DocuSign - simplify & speed up your signature process
September 05, 2018

DocuSign - simplify & speed up your signature process

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

DocuSign for Enterprise

Overall Satisfaction with DocuSign

DocuSign is being utilized to have forms filled out remotely by external customers. This is being used more and more for loan forms, and maybe some day we can get it to a point where a person doesn't physically need to be present to sign for a loan. However there are currently some outside limitations that prevent us from doing so. The business problem this addresses is requiring customers to sign something. Previously customers had to go somewhere physically like a branch, which took time out of everyone's day. Now the process can proceed more quickly by having them sign something on their home computer.
  • Signing of forms
  • API integration
  • Ease of use
  • Limited Dynamic content (i.e. I want X in Y location under Z circumstances)
  • Option for MFA (2-factor) for people signing the forms
  • Limited built-in forms
  • Reduced turn around time
  • Reduced paper waste
  • Reduced storage of physical papers
We focused a lot on possibly doing this through OnBase natively. However there are a lot of things to consider such as security of the documents getting to and from the customer. DocuSign is able to act as a middle man, so that all you have to worry about is getting the document/form there, and they worry about the rest. DocuSign also worries about updates and performing maintenance, rather than you having to worry about if your OnBase server is working right or not.
Pretty much any scenario where an external user has to sign something. The loan process is well suited to this because there are SO many documents that need signed, generating a ton of time printing them out, then having them go physically somewhere to sign them, then store them. This also helps eliminate missing signatures. You can have DocuSign give them an error that they never signed the document.