The use of electronic signatures is skyrocketing every year, aided by the convenience and simplicity they offer, as well as the force of government and legal endorsements. From legal and finance to administration and HR, every aspect of our modern workplace involves one or the other form of form-filling, printing, copying, or scanning.
HR departments spend hours on recruiting and onboarding workflows, property managers are constantly juggling rental agreements and maintenance requests, healthcare staff is busy with patient intake forms and physician licensing, and insurance agents dedicate hours to settle claims, and documents. And it’s precisely here that eSignatures are proving quite useful to send and sign documents faster anywhere, saving time and costs, while providing a better experience to both internal and external stakeholders.
But with increased usage, it’s essential to have streamlined and automated document workflows so you can collaborate effectively, stay productive, and continue to offer a great customer experience – whether you prefer to work in-person, remotely, or in a hybrid workspace.
eSignature solutions, with their many advanced and customizable features, can be integrated seamlessly into business workflows to digitally transform processes and boost efficiency. However, distributing documents, forms, or agreements, one recipient at a time, is not scalable considering the quantum of HR notices that require acknowledgment, and rental or financial agreements that need signing.
You can skip the line with a simple solution – templates, a complete time-saver. All you have to do is customize your eSignature workflow, prepare your document by dragging and dropping your fillable fields and you’re ready to send to multiple recipients within seconds! You will never have to prepare the same document again. You can even assign a signing order to specify in which order you want the recipients to sign your form.
Rules are a specific type of template where the fillable fields are static, but the underlying document is dynamic. Rules are great time-savers for documents where the content will often vary, but the signature field (or any other types of fields) will always be placed at the exact same position within the layout.
Here are a couple of use cases where rules and templates for contracts can help reduce the time significantly, enhance collaboration and productivity, and reduce costs:
RSign, a global electronic signature solution by RPost, can help you transform your workflows through its dynamic templates and rules elements.
RSign makes it easier to send and sign documents online from any desktop or mobile device. But it’s also more than just an eSignature solution – it helps you implement digital workflows to produce repeatable, scalable processes and establish best practices for every business document. You can configure any document as a reusable template so you never have to repeat the same thing for a similar transaction.
Configuring templates for contracts or any other document is a simple four-step process:
Once you create templates this way, you can share them across the organization, edit them if needed, and even send them to multiple recipients at once.
RSign goes a step beyond to take templates to the next level with the following customizable features:
Templates have the power to streamline workflows – yes. But RSign’s integrations take efficiency a notch higher. If your business uses a CRM or a document management platform, it’s important that your eSignatures solution can seamlessly integrate. At RSign, we have got you covered with dozens of plug-and-play integrations and a full set of APIs to embed electronic signatures anywhere:
Choosing an eSignature solution is not an easy task. Among other factors, it’s important to consider:
RSign checks all these boxes. Plus, it’s much more affordable at scale and is free to use. Try it to create free electronic signatures now!