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The Biggest Problem With the Paperless Movement—And How to Fix It

  
  
  
paperless esignature2

I’ll be honest with you for a minute. Promise not to judge me? Ok, here it is… SIGNiX isn’t a paperless company. Shocking, right? After all, we’re an e-signature company! Shouldn’t we be completely digital?

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E-Signature vs. Electronic Signature vs. Digital Signature

  
  
  
ESIGNATURE electronic signature digital signature

If you’ve spent any time researching e-signature technology, you’ve probably heard about a lot of different types of e-signatures. The term “electronic signature” (often shortened to “e-signature”) is a blanket term that describes any technology that lets you sign a document online, but there are many sub-categories. 

Best Practices for Adopting Digital Signatures

  
  
  
adopting digital signatures

It’s easy to see the benefits of adopting digital signatures. Businesses across the country are enjoying faster onboarding, boosting legal compliance and eliminating incomplete documents thanks to this exciting technology. If you act fast, you can get a leg up on the competition by being among the first to offer such a user-friendly service. 

But some companies are dragging their feet, worried about security, compliance and technical requirements. If you make a mistake during this critical early stage of adoption, it could affect your digital signature project for years to come.

Making such an important shift can raise big questions like:



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See What These Loan Managers Did to Boost Online Lending

  
  
  
esignature credit union

It’s no secret that credit unions are going through a time of immense change. Credit unions across the country are struggling to meet the needs of their ever-connected members while maintaining the outstanding service they’re known for.

Why You Should Integrate Digital Signatures into Your Product

  
  
  
DIGITAL signature integration

So you’ve created an awesome product. Maybe it’s a tool to manage your documents or a customer relationship management (CRM) system. But something’s missing—digital signatures.

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How to Get Rid of E-Signature Fraud Once and For All

  
  
  
esignature fraud

There’s no doubt that technology has made our lives easier. Remember when you had to pull out your checkbook every time you went to the grocery store? How about having to find a pay phone to make a call when you were traveling?

How to Convince Your Boss It's Time to Get E-Signatures

  
  
  
convince boss e-signature

Even though there’s plenty of evidence that e-signature adoption is skyrocketing, there are still people who believe e-signatures are a passing fad or feel too overwhelmed by such a dramatic change to consider making the switch.

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BEWARE: This E-Signature Mistake Could Land You in Court

  
  
  
e signature vendor lock in

In the e-signature industry (like most other industries), companies are looking to lock you into their products. If they can't keep you around with good service and great products, they'll use sneaky practices to make sure you have to stay with them forever. 

Pros and Cons of Knowledge-Based Authentication for E-Signatures

  
  
  
knowledge based authentication esignature2

When it comes to any signature, being able to prove a signer's identity is crucial. With handwritten signatures, this process is established and pretty straight-forward. A handwriting expert compares the signature to a signature that's already trusted, and if they match up, the signature is considered valid. 

How to Send Documents to be Signed with MyDoX

  
  
  
how to send document signix
With MyDoX, it's fast and easy to get documents signed online. But a lot of people wonder how it works. The whole process only takes a few minutes, and you can do it on any device with an Internet connection with nothing to download or install. After you've done it once, you'll fly through your documents and wonder how you ever used a paper process. 

Here's how it works:

  1. Log into your Document Center by clicking on your unique link that was emailed to you at setup, and enter your login PIN. 
     
  2. Click the "Create New Transaction" button at the top right side of the dashboard.
     
  3. You will be prompted to add parties to the transaction.

    Note: If you're not sure who will be signing yet, you can come back to this step after you upload your document.
     
  4. Enter the information for each signer, and pick which authentication you would like to use to confirm the signers' identities.
     
  5. Add all documents you would like to get signed. You can reorder documents in the transaction by selecting the document you'd like to move and clicking "Move Up" or "Move Down" 

    Note: You may upload any PDF into SIGNiX's system. We only accept PDF documents because of the advanced security features offered by this file type. If you have a Word document or other file type, you can use a free online tool like www.freepdfconvert.com to convert your document to a PDF.
     
  6. Add signature fields, initial fields, check boxes, text boxes and other tasks for each signer. To do this, simply click on the party you're assigning a task to and drag and drop the type of field you're adding onto the document. 
     
  7. Under the "Send" tab, name your transaction. Be as descriptive as possible as this will be what is displayed to signers and to make it easier for you to find the document in the Document Center's search bar. Choose whether you are sending the document in "Demonstration Mode." This should only be used during training to demonstrate and test the process. It should not be used for documents you want to be legally enforceable. 
  8. Add a transaction description (optional), and customize the body of the email message.

    Note:The more specific you are about the documents you're sending, the more user-friendly the experience will be for your signers.
     
  9. Click the "Send" button
     
That's it! You can return to your Document Center to track your documents' progress or to start a new transaction. 


















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