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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.

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