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A History of E-Signature Law

By: Steve Stormoen / Wednesday, December 28, 2016

By (c) 2006 Zubro (image by myself) [GFDL (http://www.gnu.org/copyleft/fdl.html), CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-sa/3.0/) or CC BY-SA 2.5-2.0-1.0 (http://creativecommons.org/licenses/by-sa/2.5-2.0-1.0)], via Wikimedia Commons

On July 1, 2000, President Bill Clinton e-signed a bill into law for the first time in a way we’d find strange, or even archaic today. According to a New York Times story, he swiped a “signature card” through a scanner, typed in a password, and “marveled as a replica of his signature appeared on the screen.”

The e-signature was purely ceremonial, as he’d already signed the bill into law with a traditional pen and paper earlier that day. Nonetheless, the moment was crucial for the history of e-signatures: the piece of legislation he signed was the Electronic Signatures in Global and National Commerce Act. More commonly known as the ESIGN Act, the law established that an electronic contract or signature could not be ruled to be less legally reliable or enforceable based on its electronic nature.

However, the history of e-signature law began long before the ESIGN Act, and the topic remains relevant to this day. Along the way, e-signature technology has progressed from morse code to President Clinton’s signature card to today’s e-signatures, like those provided by RightSignature, which are usually hand-drawn using your mouse or the touch screen of your mobile device.

E-Signatures: The First 150 Years

Only a few years after the Civil War ended, the New Hampshire Supreme Court argued for the acceptance of electronic signatures, even though the technology in question was obviously quite different. It seems that as quickly as electronic communication became available with the advent of the telegraph, businesses and individuals were looking to use that technology to make business deals more quickly and easily. In the year 1869, reviewing the case of Howley v. Whipple (48 N.H. 487), the court determined,
"It makes no difference whether [the telegraph] operator writes with a steel pen an inch long attached to an ordinary penholder, or whether his pen be a copper wire a thousand miles long. Nor does it make any difference that in one case common record ink is used, while in the other case a more subtle fluid, known as electricity, performs the same office."
By SayCheeeeeese (Own work) [Public domain], via Wikimedia Commons
The New Hampshire Supreme Court was the site of the first major ruling on e-signature law.
More than one hundred years later, the fax machine presented a similar challenge: can your contract be accepted as valid even if the copy you hold doesn’t carry the original ink of a signature? While the generally accepted answer was an emphatic “yes,” it wasn’t until years later that governing bodies created clear laws governing electronic contracts, beginning in the US on the state level.
The Uniform Electronic Transmissions Act, or UETA, is a set of uniform laws passed in 47 US states, beginning in California in September 1999, as a way of coming up with a common definition and enforcement of e-signatures. It was quickly adopted across the country — today, only New York, Illinois, and Washington have not passed UETA, and each of these states has their own similar law governing e-signatures.

Shortly thereafter, the European Union passed its Electronic Signatures Directive 1999/93/EC which delivered a similar definition and ruling of e-signatures. In the years since, laws governing e-signatures have been established in nearly every nation on earth, from Canada to Vanuatu. Spearheaded by the 2001 passage of the United Nations Commission on International Trade Law (UNCITRAL) Model Law on Electronic Signatures, businesses today generally conduct international transactions using e-signatures with confidence.

2001-Present: Widespread Adoption

With the spread of businesses conducting their operations online, the present legal framework for e-signatures is largely taken for granted. However, the history of e-signature law is still a work in progress. On July 1, 2016 — exactly 16 years after the ESIGN Act was signed into law, the EU overwrote its 1999 Electronic Signatures Directive with the new eIDAS regulations, intended to help standardize Europe into a “digital single market.”

In the rest of the world, since the inception of e-signature laws around the turn of the century, the story of e-signatures is about adoption. While e-signature legislation is largely crucial for the enormous uptick in business operations such as banking, the actual practice of getting legal documents signed online is still gaining momentum. In fact, as recently as 2014, three of the legislators responsible for supporting the original ESIGN Act — Senators John McCain and Ron Wyden, plus Representative Anna Eshoo — wrote a letter to the United States Commerce Secretary urging the US Government to make wider use of e-signatures as a way of improving productivity, reducing waste, and cutting unnecessary costs.

Meanwhile, this technology — almost 150 years old — is being adopted by savvy businesses in industry after industry who understand how much time and money can be saved with the humble e-signature. If your business is ready for e-signatures, sign up for a free trial of RightSignature today.

RightSignature wins Prestigious Best in Biz 2016 Award

By: Steve Stormoen / Friday, December 2, 2016

From a field of over 600 contenders, RightSignature was selected for an esteemed Best in Biz 2016 Award, winning a bronze medal in the “Small and Medium Sized Business Product of the Year” category. This sixth annual program of the Best in Biz represents the only awards of their kind: an independent business awards program judged by members of the press and industry analysts.

Winners of Best in Biz Awards 2016 were determined based on scoring from an independent panel of 50 judges from widely known newspapers, business, consumer and technology publications, TV outlets, and analyst firms. The panel included journalists from the Associated Press, CNET, Forbes, Wall Street Journal, Wired, and many more.

