5 Ways to Customize an E-Signature Process

Mary Ellen Power, February 27, 2015
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Capturing someone's intent electronically can be as simple as having them click a box saying they have read and agree to terms, but a simple method like that won't always hold up in court. Electronic signature software solutions are designed to give businesses more robust options to capture user intent, specifically by tracking the entire process a person follows as they open a file, read it and document their intent to abide by the document.

This ability to capture the entire signing process gives organizations the freedom to customize the transaction to meet their specific needs. Five key ways that you can customize this process include:

1. Build in extra authentication features
Organizations that are especially concerned about user authentication can insert various security questions or other activities that would confirm a user's identity within the signing process. This can be woven into the task of reading the contract and moving through the electronic file, providing seamless authentication that doesn't disrupt the end-user experience.

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2. Simplify the contract
Organizations using e-signature technology to interact with consumers - perhaps financial institutions establishing virtual account openings or government agencies serving constituents - often find that the complexity of legal documents makes it harder to confirm that users understand what they are signing. To solve this problem, you can customize the process of creating an electronic signature to include a brief summary of the contract that ensures users understand the key elements of the agreement.

3. Optimize for mobile
Smartphones and tablets are helping businesses improve efficiency in a variety of ways, and organizations can take advantage of this trend to improve internal signing processes using mobile devices. An e-signing operation that is optimized for mobile users will often lead to faster response times.

4. Design with accuracy in mind
E-signature solutions can identify when certain fields aren't filled out - or include the wrong type of information. If you fine tune your signing process to simplify information entered into fields so the system can verify correctness, then you can end up with a much more streamlined signing process because errors are noticed before the user completes the transaction.

5. Create a flexible GUI
The graphical user interface used for the e-signature can be customized to give users access to more nuanced information, allow them to interact with the file based on their control preferences and organize information so people aren't overwhelmed by the contract. This flexibility makes electronic signatures much less intimidating than paper-based contracts.

There are many ways to fine tune electronic signatures for your specific user groups. Check out our Beginner's Guide to E-Signatures to learn everything you need to know to get an e-signing project off the ground.