What to Look for in a Digital Signature Platform

Here’s a breakdown of the key takeaways from their discussion:

1. Usability: The Foundation of Adoption

One of the most emphasized points during the webcast was the importance of usability. Peter highlighted that if a digital signature platform isn’t user-friendly, employees will find workarounds—like copying and pasting signatures—which can lead to compliance and security issues. Raul echoed this sentiment, stressing that ease of use is critical for driving adoption across an organization.

The duo shared an example of how Secured Signing integrates seamlessly with Microsoft Word, allowing users to send documents directly as PDFs without leaving the application. This kind of integration not only simplifies the process but also ensures that documents are secure and tamper-proof.

2. Change Management: A Key to Success

Change management was another recurring theme. Peter pointed out that introducing a new digital signature platform isn’t just about the technology—it’s about managing the transition effectively. Organizations need to engage users early, understand their needs, and provide adequate training to ensure a smooth rollout.

Raul added that when change management is done right, it naturally leads to better compliance, security, and productivity. By involving users from the start, businesses can avoid the pitfalls of forcing a solution that doesn’t align with their workflows.

3. Security and Compliance: Non-Negotiables

Security and compliance are at the heart of any digital signature platform. Raul and Peter emphasized that organizations must ensure their chosen platform meets global signature laws and provides legally binding signatures. They also discussed the importance of audit trails, which are essential for maintaining compliance in today’s regulatory environment.

Peter shared a cautionary tale about local councils and government departments facing compliance headaches due to employees copying and pasting signatures. He stressed that a robust digital signature solution should eliminate such risks by providing tamper-proof documentation and capturing the necessary evidence for audits.

4. Integration: Streamlining Workflows

Integration capabilities were another critical factor discussed during the webcast. Raul explained that integrating the digital signature platform with existing tools—like Microsoft Office or other enterprise systems—can significantly enhance usability and adoption. By making the process seamless, organizations can achieve productivity gains and ensure that documents are managed securely and efficiently.

5. Organizational Goals: Aligning Solutions with Pain Points

Peter and Raul emphasized the importance of understanding the organization’s goals and pain points before selecting a digital signature platform. Whether the trigger is a security concern, a legal requirement, or a compliance issue, the solution must address these specific needs. They advised businesses to evaluate their unique requirements and choose a platform that aligns with their objectives.

6. Trust and Certification: Choosing the Right Partner

The webcast concluded with a strong message about trust. Raul and Peter urged organizations to choose a digital signature provider that is certified and has a proven track record. They recommended looking for certifications and talking to existing customers to gauge the provider’s reliability. Additionally, they highlighted the importance of ensuring that the platform is legally binding and compliant with global standards.