RightSignature was considered by the judges on the basis of our tremendous success over the past year. Building on a year in which we were named the “Top New Product of 2015” by Accounting Today, this year RightSignature began to fully take advantage of our partnership with our sister product Citrix ShareFile to provide the closest integration available anywhere between e-signatures and online file sharing and sync. This partnership is the first big success of the acquisition of RightSignature by Citrix in late 2014, and to be recognized by the Best in Biz awards demonstrates the value this partnership brings to our customers.
I am impressed by the quality of entries in the Small or Medium Business Product of the Year category; from the smaller business to the most well-known technology firm,” said Ralph Jensen, Security Products Magazine, judging his first Best in Biz Awards competition. “It is evident to me that each company has poured their heart and soul into research and development of the individual product that not only makes their business model better, but takes the needs of the end user into account.”
To learn more about Best in Biz and find a full list of 2016 winners, visit the Best in Biz website.

12 things to do with all the time you'll save using RightSignature

By: Steve Stormoen / Friday, November 11, 2016


We hear you loud and clear: your time is important to you. In a recent survey, 87% of RightSignature customers responded that getting documents signed faster was a primary reason for choosing RightSignature. In the same survey, 80% said that RightSignature saved your business more than an hour of work every single week, with almost a quarter of respondents saving over 5 hours!
Customer References verified by TechValidate.

That’s a lot of extra time on your hands and, it’s made us curious. What exactly are you doing with all that extra time?

Option 1: More business, more growth

For some of our customers, the time you save using RightSignature mostly helps you do more business and send more documents. If you’re a sales professional, for example, less time spent on each lead means more total leads. That means more sales, more revenue, and more commission. Here are a few things you might with your hour (or more) if you’re looking to grow your business:
  • Service one extra client each quarter.
  • Spend more time prospecting for new leads.
  • Refocus your time in the office to billable hours instead of administrative work.

Option 2: Quality, not quantity

On the other hand, not every occupation is focused on bringing in revenue. Sometimes you just need more time in the day so you can do a better job at the things that matter most. If you work in HR, wish to build a better relationship with your clients, or simply don’t like feeling rushed, you might use the time you save with RightSignature doing one of the following:
  • Improve your onboarding new clients and employees.
  • In education, hold longer, more responsive office hours.
  • For law professionals, spend more time polishing documents before filing.

Option 3: Work less, live more

You don’t necessarily need to return all that time back to your business, of course. Many professionals today report working longer hours, sometimes far past the traditional 40-hour work week. For you, perhaps saving time is less about improving your business as it is about improving your quality of life. What you do with your extra hour every week is entirely up to you!
  • Take your children to a park.
  • Cook a nice dinner and enjoy the leftovers for lunch the next day.
  • Read a book for fun.

Option 4: Stockholm syndrome

Not to be presumptuous, but maybe those options above don’t speak for everyone. After all, RightSignature saves you a lot of time, but maybe you loved the frustration of waiting for your documents to be delivered, or wondering whether your recipient opened that email attachment. We certainly wouldn’t want to take that out of your life. The good news is, you can still do these things on your own time.
  • Fix fax machines at a local high school.
  • Endlessly click “refresh” on your inbox as an election volunteer.
  • Instead of calling customer support to listen to the hold music, try singing it in the shower.
All month long we’ll be collecting your stories, so please let us know on Twitter or Facebook how you’re spending all your extra time saved by RightSignature by using the hashtag #RightSigSavesTheDay!

RightSignature + SnapForce Integration Announcement

By: Steve Stormoen / Tuesday, October 18, 2016


SnapForce is a single solution combining everything your sales team needs to succeed. Combining CRM (Customer Relationship Management) and call center software, SnapForce gives you the tools to track and nurture sales leads, then get in touch when the time is right.

With the new RightSignature + SnapForce integration, you can add easy e-signatures to your sales process, speeding up your pipeline and greatly reducing the turnaround time of your sales contracts, NDAs, and more with just a few clicks. Here’s how it works:

First, follow these instructions to connect RightSignature to your SnapForce account. In SnapForce, your Leads and Accounts modules will have a new option allowing you to send a document with RightSignature. Your lead will receive a secure link to sign your document using RightSignature. As soon as the document is signed, SnapForce automatically updates their records. You can even view the signed document directly within SnapForce.

Sales is a fast-paced, competitive field, and the speed of RightSignature is a great way to give your business a clear advantage. Not only can a faster process for signing contracts help widen your pipeline, RightSignature also allows you to close deals when your lead is most interested, and before they get cold feet.

Interested in adding RightSignature and SnapForce to your sales team? Try it for free today.

Adapting to the Millennial Workforce

By: Steve Stormoen / Wednesday, September 28, 2016


Please enjoy this guest post by author, speaker, and small business owner Gene Marks, syndicated from our sister blog at ShareFile.

