’t Secure Enough For Your Important Documents

By: Steve Stormoen / Tuesday, November 24, 2015

Images from Tango! and Twemoji emoji sets via Wikimedia commons

Fax machines are clunky, loud and expensive. They’re also a pain to use for you and your customers. These are some reasons to choose e-signatures over delivering documents for signature via fax. But never mind all that — what about security?

In contrast to some common misunderstandings about digital and cloud-based data storage, e-signatures are substantially more secure than fax. The next time your clients tell you they’d prefer to be faxed a confidential document, give them these reasons to use e-signatures instead.

1. Faxing is less direct and more likely to be intercepted.

When you fax an important contract to a client, you have no idea where it’s going. Do your clients keep a fax machine in their own offices or in a shared room, where visitors and coworkers can easily intercept documents?

As fax machines become less common, some businesses opt not to keep them on site at all. Instead, they receive faxes at a local copy and print center — hardly a secure method. Not to mention, what happens to the document if you dial the wrong number?

By contrast, documents sent with RightSignature go directly to your clients’ inboxes, protected with a unique link so they can’t be intercepted by anyone else. There’s no paper, so you don’t have to worry about whether your document was filed or shredded properly afterwards. Your clients can even review, fill out and sign documents with their smartphones. It doesn’t get more personal than that.

2. Fax machines can be vulnerable to security exploits.

While computers can be hacked and subjected to malware, fax machines can have glaring security problems of their own. Modern fax machines are computers in their own right, as they store images of every document they’ve ever sent, received or scanned. Unlike your personal computer, however, most fax machines don’t run security and anti-malware software that can protect against intrusion.

You can implement an intelligent fax security policy for your own fax machine to alleviate some of these problems, but you have no guarantees that your signer will do the same. For the best data security policy, you’re better off avoiding fax technology entirely.

3. E-signatures offer unmatchable security features.

Does your fax machine keep track of the time, date and location of all your signed documents when they’re received, signed and returned? Can it protect your documents by requiring a password for anyone who wishes to access them? How about biometric signature capture that can help verify the identity of the person signing your documents?

The most secure solution for your signed documents is RightSignature, offering all of these security features plus up to 256-bit, bank-level encryption and data security on the renowned AWS infrastructure. RightSignature has never suffered a major outage or security breach and received the highest security rating from the SkyHigh CloudTrust program.

If your organization cares about data security, use RightSignature for every single document you need signed.

North Carolina DMV Adopts E-Signatures

By: Steve Stormoen / Tuesday, November 10, 2015


Just about everybody needs to go to the DMV to get their license renewed, and just about nobody likes it. While the Department of Motor Vehicles is notorious for long lines and complicated paperwork, at least one state is looking to turn the DMV’s image around by using e-signatures.

North Carolina Gov. Pat McCrory recently signed legislation that will allow e-signatures on common DMV documents such as license renewals and receive copies of their vehicle titles and registration paperwork. As this article notes, Gov. McCrory and North Carolina DMV officials are heavily promoting e-signatures as a way to keep lines shorter and even allow many drivers to forego a trip to DMV offices altogether. With e-signatures, drivers can request and complete the necessary documents at home and sign them with a legally binding electronic signature.

This is great news for drivers in North Carolina. We at RightSignature look forward to seeing e-signatures spread to DMV offices across the country to improve customer service.

Worldox Document Management Integrates with RightSignature

By: Steve Stormoen / Wednesday, September 30, 2015


Worldox is an award-winning document management solution that lets you easily find, use and profit from all your business’s information. When traditional folders and storage are too cumbersome and take too much time for your business to manage, Worldox steps in with a single solution to search and sort your documents across your entire organization.

Now, with the new integration between Worldox and RightSignature, you can send those documents to anyone with one click, straight from your Worldox account, and get them signed in minutes. Additionally, you can log in to your RightSignature account straight from Worldox. The integration increases the efficiency of your business externally as well as internally.

Worldox, made by World Software Corporation, is a favorite of organizations in such industries as law and finance, which generate a huge number of documents with a pressing need to keep it all organized. RightSignature is also immensely popular in these industries, and it is a partner of both the American Bar Association (ABA) and the Financial Planners of America (FPA).

Together, RightSignature and Worldox make a perfect fit for any business with a lot of paperwork and a frequent need to get those documents signed quickly and easily. The integration reduces the need to use paper and faxes by Worldox customers and saves them time and money that they can spend on generating new business instead.

Chris Dohnert, director of product development for World Software Corporation, says:
E-signature is a hot topic and an important tool to many of our customers today. We are very excited about our new integration with RightSignature, one of the market leaders in the e-signature field. This integration will be extremely beneficial to mutual customers.”
For more information on this exciting new integration, read this news release.

Power User Tip: Should I Use a Reusable Template or an Online Form?

By: Steve Stormoen / Wednesday, September 23, 2015

Do you ever need to send the same form or document to different people for signatures? While using electronic signature alone saves you loads of time, there’s a way to make that process even faster. RightSignature offers two great features, Reusable Templates and Online Forms, that let you bypass the extra steps by setting up a document once so you can send it as many times as you need it. Both features are popular with RightSignature users, but for new customers it’s sometimes difficult to know which workflow is the right choice for a given document or situation.

So which one do you need and when? Let’s look at the differences between Reusable Templates and Online Forms, and then explore a few common scenarios and choose the right feature for each.

Reusable Templates

Reusable Templates are like regular RightSignature documents that you can create once and send over and over again. Unlike Online Forms, Reusable Templates may be set up to accommodate one or multiple signers, and RightSignature sends email notifications to signers containing a unique link to sign online.


The other key difference for Reusable Templates is the Merge Fields feature, which allows you to lightly customize the text on your document. When creating a Reusable Template, you can place Merge Fields onto your document, just like normal text fields and checkboxes. When you’re ready to send the document, RightSignature prompts you to fill in text for your Merge Fields. This text appears on your document when your signer reads and signs it.

When should you use Reusable Templates?
  • You have a document you need signed regularly — for example, an I-9 form, a new client information form or purchase order.
  • Your regularly used documents require multiple parties to review or countersign a single document.
  • You need to send similar documents with slight differences, such as as sales contracts, with the order information filled in for each document.

