Although we’re at the peak of the digital era, we are still burdened by the harsh realities of paper: printing, faxing, posting. But no matter what your attitude to paper may be, DocuSign’s prevailing paperless features make any workflow or approval simple, secure and fully digital, so you can get on with your business, and your life, which is why we hosted a webinar on the subject.
In honour of World Paper Free Day, here are seven ways that DocuSign is enabling you to go paper free.
1. Create Custom Templates
If you’d like to streamline how you sending frequently used documents, create a template for them. Templates are perfect for almost any DocuSign workflow that you do over and over again. So, how could you save paper by using templates? Here are two examples:
- Same document, different recipients: You have a disclosure form that you send to every potential client.
- Same recipients, different document: Every month, you send a report to your Board of Directors for their approval.
Leveraging the documents and recipient information in your template makes the sending process a snap!
2. Configure Your Workflow
Do you have a multitude of people that need to sign or review the same document? The workflow feature allows you to route documents to multiple users in serial, parallel and mixed sequencing to fit your ideal process. That way, your recipients aren’t inconvenienced with the manual tasks associated with hard copies.
3. Store and Manage Your Digital Files
Your documents often contain sensitive information and need to be stored securely, so why risk leaving them in a filing cupboard? For building trust and reliability among your partners and customers, DocuSign has a secure document management solution that is not only managed securely in the cloud, but can also be transacted by people who are authorised to access it.
Apart from providing the highest level of encryption for your documents, DocuSign documents are stored in secure server infrastructure hosted in our ISO 27001 and SSAE 16 European data centres.
4. Get Help from Our Paperless Friends
Why not integrate eSignature functionality into the business systems you already use? Take advantage of our pre-built integrations for your favourite applications like Box, Dropbox, Evernote, GoogleDrive, Microsoft Office 365, Salesforce and more.
The DocuSign API provides the flexibility and control to scale from simple electronic signature integrations to complex enterprise applications, so you can send, sign, and take action directly from the applications you already use every day.
5. Sign On Your Desktop
Simply add your signature to any document type sent to you and return it via DocuSign. What documents are supported? You can use DocuSign to sign virtually any type of document: .doc, .docx, .pdf, .xls, .xlsx, .txt, and more.
6. Sign In-Person
In today’s busy business environment, there are many times when your customers will be visiting your office or you will be visiting them and you want to get their signature during that visit. With In-Person Signing, the whole transaction can be completed face-to-face.
7. Sign On-The-Go
With DocuSign’s mobile app, you can prepare and send documents for signature, complete In-Person Signing, and get instant visibility into your document status directly from your smartphone or tablet. DocuSign mobile clients are available worldwide in Apple’s iOS App Store, Google Play, Windows Phone, and Windows stores.
So there you have it! Simple but effective ways you can reduce your paper trail with DocuSign. If you’d like to learn more, watch the webinar, An Introduction to eSignatures and DocuSign, where we demonstrate these features in greater depth and provide best practices for going digital.