5 Tips for Streamlining Your Document Workflows

Inefficient document workflows can be a major drain on productivity. Here are five tips to help you streamline your processes:

1. Use Templates: For frequently used documents like contracts or onboarding forms, create templates to save time and ensure consistency.
2. Automate Reminders: Set up automatic reminders for signers to reduce follow-up time and keep documents moving.
3. Centralize Storage: Keep all your signed documents in a secure, centralized location for easy access and management.
4. Integrate with Other Tools: Connect your e-signature solution with other business applications (CRM, cloud storage) to automate data transfer and reduce manual entry.
5. Establish Clear Signing Orders: If multiple people need to sign, define a clear signing order to ensure the document flows through the correct sequence efficiently.

By implementing these tips, you can significantly improve the speed and efficiency of your document-centric tasks.