Online Forms

Online Forms are distributed differently than regular RightSignature documents and Reusable Templates; instead of choosing a set of recipients every time you send a document, Online Forms let you create the document first, then share it widely. Because of this, Online Forms are perfect for sending documents to many different signers at once. You can embed Online Forms into your website, or generate a trackable signing link to share however you want.


Because Online Forms are tailored for mass distribution, you can’t assign these documents to multiple signers or CCs. Instead, Online Forms improve on the experience of a fillable PDF form, by giving a single signer the chance to fill out and sign your document in a controlled setting with a legally binding e-signature. You will also be able to look up signing and completion statistics separately for each Online Form you create.

When should you use Online Forms?
  • You have a document such as an Employee Handbook or Liability Waiver that you need signed by many different people at once.
  • You need to replace the PDF documents your business hosts online, such as employment applications or registration agreements.
  • You want to embed a RightSignature document into your company’s website.

GlobiFlow for Podio Integrates with RightSignature

By: Steve Stormoen / Wednesday, August 5, 2015


GlobifFlow is an extension for Citrix Podio that makes automating your workday outrageously simple. Podio is an online workflow management and collaboration platform that is fully customizable to fit with how your team works best. Organize and connect everything you work with on Podio — projects, tasks, customers, meetings, you name it — keeping everyone up to date, both on web and mobile. Podio’s unrivaled flexibility lets you build on top, or integrate with existing tools so all work, data, files and conversations are connected in a single structured & social environment helping your team work better.

Seamlessly built on top of Podio, GlobiFlow adds automation options to help connect different parts of your Podio workflows, automatically generate PDFs, send emails and more. When you add the Globiflow + RightSignature integration to generate contracts and proposals from your Podio data, they're automatically sent to be signed online with RightSignature in one, simple click. This eliminates repetitive processes, saving you time and ensuring all the status of work stays up to date, and automatically alerting your team when they can move ahead.

The applications for this integration are as endless as the uses for Podio itself. Sales teams can utilize all their data on a lead stored in Podio to instantly create a sales contract or NDA customized with their Podio notes, then send it with RightSignature to close deals quickly and easily with a legally binding contract. Or if your company uses Podio to collaborate internally between employees, the GlobiFlow + RightSignature integration can help you easily get waivers, authorizations and other internal documents signed in an easily trackable solution without a scrap of paper.

Here’s how the GlobiFlow + RightSignature integration can work for a sales team:

1. Login to Podio and view a lead. In this case, notice the new “Generate Contract” button, added with GlobiFlow. Click that button, and the GlobiFlow + RightSignature integration creates a custom contract using your Podio data and automatically sends the contract to your lead with RightSignature.


2. Your lead receives an email with a link to read and sign the contract in RightSignature using our award-winning, easy-to-use e-signature software.


3. As soon as your contract is signed, the completed document is automatically returned to you in RightSignature with a full audit log and signature certificate. Additionally, your document will now appear as “Signed” in Podio, with a note including the date and time it was signed.


For help setting up the use case above, or for more information about customizing a workflow to fit your business’s exact needs, check out this post on the GlobiFlow blog.

RightSignature and Podio are two products in the Citrix family dedicated to helping your business work better, faster and more efficiently. The GlobiFlow + RightSignature integration connects the dots between these two popular apps so your business can be more productive than ever.

5 Signs Your Accounting Practice Needs E-Signatures

By: Steve Stormoen / Tuesday, July 28, 2015


To service a new client, you have to wait for them to get onboarded. To file a client’s electronic tax return, you need them to sign Form 8879. How much more productive would your accounting firm be if you didn’t have to worry about this paperwork ever again?

For small accounting firms, resources are tight, profit margins are hard fought and larger competitors are always looming. If your firm is having any of these problems, here are five signs your accounting practice can benefit from e-signatures and help supercharge your growth.

1. You’ve got more important things to do than chase paper.

How many billable hours have you wasted wondering if the engagement letter got lost on your client’s desk? Sometimes those hours stretch to days or even weeks while your firm has to spend even more time nagging your client by phone and email.

The savings in time and money for electronic signatures over paper is immense. In the hours it takes to prepare, print and fax a contract — then wait for your client to return it — you could be well on your way to filing. In contrast, RightSignature customers report getting their documents signed in as few as six minutes.

RightSignature even sends automatic reminder emails to your clients, so once you’ve sent a document, you don’t have to worry about it again. These reminder emails all contain a secure link that lets your client fill out and sign your document from anywhere on any device, so you never have to worry about important forms getting lost on your client’s desk or in their inbox.

2. The number 8879 means something to you.

If you’re a tax accountant and you’ve heard of the Internet, you’re probably familiar with forms 8878 and 8879, which authorize you to prepare and file taxes electronically on behalf of clients. You may not have heard that, thanks to a recent IRS ruling, these forms can now be signed electronically as well.


8879 is a crucial link in creating an ultra-efficient, all-digital workflow, and electronic signature software is a necessary tool to get there. However, the IRS ruling on 8878 and 8879 also requires an additional form of identity verification known as knowledge-based authentication (KBA) for e-signatures. RightSignature offers a feature called Passcodes that fulfills this requirement and ensures your e-signatures are 100 percent compliant.

3. Your clients don’t live with you in your office.

Your clients are busy people with busy lives. Even though the latest audit is at the top of your to-do list, your client might not have the time to drive to your office sign the necessary authorization. If your client lives in a different city or even a different state, the problem is even worse. RightSignature e-signatures let you set up and send a document in minutes online to your clients no matter where they are. Steve Moss, CPA at Holden Moss, explains:
We do a lot of business all over the US, and we even have a growing number of international clients. We got started with RightSignature because 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."
RightSignature offers easy-to-use signing software that guides your clients so every document is filled out complete and without errors. If you’d like to get out of the office yourself, RightSignature mobile apps for iPhone, iPad, Android and Blackberry devices let you view, send and sign your documents anywhere, any time.

