17 March, 2015
In this second blog post on the all new Secured
Signing we will be covering some great improvements to inviting people to sign
your documents online. It’s
a process we call We Sign. Specifically,
we’ll be stepping
through rerouting or declining an invitation to sign.
The person who will digitally
sign your document is not always the person you’ve been talking to during the process of reaching the agreement. In
the case of a significant purchase, the selection process and product
investigation will have been with the sales team, while the final contract
document may need to be signed by a more senior executive. In this case, We
Sign now provides you with the option of allowing your invitees to reroute the
invitation to sign.
You choose whether your invitees are able to
reroute or decline their invitation. Clicking the reroute button in the
invitation email will prompt the invitee to provide the name and email address
of the person who should sign the document. That person will then be issued
with a new invitation to sign. Of course the rerouting is recorded in the
document log for complete transparency of process.
If your invitee clicks the decline button in the
email, they will be asked for the reason they are declining to sign. This will be recorded in the document log.
Anytime an invitation to sign is rerouted or
declined, the document owner will be notified of the changes by email.
One of the great benefits of working locally
with our customers is hearing firsthand how we can improve Secured Signing to
make their work life easier. The people we work with in procurement and
contracts in particular, will welcome these enhancements to We Sign to make it
even simpler to get their documents signed online.
The options to enable rerouting or declining are
managed under My Settings in the My Account page once you are logged in to
Next time we’ll continue our tour of the new capabilities of Secured Signing with
a look at using SMS as a second form of identity verification.
Til next time,