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I Am New to WeSignature. What Are Some Tips and Best Practices?

Best Practices and Tips for Using WeSignature

Maximize the benefits of WeSignature with these best practices and tips. Whether you’re a new user or a seasoned professional, these strategies will help you streamline your workflows, close deals faster, and provide an excellent experience for your clients.

1. Personalize the Experience

  • Use Intro and Outro Videos: Add a personal touch by including videos that introduce yourself, explain the document, or thank the signer. This builds trust and professionalism.
  • Custom Messages: Write clear, concise, and friendly messages when sending documents for signature to set the right tone.

2. Optimize Document Preparation

  • Use Templates: Save time by creating reusable templates for frequently used documents. Ensure that fields are correctly positioned and aligned with your documents.
  • Preview Before Sending: Always preview the document to ensure all fields are in the correct place and there are no errors.

3. Combine Signing and Payments

  • Enable Payment Collection: Take advantage of WeSignature’s integrated payment feature to collect payments during the signing process. This eliminates delays and speeds up cash flow.
  • Clear Payment Instructions: Ensure payment fields are labeled clearly, so signers know exactly what to do.

4. Manage Your Workflow Efficiently

  • Track Document Status: Use real-time notifications to monitor when documents are viewed, signed, or completed.
  • Set Signing Order: For multi-party signing, specify the order to ensure the workflow proceeds smoothly and in the right sequence.

5. Enhance Security and Compliance

  • Audit Trails: Use WeSignature’s built-in audit trail to maintain a complete history of document activity for legal and compliance purposes.
  • Encryption: Rest assured that all documents are encrypted for maximum security.

6. Leverage Document Storage

  • Organize Files: Use folders and tags to categorize documents for easy access later.
  • Search Features: Take advantage of the advanced search tool to quickly locate specific documents.

7. Engage and Educate Your Team

  • Team Training: Train your team on how to use WeSignature effectively, focusing on templates, signing workflows, and payment features.
  • Shared Templates: Create a library of templates accessible to all team members for consistent branding and efficiency.

8. Utilize Support Resources

  • Knowledge Base: Explore the Knowledge Base for step-by-step guides and troubleshooting tips.
  • Reach Out for Help: Don’t hesitate to contact WeSignature support if you encounter any issues or have questions.

9. Maintain Professionalism

  • Branding: Use your company logo and branding within documents to maintain a professional image.
  • Follow Up: After a document is signed, follow up with a personalized thank-you email or video.

10. Monitor and Improve

  • Review Analytics: Use WeSignature’s reporting tools to analyze document completion rates, payment trends, and workflow bottlenecks.
  • Adjust as Needed: Optimize your templates, messages, and workflows based on data insights to improve efficiency.

By following these best practices and tips, you can get the most out of WeSignature, improving your workflow, enhancing client satisfaction, and closing deals faster.