4. You’re wearing too many hats.

© Jorge Royan / http://www.royan.com.ar/ CC-BY-SA-3.0 via Wikimedia Commons

As a partner or sole proprietor of an accounting practice, you might be responsible for onboarding new clients, advertising, hiring staff and maintaining your office — and that’s before you service a single client. E-signatures help you reduce the number of hats you have to wear to keep your practice afloat. Too small for a dedicated HR employee on staff? Let RightSignature handle your employment paperwork. Ditto for signing leases or contracts for your office. Focus on your skills that make you the most money, and leave the paperwork to RightSignature.

5. You need to look like the big firms to play with the big firms.

When it comes to spending their money, your potential clients don’t want to take any chances. Maintaining a strong, professional image is the first, most important step in building trust with them, and nowhere is that image more important than in your signed, legally binding contracts. As an award-winning e-signature tool, RightSignature helps you look credible and established with clients. As ConnectCPA Partner Lior Zehtser says, “RightSignature really created a wow factor for our firm.”

RightSignature makes it easy for your clients to do business with you by handling all the messy transactions of a signed contract in one easy workflow. It’s the same professional-grade software used by top 100 firms, with plans affordable for even the smallest accounting practices. Try RightSignature for free today.

Cloud Storage and On Premise: Which is Best for Your Signed Documents?

By: Steve Stormoen / Thursday, June 18, 2015


The great debate on data storage continues to burn hot, with no signs of letting up. On one side are proponents of the cloud, and on the other are supporters of local “on-premise” storage. While there are good reasons to support either position, many experts agree that the final decision should be made on a case-by-case basis, depending on the type of data being stored.

For your most sensitive and secure contracts — the type of documents you use RightSignature to get signed — cloud storage is best. Here are three reasons why.

You want to focus on your core competency.

Does your business specialize in data security against cyberthreats? Or server maintenance and top-of-the-line IT support? If you’re betting on your business offering better security and uptime than top cloud providers, you’re making an incredible investment in information security that’s far outside the mission of what your business actually does.

Cloud storage lets storage experts handle your data storage, so your business can focus more on what you do best. It’s telling that even the CIA puts its trust in Amazon Web Services technology. RightSignature, for our commitment to data security, was recently named “Enterprise Ready”, the highest security rating by the Skyhigh CloudTrust program.

Even if you did manage to build the perfect on-premise machine, it might not matter because…

Access should not compromise security.

On-premise storage proponents argue that local storage makes your data more secure by limiting access — and potential vulnerabilities — coming from outside sources. But according to laws such as the E-SIGN Act that govern electronic signatures, a valid agreement signed with an e-signature must be provided to the signing party after the contract is signed.

For organizations using on-premise storage, this introduces a whole new area of risk. Either you allow your signer to access the document on your own storage solution and open up your own servers to access from outside your organization, or you trust the signers of every single document you send to maintain their own equally robust and secure data storage solutions to store your document, completely outside your control.

RightSignature keeps your documents in a permanent record in our robust cloud storage. Each document is accessible to both its sender and signer behind a secure, password-protected login and can be downloaded by either party as a PDF with a full signing certificate and audit log attached. This also protects your documents from cases where you and your signer might argue that two different versions of your document are valid: RightSignature cloud storage ensures there is only one master copy of any document.

The full data storage cost is large.

It’s tempting to look at at the monthly cost of a cloud storage solution and imagine that, with a significant investment in money upfront for local servers, you could save money over the life of your hardware. But have you factored in additional costs for bandwidth, replacement hardware, increased IT staff and even electricity?

This article from Beta News tallies the full costs of cloud and on-premise storage and finds a compelling advantage for cloud storage. While the author recommends that each business calculate its own True Cost of Ownership according to its storage needs and resources, the figures cited in the article are impressive.

Indeed, each business should do its own research and make its own determination. But at RightSignature, we offer cloud storage because we believe it is the best solution for your most sensitive signed documents.

Share Your Love for RightSignature Today on Product Hunt!

By: Steve Stormoen / Wednesday, June 10, 2015


Today only, RightSignature is featured on Product Hunt, a leading resource for technology fans to search, share, and explore new products and apps. If you’ve ever used RightSignature to get documents signed faster and make life easier for you and your signers, please consider taking a moment to vote for us on Product Hunt and help others find the same best-in-class e-signature software.

It only takes a second. Click here to go to Product Hunt and find RightSignature, then click the “Upvote” button next to our name. Thank you for helping more people find RightSignature!

I-Enroll Integration Announcement

By: Steve Stormoen / Wednesday, June 3, 2015


I-Enroll by Santech is a revelation for medical providers and Practice Administrators, making it easy to enroll new doctors, dentists, and vision providers with any insurance carrier or network, or re-credential providers periodically. For medical, dental, and vision practices of any size, I-Enroll lets you enroll any practitioner with any payer quickly and easily, without paper.

Before I-Enroll, managing your practice’s credentialing process required extensive knowledge of each provider’s requirements and an exhausting amount of paperwork. Replacing this frustrating, complicated process is I-Enroll, which consolidates all your medical practitioners into a single portal and makes it simple to gather each doctor’s information and automatically fill out these massive enrollment forms electronically.

To finish off this workflow, Santech has integrated with RightSignature to seamlessly fill out and send these insurance applications and get each document signed quickly and easily from the doctor with a legally binding electronic signature. Here’s how it works:


First, your organization’s Practice Administrator uses I-Enroll to access the entry for the doctor you want to enroll and selects a provider. They then click the “Send for Sign” button. I-Enroll automatically completes that provider’s enrollment form with the selected practitioner’s information, and sends the document to your practitioner with RightSignature.


Next, your doctor receives an email with a link to sign your enrollment form online using RightSignature’s award winning signing software. As soon as they are finished, a signed and completed copy of the enrollment form with a full signature certificate is returned to the Practice Administrator instantly and automatically within I-Enroll.


Neeraj K. Sharma, Chief Operating Officer of Santech, says:
I-Enroll simplifies the whole credentialing and re-credentialing application process for Practices and Providers. With this seamless integration with RightSignature, these applications are created and sent out for online signature with one click, with all the data pre-filled. We evaluated other e-signature partners and found RightSignature as best suited for their technology and flexibility to bring out this innovative solution.” 
For more information on this exciting new integration, learn more about I-Enroll on the Santech website.

