Guide

How to Collect Electronic Signatures the Right Way

Guide

How to Collect Electronic Signatures the Right Way

Guide

How to Collect Electronic Signatures the Right Way

Guide

How to Collect Electronic Signatures the Right Way

Guide

How to Collect Electronic Signatures the Right Way

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Guide

How to Collect Electronic Signatures the Right Way

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Guide

How to Collect Electronic Signatures the Right Way

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Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Guide

How to Collect Electronic Signatures the Right Way

Guide

How to Collect Electronic Signatures the Right Way

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Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Panelists
No items found.
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How to Collect Electronic Signatures the Right Way

Learn how electronic signatures can benefit your business in unanticipated ways.
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Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Collecting signatures online can save you a lot of hassle, but there are some things you’ll need to be aware of if you’re going to make the most of eSignature software. In this guide, we take a look at the need-to-know elements of electronic signatures so you can move forward with confidence.

Why use electronic signatures? 

The benefits of eSignatures are undeniable. By replacing pen-and-paper signatures with electronic versions, you can save time, increase security, achieve compliance, and more:

Electronic signatures are more secure.

Because they reduce the need for printing, scanning, and emailing, eSignatures greatly reduce the chances your signed documents will end up in the wrong hands. Additional features such as encryption and password protection can be used to further strengthen security—options that aren't available with paper-based signatures.

Electronic signatures can be collected quickly.

Electronic signatures can be completed and saved within a matter of minutes, eliminating the long wait times that often accompany requests for pen-and-paper signatures. Depending on the eSignature software solution you use, you may even be able to collect electronic signatures via email or text message.

Electronic signatures are easy to file.

When customers and colleagues are given the option to sign documents online, the completed files can be automatically sent to an online storage location. This eliminates the need for manually filing, and can cut down on the amount of time that’s often spent scouring folders or shuffling through hard copies in search of a signed document.

electronic signatures


When is an electronic signature useful? 

Any time you find yourself asking someone to send, scan, or email a traditionally signed document, there’s an opportunity to transition to an electronic signature instead. eSignatures can be used for vendor contracts, terms of service agreements, contests, petitions, liability waivers, non-disclosure agreements, incident reports, HR forms, and more. For example:

  • Higher education institutions can use eSignature software to streamline the process of collecting signed enrollment forms, applications for ethical review, grant proposals, and event alumni donation approvals
  • CPAs can use electronic signature software to speed up tax return submissions and ensure client data stays safe.
  • Insurance agencies that rely on eSignature solutions are able to provide quotes and process claims faster, which in turn allows these companies to increase productivity and improve the customer experience.
increased productivity

Are electronic signatures legal?

According to the Electronic Signatures in Global and National Commerce Act (ESIGN), eSignatures are just as legally valid as their pen-and-paper counterparts.

This means the electronic signatures you collect are legally binding in every state where federal law applies. In addition, some jurisdictions have either developed their own legislation or adopted the Uniform Electronic Transactions Act (UETA). 

To collect electronic signatures that will hold up in court, it’s important to keep several factors in mind:

First, there must be a legitimate intent to sign. That means you can leave no doubt that the signer deliberately signed the document in question. One way to achieve this electronically is by including a required “accept” button to be selected before the signature can be submitted. Another option is to have signers use a cursor or touchpad to purposefully “draw” their names.

Second, you must ensure there is consent to do business electronically. For example, if your business uses online forms to capture signatures, you can add a consent clause and require signers to “click to accept” before the electronic signature can be submitted.

And lastly, it’s important to retain any records associated with the eSignature, such as a complete copy of the signed digital document.

Best practices for collecting electronic signatures

As you get into the habit of capturing signatures electronically, it’s important to keep several best practices in mind:

Make sure your software is secure.

When selecting an electronic signature solution, look for advanced security features such as document encryption and AES 256-bit SSL. This will ensure that your eSignatures are kept safe with the same technology used to secure banking transactions.

Keep an eye on compliance.

If you work in an industry regulated by specific standards or requirements, make sure any solutions you use will make it easy to comply. For example, signatures collected for documentation containing patient data will need to be processed with software designed to reduce the risk for HIPAA noncompliance.

Streamline the process with templates.

Rather than recreating files and adding a signature field to each one, create templates for the documents you use most often. Better yet, choose an electronic signature solution that lets you use your data to easily populate dynamic sections of each template based on who will be submitting an eSignature.

streamline process

In conclusion

Electronic signatures can help your business move faster, perform better, and enhance the experience for all involved. With the right eSignature software, all you have to do is create a template, drag and drop fields, and send the document to appropriate parties for signatures. Because they’re so easy to complete, the response is instantaneous. It means a superior experience for your customers, and more productivity for you.

formstack sign


Ready to get started with electronic signatures? Get all the features you need at one affordable price point with Formstack Sign. See what you can do with the industry’s top-rated eSignature solution.

Meet The Host
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.