Are you getting the most out of your Scrive eSign service?
Boosting our customers’ productivity extends far beyond just getting a document signed. Because Scrive is much more than e-signing.
Think: workflow automation and customer experience.
In this post: Highlight key areas of your agreement for your signer.
You’re walking a customer through an agreement they’re about to sign (in person), and you want to highlight a few important areas they need to understand. An example very familiar to many of us is renting a car: the rep at the desk prints out the contract, grabs a pen and quickly circles a few key provisions to stand out against the forest of legalese.
So how do you duplicate this customer experience in a digital environment? With the eSign highlighting tool.
Here’s how it works
Invite your signing party using the In-person meeting method, and check the Allow highlighting checkbox:
When the signing party opens the agreement on the in-store tablet, click the icon to activate the highlight tool:
Mark up the areas of the agreement you want to point out (note the message in the upper left indicates the sender’s name). When finished, click Done:
Now the document is ready for signing. To clear all highlight marks, click the red icon; to do more highlighting, click the blue icon and continue:
You may not be aware of all the ways your Scrive eSign service can drive efficiency, cost savings, data accuracy, compliance and more in your organisation. Undiscovered tools may already be at your fingertips! To make sure you’re not missing something, take a look at the productivity enhancements featured in the other posts in this series:
Automate your standardised forms without integration.
Make approval processes a seamless part of your signing workflows.
“Who needs to sign this?” Make sure your document gets the right person’s signature.
Extend deadline for multiple documents
Fewer clicks to keep your signing processes moving.
Not sure how eSign can help you work smarter? Give us a call at +46 8 519 779 00 or drop us a note and tell us what processes you’re trying to improve.