The average age of an American small business owner is about 52 years old. (That’s me.) We all face similar challenges – taxes, lead generation, financing, accounting, operational. But the biggest issue that we’re facing in 2016 is staffing and motivating productive people to be profitable. Currently, about half of the United States work force belongs to the Millennial demographic (people who are between 18-34 years old). As the number of professional Millennials is expected to rise over the next few years, we have to focus on the needs and demands of the Millennial workforce.

Unfortunately, there seems to be a huge myth about this generation. We see them on television protesting against the “one percent” and speaking loudly for better education, healthcare and other entitlements. Many Gen-Xers and Baby Boomers think that the Millennial generation is built from entitled slackers. But Millennials don’t work less – they work smart.

Another difference is that Millennials work to live instead of living to work. According to polls, a majority of Millennials prefer flexible working arrangements to higher salary. They value their jobs and gain personal satisfaction through work, but this generation values balance over money. They want paid time off. They want the flexibility to be with family and still fully contribute to their employers. While they desire to be entrepreneurial, many are held back by overwhelming student debt and costs. They’re smarter and more educated than any generation before, meaning they appreciate the precious passing nature of life and the importance of balancing time between making a living and simply living.

So how should a business owner or manager respond to this new generation? Not by complaining. Not by harping on the “good old days” when you used to work 18 hours for a penny. No one wants to hear that.

Instead, respond with competitive paid time off policies. Implement a strong work from home or remote employee policy. Invest in technology – cloud apps, mobile devices, cyber security – that enables Millennial employees to work from anywhere at anytime. Tear up apart the old employee manual to update for LGBTQ rights, pregnancies, workplace bullying, vaping and wellness programs. Stay ahead of laws so that you are proactive in offering the best healthcare, minimum wage and benefits. This is not an easy task while maintaining control of overhead and remaining competitive within the industry. But when you find that balance you will reap the rewards: a happy, productive workforce who contributes to increasing profits and company value.

You can fight the change. The smartest executives adapt to the new workforce.


Is your business ready for the changing workforce? Get our free e-book, 5 Signs Your HR Team is Ready for E-Signatures, to learn more.

"He could have ended up in a Mexican jail. RightSignature saved the day."

By: Steve Stormoen / Tuesday, September 20, 2016

RightSignature doesn't just save your company time and money, it also helps you out in situations that would otherwise be impossible. Here's a real customer story about one time RightSignature saved the day from Robert Jankovics with Cabo San Lucas Insurance Services.

Customer Proof verified by TechValidate.

Robert's story was collected in a November 2015 survey of over 250 active RightSignature customers. His incredible story is a great way to illustrate why our customers, especially in the insurance industry, love RightSignature.

Businesses and professionals use RightSignature for to make a number of common problems much easier — saving time spent on administrative tasks, providing increased security and compliance, reducing errors and omissions, and so on. Among insurance agencies, carriers, and re-sellers, however, two benefits stand out from all the rest. Overwhelmingly in our survey, respondents in the insurance industry favored two benefits of RightSignature: the ability to service remote clients and to get time-sensitive documents signed quickly.
Customer Survey verified by TechValidate.

Robert's story above is the perfect illustration of both of these benefits. His client was remote and inaccessible, without fax or wi-fi access, and his insurance paperwork was extremely urgent. Thankfully, Robert was able to use RightSignature to get the necessary documents signed immediately, avoiding quite the whopping worst-case scenario!

Do you have a story about one time RightSignature saved the day? If so, please let us know on Twitter!

Citrix Loves RightSignature — The Refinance Fiasco

By: Steve Stormoen / Friday, September 16, 2016

By Washuotaku (Own work) [CC BY-SA 4.0 (http://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons

We don't just make RightSignature because it's a great tool for your business, we made RightSignature because it's a tool we at Citrix need in our daily lives. Here's our social media manager, Beth Anne Ballance, describing a recent crisis she had refinancing her house in which RightSignature came to the rescue.

Last month, my husband and I celebrated our 10 year wedding anniversary. With two small children, two full time jobs, and a money-pit house, we desperately craved an escape to the North Carolina mountains. We planned to leave the small boys with grandparents, pack a couple duffel bags, and drive to the Blue Ridge Mountains for a long weekend.

Before we could go, there were plenty of loose ends to tie. In addition to completing tasks at work and making sure the pantry was filled, we signed our refinance agreement two days before leaving. It wasn’t the easiest transaction because the bank insisted that “electronic signatures” were not allowed. Rather than argue, I printed out 40 pages of the agreement. We signed the papers, scanned them into ShareFile, and sent them back to the lender. We received confirmation that they received our paperwork, kissed our children goodbye, and escaped to a tiny cabin in the mountain country.

The trip went beautifully until we received a phone call on Saturday afternoon. The lender explained that we had missed 4 pages of signatures and our loan could not process until completed.  I explained that we were in the mountains, nowhere near a printer or computer. Might they accept e-signatures with knowledge based authority? Might they rest easy, knowing it was my real signature in digital form and accepted by the IRS?

“Oh!” she said. “You mean it’s like your real signature? Not you typing in your name? Then absolutely!”

