How To Send Documents Electronically

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Documents don’t have to be on paper to be legally binding, but there are a few extra steps if you want those documents to be somewhat enforceable. Using a dedicated eSignature program is the best way to add a digital signature.

How To Send Documents Electronically

How To Send Documents Electronically

As a freelance technology writer, I’ve had to sign dozens of contracts, statements of work, W8-BEN-E forms, and other legal documents over the past decade to do my job. I’ve gotten to the point now where I’m relieved when I see a DocuSign link in an email – and stressed when it’s from one of the many programs not on this list.

How To Sign A Document Sent By Email

Whether you’re looking for a way to electronically sign a document you just received or want to send documents to be digitally signed by contractors and other business partners, we’ve got recommendations for the right apps to use. I’ve reviewed and tested nearly 40 e-signature programs, and these eight are the best—for everyone on both sides of the paper.

How To Send Documents Electronically

As with all things legal, definitions are important. Electronic signature and digital signature are slightly different things. An electronic signature is simply a typed, drawn, or computer-added signature on a document. You can do this with almost any program, from Microsoft Word to Adobe Photoshop. It’s still legally binding, but since anyone can easily falsify it, you may have a harder time in a contentious court case.

A digital signature is a special type of electronic signature that uses encryption to protect the document and also includes details such as email addresses, when and where people signed a document, as well as the serial number and specifications of the device they used to sign. it. This creates a “fingerprint” that makes the document unique and a paper trail that can be independently verified. If there was a court case, it would be much more difficult for someone to claim that they were not the ones who signed the document. For official purposes, digital signatures are much more secure and legally recognized around the world – and you’ll need a dedicated eSign app to add them.

How To Send Documents Electronically

How To Send A Document For Electronic Signature

We use these terms interchangeably—in common usage, they essentially are—but it’s worth keeping the distinction in mind as you do your research.

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How To Send Documents Electronically

The problem with commercial app categories like this is that often the people who pay for the app (or decide which one to get) aren’t the ones who need to use it every day. And while there are many eSignature programs out there, many of them are terrible to use.

Send Documents For E Signatures, Adobe Acrobat

To make this list, an eSignature app should be fun to use, but also provide all the features businesses need. Any good eSignature program should meet several criteria:

How To Send Documents Electronically

I started with a list of almost 40 eSignature programs. This was too many for meaningful testing, so I narrowed them down by reviewing their websites and removing those that clearly didn’t meet our criteria, were clearly targeting enterprise customers, usually had poor user reviews, or otherwise They didn’t seem like it. A good fit

For the remaining apps (which I’ve tested twice now in the past two years), I created an account, uploaded a very important agreement as a Word file, and sent it to a second email address. I then signed the contract as sender and receiver which gave me a good understanding of the overall workflow. Most of the apps that didn’t make the list were removed at this point because the process for neither the sender nor the receiver met our standards.

How To Send Documents Electronically

Qualified Electronic Signatures: Clear Answers For Every Organization

For those apps that passed, I spent more time exploring the interface, testing all the key features they claimed to have, and making sure they met the rest of our criteria. Based on all that, here are the eight best eSign apps.

DocuSign is one of the most popular electronic signature programs out there, and for good reason. It’s great to use and achieves all the features most people need in an eSignature app. Getting started with DocuSign is simple: sign up for a free trial and almost immediately, you’ll be prompted to upload a document, prepare it for signature, and send it to recipients.

How To Send Documents Electronically

DocuSign is designed to make it easy to track many different documents at different stages of the signing process. In the admin panel, there’s a sidebar with an inbox for any documents or envelopes you’ve received, an outbox for those you’ve sent, and a draft tab for those you’re working on. There are also “quick view” options, so you can quickly see any documents you want to do something about, those you’re waiting on, those that are about to expire or where the recipient failed to sign, and all documents See your completed.

Docusign Esignature For Google Workspace™

DocuSign also has powerful modeling and reporting features. If you send the same contracts over and over again, you can set a template in the Templates panel. Just upload a file (or use a file you’ve already sent as a base), add all the signature and info fields and save – it’s almost the same process as sending a separate document and really speeds things up .

How To Send Documents Electronically

If you only send a few envelopes a month, the reporting features won’t be very useful – you’ll know who signed their contract and who didn’t. But if you’re managing dozens of contractors or freelancers, or getting all your clients to sign contracts, they can give you useful insight into where your business stands. Click on the Reports tab and you’ll see things like how many envelopes you’ve sent, how fast people are signing them, and how many have yet to be signed.

DocuSign also integrates, so you can do things like automatically send a contract to someone who fills out a Typeform or notify your team in Slack once it’s signed.

How To Send Documents Electronically

Complete The The Following Document Is A Sample Contract Template To Be Used As Form And Sign It Electronically

DocuSign Pricing: Starting at $15/month for a personal plan with up to 5 envelopes sent per month. Unlimited documents with automatic recall are available on the Standard plan for $45 per user per month.

DocuSign isn’t the only eSign app for businesses that need to manage a lot of documents. Both SignEasy (starting at $15/month) and HelloSign (starting at $20/month) are great DocuSign alternatives – just explained them in some detail.

How To Send Documents Electronically

HelloSign, now owned by Dropbox, is one of the best alternatives to DocuSign. It’s one of the easiest e-signature programs to use, has a great free plan, and offers unlimited signature requests per month on its basic paid plan. After logging in, you’ll be presented with two options: submit or sign something, or create a template (as long as you’re on a paid plan). The things you want to do aren’t hidden under deep menus.

Creating An E Signature Template

However, the simplicity of the user interface hides some very powerful features. Of all the apps we tested, HelloSign has the best integration with cloud storage platforms. While you’d expect it to play nice with Dropbox, it also works well with Google Drive, Box, Evernote, and OneDrive.

How To Send Documents Electronically

For example, to sign a file in your Dropbox, you can go to HelloSign, click Sign or Send, then click the Dropbox icon to bring up a file browser. Navigate to the file you want to sign and click Select to import it into HelloSign. Or you can open the file in Dropbox, select it, click the Share drop-down menu, and then click Send for signatures. You also have options similar to Google Drive. You can upload a file directly from HelloSign or sign files through the Google Drive app with the Chrome extension.

And all this file management works in two ways.

How To Send Documents Electronically

Free Online Signatures

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