So what fields do you have access to? Well, you can have fields for their name and obviously, their signature. The date they signed. And you can have custom fields as well. You can have, for example, a purchase order number field. And you can make these required or optional depending on the document. And then once you've got the document set up with the fields required, you proceed to send phase. Here you can modify the subject and the body of the email that they'll receive. Once sent, they will receive an email with your message and a link to sign the document using HelloSign.
The other way you can set up HelloSign is you can create a template and store it in their website portal, which is great. If you are generating a lot of generic documents to be signed that don’t require customisation, this feature is for you. We’ve used this for a cybersecurity audit agreement. So when we have a request for an audit we simply log into HelloSign, find that template, and enter in that client’s email and name.
You can even template the email message they receive. The whole process s basically a 30-second job to get this document out in front of a new client.
From your perspective, the next thing you will notice after you send the document, you'll get a notification when they have viewed it. That's great. It's always very exciting when you're getting a new agreement signed, to actually be notified that they’ve viewed the document.
Hopefully, the next notification will arrive soon after. That’s the notification that they've signed the document, which is another for hooray moment. If you receive the notification they viewed the document but days pass and you don’t receive the ‘signed’ notification, you can always prompt them via a phone call.
However, once it’s signed, both parties can receive a PDF version of that signed document with an audit log attached. So you can see when it was first viewed, who was it signed by, etc. This is good for record-keeping for both you and your client. As a HelloSign user, you can log in to the portal and see all your previously signed documents which are also very useful.
If you are looking for more automation, HelloSign can integrate into your existing systems and automatically send out documents for signature. This requires a programmer to help create this integration, but if you’re looking to really save time and money, this is a fantastic option for your business.
I'm looking forward to further enhancements in HelloSign, For example, making it possible to receive comments on a document. But overall it has reduced the amount of time we chase for signatures or have to manage signed PDF documents by hours. Hours saved every week. It makes us look more professional and it makes it so easy for clients to sign documents. Let's just hope that more organisations get on board with digital signatures. So we can get back all those hours of the week that we spend scanning documents back into and emailing them around.