I pulled the agreement up in my RightSignature iOS app and within moments, my husband and I put our John Hancocks on the rogue pages. RightSignature automatically returned the contract to the lender with my Signature Certificate visible at the bottom, complete with time stamp.

Thanks to the RightSignature app and its legally accepted e-signatures, our lender was able to process the loan on time while my husband and I continued our unrelenting quest for the perfect hiking trail.

The Case for RightSignature: Respecting Your Customers

By: Steve Stormoen / Tuesday, August 23, 2016

By Patrik Tamm (Sille Sikmann) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons

Guest post by Nila Holt

As a Customer Success Manager at Citrix, I hear all kinds of real-life problems from our customers — hard working professionals and small business owners who need technology to work for them, rather than the other way around. I’m going to share a story with you today that isn’t any one customer’s experience, but can fit into so many stories that I’ve heard that I can recall it like it’s my own life.

Imagine I run a haberdashery — if for no other reason than I like the word — and you’re my very fine supplier of fabrics. You know my family, I know your family, and we have a wonderful business relationship. It’s time for my felt shipment and now we need to finalize the deal with a contract, to be signed by both me and my husband.

This has been our routine at least once a quarter for years: you send me the contract through email and now you want me to print and sign it. Sounds easy right? Not exactly.

Strike one: Too many things can go wrong

It’s Tuesday morning, 8:55 AM, and all is well in the haberdashery. I get your email, immediately download the contract, and hit print. Just then, an alert pops up on my screen — I have a meeting in two minutes and I need to leave, now. Hopefully nobody sees the contract, because there’s some sensitive business information on it!

Later in the day, I realize I completely forgot to go pick up my contract from the printer. I find it spread across the machine: the telltale sign it’s been handled by someone else. I take up the contract back to my desk and sign it, then throw it in my drawer so I can take it home to the hubby for him to sign and scan it back.

At dinner my husband I are chatting about the contract and I realize the copy I signed is in my desk drawer. I suppose we can just download it again and print out another one. Okay, so far so good, but now we have to scan the contract back into the computer. Like we live into the Stone Age.

I cannot tell you the last time one of us used a scanner at home. I think we wore bellbottoms back then. I need to get our daughter in her bath so she can get to bed. I’m a haberdasher. I don’t have time for this.

Strike two: Too much hassle for your clients

A quick game of “Rock Paper Scissors” determines that my husband will be excavating the scanner while I get the munchkin in the bath. Not like getting a five-year-old to take a bath is an easy task, but I definitely won that exchange. And four hours later, he’s still working on it. Both of us have to sign and return the same piece of paper by 10 AM tomorrow morning, so we can’t exactly blow this off and go to bed. This customer is getting very frustrated with your workflow.


Finally, it is 11 PM. My husband and I have both signed your stupid contract, and sent it back. You will see it at 8:30 AM. My time is valuable and I want to spend it with my family. This is not the first time I have had issues signing one of your contracts, and I deserve to be treated better.

Strike 3: There’s a better way to do this

Let’s try that nightmare over again.

Again, it’s 8:55 AM on a Tuesday and you are sending me — the humble haberdasher — a contract for my quarterly shipment of felt. You log into RightSignature, click Send a Document, and upload the file, just like you would with email. You type my name as well as my husband’s and RightSignature remembers our contact information from the last contract. Then you click send. It takes you about the same amount of time it would take to send an email.

Back in the haberdashery, I get an email from you through RightSignature, requesting me to sign a document. I click the button and open the document, read it, enter a few text fields and my name with my mouse. An alert pops up on my screen: I have a meeting in two minutes that I completely forgot about! Thankfully, I’m almost done. Now that the document is signed, all I have to do is click “Finish” and RightSignature does the rest.

My husband is in the field, sourcing a new supplier for zippers, and his email from you to sign the document comes through on his phone. He sees I signed it so he does the same. He turns his phone to landscape view and scribbles his ugly signature out with his finger. Done.

Now it is 9:10 AM. You received an email from RightSignature that my husband and I have completed our signatures and it is your turn to finalize the process. You click it and sign just like we did. You never even have to move your hand off your mouse.

Think of how much time we both saved. You can take long lunch or recruit new clients. My husband and I get to enjoy our evening at home together. Running a business requires you to maintain a relationship with your clients, and the fact that you respected my time makes me respect your business. We all save time and money, our day is easier, and everyone feels a little bit better.

So that’s one story from the eyes of the Customer Success team. If you’ve ever experienced a story like this, let us know on Twitter and join the conversation!

Welcome to the New RightSignature Office!

By: Steve Stormoen / Thursday, July 28, 2016


It’s been a busy time for RightSignature — almost two months ago we moved into a brand new office in beautiful downtown Santa Barbara, California. Well, technically, it’s not quite right to call this a new office: we’re in the exact same location that RightSignature called home for several years until we joined the Citrix family.


That’s not to say that the office is the same, of course. Citrix went over the top to make this the coolest place in which any of us have ever worked. Now that we’ve had a little bit of time to make the place start to feel like home, we wanted to show off our new office to you.