Staffing Made Simple with RightSignature: A Case Study

By: Steve Stormoen / Thursday, May 28, 2015


Employer Advantage is a step beyond staffing. Based in Joplin, Mo., with clients in 42 states, it offers small businesses the advantages and efficiencies of a large corporation. Employer Advantage allows clients to spend time and resources on their core business function instead of administrative busy work or regulatory rules and compliance issues they don’t know or understand.

Always looking for the latest edge, Employer Advantage uses RightSignature electronic signatures to let its clients hire like a Fortune 500 firm. Steve Stormoen of RightSignature caught up with Debbie Cash, of Employer Advantage, to see how this forward-thinking company gets a leg up with RightSignature.

What is Employer Advantage? Tell us about your biggest success to date.

Debbie Cash: Employer Advantage is a Professional Employer Organization (PEO) that has been serving businesses since 1990. Our services include payroll, HR, benefits administration, risk management and payroll tax processing. We take over all these things for the client — it relieves the client from the administrative part of business and lets them focus doing what they love to do, and doing what they’re good at.

Today we have clients across the country, concentrated most strongly in the Midwest. Our biggest success, according to our President Lee Allphin, has been in educating some of the more conservative businesses and organizations in the Midwest about the value of our services. Once they experience the value, they give us a referral to other businesses who can use our services as well. Our marketing and our growth is built heavily around these referrals from other clients. Essentially, we succeed by doing our job well.

How do you use RightSignature? How has RightSignature helped contribute to your successes?

DC: For several years we have been using Citrix products and have been very happy with both the quality and how those products have helped us become more efficient, provide better client service and good security. The cost of the products has always been reasonable. When our CFO, Richard Scott, became aware of RightSignature and learned that it is a Citrix product, he asked us to try it. Not many of our clients are within a half hour driving distance and turnaround time of signed documents is very important.

To begin with we used RightSignature for documents like client service agreements and forms — documents that only go between us and our clients. RightSignature proved to be so easy to use that we decided to expand that to documents that our client’s employees need to sign as well. An employee in our Benefits Department was the first to use RightSignature for this purpose. Seeing how well it worked to get signed benefit documents, we have gone on to design Reusable Templates for new hire packets for small clients who only hire a few new employees per year. We are now testing that process and believe it is going to be a big help.

What role does technology play in your company? Do you use online software tools besides RightSignature?

DC: We like to say we bring world class tech to small and medium-sized businesses. We provide tools like electronic payments, direct deposit payroll, pay card payments — things they can’t do normally in their small business without a large fee. And after we bring all our services to our clients, we provide them with rich, hands-on data that they can use to create full reports to understand their business better.

We focus on technology solutions in part to help our clients do better business, but also to make business feasible for us. With clients in over 40 states all over the U.S., even the clients we’re close to might have locations in 3 or 4 other states. Tools like RightSignature let us take on clients on a national scale without having to travel to each business’s location and set up that new hire paperwork for them in person.

We’ve been using other online software products like GoToMeeting, GoToAssist and ShareFile for years now. GoToMeeting allows us to meet with clients and do trainings of our various tech offerings, like our timekeeping software. We use electronic timekeeping systems at client locations and this allows them to get us their payroll data electronically. If the employee or client have a specific problem using our website or timekeeping software, GoToAssist lets us dive right in and help them out. ShareFile allows us to send things securely back and forth with our clients that we wouldn’t trust to a normal email — sending an employee’s W-2, for example.

RightSignature Unveils New Passcodes Feature for Knowledge-Based Authentication for IRS Compliance

By: Steve Stormoen / Thursday, May 14, 2015

If you are an accountant, CPA or other professional filing forms with the IRS or other regulatory bodies which require having knowledge-based authentication (KBA) methods, RightSignature now offers an optional Passcodes feature for your documents. By enabling Passcodes, your recipients must enter a passcode you specify, such as the last four digits of the signer’s Social Security number, in order to access and sign the document and fulfill KBA standards.

Implementing Passcodes on your documents is easy. Once the feature is enabled on your account, you will see a new option on the Send a Document screen titled “Require Passcode to Sign.” Simply click the button to activate this option, then set the passcode question and the answer your signer will have to input.


Next, fill out and send your document as normal. Your recipient will receive an email with a link to sign your document — which means that before accessing your document, he or she will need to enter the document passcode you specified earlier.


Although adding KBA through the RightSignature Passcodes feature is important for regulatory compliance in many industries, our regular users already enjoy other award-winning security features we offer as standard practice. All documents sent with RightSignature include our password-protected login, biometric signature capture protection, tamper-proof audit log, and bank-level encryption and security. These measures have earned RightSignature the highest-available security rating from the Cloud Security Agency (CSA).

To learn how to enable the Passcodes feature on your account, contact RightSignature today.

RightSignature Thought Leader Profiled by PerfectForms

By: Steve Stormoen / Thursday, April 30, 2015

In an interview appearing on the PerfectForms blog, RightSignature Partner Relationship Manager John Gainor talks all about RightSignature. See what this thought leader has to say about cloud software strategy, the economics of e-signatures, and even the story of RightSignature, growing from a bootstrapped startup to a powerhouse backed by Citrix:
RightSignature was founded in 2008, and our founders built it as a tool they wanted to use themselves. They were shocked that there wasn’t any good tool out there to quickly and easily send the documents they used every day to get them signed online with a real, handwritten signature.

We’re a company built on innovation, and the biometric, hand-drawn signature was our first. RightSignature pioneered electronic signature technology with the first e-signatures that look like your actual written signature. This crucial detail makes our customer’s contracts look more like contracts, and helps them appear more professional and more trustworthy to their business prospects."
Read the full interview here.

Helping Young People Climb Mountains with RightSignature: A Case Study

By: Steve Stormoen / Tuesday, April 28, 2015


Big City Mountaineers helps young people climb mountains — literally and metaphorically. Serving five states, the Golden, Colorado-based nonprofit aims to transform the lives of underserved urban youth through wilderness exploration programs that instill critical life skills.

