Karbon’s eSignature functionality transforms the way you manage documents, providing a secure and efficient method for requesting and collecting electronic signatures. It is designed to integrate seamlessly into your workflow, ensuring compliance, speed, and simplicity.
Features of eSignatures in Karbon:
Simple Setup: Add signature fields, initials, and date placeholders directly to documents within Karbon.
Multiple Signers: Assign signature roles to multiple recipients in the same document, even specifying the signing order if needed.
Customizable Notifications: Automatically remind clients to sign pending documents, reducing delays.
Real-Time Tracking: Monitor document status, from sent to sign, directly in Karbon.
Secure and Compliant: Legally binding eSignatures with encryption and audit trails ensure regulatory compliance.
How It Works
Create an eSignature Request:
Navigate to a work item and select “Add Task.”
Choose “eSignature Request” from the dropdown.
Prepare Documents for Signing:
Upload files (PDF or DOCX) or drag and drop them into the eSignature request.
Customize the package name for easy identification by recipients.
Choose Recipients and Roles:
Select individuals from your Karbon contacts.
Assign roles (e.g., signatories or CC recipients).
Add Placeholders for Signatures:
Drag and drop placeholders for signatures, initials, dates, or checkboxes into the document.
Assign placeholders to specific recipients.
Send the Request:
Customize the email message or use the default template.
Click “Send” to deliver the eSignature package.
Best Practices for eSignatures:
Clearly define signature locations for clients to avoid confusion.
Use automatic reminders for time-sensitive documents.
Combine eSignatures with document templates to save time on repetitive tasks.