In order for the electronic signature to be used in a fluid and transparent way and fully integrated into business processes, a phase of integration with documentary solutions is necessary. Explanations.
Upstream, you need to be able to sign or have people sign directly from the apps you use every day, i.e. your GED, contract library, Salesforce, Sharepoint, SAP, Microsoft tools and more. Employees will be able to manage contract signing and others (creation, sending, tracking, etc.) directly from their usual business software. By avoiding duplicating work tools, you optimize your employees ’tasks and improve their productivity.
Better user experience
This integration also provides a better user experience. Your customers will be able to sign their documents directly from your website or application. They will not have to wait to receive documents that need to be signed by email or mail to finalize their subscription to a service or purchase. You will be able to create a customer path, simplified and 100% digital. In addition, since the signature is immediate, the risk of giving up the purchase is significantly reduced. If the business solution is not interoperable with the electronic signature tool, the organization concerned must perform custom development for API calling and be able to fully integrate the electronic signature into the application.
Towards optimal interoperability
Conversely, if the business solution is interoperable, just use the suggested connector. Some business solutions offer a market with different connectors that can be used on demand. This is the case, for example, with Salesforce. And this completely changes the process of signing and signing the document. Thanks to this connector, it is possible to start the signature workflow from Salesforce. Without that, it would be necessary to export the documents to be signed, integrate them into the signature book, through the portal and create the signing process. Also with another route to return signed documents. Lex Persona offers connectors with market-leading applications and can develop them as needed.
What is the future of the signed documents?
Downstream, it is necessary to be able to deposit signed documents and related evidence files in an electronic archiving system (SAE) or digital safe. What happens to the documents after signing? For this signing process to be flawless, they should be stored in an SAE or digital safe with accompanying evidence files. And again with the help of connectors. The Vitam API can, for example, be integrated so that signed documents are automatically deposited in Vitam. Today, Lex Persona integrates with solutions offered by Security Arkhineo and Microsoft 365 (via Sharepoint), but also works on Vitam for public players.
Towards greater personalization
Many elements of personalization can be added to the specifications: signature requirements with the company logo, certain colors and typographies, modification of the layout and text of e-mails received by signatories, configuration in several languages, etc. By integrating the Lex Persona electronic signature solution via the API, you will be able to automate your processes, but also personalize the signature service by putting it in the colors of your company.
To learn all about electronic signatures and the different ways to integrate them into your information system, check out this Lex Persona white paper.