As if that mission isn’t challenging enough, Big City Mountaineers also contends with endless documents that need signatures standing between them and the students they serve. Steve Stormoen of RightSignature caught up with Elizabeth Williams, director of programs for Big City Mountaineers, to find out how this exciting, inventive organization uses RightSignature to turn that mountain of paperwork into a molehill.

What is Big City Mountaineers? What do you do?

Elizabeth Williams: For urban and low-income students who don't have the opportunity to go outdoors, we see Big City Mountaineers as a way to get outside of their comfort zone, challenging themselves over the course of a weeklong expedition. We see our expeditions as a way for these young people to develop life skills such as self-esteem, community living, goal setting and the ability to overcome obstacles. After climbing literal mountains, we hope they can climb metaphorical mountains back at home.

One of my favorite stories from last season, I had a kid whose name was Abe. He was not very excited — as you can imagine, he was nervous. It was his first time doing anything like climbing a mountain, and this was way outside his comfort zone. We went out to his house to convince him, and it took a long time, but he ended up having a really great experience in the backcountry.

I interviewed him after the trip and asked him what did he learn. He said, “I learned that I am the kind of person who other people can look up to.” He told me, “My goal is to be respectable so my siblings and other people can look up to me.” That’s the kind of impact our programs can have.

How does RightSignature help you in your mission?

EW: We initially signed up for RightSignature to handle a very specific kind of document, but we quickly found more and more uses for it. To start, we work with local Boys & Girls Clubs, tutors, foster agencies and so on, to meet young people who might want to go on one of our expeditions. We use RightSignature to send contracts and agreements with those agencies, but these documents sometimes need to be signed by four or five different people. RightSignature allows us to send these documents easily and quickly to all the right people.

My favorite thing about RightSignature is that it automatically sends a completed copy of the agreement to signers and me, but also our accounting staff. I don't have to shuffle papers or micromanage the contract when I have so many other things to work on. I just have to click “Send.”

We also use RightSignature for our cause marketing fundraiser — we get volunteers to sign up to climb a mountain and gather sponsors raising money for their climb. We work with roughly 100 people through that program, and everyone has to sign a contract. There are little details that tend to be slightly different each time, so we use RightSignature’s Reusable Templates to fill in Merge Fields and customize each document just how we need it.

Finally, we use RightSignature for staffing. When we hire someone new who works remotely or a field instructor, it’s an invaluable tool. We had an instructor this summer who was living and traveling in India during the interview process. There was a lot in the hiring packet she wouldn’t normally be able to do from a different country, but she was able to sign our RightSignature document from her phone in India and get it back to us almost immediately.

What’s the biggest challenge Big City Mountaineers faces?


EW: We have two great challenges. The first is common to any nonprofit: we always have to find new innovative ways to fund our programs. In the past, we’ve come up with partnerships in the outdoor industry or our fundraising climbs. We work to serve more and more students every year, and budgets will always be the limiting factor. New avenues for fundraising lets us complete our mission even better.

Our second challenge is that the outdoors is becoming more of a mystery to young people today. Convincing students to get outside and give us a chance is more of a challenge than ever before. Our solution is to offer more accessible programs, single-day expeditions that a nervous student can try out to test the waters. Because we know from experience that the young people that most tentative, like Abe, are the ones who most need to go.

University Study Shows Handwritten-Style Signatures Like RightSignature Most Trusted

By: Steve Stormoen / Monday, April 6, 2015


According to a new study published in the journal Social Psychological & Personality Science, how you get your contracts signed can have a huge impact on whether or not they appear trustworthy.

The study, conducted by Dr. Eileen Chou of the University of Virginia, asked participants to compare contracts signed with a handwritten-style signature — such as signatures offered by RightSignature — against those in which the signature is typed or indicated with a checked box. While each method is fully legally binding in the United States and around the world, the study's participants overwhelmingly preferred contracts with a signature that was drawn by hand.

It’s a good reminder that your business's image is every bit as important as your legal compliance, and that image is reflected in every aspect of your company. As this blog has discussed previously, the handwritten signature is an ancient symbol of authenticity and trust. Likewise, a signed contract represents a crucial point in your workflow — a moment at which you need to appear trustworthy or risk losing your client. RightSignature succeeds by combining these two approaches, offering the tradition and weight of a handwritten signature with the speed and savings of online software.

In the study, the less favored contracts were signed with an e-signature service which only allows for typed signatures. In contrast, RightSignature offers our users 7 different ways to sign our documents, including options such as writing your signature with a mouse, using the touchscreen of your mobile device or taking a photo of your signature on a piece of paper. These options were designed to give our users the most trustworthy — and widely accessible — signatures available.


If you’d like to see the difference for yourself, try RightSignature for free today.

5 Docs That Belong in Your Employee Onboarding Packet

By: Steve Stormoen / Wednesday, March 18, 2015

To bring new hires up to speed quickly, you need a comprehensive employee onboarding packet with your most important documents. Which documents belong in this packet? Here are 5 essential docs to include, each of which you can get signed online in minutes with RightSignature.

1. Form I-9


The first document in your employee onboarding packet, IRS Form I-9 (the Employment Eligibility Verification Form) establishes your new hire’s identity and confirms his or her right to work in the United States. After completing the document, he or she must present appropriate identification, such as a passport, by the time they start work.

The numerous fields of Form I-9 cause many new employees to fill it out incorrectly or incompletely. RightSignature helps eliminate errors by allowing employers to make filling fields mandatory and include helpful instructions.

2. Employee Handbook

An employee handbook introduces a new hire to your company’s culture and policies. It is important to get your new hire’s signature to verify that he or she has read and understood all your company’s rules.

However, printing handbooks is expensive, especially if your company has remote employees or updates policies regularly. Instead, put your employee handbook in your employee onboarding packet, then use RightSignature to get it signed online. This one fix will eliminate your printing costs completely.

3. Benefits Approval Form

Know your family’s annual healthcare costs? Or the difference between an HMO and a PPO? Probably not, which makes benefits approval forms time consuming.

