E-Signatures

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Starting with Therefore™ 2016, Therefore™ Information Management Software will extend its e-signature capabilities by initiating integration with the leading DTM provider DocuSign®, thus granting the infrastructure to manage complete signing processes online.

About DocuSign

DocuSign® is a leading global provider of Digital Transaction Management (DTM) services. With 85 million users in 188 countries, DocuSign allows users to sign documents in an easy, secure, and traceable way.

 

By digitizing the signing process, DocuSign eliminates the need for cumbersome printing, sending, and retrieval of signed documents. DocuSign users can rely on having the most secure global network for sending, signing, and tracking important business documents.

 

DocuSign helps organizations around the world speed up transaction times and reduce costs associated with approvals and signature processes by providing a secure infrastructure and flexible access tools, allowing users to sign documents anytime, anywhere, and from any device.

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What is Digital Transaction Management?

Digital Transaction Management, or DTM for short, is a type of software cloud service designed to digitally manage document-based transactions. DTM is not restricted to document management itself, but rather includes features including but not limited to: e-signatures, authentication, legal permissibility, as well as document transfer, certification, traceability, and archiving.

 

In the real world, DTM helps all types of organizations manage document-based approvals and signature processes. It speeds up transaction times by removing the common barriers present in traditional, non-digital processes and workflows. By nature of being a cloud-based solution, DTM provides services to empower companies to improve the way they work without risky and costly investments in traditional IT infrastructure.

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The Therefore™ Integration with DocuSign®

Starting in 2016, documents saved in Therefore™ can be sent for signing using a DocuSign® account either manually from the Therefore™ Viewer or automatically during a workflow process. The entire legal signing process is then handled by DocuSign®. Once completed, documents can be manually or automatically retrieved and saved back to Therefore™.

 

Check out the video below for more details on this integration, and scroll down to read more about how this integration works and learn more about how it benefits all types of organizations.

 

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How it Works

Manual Processing

Get a document signed from the Therefore™ Viewer by clicking “Get Signed”.

Upload the document to DocuSign and select the recipients, as well as the information needed from each signer.

Once all parties have signed, DocuSign notifies the user who sent the document to get signed.

Using the Therefore™ integration for Microsoft Outlook, the signed document can be saved back into Therefore™ with automatic indexing.

Automatic Processing

Create a workflow with a custom task to upload a document to DocuSign.

Save a document in Therefore™ to start the workflow. The document is sent for signing according to the pre-configured signing template.

Once all parties have signed, DocuSign holds the completed document.

The Therefore™ Content Connector polls DocuSign and downloads any completed, signed documents. These are then saved back into Therefore™ without any user interaction.

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Benefits

Gather legally-binding signatures in a fast, reliable manner, cutting costs and saving time.

Increase employee productivity by removing the obstacles inherent to manual approvals and signing processes.

Accelerate transaction times per document to see improved KPIs such as shorter sales cycles and higher conversion rates.

Enhance customer satisfaction by providing an easy way for your clients to sign documents.

Ensure your documents are protected against unauthorized changes both before and after signing.

Reduce the environmental impact caused by paper documents by digitizing the entire signing process.

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Licensing

The Therefore™ integration with DocuSign is part of the Therefore™ Content Connector. It cannot be used on systems without a Therefore™ Content Connector license.

Customers must bring their own DocuSign accounts. Accounts can be purchased directly from DocuSign.

Customers with an already existing DocuSign account can use it with the Therefore™ integration with DocuSign.

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