fbpx

Solved: Digital Signatures for Online Forms

Digital signature forms are a great way for businesses to save time and improve processes while reducing the health risks associated with paper forms.

The global COVID-19 pandemic has made it necessary to change the way we do business, but at the end of the day business owners still need to gather crucial information from new clients and obtain official signatures.

Electronic signatures are the solution, and here are some ways that they can help you transform your organization’s processes.

Digital Signature Form

1) Form is on your website like a normal, everyday contact form. The additional signature spot can be signed using a mouse, or finger on a mobile phone.

PDF Forms Optimize Workflows

Whether you are a healthcare provider that needs patients to fill out forms to collect medical history and insurance information, or a house sitter that has a standard onboarding form for new clients, obtaining accurate and timely information is essential.

Utilizing PDF forms allows you to optimize your workflow and ensure that the information goes directly from the customer to the department that needs the data. Not only will this speed up processing times and boost efficiency, but it will also help you save money on printing forms and back-end processing.

With traditional paper forms, the first step is to print out the documents and give them to the client. From there, the client must fill them out and return them to your office, likely to an employee that will turn right around and type them into a system manually. They may even scan a copy to keep the signatures on file.

This can be a time-consuming process, and digital signature forms allow the same work to be completely automated using workflow software! Documents can be routed to the appropriate person immediately, and the necessary tasks can then be completed online.

Try the demo here

Likewise, electronic signatures allow you to access data in real-time. You no longer have to risk a paper form getting stuck on someone’s desk for weeks, and you can make informed business decisions quickly. It also eliminates the risk of losing paperwork, as data is stored securely as soon as the form is completed.

Quality control is another way that PDF forms can help you optimize workflows. How many times has a client turned in a document with missing information, or without a signature?

Electronic forms ensure that the data is only transmitted once all the necessary information has been filled out. You can even set up rules that require valid email addresses and phone numbers so the data you are gathering is accurate.

Simplified Processing

Besides optimizing workflows, digital signature forms also simplify processes for both your employees and customers.

You can create and update forms easily and sending them out to the necessary recipients is just as easy! As a result, you no longer have to wait for an employee to manually change forms and print them out so that they can be delivered to the client. All you have to do is send an email or social post with the proper link.

Similarly, every time you change these forms you can be confident that your clients are receiving the most up to date version each time – there is no risk of outdated paper forms accidentally being handed out.

Long form example

2) A more complex new patient form. Click to see the full version complete with signature field.

Perhaps the most impactful way digital forms simplify processing is that they completely eliminate the need for paper documents. Your employees no longer have to sift through piles of paperwork to find a patient file, or sort documents individually to ensure they go to the right manager for approval.

Not only does this save employees time and allow them to focus on work that adds more value, but it also reduces the risk of human error. Think about how great it would be to never have to explain to a customer that they need to re-complete paperwork because it got lost!

Electronic Forms Eliminate Physical Contact

The global COVID-19 pandemic has turned our world upside-down in more ways than one – no one could have predicted that social distancing and contactless business would be the new normal. Though, as with all significant forces of change, some of these COVID related tweaks to our way of life are welcome (such as digital signature forms!).

The Washington University School of Medicine believes that coronaviruses can remain active on surfaces like paper for at least ten days, so the fact of the matter is that paper forms pose a risk that most of us are no longer willing to accept.

As a business owner, you are still required to obtain necessary information from your patients and clients, so online forms provide a viable solution to this issue. Your customers can fill out required documents from the safety of their homes, and this minimizes their exposure to any health risks.

No Touch Forms

3) No contact with digital forms

Digital online forms will also be necessary for internal processing, as face-to-face interactions within the workplace need to be limited as well. The use of online digital forms will reduce the risk of transmitting an illness within your workforce and ensure a healthy working environment.

Ready to get started with creating digital signature forms for your business? Contact Canadian Web Creations today!

Local Citations SEO