In one of our previous articles we spoke about general guidelines to implementing a paperless office.
This is a practical ‘how to’ guide on obtaining client signatures electronically, without printing any paper forms (eg. loan application forms). While signatures can be obtained without a face-to-face meeting with client, this process describes a physical meeting scenario. There are some prerequisites required:
- A tablet (iPad or similar, $300+) with a ‘stylus’ type device ($15)
- Cloud storage provider, such as Dropbox (basic package is free)
- Adobe Reader app for your device (free)
The process is rather simple and once client reviews documents, getting signatures on a tablet can be completed in few easy steps:
- Open file stored on your cloud account, choose to edit with Adobe Reader
- Select signature option on Adobe
- Sign signature panel using a stylus
- Adjust signatures if necessary (thickness, position, size)
- Save document to your cloud account
