E-Signature Workflow Quiz

Jeannine Mulliner, October 5, 2015

If you are just getting started with e-signatures, you may be wondering how to build the right workflow for your process. How to get started? How do all the steps fit together, and in what sequence? What are the options? How does mobile affect the choices you make?

Take this quiz to test your knowledge of e-sign workflow. You’ll find all the answers in our new white paper, Best Practices for Building Your E-Signature Workflow.




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Name three basic steps in any e-signature workflow. This diagram maps out seven common workflow steps. Can you name at least three? Silanis-WorkflowGraphic

What’s the most common "integration free" way to bring signers into the signing session?

  1. Login to a portal
  2. QR code
  3. Link in a mobile app
  4. Email invitation

Why is it a good idea to support multiple access methods in the same transaction?

  1. You'll have a backup if the first method doesn’t work.
  2. For multi-signer use cases where some are remote and others, in-person.

What to consider when building authentication into your workflow?

  1. Existing customers should be authenticated differently from new customers.
  2. Employees should be authenticated differently from customers.
  3. A single authentication method may not be enough.
  4. Balancing security against ease of use is important.
  5. All of the above

Is it possible to print documents as part of a "paperless" workflow?

  1. Yes
  2. No

If the signer is remote, which signature capture options could you consider?

  1. Click-to-sign or tap-to-sign
  2. Smartcard signing
  3. Digitized handscripted signature
  4. All of the above

If the signer is transacting F2F in a branch or service center, which signature capture options could you consider?

  1. Click-to-sign or tap-to-sign
  2. Smartcard signing
  3. Digitized handscripted signature
  4. All of the above
  5. 1 and 3

Is sending documents for signature by email a secure option?

  1. Yes
  2. No

Which of the following is not a recommended way to deliver e-signed documents to signers at the end of the transaction?

  1. Email attachment
  2. Link to a secure site
  3. Print and send by mail

Which are examples of workflow mistakes that can result in signer abandonment?

  1. Not branding the email notifications you send to customers.
  2. Overly complex authentication.
  3. Applying the same signing method to all use cases and channels.
  4. All of the above.

It’s all about flexibility

An e-sign platform should offer flexible workflow options to accommodate any process, channel and requirement. This is important because you’re probably starting with one initial use case and channel (e.g. online loan applications), but chances are you’ll expand e-signatures to other departments and lines of business in the future. What almost always happens is, once one workgroup gets started with e-signatures and demonstrates ROI, other teams want the same capability and e-signatures start to spread throughout the organization.

At the same time, no two business lines have the same processes and requirements. Across a single organization there can be hundreds or even thousands of different signing processes! So how to you build a great signer experience in every scenario – all from the same e-signature platform? The answer is flexibility. Learn more in our latest white paper, Best Practices for Building Your E-Signature Workflow.


For 20 years, Jeannine has been writing about technology and how to apply it to solve everyday challenges. In her role as Content Director at OneSpan, Jeannine leads a team of writers and content developers focused on helping financial institutions and other organizations gain value from security