5 Ways to Boost Workflow Efficiency with Adobe Sign

If you were ever in a situation where you have to wait for days to get a single document signed because the personnel that is meant to sign is on sick leave, or out-of-office for days, then you will understand the importance of electronic signature for every workplace. Paperwork does not only delay business processes, but it also hinders workflow productivity and efficiency. I will be sharing with you below five ways in which Adobe Sign can amplify your workflow and save time through its e-sign features and enterprise integrations.

Enable Easy Integration for Easy Authorization

One of the amazing features of Adobe Sign is having a framework that enables easy integration of enterprise applications such as Dynamics 365, Salesforce, Workday, Apttus, Ariba, etc. that allows you or your organization to access your customers’ and partners’ database, especially when you need to sign paper works and request authorization on spot. Luckily for you, it requires no coding nor advanced programming; with just a ‘sync and click’, you are good to go.

Automate Workflow on The Go

With Adobe Sign, having piles of unsigned documents will cease to be an issue. The software allows anyone – of course assigned – to route documents to recipients for approval in just a twinkle of an eye. And yes! This can be done anywhere, anytime. With reminder and notification set up, the process delivers faster and promptly.

Not only can you share documents for electronic signing, but you can also confirm delivery for important documents. It is configured in such a way that you can assign roles to users using the action you want them to take as the title. Some of the common titles are a signer, form filler, approver, delegator, certified recipient, etc. and this can be rotated or changed as the management deems fit.

Customize Reusable Template to avoid errors

Nothing is more annoying than repeating a process and going through series of documents to rectify mistakes. I know so well how unproductive that can be. With the visual workflow planner in Adobe sign, creating reusable templates that assist users to avoid common mistakes comes in handy. And with that, your team can become more efficient and specified with workflow processes. Some of these specifications include:

Required documents for a contract, or an agreement.
The expiration date for assigned documents.
Users instruction (for both the sender and the recipient)
Actions needed to be taken before engaging a document, and so many more.

Prevent Duplications & Increase Transaction Security

Adobe Sign offers advanced protection and supports a full range of authentication for internal and external recipients in general. As an organization or user, you easily choose your authentication format for single or multiple documents, this provides a control set for data protection and data security. And when I mention data, I’m referring to both information exchanged, and actions taken on the software. Even though a company can own more than one Adobe Sign account, internal recipients have the configuration in all, while an external recipient remains external. How secure!

Tracking & Auditing for Workflow Reporting

To effectively track your business processes, whether contracts signed or financial statements, Adobe Sign provides your team with an auditing feature that helps organizations in several ways. You can easily spot loopholes on spot and assess the workflow to avoid running risks, as well as strengthening your internal control systems. The importance of auditing cannot be over-emphasized, and it is only but ideal, that you include it in your organization’s daily workflow routine especially when it comes to signing and authentications. Wondering how to integrate Adobe Sign into your organization’s workflow and business processes, kindly reach out to us via email marketing@ha-shem.com, and we will be more than willing to offer our consultation and advisory.