Esignly is an electronic signature tool that legal professionals can use to reduce delays, save money and improve client satisfaction.
Electronic signature software can help you and your clients stay on top of things in a disaster such as Covid-19.
These tips will help you get the most from Esignly.
9 Best Practices to Use Vinesign for Electronic Signatures
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Unlimited is unlimited--take advantage
Many electronic signature software comes with limits on how many signatures you can request or adds heavy usage-based fees to your monthly bill.
Law offices are finding themselves tied to platforms that limit their electronic signature capabilities as the demand grows.
Vinesign, on the other hand, allows unlimited usage, so your team can create and send as many documents as they need.
Clients, vendors, and colleagues in the professional world increasingly demand eSignature options. You can give them what they need and maximize your ROI with Vinesign by moving more signature requests.
Vinesign makes it easy to create your template library. You can include all documents that you use regularly and require signatures.
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Request multiple signatures per document
You may need multiple signatures to sign a single document. It's possible. Vinesign allows you to send up to 15 signature requests per document.
You can choose the order of the requests. For example, if the signatures need to be sent later for a countersignature, you might want the document somewhere else.
Each signature can be assigned a name such as Client or Guardian.
This feature is particularly useful when you need signatures from a couple or parent or guardian.
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Personalize your invitation message
Unexpected emails and text messages can cause us to be cautious about opening hyperlinks. To build trust and understanding, personalize your invitation message when you send a Vinesign document to be signed.
Personalize your SMS message or your email subject line to give signers context. This will increase the likelihood that they will open and sign the document.
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Spanish-speaking clients can be catered to
If your clients feel more comfortable speaking Spanish, you can use the Spanish-language interface to send documents with Vinesign.
You will see all Vinesign prompts, explanations, and instructions in Spanish. Also, upload and use a Spanish-language version of your template.
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Automate using preset signers
Are there people in your company who sign documents regularly? You can make it easier for them by automatically filling in their information into a template.
This is especially useful for countersignatures. This allows for faster processing than manually entering information and names each time a countersignature is needed for routine documents.
6. Decide between drawn and typed signatures
Vinesign users can upload, draw, or type their signatures. Medical providers and agencies can be very strict about signing.
They may discard signatures that are not legible or similar to those already in their files. You can avoid this by using the signature typing option. The signature font will display the typed name.
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For those times when it is necessary to distinguish between black and white copies, you can choose whether signatures are in blue ink or black ink.
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Check your job history to tailor your follow-up
Follow up with clients or others who havent returned the documents. You can tailor the support you offer by checking Vinesigns job history.
Here you can check if recipients have opened the document that you sent.
You can verify receipt by checking if the recipient has not opened the document. They might have questions about the contract or form if they have opened it.
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Confidential information
If you don't wish documents or templates to be visible to others in your company, mark Vinesign as 'private. This is helpful when you send an employment contract that contains salary details that you don't want others to see.
Private jobs and templates are great for limiting access to the information within your organization.
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To automate, integrate
Vinesign seamlessly integrates with Filevine so users can send any file in Filevine to get a signature. After integration, users can select Vinesign from the dropdown menu of any Filevine document.
The Filevine document can be converted into a Vinesign Template. Once you have sent the job, it will automatically be saved to the docs section in the Filevine project.
However, you can change the project associated with the job.
Once the recipient signs the document, it will appear as a note in both the activity feed and the section docs. This makes it easy for you to track your important documents and keeps them all safe and accessible in one place.
Once the recipient signs the document, it will appear as a note in both the activity feed and the section docs. This makes it easy for you to track your important documents and keeps them all safe and accessible in one place.
