Revolutionize Your Document Workflows with Revver’s Integrated e-Signature Solution

The Problem with Traditional Document Signing

If you’re having trouble keeping track of all of the signatures you need on documents, that’s a sign that you need something better than a manual document management system. Have you ever had a costly delay because you weren’t able to get the proper documents signed in a timely manner? What about having a printer malfunction and fail to print key documents? There are also delays in mailing contracts, security risks as documents are in transit, and an overall lack of visibility across the entire process. If you’ve had one or more of these issues, you’re not alone. Thankfully, there is a powerful solution that enables you to easily collect electronic signatures: Revver’s e-signature feature in its document management software.

What is an e-Signature, and Why is it Legally Binding?

An e-signature is a digital equivalent to handwritten signatures. Someone can type their name on a keyboard or sign a touchpad with their finger/stylus, and it is recorded digitally. In the past few decades, e-signatures have become commonplace in the business world. And they are as legally binding as regular signatures. The Electronic Signatures in Global and National Commerce (ESIGN) Act was adopted by the U.S. in 2000. In addition, the Uniform Electronic Transactions Act (UETA) was adopted in 1999 by 49 states/territories. They allow electronic signatures to be used for official documents requiring the signature of multiple parties. These include tax documents, lease agreements, and business contracts.

Beyond the Signature: The Power of Revver’s Integrated Platform

Since the introduction of e-signatures, many security solutions have sprouted up to offer them to businesses. However, they are usually limited in the scope of their features. What a business like yours really needs is a full document management system that includes electronic signatures as part of its workflow automation. For example, where do you store all of your signed documents but in cloud storage protected by user permissions, file encryption, and other advanced security measures? Why not include e-signatures in that setup? Revver offers this kind of end-to-end document management system that enables document storage, version history, and much more. Its embedded e-signature feature helps with your workflow automation by getting documents signed efficiently.

Centralized Document Management

Revver uses a cloud storage document management system to store numerous file types in one central content library. Both signed and unsigned documents are securely contained in Revver. You don’t have to go hunting for the right documents in more than one document repository. And within Revver, you’re able to access advanced search functionalities through its search tool. That way, even the hardest to find contracts and other files become easily accessible.

Seamless Workflow Automation

Workflow automation is at the heart of everything Revver does. Revver’s workflow builder enables you to automate the entire e-signature process. When a contract is received into the document management software from an email or optical character recognition, it can be automatically sent to the appropriate parties for internal review. Once it passes that review, it’s sent to the client for their digital signature. Finally, it is sent to the correct folder for safekeeping. No manual intervention required.

Uncompromising Security and Compliance

One thing that makes Revver’s workflow automation in e-signatures so great is that you don’t have to compromise your security and compliance to get it. Revver offers file encryption, audit trails, version control, and role-based user permissions in order to gain mobile access. Its document management system works in harmony with HIPAA and SOC 2 Type 2 standards to ensure your records management is handled in full regulatory compliance. File sharing is secure with Revver’s e-signature workflow automation.

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How to Get Started with Revver’s e-Signature in 3 Simple Steps

Unlike complex document management systems, Revver offers simple-to-use workflow automation. To get started with e-signatures, you don’t have to jump through all kinds of hoops in the software. Instead, all you have to do is follow three basic steps. The e-Signature menu is easily accessible from the user interface. You just click the e-Signature button on the left sidebar and it will bring you to the appropriate menu. Then you follow the steps below to start enjoying the benefits of this powerful feature. Remember that this is a tiny fraction of Revver’s overall workflow automation tools. The full e-signature process is detailed in our Help Center.

1. Invite Signers and Set the Order

Uploading PDFs into Revver is quick and intuitive. You can add digital documents to specific folders by using optical character recognition or by connecting to your email and automatically uploading attachments. Bear in mind that e-signatures only work with PDFs in Revver. Select a PDF, and then add the names and email addresses of the people you need e-signatures from. You can have one or more signers on the document, and you can even add multiple documents to be signed. You may need people to sign multi-party agreements in a specific order. If so, assign them numbers so that the document will be emailed to each one only after people higher in the chain have added their e-signatures. This workflow automation makes the e-signature process run smoothly.

