The eOriginal SmartSign Web solution is a SaaS offering that can be accessed with zero integration, full integration, and anywhere in-between. The level of IT involvement is a function of the business processes that will utilize the signature service. Regardless of the deployment method selected, the SmartSign signature service rides on the most industrial strength, secure platform in the industry and provides the most robust path for growth and deployment method transition.
Standard On-boarding:
Document Preparer Website
Upload Documents
Configure Signing Requirements
Send Signing Invitations
Monitor Signing Progress
Hosted Signing Room
Accessed via Email Invitation
Manages Signer Authentication
Brandable with Company Logo and Colors
SmartSign Web standard on-boarding provides a fully-hosted signature service; there are no IT requirements and you may begin electronic signing right away. With standard on-boarding, you will prepare your documents utilizing a hosted website to upload documents to the signature service’s secure repository, configure the signature requirements, and send email invitations inviting the signers to review and sign their documents. Documents are monitored throughout the signature experience using the Signature Tracker portion of the website.
Your signers receive an email with a link to the signing room. The signing room is a hosted website, branded with your company logo and colors. Signers are authenticated against the signature requirements configured by you. Once authenticated, the signers are presented with each document for review and/or signature. Upon completing their signature requirements, signers may retain a copy of each signed document before exiting the signing room.
Standard on-boarding is the ideal option for companies with immediate electronic signing needs, limited IT access, and lower transaction volumes. Companies with larger transaction volumes or who wish to create an “all in my website” offering, may wish to explore our other SmartSign Web options.
Stephen Walker is a new addition to our sales and marketing team and recently went through the onboarding process. This process inspired his first blog post below. Welcome, Steve!
Author: Stephen Walker
eOriginal Sales and Marketing Manager
If your organization is like most around the country, your new hire “onboarding” process is difficult, cumbersome, and un-friendly to the environment. The average company has many forms that the new hire must read and sign prior to appearing for their first day of work. Included among these are the various federal and state forms that are required, such as the Form I-9 & W4 withholding form. These forms and policies, when coupled with your required corporate forms can present a tremendous challenge and a real waste of training time for your new employee. In addition, the amount of paper generated and stored from multiple employee hirings in any given year is tremendous and does have a cumulative negative effect on the environment and to the conservation of resources.
Fortunately, technology has provided a solution, electronic signatures and eVaulting. Imagine how much wasted time and effort could be recovered by sending your new hire an employment packet via a secure email link delivered from your own web site. The soon to be employee logs onto your site through a secure link and enters a password that has been provided to him or her prior to signing on. The prospective employee can review and sign all required policies and forms with an electronic signature. The forms can then be digitally signed and housed in a secure tamper proof electronic vault where their audit history can be verified if ever needed for purposes of non-repudiation. The ability to sign documents electronically and securely store them can help human resources professionals take advantage of technology to vastly increase onboarding productivity and thus better assist their organization in automating the onboarding process. There are several ways in which electronic onboarding can assist in the process for bringing New hires aboard but one of the most important is corporate socialization of the new employee.
The vast majority of company web sites provide only general information to prospective employees, such as mailing address and telephone numbers for the main reception desk or human resources department. They are not yet tailored to provide a new hire with specific information pertaining to their new role in your organization. End to End electronic signature and vaulting solution providers such as eOriginal provide both the HR professional and the new hire with the ability to electronically sign and securely store as many documents as needed to comply with corporate governance and regulatory demands. The new hire has the ability to print or download watermarked copies of his or her offer letter, employment agreement, non-compete or NDA or any other pertinent documents and the Human Resource professional and the company have secure, digitally signed and wrapped documents that can stand up to authenticity challenges. The documents remain under the control of the company and can be destroyed if needed through a certified process that is audit trail verified. Electronic delivery and signing of these materials are much more effective than paper and can often replace most or all of the need to send post office mail or over-nighted forms. Documents that don’t necessarily need to be signed but do require an acknowledgement of receipt or agreement to uphold such as a corporate handbook or guidebook can be set up for that as well.
Automated & electronic onboarding can save your organization a great deal of time & money as well as providing a secure, enforceable legally compliant process. It is also a great way for Human Resources departments to participate in your company’s green initiative.
