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Business contract workflows can sometimes be tedious and time-consuming due to the volume of paperwork involved. Signeasy’s latest feature Attachments, can simplify your contract workflows and make you more efficient. Instead of switching to a different platform to collect supporting documents, senders can request signers to attach proof of identity, purchase receipts, non-disclosure agreements (NDA), etc., while signing contracts within the platform.
Here are four ways Attachments can help you:
Let’s compare how the process was done on Signeasy before and after using the Attachments feature. Here is an example of an HR Manager sending a letter of employment to a candidate.
Before the Attachments feature, the HR Manager would send the employment contract letter through Signeasy platform and request additional documents like ID proof and previous employment records via email or messaging apps. The candidate would sign the contract on Signeasy, scan the supporting documents, and email them to the HR Manager. The HR Manager would then review and download the signed contract and supporting documents separately and add them both to a shared folder.
For your team, this framework provides an inefficient contract workflow that is time-consuming and requires multiple follow-ups. Without a streamlined process, the contract journey becomes delayed for months, and stakeholders lack visibility. This also leads to missed deadlines.
Attachments can eliminate all these pain points the sender and the signer have to go through.
Signers can attach requested files as they read and sign contracts on the Signeasy platform and upload multiple documents regardless of the device they are signing from. The sender can download all signed documents and attachments in one folder, managing the workflow within one platform, saving time, and keeping documents secure and compliant.
To make things clear, let’s look at the most common business workflows where using Attachments can add value.
HR operations with manual, paper-based contracts can lead to a plethora of issues. Communication via email can be insecure and inefficient, and contracts can easily go missing. Moreover, archiving paper documents to search for contracts can take significant time and effort.
The ‘Attachments’ feature streamlines the processes and reduces the manual effort to collect additional documents. Here are some applications.
Bankers are no strangers to the challenges of contract workflows. Delays in completing contracts due to non-compliance, lack of automated approval, limited visibility, and inefficient collaboration contribute to applications taking weeks or even months to close when they should ideally take only a few days.
The Attachments feature enables the team to securely request and obtain additional documents from signers. Here are some use cases.
Sales and legal teams struggle to finalize deals on time due to inefficient contract workflows, poor communication, and limited visibility. Attachments help speed up collaboration and ensure deadlines are met.
Some use cases of the Attachments feature for sales teams include:
Attachments have the potential to boost your team’s productivity, reduce costs, and mitigate security issues that arise from using non-compliant digital platforms.