Choosing between health, vision, dental and retirement plans on the spot is the most intimidating part of the onboarding process, so these documents are frequently taken home — and forgotten. RightSignature sends automatic reminders on every document, ensuring that your forms are signed comfortably but promptly.

4. Direct Deposit Form

With direct deposit, employees receive paychecks directly in their bank account, saving HR departments and bookkeepers the headaches of lost paychecks and printing and shipping costs. RightSignature adds more convenient by allowing your new employee to fill out and sign a direct deposit form online.

A direct deposit form also often requires a voided check from the employee to complete. That’s easy to provide with RightSignature. Using the Request Attachments feature by RightSignature, your new hire can attach a photo of a voided check to his or her direct deposit form, making it easy to sign and impossible to lose.

5. Non-Disclosure Agreement

If your new hire will be handling any company trade secrets or intellectual property, a Non-Disclosure Agreement (NDA) is a necessary precaution. In fact, more companies to have all employees sign an NDA to promises not to disclose or disseminate protected company information.

RightSignature makes it easy and inexpensive to have NDAs signed and keep the records afterwards. For RightSignature users, this means plenty of benefits in terms of legal protection.

These 5 documents combine government paperwork, employee service and legal protection to let new hires acclimate quickly and comfortably to your company, making the employee onboarding process painless. RightSignature makes onboarding new employees even easier, with fast and secure online signatures facilitating onboarding. 

RightSignature can even let you package these documents together to make a single employee onboarding packet that you send all together, while making it easy to search and sort each document individually. Try RightSignature for free today.

RightSignature Receives Users’ Choice Award from SoftwareInsider

By: Steve Stormoen / Monday, March 9, 2015


RightSignature has been selected for yet another award—a 2014 Users’ Choice Award from the prominent software research engine, SoftwareInsider. Powered by the FindTheBest data network, SoftwareInsider gathers reviews and rankings of hundreds of online software products to give customers the best information possible—and for Digital Signature Software, these users chose RightSignature as their favorite.

For example, here’s what reviewer G Alves had to say:
Must say, in less than 30 minutes I felt comfortable with the product, its options, and creating 5 key template documents critical to our business applications, that each required signature authentication. Email alerts to tell us if and when recipients opened, and further when documents were signed/ executed for our review means we've implemented multi-tasking capabilities to key personnel. Very happy and priced right!"
We’re thrilled to receive this award because it reflects our serious commitment to our customers, both through our lauded support team and our determination to offer the very best digital signature software possible. We at RightSignature would like to thank you, our customers, for choosing us for this Users’ Choice award.

Getting the Most out of Your Documents: A Deeper Look at Request Attachments and Collect Payments

By: Steve Stormoen / Tuesday, March 3, 2015

Original image by UBhapE2 via Wikimedia Commons

RightSignature has a proud tradition of innovation with first-to-market features that quickly become industry standards, such as the first hand-drawn e-signatures placed directly on your document. These early innovations focused on making the documents you sign on your computer look and act just like paper documents, leading to increased user confidence, trust and ease of use.

Today, scads of official and government documents are now authorized for e-signature, and e-signatures have started to supplant paper documents for good. Our past innovations have succeeded wildly. But as a company that values innovation, we're already looking for the next nut to crack.

Our latest first-to-market features offer exactly that. Request Attachments and Collect Payments shift our focus to some cluttered, complicated parts of a business deal, like adding money or supplemental materials. These are the parts of your legally binding agreements which can't fit on a piece of paper — but do fit simply and snugly inside a single RightSignature document workflow.

Request Attachments: Some documents need more than text

A Direct Deposit Form requires a voided check. An employee onboarding form needs a photocopy of the signer’s driver’s license. Such requests mean a mishmash of extra pages and papers of different sizes, increasing the possibility that these additions get lost.


The Request Attachments feature expands what you can receive from your signers. Say a wedding photographer needs a reference photo of the couple to prepare his shoot or an angel investor needs to request a proof of concept from a startup she’s considering. Request Attachments streamlines their workflow by placing their needed attached file directly inline on the signed document. This allows for better legal compliance, quicker transaction completion, and a more efficient experience for both sender and signer. 

Requesting an attachment to add to your RightSignature document is as easy as asking signers to write their name — and will quickly become just as commonplace. With Request Attachments, large, complicated documents become much simpler, and the next $100 million paper signature blunder can be avoided.

Collect Payments: Cash rules everything around me


Many signed documents represent a promise to exchange money or future payment information. So why not include a payment box directly on the document, which the signer can fill out like any other RightSignature text field or checkbox?

With Collect Payments enabled, you can add an easy payment button to your document. You can choose to collect either an immediate one-time payment or their credit card information for future billing, and your signer completes their payment information while signing the document. If you don’t get paid, the document can't get signed.

You avoid having to verify the document and the payment separately and match them among your records. Your signers complete a secure, legally binding document and provide their payment information in one easy step, available only with RightSignature. Your business transaction gets a little easier for both of you.

Collect Payments also makes it easy to get a signed document for more complicated transactions like online rentals or service retainers transactions with an attached document authorizing the deal for both parties. This means better compliance and legal protection for your business every step of the way.

RightSignature is the fastest, easiest way to get documents signed online. We also aim to be the smartest. New features such as Request Attachments and Collect Payments are our specialty, and with every RightSignature innovation that becomes industry standard, we only get more excited for the next big thing to come.

Rental Agreement Template

By: Steve Stormoen / Thursday, February 26, 2015

A rental agreement, or lease agreement, is a legal document to decide the terms of renting a piece of property. Most frequently used to rent apartments, cars, and equipment, rental agreements determine the price, duration and expectations for each party to agree upon.

Without a legally binding rental agreement, the owner of the rented property has no recourse in case the property is damaged or never returned or if the renter is negligent on payments. But while having a good rental agreement template is a necessity for conducting business, sometimes getting a piece of paper signed is impractical, if not impossible.