We’ll start with a look down the hall at some of our sales and support team members, hard at work. The other side of the office houses the rest of our Santa Barbara team. Keeping people from different departments together under one roof has been a big priority for RightSignature since day one. When we get to work this closely with one another, it’s much easier to share knowledge as well as hang out together. Our whole team feels cohesive and everyone gets to have a fairly good idea about the goals and successes that touch every aspect of the company.


Of course, the view doesn’t hurt either. Those french doors along the back of the office open onto our balcony — with Santa Barbara boasting beautiful weather year-round, it’s a great place to step outside and eat lunch, take a call, or knock out an afternoon crunching spreadsheets or writing blog posts.



It’s pretty remarkable what a high priority Citrix places on our amenities in the office. Take, for example, these swanky desks, which we can raise and lower for our comfort. Some of us, like Mark here, spend a significant part of the day standing up. Every detail, from the chairs to the coffee maker to the headsets, was fully prepared the moment we stepped into the office, so we could keep pushing RightSignature forward as soon as we moved without missing a beat.


We also decided to stage some fake stock photography, just for you. See how Michael is pointing at Jenna’s computer? That’s how you know we’re doing important work!

The RightSignature team couldn’t be more happy with our new office, and we’re glad for the opportunity to show it off. Do you want to come work with us? Find our open listings at http://jobs.citrix.com!

E-SIGN Day: The History of Signatures

By: Steve Stormoen / Thursday, June 30, 2016

In celebration of National E-SIGN Day, enjoy this guest blog post by Beth Anne Ballance.

The History of Signatures


In your life, every significant moment requires a signature – birth certificates, school enrollments, job applications, mortgages, car loans, the end of marriage, even death certificates. A flourish of the pen signals the beginning (or end) of a moment in time. But how did our identities begin to flow from the tip of a pen?

Signatures, the English word taken from the Latin root signare, identify a person and their intent. They have unique character and style, much like a thumbprint. Some are legible, some are scribbled (like mine!) and some are downright creative. Signatures began as early as the 5th century as a way for artists to mark their work in clay tablets and pots. The Romans used them often and yet it was not until the 16th century when they became more commonplace for finalizing agreements.

Before literacy was widespread, wax seals and handshakes were the standard for settling agreements. For those with financial means, hot beeswax pressed by a signet ring identified the sender. Often times, a face-to-face meeting confirmed identity while a handshake served the purpose of commitment during deals. As literacy and paper became more mainstream towards the 9th century, scribes began marking documents with a cross (which later became the “X” signature we know today).

However, people were still making deals and contracts without signatures, leading to arguments over fraud and unmet promises. They devised a law, known as the 1677 Statute of Frauds, that required all contracts bear signature. The 1677 Statute of Frauds was the most pivotal moment in signatures becoming mainstream.

A little under a century later, John Hancock signed the Declaration of Independence with such flourish that his signature stood out from the other 55 signees. We might have Thomas Jefferson to thank for the actual document, but it was John Hancock’s signature that became a legend and catchphrase.


One hundred years later, it was decided that rubber stamped signatures were equivalent to written signatures and two hundred years later, signatures come in a variety of forms. Into the digital age, several technologies stretched our understanding of what a signature means. A photocopied document can still contain a legally binding signature even if the exact piece of paper was not signed, for example. Later, the autopen allowed parties to sign documents from afar.

With the advent of the internet, it was inevitable that businesses and individuals would want to process signatures online, which led to today’s e-signatures. On this day in the year 2000, the U.S. Congress passed the E-SIGN act defining the use of electronic signatures as the legal equivalent of their ink and paper cousins. In 2010, Congress chose to recognize June 30 as National E-Signature Day.

Today, sixteen years after the E-SIGN act was passed and 1500 years after the very first signatures emerged, we celebrate how far signatures have come – from marks scratched on a pot of clay to a fingertip signing a legal document across a computer screen.

Exploring the Powerful Zapier + RightSignature Integration

By: Steve Stormoen / Wednesday, June 29, 2016



Zapier is a popular service to connect and automate all your favorite web apps. Zapier connects to the tools you use every day like Gmail, SalesForce, and ShareFile to automatically finish simple tasks and make the workday easier without any technical knowledge required. Simply browse a list of pre-built connections, called “Zaps,” or choose from a list of options to create your own custom workflow.

The new RightSignature + Zapier integration adds RightSignature to the list of services connected by Zapier. By connecting RightSignature to Zapier, a sales team can automatically post a congratulations note to Twitter any time they get a contract signed. Additionally, an HR professional can send employment paperwork with RightSignature and Zapier will automatically put the document due date in Google Calendar.

How it Works

To set up the RightSignature + Zapier integration, simply sign up for Zapier and select RightSignature from the Zapier app directory. At the prompt, input your RightSignature login information and approve the integration. Next, browse through the list of apps supported by Zapier to start linking your apps together.

The following triggers and actions can be automated with the RightSignature + Zapier integration and connected to other apps:


You can view the full list of pre-built Zaps here, or build your own to connect RightSignature to the apps you use every day.

