Certinal eSign: Your first step to workflow automation

Introduction

In contract administration, digital document workflows and electronic signature technology can save hundreds of hours per year. It may be time for an upgrade if your company is still writing documents from scratch and depending on signers in a workflow to manually pass the document to the next signer.

Automating your document signature workflow with Certinal is easy. Simply create a form with the key details of the document, and our system will automatically send it to the first person who needs to sign off. Each subsequent person will receive the document once a signature is received. Our digital signatures are legal and binding, so you can be sure that all your documents are properly signed and dated. In addition, our system creates a record of who signed and at what time, so you can track the progress of your documents easily. With Certinal, you can streamline your document signing process and save time.

Workflow automation- How eSignatures help you streamline your organization

Signature document dissemination in bulk

You don’t write the most critical documents for your company by hunting and pecking one key at a time. So why do you just give them to one person at a time? A good digital document management system can send to hundreds or even thousands of people all at once. You can also utilise SMS, email, or phone to authenticate each user. Every step of the document’s creation, from opening to signing, will be documented. A copy of the final document will be emailed to the recipient and stored internally once the signing process is completed.

Streamlining procedures requires bulk document distribution. Listed below are a few processes that will benefit from bulk distribution:

• HR notices that need to be acknowledged
• Sending promotional offerings to a variety of businesses
• distributing tenant applications

Accelerate document processing with Certinal templates

Not every document needs to be a unique work of art. In fact, it’s usually better if they aren’t. To save time and money, skip to the end of the line with a template. The right digital signature system should provide you with a large library of document templates.

Templates make document drafting quick and easy. All you need to do is customize a few key fields and you’re ready for signing. A digital signature system with workflow automation can take it from there, routing your document through the appropriate channels for signatures. This not only saves you time, but it also reduces the risk of errors. And once your digital signature system is integrated with your template library, you can easily keep track of all your documents in one place. So why not take advantage of templates and streamline your document management process? It’s the smart way to do business.

• Nonprofit event budget approval requests
• Attorney legal engagement letters
• Statement of Work (SOW)
• Non-disclosure Agreement
• HR department COVID-19 declaration of symptoms

Collect payments automatically

What if you could get paid for an agreement right after you signed it? A best-in-class electronic signature system can contain an online payment processor so that payment can be made immediately. It will also send out automated reminder emails to ensure that your consumers pay on time.

Signers can pay instantly using credit cards, debit cards, ACH payments, SEPA payments, Apple Pay, or Google Pay with the proper electronic signature and electronic payment combination. Depending on your business needs, you may also configure the payment types you take.

Benefit from platform integrations

There is no such thing as a best-in-class digital document management solution. It’s designed to work smoothly with hundreds of valuable applications and systems, allowing you to combine data and take action regardless of which one you’re currently using. You can do the following with the correct system in place:

Integrate with Microsoft products to do business from within Microsoft apps like as Outlook, Word, and SharePoint. Salesforce integration allows you to distribute, sign, and manage sales agreements without ever leaving Salesforce. Integrate with Google to sign, send, and manage documents using your existing Google products.

Conclusion

Certinal’s digital signature automation makes it easy to get documents signed off quickly and efficiently. Simply create a form with the key details of the document, and our system will automatically send it to the first person who needs to sign. Each subsequent person will receive the document once a signature is received. Our digital signatures are legal and binding, so you can be sure that all your documents are properly signed and accounted for. Save time and streamline your workflow with Certinal’s digital signature automation.

If you have any further questions or want more information about how Certinal could benefit your organization, please do not hesitate to book a demo with us or contact us at switchto@certinal.com.