When Renaissance Rentals rents to a tenant who lives out of town, they need a faster, more interactive solution than the nightmare of printing, faxing and scanning. For a business which operates entirely online such as Wicked Wingsuits, it’s not even an option. To conduct business faster and smarter, these companies use RightSignature electronic signatures, as well as this free rental agreement template to get their rental agreements signed online.

Rental Agreement Template - Click for full template
Download the free rental agreement above, and read more for tips on how to write your own rental lease agreement and get it signed online quickly and easily.

4 Keys to the Perfect Rental Agreement Template

When do you need a rental agreement? Does your rental agreement include every section it needs, or is it missing a clause which can add to your liability down the road? Following these four steps can help you make sure your rental agreement offers the best legal protection and limit your business’s liability.

Always use a rental agreement. Never settle for a handshake deal. Even when renting to close friends and family, any minor disagreement or confusion over the terms of your rental can make for awkward conversations and even strain your relationship. Legal documents such as rental lease agreements exist to establish, as clearly and as detailed as possible, the expectations each party brings into the rental, so you don’t have to bargain or argue later.

Include these key clauses in your rental agreement. In addition to detailing what you’re renting, to whom you’re renting it and when the rental begins and ends, there are a number of important details your rental agreement template needs to include. Don’t forget these crucial sections in your final document:
  1. PAYMENTS: This includes not only the payment amount, but when payments are due and in what form payments will be accepted. You may also define in this section the consequences for late payments.
  2. DEPOSIT AND DAMAGES: Most rentals require the renter to pay a deposit upfront to protect against damages to the rented property. This section of your rental lease agreement determines the amount required for a deposit and in what conditions the property is considered damaged, rather than a product of normal wear and tear. 
  3. ACCEPTABLE USE: Owners often specify acceptable uses for the property they’re renting out. This allows the owner to restrict the renter from engaging in activities that are likely to result in damages or legal liability. For an apartment, this might include restrictions against water-filled furniture, pets or excessive noise. This should also include additional benefits for the renter — for example, parking, utilities or use of common areas.
  4. ADMINISTRATION: This section details how the rental agreement template will be administered. This includes establishing that the signed rental agreement constitutes the entire agreement between both parties. It also details the conditions for terminating or changing the agreement and, if the agreement is disputed in court, in which jurisdiction it’s covered and how legal fees from the dispute will be paid.
Get it signed online with RightSignature. 
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 its way back to the office. With RightSignature, the return rate is very close to 100 percent.”
— Eric Dainton, General Manager of Renaissance Rentals, Bloomington, Indiana

Rental agreements on paper are slow and cumbersome. Paper documents can easily get lost or destroyed and are often filled out incorrectly. And forcing your renters to print, fax and scan your documents is an unnecessary hassle. With RightSignature electronic signatures, you can make sure your rental agreement template is filled out completely and returned safely and promptly, saving you time and money every single day.

And with the free rental agreement above, you can get started with your most important document set up and ready to send.

Collect your deposit securely. As mentioned above, it’s common for renters to pay a deposit on the rental up front, which may be returned later, to protect against damages to the property. However, this can prove to be trickier than it seems. With paper documents, the renter can easily be confused — should they pay with a bank transfer, credit card or personal check?

Similarly, if the owner needs to process several rental lease agreements, it can be difficult to reconcile each payment with each signed document, especially on a shortened time scale. Do you have time to wait and see if your renter’s check cleared if they’re supposed to get their keys and move in right away?

The Collect Payments feature by RightSignature simplifies all these complicated moving parts into one process by requiring a document’s signer to include a payment backed by bank-level security as a required step to signing the document. If the renter doesn’t pay, there’s no rental agreement.

With features like Collect Payments, RightSignature offers an intuitive and unique way to get your important documents signed, as well as this free rental agreement template to help you get started. 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 Rental Agreement, please consult your attorney.

Accounting Today Names RightSignature Top Product of 2015

By: Steve Stormoen / Thursday, February 5, 2015


The leading publication for CPAs, Accounting Today, just named RightSignature at the head of their list of “The 2015 Top New Products.” The article, which appears in their February 2015 issue, cements the status of e-signature software as a critical tool for every financial firm.


With last year’s IRS ruling that made Forms 8878 and 8879 eligible for electronic signature, e-signature software has quickly become an indispensable tool for a modern CPA — with success stories like these from ConnectCPA and Holden Moss. RightSignature’s placement at the top of the list, however, also reflects how important it is in today’s business environment for accountants — and professionals in dozens of other industries — to get documents signed quickly and easily online.

Srinivas Thouta, CEO of TaxGeeks, explains why RightSignature has been so helpful for his practice,
We have been using RightSignature to get the signatures on IRS Efile Authorization documents. This avoids our clients downloading the docs, manually signing, scanning and uploading the docs to our client portal.  This helps in getting the authorization faster and finish the tax filings quicker. Our clients love the ability to sign the docs online or using the iPhone.”
RightSignature’s accounting package includes everything a CPA needs to supercharge their practice, including Reusable Templates for engagement letters and Form 8879, the ability to Collect Payments on all RightSignature documents, and special features for IRS compliance. Try RightSignature for free today!

The Right Way: How RCI Insurance Exceeds Expectations, Projects Professionalism with RightSignature

By: Steve Stormoen / Friday, January 30, 2015

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


RCI Insurance Group is an independent insurance agency in Claremore, Oklahoma, with a serious commitment to its customers. Equipped to handle insurance for your home, car or business, RCI has thrived for over 40 years with the motto, “Exceeding expectations in all of our relationships.”

RCI has found a new way to exceed expectations with its clients by offering RightSignature electronic signatures to simplify all its forms and signed documents. And within RCI, the company has found that forms that used to take days, weeks or even months to get signed are now almost always returned complete and without errors within one day. RightSignature’s Matt David caught up with Amber Helmuth, personal lines manager of RCI, to learn more about how RightSignature has helped them deliver the best experience possible for their clients.

What’s the story behind RCI Insurance? How did it get started, and how did you get to where you are today?

Amber Helmuth: RCI Insurance Group was established in 1972. We sell and service many different types of personal and commercial insurance, life and health insurance, financial planning services, and we provide limited risk management services. And after a change in ownership, RCI Insurance has grown from 3 employees in 1994 to almost 20 employees today.