In today’s world, most of us do everything online, from ordering a new pair of shoes to paying off credit card bills. Technology and products like eOriginal’s SmartSign® Web esignature solution provide the ability to quickly and seamlessly migrate from a cumbersome paper process to a streamlined online process helping to make these conveniences possible. However, with the instant gratification and convenience of online processing comes a fear of identity theft. Therefore, it is increasingly important to know that the person you are contracting with or selling goods and services to is exactly who they say they are. Now, with the help of cutting edge technology, eOriginal can assist you in verifying, in real-time, that the person signing your deal is in fact who they claim to be.
eOriginal SmartSign® Web dramatically reduces potential losses and fraud attempts. With eOriginal’s OFAC and Patriot Act Complaint third party verification feature, you always feel secure. In order to comply with the Patriot Act and other government regulations, many companies within and outside the financial services industry are now bound by new requirements to verify against Patriot Act Complaint databases. eOriginal can now alleviate that burden by verifying potential signer information against different data sources that include the Social Security Administration, Regional Bell Operating Companies, credit header data, government watch lists, and many other proprietary sources.
Not only does SmartSign offer the ability to provide such OFAC user screenings it also challenges a potential signer with “out-of-wallet” security questions. Such protective questions are critical for customers in various high value markets. If requested, SmartSign will authenticate the identity of the signer by asking personal and/or historic questions. The correct signer can quickly and easily answer these questions without delay of the verification process. SmartSign therefore provides an additional barrier to help protect your signers from identity theft.
Third party identity verification is just one of the numerous security features that eOriginal’s SmartSign Web offers to help cut costs, streamline paperless processes, and help companies “go-green.”
Every business depends on customer satisfaction and loyalty. Both are impacted by internal processes, which are key metrics for any organization. In today’s business climate, the need has arisen to review current processes and match them against the evolving world of technology. Businesses constantly monitor customer perceptions through surveys, sales force feedback and other methods. They do this to measure and gauge how well the overall customer experience is faring in comparison to their business model and daily work efforts. Additionally, they use this as a tool to identify and enhance processes that may be causing lower ratings of customer satisfaction and a decrease in product/service loyalty. Once road-blocks are identified, they’re normally analyzed and improved upon based on the data that had been gathered from customer surveys and feedback. Unfortunately, there are times when even the most dynamic survey or well-trained sales professional will not gain the input needed to improve a process that is under-the-radar, such as the final step in the overall customer experience.
The signing of an agreement or document to close the sale is such a common practice that it is rarely within the sites of customer feedback. With electronic signing now rising in popularity, such customer satisfaction measurements are being affected by this process without companies realizing how it is impacting them. For example:
Company “A” began using electronic signatures for its customers last year. Prior to this, their customer surveys had reflected a 75% overall customer satisfaction rating. After implementing an electronic signing process, the next survey showed a rating of over 88% satisfied customers. Prior results only showed an average increase of 3-5%. There were no other changes within the organization. They simply added electronic signatures.
Company “B” still uses a paper signing process for its customers. Their customer satisfaction survey results came in at 76% during the last survey. Now they project a lower rating of 70%. This is happening even when their prices are lower, the products are more readily available (no waiting), and the company has streamlined other internal functions to offer more customer support and faster assistance. What happened?
Matching current processes with available technology is why company “A” has a higher customer satisfaction measurement. They looked ahead, researched available resources that would lower costs and improve processes and ultimately made the decision to implement electronic signatures. Company “B” is still not aware that this option is available to them, yet their customers are.
The last step in gaining a customer is getting their signature. Making it a simple, effective and secure process is what today’s consumer is looking for. They have identity theft concerns, time restrictions, and want that product or service you’re offering immediately. If there are delays or insecurities, there is a good chance they will move on and find another company that can provide them with the confidence they need and the product/service they want. That’s why using electronic signatures will increase your level of customer satisfaction within your business. They are no longer worried that important personal information may be compromised; they’ve spent very little time with the signing of documents, and they have the product/service they need almost instantaneously. If your company sounds like “Company B”, become an “A” company through the use of electronic signing. If “Company A” sounds like your business, then congratulations. You’ve increased customer satisfaction by matching your current processes with today’s technology…electronic signatures.
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