Wade Foster, CEO and co-founder of Zapier, says,
Zapier is thrilled to have RightSignature join our integrations portfolio. With connections to over 650 apps, RightSignature users can now save even more time when it comes to document-related processes. Automation lets them send documents effortlessly, remind clients of pending documents, save time on archival, and kick off workflows as soon as everything is signed. That means more time spent on products and customers, while still keeping complete and secure records of every critical agreement."
With over 600 apps to connect with RightSignature, we are excited to see what possibilities exist. Will you use the RightSignature + Zapier integration in your business? Share your Zap with us on Twitter at @RightSignature!

Applied Epic + RightSignature Integration Announcement

By: Steve Stormoen / Wednesday, May 25, 2016



We are excited to announce that RightSignature has joined leading insurance software provider Applied Systems as the first e-signature integration partner for their award winning Applied Epic application. With these two powerful products working together, insurance agencies and brokerages can get insurance contracts, applications, and other important documents signed quickly and easily online using their favorite agency management software.

Applied Epic is the perfect tool for insurance agencies and brokerages looking for an easy way to manage customer relationships and sales opportunities, as well as handle financial accounting, policy, and benefits administration. With the new RightSignature add-on, you can now easily select important documents stored with Applied Epic and send them for signature using RightSignature.

RightSignature is already a favorite tool in the insurance industry, earning rave reviews from carriers, brokers, and agencies such as RCI Insurance by helping reduce document turnaround time, minimize errors and omissions, and providing automated reminders and document return. Using RightSignature and Applied Epic together, your organization will be able to get your most important documents signed in minutes with easy-to-use, legally binding electronic signatures.

Michael Howe, Senior Vice President of Product Management at Applied Systems, adds,
Applied’s deep integration expertise and numerous prebuilt and custom integrations strengthen the value agencies and brokers can drive in their business with Applied Epic. Integrated and fully automated e-signature capabilities offer the promise of streamlined operations and a better customer experience.”
Interested in using RightSignature and Applied Epic together? Get in touch with a RightSignature sales representative today.

RS Blog - 92% of Sales Professionals Save More Time with RightSignature

By: Steve Stormoen / Monday, May 16, 2016

In a recent survey of RightSignature customers, 92% of respondents working in sales reported that RightSignature saves their business at least one hour every week.

Customer Evidence verified by TechValidate.

Sales is a fast-paced, competitive field in which time is of the essence. The results of our customer  survey show that sales professionals using RightSignature sign documents more quickly and speed up their sales pipeline considerably, with 23% of respondents reporting an incredible five or more hours saved every week.

How RightSignature Speeds Up Your Sales Pipeline


Successful sales professionals know that a lead is more likely to close at the moment they are most excited about a product. With a simple signing process that reduces opportunity for cold feet, RightSignature allows you to instantly send contracts and paperwork online so you can strike while the iron’s hot. With such a fast, streamlined process in place, getting documents signed becomes no problem at all. RightSignature also features add-on integrations with almost every CRM under the sun to automatically send documents, update your records, and import contact information.

The time savings of RightSignature also helps sales professionals pursue more leads by making each contract quicker to complete. Without extra hours spent tracking down unsigned documents, sales professionals can spend more time contacting potential customers and earning more revenue.

Do you have a story about a time RightSignature helped your sales team save time and sell more? Let us know on Twitter and join the conversation!

Porter Davis Homes Builds a New Paperless Workflow with RightSignature

By: Steve Stormoen / Friday, April 29, 2016

Porter Davis Homes, a prominent residential building company in Australia, was facing a big challenge. Builders of about 1600 homes per year, Porter Davis decided they needed to consolidate from five regional offices across Australia to a single location, while at the same time shifting the company’s entire workflow model to an activity-based approach, which would better promote the flexibility it felt it needed to continue to thrive. For a company that had already seen success with over ten years in operation, that’s no small task.

In a recent story in Computerworld Australia, Porter Davis Homes IT Manager Warren Arbaitman, detailed how the building company undertook this massive transformation. Discussing the need to increase mobility and reduce paper in their cross-country workflows, Arbaitman explains that Porter Davis Homes adopted RightSignature, alongside other Citrix products such as ShareFile, XenDesktop, and XenApp to help speed the transition along:
[RightSignature and ShareFile] enabled us to digitize customer-facing contracts and things like that so we could keep all of it electronic. With RightSignature we don’t need to print out thick contracts and sit down with clients and have them sign every page. We can use RightSignature to get back a legal copy that we can store electronically. Basically that just wiped out the majority of our paper overnight.”
In a high velocity, location-specific field like construction, paper represents a serious bottleneck for a company operating on such a large geographic scale as Porter Davis. Thanks to the power of RightSignature, alongside other essential Citrix offerings, Porter Davis has been able to deliver on this transition, already reporting increased collaboration and flexibility while helping promote internal standardization.

To read more about Porter Davis Homes and how they identified and addressed these challenges, check out the full article on Computerworld Australia. If you’d like to see how e-signatures can help reduce your company’s reliance on paper and increase mobility, try RightSignature for free today.

