The Online Digital Signature Way

A Digital Signature Blog


Month List

13 May 2015

Now you look back, the effort you invested in adding fillable fields to your PDF forms might seem like a waste of time. The hope was that it would be a step towards making it easier for your customers to complete the form. In reality, fillable PDF forms are a bit of a dead end. Even though you can fill them on screen, they still need to be printed to be signed and returned.

In this last post in our series introducing the new capabilities of Secured Signing, well show you a way to turn your PDF forms into proper online forms by adding them to Form Filler.

For those of you just joining us, a massive refresh of Secured Signing was launched earlier this year.  As well as a complete update of the look and feel, we introduced a range of new features including:

     Improved support for mobile devices

     Rerouting of invitations

     Ability for an invitee to decline an invitation

     Options for stronger identity verification

Check out the earlier blog posts to learn more about these great new features.  The last of the big updates we want to make sure you know about is the ability to directly import your fillable PDF forms into Form Filler.

Secured Signing has always had great forms capabilities.  For simple forms, Form Filler allows you to convert your existing printable forms to forms than can be filled and signed online.  For more complex forms with internal rules and data validation, Form Direct allows us to build dynamic HTML forms your customers can complete and sign online.

With the new improvements to Form Filler, you can finally get a return on your investment in creating fillable PDF forms.  When you add your PDF form to Form Filler, it will recognise the existing fields and convert them automatically for you.  All you need to do is save your new form as a template and invite people to complete it and sign it.  No need to print!

Even better, the people you invite to fill and sign your form can do so on any browser on any device. This is really convenient for people using mobile devices that typically cant deal with PDF forms at all.

Give it a try yourself!  Click the Form Filler button, upload your existing PDF form and check out the results.  Dont yet have a Secured Signing account?  No Problem!  Register for a free trial account.

Til next time,

Cheers, John


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15 April, 2015

This post continues our series on the all new Secured Signing with a look at the options available for stronger verification of identity. Secured Signing now gives you the option to use text messages as a second form of identity confirmation. Inviting people to sign documents online is much more secure and reliable, not to mention quicker and easier, than sending them by post. With two factor authentication, your confidence in who is signing your document is even higher!

When we send documents by post, we take it on faith that the person who signs is actually the person intended.  In reality, a physical address is usually shared by a number of people including all the members of a family or all the employees in a business. Sending an invitation by email, to sign a document online, significantly increases the confidence your document is being signed by the right person. For most people, an email address is personal, so only your invitee will have access to sign the document.

As part of our project to deliver an online tax file number (TFN) declaration for the Australian Tax Office (ATO) a second form of identity verification was required. To meet this requirement a text message (SMS) was included in the signing process to provide even stronger confidence in the identity of the person signing the declaration. Secured Signing is pleased to now offer two factor authentication as a standard part of We Sign to give you even greater confidence you have the right people signing your documents.

You have the option of enabling SMS in the My Account area when you log in to Secured Signing.  If you do so, the next time you invite someone to sign a document, each invitee will have a checkbox to enable the use of SMS for that invitation. For each invitee that has the checkbox ticked, you are prompted to supply the mobile phone number for that person. When the invitee starts the signing process they will be sent a code by SMS to the number provided. The code needs to be entered before the document can be signed.

Using SMS as a second form of identity confirmation greatly increases your confidence the person you invited to sign your document is in fact the person who signs it. This approach is a simple and common way to have people verify who they are. A number of Internet banking systems combine a traditional password with a code sent by SMS.

Next time you invite someone to sign your document online with Secured Signing, consider taking advantage of the extra peace of mind by using SMS to be doubly sure the right person is signing your document.  As always, if you need a hand be sure to check out the demonstration videos and the step by step instructions on the website. Of course you can always get in touch with our friendly support team for help too!

Till next time

Cheers, John


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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. Its a process we call We Sign.  Specifically, well be stepping through rerouting or declining an invitation to sign.

The person who will digitally sign your document is not always the person youve 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 Secured Signing.

Next time well 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,

Cheer, John


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26 Feb, 2015

Last month we launched a major update to Secured Signing with both a dynamic new look and feel and a bunch of new features.  Everything weve done with this upgrade is informed by talking to people across Australia and New Zealand to understand how we can make their work life simpler.

