When managing people and employees, there’s always a lot of paperwork involved. New employees need to sign contracts, contractors need to sign agreements, and every year staff might need to sign acknowledgement forms. If you’re managing a large number of employees, all the paperwork can pile up. It takes a huge effort to sort everything out and make sure that all the forms are in place. Not to mention the mistakes that people make when filling out a form. It could be missing a mandatory field, or filling something in with the wrong type of information. Mistakes like these just make life harder for everyone. That’s where an eSignature tool like Signority comes into play.

Standard Forms/Contracts

For standard forms or contracts that don’t change regardless of who is signing the contract, a feature like the Signority eSignature Template is what you’re looking for. By setting up a form as a template, you’ll be able to instantly access and send the form to anybody who needs to sign. If there are multiple administrators in your organization who also need to use the form, you can set up the form as a template once, then share it with everyone who needs to use it. Just make sure that all your coworkers are in the same eSignature account team as you are.

The great thing about a feature like Signority’s eSignature Template is that you can set up a custom workflow for each of your forms. For example, let’s say you have a contractor work agreement form. For this form, you need to have the contractor sign first, and then have an authorized representative from your company sign. You can set this workflow up in the Regular Template by adding two recipients, and then assigning an order for them. This way, you can easily set up any contract signing process as an eSignature Template.

Acknowledgement Forms

Sometimes a form needs to be sent to hundreds or thousands of employees at the same time. An example of this might be a policy acknowledgement form that all staff need to sign. In this case, a feature like the Signority Bulk Sign feature is the thing to use. A bulk signing feature can save your organization hours or even days of work. You can electronically send hundreds of copies of forms at once just by uploading a list of recipient names and emails to your eSignature application. Reporting features also allow you to manage all the forms sent out in one place. You can instantly search for who has yet to sign the document, and even see what each person has inputted into the form.

Signority’s Bulk Sign feature also allows you to build custom workflows for your form, just like any other eSignature document.

Save time by reducing errors

With an eSignature tool, you’ll be able to mark certain fields as “Mandatory” and others as “Optional”. Since the signing process happens on the eSignature app, the app will be able to enforce these mandatory fields. That means that your signer won’t be able to send back the document to you without filling in these fields.

eSignature tools also offer different types of fields, such as text fields, number fields, dropdown menus, radio buttons, and more, to ensure that the recipient is inputting the right type of information. The last thing you want is for your signer to put in their name where their phone number is supposed to be.

Using these features, you’ll drastically cut down on the amount of time both you and your recipient spend on signing a contract. No more going back and forth trying to get forms completely properly.

The Signority LinkSign feature lends itself to many different use cases. In this article, we’ll focus on one of those use cases: Customer Acquisition. Customer acquisition is a key part of any business and making it effective and efficient can make a huge difference to your business’ success.

Types of forms can LinkSign be used for

Basically any standard form that needs to be signed by an individual can be set up using LinkSign. Any forms that you might want to post on your website for visitors to view and sign if they are interested in your services will work great using LinkSign. These kinds of forms can include questionnaires, insurance applications, engagement letters, etc.

How it works

At a high level, LinkSign works by generating a URL for a form that you create. The steps to create a LinkSign form are relatively simple.

1. Sign into your Signority account
2. Create a new LinkSign form by clicking “New Template” from your dashboard, then choosing the “LinkSign” option
3. Now upload the file for your form
4. Drag and drop the appropriate fields onto the document. These are the fields that people will be filling out and using to sign.
5. Publish the LinkSign and copy the generated URL. You can use this URL to send to individuals or post it on your website for visitors.

Benefits

For many businesses, the customer acquisition process requires the potential customer to sign a form or document before becoming an actual client. If you’re not using an eSignature tool like Signority’s LinkSign feature, that means that people need to print, sign, scan and send the form back to you. It’s a time-consuming process that could be costing your business a significant number of new clients. With LinkSign, signing takes just a few minutes. In addition, you can track each person’s progress in real time as they fill out their forms and view a report of everyone who has already filled out your form.

Signority’s LinkSign functionality doesn’t stop there. Using built-in routing features, you can have every completed form automatically sent to your sales department for approval. If anybody needs to see or sign the form after a potential client completes it, you can set up the LinkSign to route that document to them. Any such workflow can be customized.

To recap, the traditional customer acquisition process can be slow especially when there’s signing involved. Signority’s LinkSign feature gets rid of that problem by enabling fast and easy online form signing, with the added perks of tracking and reporting features for your business.