Using RightSignature with ShareFile Virtual Data Room

By: Steve Stormoen / Monday, April 11, 2016


When a high-stakes deal is on the line, the ultimate goal is a done deal, completed with a signed contract. Along the way, businesses can’t afford to take any chances when it comes to data security. When managing complicated transactions like mergers and acquisitions, real estate and legal affairs, board reporting, and corporate IPOs, a single accidental leak could cost millions of dollars, or result in serious legal liability.

Once upon a time, these deals could only be handled in person, with strict security protocols in place to keep all relevant paperwork and information confined in a single room, called a “data room.” Likewise, all contracts were signed on paper in person. Today, businesses can accomplish these deals more quickly from afar by taking advantage of powerful tools like RightSignature and Citrix ShareFile Virtual Data Room (VDR).

Like traditional data rooms, virtual data rooms provide restricted environments for businesses to discuss sensitive topics. For example, virtual data room services often allow you to secure any relevant documents with incredibly specific permissions—allowing you to restrict access based on a single file, a particular user, or time of day. Virtual data rooms also include logging features that track all access to any internal document. ShareFile VDR also works with the best-in-class ShareFile + RightSignature integration, making it easy to turn sensitive business discussions into a done deal, no matter where each party resides.

For example, imagine your business was closing on an important real estate deal to acquire a new office in a different country. If word of your negotiations went public, it might alert your competitors of your future plans before you’re ready to capitalize. Using a virtual data room service like ShareFile VDR, you could ensure that all your negotiations remain completely confidential and even close the deal without any potential leaks. Add it all up and it’s just another example of RightSignature and ShareFile, plus the virtual data room package, adding value for your business.

Ready to learn more about ShareFile VDR? Try it free!

5 Big Problems Small Business Can Simplify with HR Software Online

By: Steve Stormoen / Thursday, March 31, 2016


Human Resources can be a difficult job, but without it, your business would have no benefits, no paychecks, and no employees. What are the administrative tasks that small business owners and HR professionals alike have the most trouble with? They’re the same problems that can be easily addressed with the right HR systems and software tools.

In today's HR landscape, desktop software is on the way out, with businesses preferring more flexible cloud solutions, bringing their HR software online. As this blog has discussed before, cloud software is a popular choice for businesses concerned about costs, security, and the ability to scale to meet future growth. Here are five problems small businesses face that inspire the need for cloud HR systems.

1) I need to hire and retain great employees!

The cornerstone of any good business is good employees, but the best hires don’t grow on trees. Scouting, recruiting, and hiring is a major pain point for many small businesses—making this a popular task to simplify with HR software. Look for software that can create an easy, web-based application process as well as track your applicants. You can also use tools like Onboardia to train your new hires in an immersive environment with plenty of feedback.

2) I need to make sure everyone gets paid!

Your business won’t get far without paying all your employees on time, but a lot more goes into that process than simply signing the paychecks. Many businesses look for help from software tools for tasks like time tracking, payroll, and benefits management. This type of software is called Human Resources Management Software, or HRMS, with BambooHR a leading cloud option.

3) I need to get my employees to sign these HR documents!

HR is a profession loaded with paperwork that needs to get signed, such as offer letters, NDAs, Form I-9, direct deposit slips, and benefits enrollments—and that’s all before your employee even starts working. Traditionally, these documents are signed on your employee’s first day on the job, leading to a poor onboarding experience, and a poor first impression of your company. However, e-signature software like RightSignature has emerged as a favorite tool for HR professionals to help take care of onboarding documents extremely quickly and with fewer errors and omissions.

4) I need to find a better way for my team to work together!

HR professionals are dedicated to taking care of employees and enabling them to work at their best. With this focus in mind, collaboration software, such as messaging and filesharing apps, are becoming common in HR teams and small businesses. One popular option is ShareFile, which makes it easy for your team to store and share important HR documents securely in the cloud.

5) My company doesn’t have a dedicated HR team!

Every business has its own needs, and some are too small, or change too quickly, for it to make sense to hire a dedicated HR team. The good news is, the right mix of HR tools can ease the burden on a small business by handling any or all of the above problems. The key features to look for in any software tool for HR are integrations. HR integrations are add-ons that connect different cloud software tools to one another, allowing features and data to combine for an incredibly powerful suite of options. All of the HR software tools linked above have active, popular integrations with RightSignature, so you can get started right away.

90 Percent of Customers Reduce Errors and Omissions with RightSignature

By: Steve Stormoen / Tuesday, March 29, 2016

In a new survey of RightSignature customers, 90 percent of respondents agree that RightSignature helps their business get more documents signed without errors or omissions.
Customer Content verified by TechValidate.

The survey, conducted in November 2015, polled 282 active RightSignature customers who were asked whether or not they agreed with this statement: “Compared to previous methods, RightSignature helps me get more documents thoroughly completed by clients without errors and omissions.” This overwhelming response from RightSignature users indicates how powerful RightSignature e-signatures are for getting documents signed complete and correct on the first try.