2. Prepare Your Document

It might seem a little counterintuitive at first, but you actually prepare the document for signing after you set the order of signers for it in Revver. There’s no right or wrong order. This is just how Revver does it. Once you click the Submit button on the Signer section, you’ll be taken to the document(s) awaiting e-signatures. This process is quite simple. All you have to do is drag and drop specific fields labeled Signature, Initials, etc. into the document from the sidebar on the left. If you are adding e-signature fields to multiple documents, switch between those documents using a dropdown menu.

3. Send and Track in Real Time

Once you click the Next button, you will be brought to the Send portion of Revver’s e-Signature menu. This is where you can customize the title and message of the email to the signers. It’s good to add a descriptive title that explains the document(s) being sent for signing. Then the email message can contain more details on what is expected of the recipients and possibly a deadline that they need to sign by. When you’re ready, click the Send button. This will begin the workflow automation process of sending an email to each recipient. The Status section shows if emails were successfully sent and when e-signatures are completed.

Who Can Benefit from Revver’s e-Signature Solution?

Consider the usefulness of Revver’s e-signature functionality. Rather than having to use piecemeal solutions to obtain and store e-signatures, you’re able to access them in your document management software’s workflow automation. Many types of industries can benefit from this feature, such as Human Resources, Finance, Legal, and Real Estate. For HR managers, imagine being able to onboard new hires with digital contracts all laid out and easily signable. You enter the employee’s first and last name, email address, and where they need to add their e-signature on specific documents. And Revver handles the rest.

In the world of Finance, Legal, and Real Estate, contracts are a snap to send to each party in an agreement. These include tax forms, business covenants, and lease agreements. Create a PDF of the document, upload it to Revver, and then add as many signers as needed. Revver takes all the hassle and worry out of getting e-signatures in the correct order. Each signer will only receive an email requesting their e-signature when it’s the proper time. You set up each workflow automation so that you don’t have to worry about manual updates. Revver handles all the details and keeps you informed on any steps that need to be completed.

Try Revver Today

Let’s sign off with a hopeful message about electronic signatures. You can benefit from Revver’s e-signature solution. If your business has been looking for a way to improve your document management and save time while also ensuring data security and regulatory compliance, it’s time to give Revver a shot. Sign up for a free demo to try Revver today. You will be astonished at how well it keeps track of e-signatures and much more. Your entire workflow can be automated in exciting ways to safely store e-signatures and sensitive documents. That’s a sign that you’re doing the right thing.

FAQs

Is Revver’s e-signature feature secure and legally binding?  

Yes, Revver’s electronic signatures are fully compliant with the U.S. ESIGN Act and other international laws, making them as legally valid as handwritten signatures. The document management software platform employs robust security measures, including file encryption and detailed audit trails. These protect the integrity and authenticity of every signed electronic document in your enterprise content management system. Intelligent information management has never been this easy. Revver’s automatic task management system, data security, and access control allow for regulatory compliance and version control.

Can I use Revver’s e-signature feature for multi-party contracts?

Absolutely. Revver’s document management software is designed for complex agreements. You can add multiple signers to a digital document and even specify the order in which they need to sign. Revver offers mobile access, collaboration tools, and an intuitive user interface to make it easy for multiple people to add electronic signatures. The document management system automatically routes the document to the next person in line, streamlining the process. And with Revver’s data security services, user permissions, and validation rules, you are protected from online attacks and you eliminate compliance risks with regulatory bodies.

How is Revver different from other e-signature tools?

While standalone electronic signature tools, like Adobe Sign and DocuSign, only handle the signing event, Revver is a complete document management and workflow automation platform. This means you can manage the entire lifecycle of your electronic documents—from creation and review to signing, archiving, and retrieval—all within a single, secure system. There is no need for multiple disconnected applications. With cloud storage, version control, access control, audit logs, and collaboration tools, Revver is the perfect document management software for your business’s records management.