This is the first in a series of blog posts that will step through everything that is new and shiny with Secured Signing, the PKI Digital Signature platform. Were really happy with how its turned out and we dont want you to miss anything!

This post highlights the contemporary, flat design that youll notice as soon as you hit the front page. The new design reflects the current move to simpler, cleaner presentation that emphasises clarity over ornamentation. But the beauty here is more than skin deep.

Secured Signing now uses a dynamic layout or responsive design. With a responsive design, things dont fall off the right edge of the screen, or end up so tiny as to be unreadable on smaller screens. Instead, the layout changes dynamically keeping everything between the edges of the screen and easy to read.

The value of the responsive design is most noticeable on mobile devices avoiding the need to pinch to zoom. Secured Signings standards based approach means that the service has always worked well on mobile devices. The responsive design of the new site makes it even easier.

We know support for mobile devices is important to our customers. For example the feedback we received from H&R Blocks District Managers was that being able to sign documents immediately, wherever they were when the invitation arrived, avoided massive backlogs of documents that ate into their weekends. So improving the Secured Signing experience on mobile devices was a key priority for the redesign.

Next time well look at the Reroute and Decline options weve added to the We Sign process. If you cant wait, you can always check out the How It Works pages and get a sneak peek!

Till next time,

Cheers, John.

 


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27 November 2014

Top 3 Reasons for Shifting to Digital Signature in the Cloud

With 2014 almost behind us, we experience a surge in the number of reports that provide both the latest analysis and the IT predictions for 2015. This information that is given by some of the most influential technology research and advisory firms, offers substantial up-to-date data that can benefit business owners and organisations of any size or industry:

1. See your business / organisation as a system that incorporates IT in its daily business process, rather than seeing the IT as a separate aspect of the business.

According to Gartner’s Senior Vice President and Global Head of Research, Peter Sondergaard, “thirty-eight percent of global IT spend is outside of IT already, with a disproportionate amount in digital. By 2017, it will be over 50 percent.” (Susan Moore, 17 November, 2014). Speaking to an assembly of more than 1,500 CIO’s and IT leaders at Gartner Symposium/ITxpo in Australia last week, Sondergaard said their predictions show in 2015, the digital business will change how industries and businesses work with a “dramatic” impact on the global IT industry. 

Secured Signing, the Australasian Personalised X509 PKI Digital Signature and eForm SaaS provider, enables companies to combine the legally binding technology in their day-to-day business routine: “Paper was the bane of our lives, and we had been looking for a reliable and secure way to sign electronic documents for some time. Secured Signing’s solution ticked all the boxes. We didn’t have to change to or buy a specific HR system; it is an extension of our existing systems, so it was agile, quick, and easy to set-up with great support from the Secured Signing team,” says H&R Block HR Manager, Bill Cashman.   

2. Implementation of a cloud solution enhances your ever-important competitive advantage.

 The study ‘Disrupt, Collapse, Transform: The Role of the Cloud in Industry Transformation’ by global analyst firm Frost & Sullivan was completed last month (October, 2014); it surveyed 1,500 senior executives from different industries in the US, Australia, Singapore, the UK, Japan, Hong Kong, and the Philippines. Pursuant to the findings, 81 percent of US cloud users indicated the implementation of cloud technology delivered a timely and effective lead - notably, when they entered new markets. 

Peoplebank Australia’s CEO Peter Acheson, commented recently on the implementation of the Secured Signing platform saying, “Second to its people, efficient and effective use of technology can be one of the most competitive advantages a business can have.” 

3. With the fast shift to the cloud computing scene, businesses need to adapt their cloud services early in order to gain the initial doer benefits.

According to Forrester’s 2015 Cloud Predictions (Natalie Gagliordi, 13 November 2014), cloud services solutions are going to reign over on-premises applications, with the anticipation that companies will aim to replace their enterprise services with connectors to other ecosystems. 

Author of Thoughts for Meaningful Life, Dr. Pano George Karkanis’ quote concludes it best: “Good advice is like a useful tool, yet it requires hands to make it work.”

Till next time,

Cheers, John.


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