Signature Capture & Approval Management
Signature Capture and Approval Management
Speed up and standardize document routing processes by capturing signatures electronically. Plus, save time and paper along the way.
Save time and paper by capturing signatures and managing approvals electronically.
Gain oversight of document approvals and ensure only authorized individuals can view documents.
Fast-track your approval processes by letting your solution route your documents for you.
Stop “Babysitting” Your Documents
Many businesses need to capture signatures for internal approval processes, customer agreement processes, or both.
Internal approval processes often require documents to be approved with signatures, which is why an approval process can often remain an outlier to your company’s paperless strategy. This is because when it’s time to get a signature on a document, you need to print the document, physically track down the person who needs to sign and approve it, and then scan the document back into your system to return it to a digital state.
What’s worse, this paper-based routing process is difficult to enforce. Who’s tracking down the person who needs to sign the document? Where does the document go next? How do you know whether the document has made it all the way to the end of the approval line? Such a process can only be enforced if someone takes ownership of it—and that someone has better things to do than babysit the document.
Even with a “babysitter,” once a document is in paper form, it becomes difficult to truly control. If it’s left on someone’s desk as it routes, it could be viewed by an unauthorized person—or simply lost along the way. Either way, the paper seriously slows down your approval process.
When it comes to capturing signatures for a customer agreement process, many companies have made steps towards electronic signature capture. However, many older signature capture software applications are outdated, unreliable, or lack the ability to fully integrate with a company’s existing applications or systems. That's why you need document approval solution with digital signature capabilities.
Route Documents for Digital Signatures and Approvals
The right document approval solution integrates with your existing applications, speeds up your processes, and makes it easier than ever to capture electronic signatures efficiently.
Remove the Paper from Your Processes
Printing, signing, and scanning documents consumes too much time—and too much paper. When you switch to a signature capture solution, you can capture the signature electronically—and keep your document electronic throughout the entire process. The time you used to spend carrying out those extra steps can then be delegated to more important tasks.
Stop Babysitting the Documents
With a paper-based approval process, the only way to enforce the way the document routes is to have someone babysit it through the process. The right document approval solution can do that for you, so that valuable employee time can be spent on more important things.
Improve Approval Times and Eliminate Bottlenecks
When you have an approval management solution that automatically routes documents for you, you’ll no longer need to worry about a document being lost along the way or buried on someone’s desk. Instead, it will automatically route to those who need to approve and sign it—every single time.
Sign and Approve Documents Anytime, Anywhere
Whether you need internal approvals or customer sign-offs, the right solution makes it easy to accommodate an increasingly mobile world. Choose a web- and mobile-enabled solution, so you can get a digital (pin-based or wet) signature the instant you need it—without tracking down (or keeping track of) a paper form. This simplifies the process, plus instantly saves the signature in your system. You won't need to worry about the document being lost along the way.
Secure Your Documents
Ensuring that only authorized employees view a paper document is challenging and sometimes impossible. But when the document remains electronic for the signature capture and approval processes, you can ensure user authority. Only those who need to approve the document will be able to view it, and you’ll have oversight over who approved the document.
Seamlessly Integrate Your Existing Applications
Choose a solution that integrates with your existing applications so that you can sign any document you need to, without going through any extra steps. Plus, by making signature capture an electronic process, you can retain your documents in one central repository—rather than trying to remember who the paper document is routing to.
Three Steps to Faster Approvals
- Digitize your documents and get rid of the paper.
- Route documents electronically—and allow digital signatures (pin or wet).
- Enforce timely approvals, so you're never left wondering where your document is.
Automate Approvals with Electronic Signatures
HelpSystems Signature Capture software helps organizations running on Windows and/or IBM i. With this document approval software, you can swiftly capture signatures and automate approval processes.
Not Sure Where to Begin?
Start by reading The Document Management Guide for more information on electronic signature capture.