Tuesday Tips: Make Every Signer Feel Like Your Most Important Signer

Posted on by

We all know how important it is to make every customer feel like they are your most important customer.  One great way to do this is to customize each signers experience so that each signer not only experiences exactly what they need to see and do, but they do and see it in the manor you want them to do it.

No matter how simple or complex your companies workflow (or each signers workflow) is eOriginal SmartSign can easily and effortlessly help you brand each workflow for you businesses’ needs. SmartSign Web has always allowed your organization to brand and customize the signing experience your signers see. Now SmartSign allows you to take it one step further. With eOriginal Transaction Types and eOriginal Role Based branding options, you may simply group like documents for your online repository into one grouping. This grouping allows you to set the default order each document will be shown to your signers, as well as which documents are required or optional by default.

SmartSign then takes this one step further to allow you to customize any and all branding and workflow options to that specific Transaction Type and even each specific signer.

  • If you want one logo and set of colors for Transaction Type A and another logo and set of colors for Transaction Type B, that is easy as a click of the mouse.
  • If you have a set of four documents and want to show documents 1 and 2 to Signer A, but documents 2 and 4 to Signer Two, just as easy.
  • If you want notification emails to go to different distribution lists or want to use SmartSign’s push service to update different system based on the Transaction Type, even easier.
  • If you want each set of customizable instructions to be different for each signer, because you just customized the documents each signer would see…you guessed it, simple as pie.

With SmartSign’s interactive dashboard you may quickly and easily create a transaction with any of your Transaction Types with just 1 click! If you would like to learn more about the use of SmartSign’s Transaction Types, Role Based Sort Order, and/or any other branding options please contact your customer support representative.