What to Look for in a Digital Signature Platform

The webcast emphasized that when choosing a digital signature platform, several crucial factors should be considered, often intertwined.

Key Discussion Points:

What to Look for in a Digital Signature Platform Features (Security Focus)

The webcast delved into specific security features:

  • Authentication Methods:

    • Password/Passcode

    • SMS authentication

    • SMS and password combination

    • ID Verification (IDV): Involves verifying identity using government-issued documents (passport, driver’s license) and biometric checks (selfie).

    • Video Confirmation: Acts as a “CCTV for signatures,” recording the signing process and requiring specific gestures to confirm it’s a live human.

  • Document Integrity: The platform should ensure documents cannot be tampered with after signing, visually indicating any alterations.

  • Certifications: Look for providers with certifications like ISO, which demonstrate rigorous auditing and adherence to standards.


 

Importance of Integrations for Change Management

  • Integrations simplify the user experience by allowing them to work within familiar environments.

  • Examples of integrations discussed include: Microsoft Office suite (Word, SharePoint), Job Tracker, Bullhorn, Content Manager, Salesforce.

  • The ability to convert documents to PDF automatically upon sending for signing (e.g., from Word to PDF) was highlighted as a crucial security feature.


 

Final Messages

  • Choose a Trustworthy Partner: Select a provider you can trust, evidenced by their certifications and customer testimonials.

  • Legal Binding and Global Compliance: Ensure the platform’s signatures are legally binding and comply with global signature laws.

  • Auditable and Compliant: The solution must provide audit trails and ensure compliance to prevent future issues. The example of copied/pasted signatures was used to illustrate how non-compliant practices, though seemingly easy, can lead to significant problems.

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