Our motto is “Exceeding expectations in all of our relationships,” and living by this has contributed largely to the growth of the agency. We work hard to earn and keep the respect of our clients, as well as our companies.

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

AH: Before RightSignature, the forms that we needed to get signed would be sent to the clients by mail for them to sign and return in a postage-paid envelope — if they didn’t spill coffee on them before they got them signed and sent back to us.

We could also send the paperwork by fax, but it was usually so distorted that it was unreadable when (and if) we got it back. Or we could email the forms and hope that the email didn’t go to the spam folder or accidentally get deleted — and that the clients would actually find time to print the forms, sign the forms, scan the forms back into their computers and email them to us. A few clients would also stop by the office to sign the forms if they didn’t forget or have something else come up.

If you have ever tried to get a signature from a client using these methods, you know that the turnaround time can be days, weeks or even months in some cases, and there is a lot of wasted time spent calling and reminding the clients that you need signed forms.

How does RightSignature help your process today?

AH: Now, we use RightSignature to send our documents to clients. It’s easy to use — you simply upload the document that you want to send for signatures, enter the client’s name and email address, and drag a box to the areas that you want signed, initialed and/or dated. Since I have been using RightSignature, I typically get signed forms back within one day. I’ve even had some sent back within five minutes of sending!

My clients love it and have given me great reviews on it. It alleviates the hassle on their end, it is easy to use, and it definitely increases production in the agency, as we can now spend more time on the important things instead of trying to get a piece of paper signed.

How RightSignature Helps Educators Keep the Focus on Students — Not Paperwork

By: Steve Stormoen / Wednesday, January 28, 2015

Educating young people is about building for the future, a tough prospect when educators can’t escape the day-to-day demands of efficiency, accountability and, yes, paperwork.

Fortunately, RightSignature electronic signatures can minimize the drudgery and let educators focus on what really matters—students. RightSignature lets educators and administrators get documents like credential forms and permission slips signed online quickly and easily, making it a popular choice among educators at all levels.

Let’s take a look at a few of these success stories.

YES Prep


YES Prep is a network of public, tuition-free, open-enrollment charter schools in Houston, TX. For over 15 years, YES Prep’s schools have prepared students in Houston’s most disadvantaged communities with the study skills and coursework necessary to get accepted into college—and, once accepted, succeed.

YES Prep uses RightSignature to cut through the morass of paperwork and get things done quickly and easily. Lyndsay Ferguson, Senior Director of Talent Support at YES Prep, explains:
We use RightSignature across several different departments at YES Prep. For starters, our Talent Support (Human Resources) team uses RightSignature during onboarding to send every new employee offer letters and other required paperwork related to their new role on the team. As a result, everyone at YES Prep knows RightSignature!”
That familiarity has helped RightSignature spread across YES Prep’s entire organization, and the schools use RightSignature electronic signatures whenever they need to hire a contractor or execute a Memorandum of Understanding. But the biggest impact is in YES Prep’s Teaching Excellence program, a specialized in-house team for alternative certification to strengthen the skills and processes of YES Prep’s committed teachers.

“Now we can easily track a variety of documents that are required for the certification process,” says Ferguson. “It lets our program coordinators focus on critical work and our students, rather than keeping track of various papers through email, fax, etc.”

In the 2015 school year, YES Prep is building on their successes in the Houston area with a new branch of schools in Memphis, TN. Ferguson acknowledges that there are several  challenges that come with this expansion, but she is not concerned. “The ability to use a tool like RightSignature to replicate our previous successes is a huge benefit to our organization.”

Sylvan Learning


A national tutoring franchise with over 800 locations built across 30+ years of success, Sylvan Learning has built their organization on the premise of caring for each student individually. Recognizing that every student’s needs, interests and learning experience is going to be different, Sylvan creates an individualized, custom curriculum for every single student.

Sylvan takes on such a daunting task in part by utilizing technology, such as their immersive SylvanSync app for iPad. And since Sylvan strives to minimize the time and money spent on anything besides its students, it relies on RightSignature to simplify signatures on document like franchisee agreements and marketing plans.

Amy Przywara, Sylvan’s VP of Marketing, shared that process with us:
“With over 300 individual franchisees, it’s important for us to make the signing process simple and accessible. Using RightSignature helped us streamline this often-cumbersome process.... We used it to send two different funding agreements to all 300 of our franchisees for our annual marketing drive. It’s a complicated agreement, with lots of places to check and sign, and with at least 600 documents at once, it was completely unfeasible to continue to do by paper. This year, using RightSignature, it was great.”
Przywara says that, like YES Prep, Sylvan’s initial success with RightSignature has led them to consider new ways it can help make the business end of education go more smoothly. “Next year, we’ll make a brand new agreement from scratch, knowing how to get the most out of RightSignature. I can also start to see see the other documents I can get signed with RightSignature.”

Turtle Rock Preschool


Turtle Rock Preschool is widely considered one of the premier early-childhood education schools in Orange County, CA. Owner Maajed Abahusayn attributes this to their focus on students: “We have a great and well-deserved reputation, and it’s come from creating a warm and enriching environment for children and their families.”

With a strong reputation comes intense demand, however, and Turtle Rock Preschool currently has an admissions waiting list of over 250 families. It used to be an ungainly process to manage the waiting list: families had to pay their waiting list deposit and fill out, sign and return an application. That’s lots of extra work for Turtle Rock.

Says Abahusayn, “One family would hand in a paper form with a check attached. Another would write down a credit card number. We had to file the paperwork and process payments in two or three different sources, then reconcile everything in our records once the payment cleared.” It was slow, expensive and frustrating for parents who couldn’t receive immediate confirmation that their child had been successfully placed on the waiting list.

To fix this issue, Turtle Rock chose RightSignature and our new feature, Collect Payments, which allows Turtle Rock to require an immediate, secure online payment as a required part of filling out and signing the waiting-list agreement. Says Abahusayn,
“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.”
With RightSignature, these three leading institutions in childhood education have found a way to simplify their administrative tasks and focus as many of their resources as possible on the most precious resources of our future: their students.

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