How does RightSignature help reduce errors and omissions? On one hand, RightSignature e-signatures delivers your important documents directly to your client’s inbox, reducing the likelihood that documents get lost in the mail, on the fax machine or on a messy desk. Next, RightSignature sends your clients automatic reminders if they fail to sign your document right away — so you don’t have to worry about bugging them to get things signed.

Finally, RightSignature features a simple, intuitive signing experience for your clients. You can easily make fields on your document required, so your signer can’t return your document incomplete. RightSignature also includes a guided signing experience and progress bar, so no part of the document is forgotten. You can also use the Signer Help Text feature to include directions for your signer directly on the document. It’s as easy as guiding your client through the document in real time, but convenient and available for you and your signers anytime, anywhere.

Catherine Kiggins, HR Assistant at Gorham Printing, shared this story in the same survey:
Customer References verified by TechValidate.

Do you have a story about a time RightSignature helped you reduce errors and omissions on your important documents? Let us know on Twitter and join the conversation!

RightSignature Wins G2Crowd “Best of 2015” Award for Quickest ROI

By: Steve Stormoen / Wednesday, February 10, 2016


Once again, RightSignature is taking home awards from leading software review site G2Crowd. After being honored last year, RightSignature was recognized again in the G2Crowd “Best of 2015 User’s Choice” awards, for “Shortest Time to Return on Investment (Small Business Users).“

G2Crowd determines its award winners by aggregating real reviews from real customers, and we are thankful to you, our customers, for recognizing us. This award is an exciting honor that reflects just how affordable it is to use RightSignature, and how quickly the time and money our customers save compared to paper documents unlocks a massive return on investment.

90-Day New Hire Onboarding Checklist

By: Steve Stormoen / Wednesday, February 3, 2016


Onboarding — the process of turning new hires into happy, productive employees — might start with getting your employee onboarding packet signed, but it doesn’t end there. It takes time to get your employees acclimated to your company’s processes and culture, and ready to take on a full workload.

Smart HR managers have figured out that 90 days is the sweet spot, when most employees stop considering your company “a new job” and begin to make it “their job.” As a result, it’s common for recruiters and HR departments to have a 90-day plan for new hires, to make sure the onboarding process goes as smoothly as possible. To help, we’ve developed a list of common tasks that may arise throughout the onboarding process. Use this new hire onboarding checklist as a resource to help develop the right plan to introduce your company and your culture.

Before the first day

  • Task 1: Set up your new hire’s work space.
  • Task 2: Develop and distribute your orientation schedule.
  • Task 3: Get all your onboarding documents signed online.
When your company appears prepared and professional, it inspires the same attitude in your employees. If your new hires show up to work on the first day with an orientation schedule in hand and their desk, phone and email accounts already connected, you’ve made an important long-term step in helping them feel welcome at your company, and they will work harder to match your company’s level of productivity.

Likewise, take a good long look at your onboarding paperwork — documents like your employee handbook, non-disclosure agreements and IRS Form W-4. If you put off getting these signed until the day your employees start work, you’re burdening their first day with frustrating, mundane tasks. Use e-signatures instead, and your new hires can review and complete them at home at their own pace.

On the first day

  • Task 1: Send out a welcome email.
  • Task 2: Meet with key co-workers and staff.
  • Task 3: Give a welcoming gift.
The first day is all about feeling welcome and comfortable in a new environment. Start things off with a welcome email to your whole team introducing your new employee — an easy way to help break the ice. Next, fill your employees’ first day with short, informal meetings with the supervisors and co-workers with whom they’ll be working. Even a quick introduction can go a long way. Finally, give your new employees a gift — something useful that they’ll be able to take home, like a water bottle or laptop bag — to show off their exciting new job.

In the first week

  • Task 1: Schedule time for orientation and training.
  • Task 2: Give your new hire a small project.
  • Task 3: Organize a social mixer.
The next items on your onboarding checklist begin to switch the focus from social welcoming to your new hires’ job duties. This is where you begin your training in earnest, as well as review company policies such as security and legal protection. Give your employee one small project to keep them occupied — an easy way to learn the ropes of how your team works. Finally, at the end of the week, organize a social mixer like a happy hour so your new hires can get to know their coworkers in a less formal setting.

In the first month

  • Task 1: Ramp up to normal workload.
  • Task 2: Have an initial check-in review.
The rest of your new hires’ first month should focus on building routines. Daily tasks and weekly meetings only take a few repetitions to feel like second nature, and at the end of the month, your new hires should be fully trained and nearly ready for their full workload. At the end of the month, schedule some one-on-one time with your new hires, so you can discuss what is or is not working in their roles.

In the first 90 days

  • Task 1: Initiate and complete one major project.
  • Task 2: Follow-up and gather feedback on your onboarding process.
Your onboarding process reaches its conclusion after 90 days. By this time, your new hires should have progressed into fully functioning members of your team. Give your employees the opportunity to initiate a project on their own — they may shake up your team’s workflow for the better. At the end of the 90-day provisional period, schedule another meeting to follow up on your 30-day review. This time, look for feedback from your new employees, especially on your onboarding process. This two-way dialog is a crucial part of building and maintaining your company’s culture. There’s always room to improve!

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