Electronic Signatures in ActionFlow

Electronic Signatures in ActionFlow

ActionFlow offers 2 solutions for electronic signature collection:
  1. eSignatures Powered by SignNow - collect an encrypted digital signature from customers
  2. ActionFlow Signing Solution - collect an electronic signature from customers
Idea
¿Por qué no los dos?
A perfect solution for your shop could be to use the ActionFlow Signing Solution throughout the job workflow when you need to grab electronic signatures. Then, when you have a final approval or perhaps before you cut your stone, you could send an eSignature Powered by SignNow to ensure that this or other key steps are covered by a more robust digital siganture!

The Difference between Electronic and Digital Signatures

This blog post from Zapier does a great job describing the legal difference between electronic and digital signatures. While the terms are often used interchangeably, it is important to know the difference when deciding which route to take. If you want to get real nerdy, this article dives into the technical differences.

At a basic level:

Electronic signature - a typed, drawn, or computer-added signature on a document, while legally binding, because anyone could easily forge it (your dog squiggles on your iPad when you run to the restroom), it is much harder to validate in court

Digital signature - a digital signature uses cryptography to protect the document and embed details like location, email address, serial number etc., that create a "fingerprint" and paper trail that makes digital signatures much more secure and legally recognized

Here are some benefits to both of the solutions we offer!
  • Streamlines Workflow Operations: Adds time-stamped actions when signatures are received
  • Built into ActionFlow: Users can generate and send signature requests directly from reports
  • Document Storage: Automatically stores signed documents in the job folder
  • Keep Jobs Moving and Everyone on the Same Page: Quickly obtain approval to move forward with a job

eSignatures Powered by SignNow

Pros

  • Legally Compliant: Adheres to eSignature laws with encryption, audit trails, and certificate management
  • Simple to Use: Click the SignNow icon, enter an email, and send
  • Built into ActionFlow: Users can generate and send signature requests directly from reports
  • Streamlines Workflow Operations: Adds time-stamped “Signature Requested” and “Signature Completed” actions
  • Document Storage: Automatically stores signed documents in the job folder
  • Keep Jobs Moving: Quickly obtain approval to move forward with a job

Cons

  • Monthly Cost & Signature Limits: Based on monthly signature allocations that expire. Use it or lose it. (Learn more about pricing here)
  • Ideal for End-stage Verification Only: Best for final confirmations rather than frequent documents

Info
or
Contact your account manager to get setup!

ActionFlow Signing Solution


Pros

  • Minimal Setup: Easy to use and requires minimal setup
  • Streamlines Workflow Operations: Creates a job action when a signature is received
  • Built into ActionFlow: Users can generate and send signature requests directly from reports
  • Document Storage: Automatically stores signed documents in the job folder
  • Keep Jobs Moving: Quickly obtain approval to move forward with a job

Cons

  • Not as Secure or Legally Recognized: While legally binding, without encryption these signatures may not hold up in court 
Info
or
Talk to your account manager
If you are an administrator, you can get setup now!




    • Related Articles

    • Phasing Jobs in ActionFlow

      There are multiple ways to phase jobs in ActionFlow depending on if you use the Quickbooks integration. Talk to your account manager about the best way to manage commercial jobs! Table of Contents Phasing Jobs by Creating a New Job (0:00) Creating a ...
    • Texting from ActionFlow

      How to send text messages from within ActionFlow. How to Text in ActionFlow We are excited to offer the ability to send texts out of and into ActionFlow! To set up texting, click HERE If you are already ready to go, follow the guide below to start ...
    • Job Costing in ActionFlow

      The questions you want to answer by understanding your costs: Am I making a profit? What is a good margin? Do I need to adjust prices? To answer those questions, you need to know your costs. There are different philosophies (for example, cost ...
    • QuickBooks Integration Overview for ActionFlow

      The QuickBooks Integration eliminates double entry by exporting customer information, payments, and invoices. In addition, ActionFlow is occasionally used to track used, lost, or new slabs into QuickBooks inventory feature. Setup and use of the ...
    • Tracking the Fabrication Workflow in ActionFlow

      Fabrication Workflow Management - The Scheduler Miren este artículo de ayuda en espanol! <br><br> The Fabrication Tab Using ...