We live in a world where digital processes have largely replaced paper-based activities. When was the last time you wrote a check? Or went to a bank to deposit or cash one? Yet there are many documents that require signatures. The search for solutions to support legally binding electronic signature approvals often leads to expensive, bulky options that provide a disjointed document-filing experience. Citrix has a simpler way.
Citrix RightSignature, delivered as part of Citrix Workspace, simplifies workflows for employees and management for IT. Teams can quickly generate, share and archive documents in a single location.
Thinking beyond a simple electronic signature, recurring workflows can be automated by integrating internal systems via Citrix Workspace microapps or by using Citrix RightSignature’s rich public API. The enables employees to share documents for approvals or legal signature without leaving the business application. With this,
- HR gets faster onboarding with enrollment forms
- Legal can ensure compliance through regular signature audits
- IT can deliver seamless multi-party approvals on service requests
- Sales can enhance customer experience with digital contract signing
- Event management can automate and off-load reminders via follow ups to vendors
Learn more about what you can achieve with document workflows capabilities from Citrix.
Reduce Time and Costs
With Citrix RightSignature, you can cut the clutter while introducing operational efficiencies that can have a direct impact on your bottom line.
“Our team was able to significantly reduce costs by alleviating a large number of Adobe Signature licenses in favor of the Citrix solution,” says Srinivasan Shanmugam, Enterprise Systems Engineer at Prime Healthcare. “Equally important, RightSignature reduced the time required for document flow.”
Easy to Navigate End-User Experience
Citrix Workspace provides seamless access so you can initiate signature requests directly from the document. As shown in the image below, all you have to do is right click on your document and select send for signature to initiate the process.
Take Action Quickly, Without Interrupting Work
Approval requests and important notifications from enterprise systems are surfaced in Citrix Workspace so you can act on them quickly and get visibility into important business process status changes. Employees automatically receive real-time notifications in the Citrix Workspace notification feed and via email so they can stay updated on tasks and keep projects on schedule. This newly updated feature enables over a dozen out-of-the-box microapp actions such as signature request notification and document viewed notification. Review the product documentation for the full list and how to enable for your users.
You can even customize the Citrix Workspace experience to add shortcuts to Citrix RightSignature. The image below shows how an end-user can launch Citrix RightSignature via single-sign-on from the apps or action tab in the Workspace user interface.
Support Employees, Document Signers with Multiple Languages, Geographies
The Citrix Workspace user interface supports seven languages — English, French, German, Spanish, Dutch, Chinese, and Japanese. You can learn about the Citrix RightSignature legality in various countries in this Citrix Knowledge Center article.
Reduce Cycle Times
- Templates: With templates, users can skip the document creation process and quickly send commonly used documents for signature. Check out this example of a standard NDA template to customize with Citrix RightSignature.
- Bulk send and Multiple signers: HR or legal teams can mass distribute a single document to multiple signers. Users can also let multiple signers sign on the same document in a designated order.
- Automated reminders: Field workers can save time spent on manual follow-ups to get their documents approved using the daily/weekly automated reminders.
Unify Visibility and Auditability for Document Transactions
Employees who review large amounts of documents have challenges with gaining visibility into their own approvals while having the need to ensure auditability. Enable them to view all documents they have approved from a single place.
- Audit log: Every document sent through Citrix RightSignature includes a detailed audit log, complete with time stamps, identity authentication, and other critical information.
- Signature certificate: Citrix RightSignature locks down the executed document with the signature record and produces a signature certificate that includes the handwritten signature graphic and the auditable activity log that identifies the signer. These documents are available in a consolidated dashboard.
- Organized files: The signed documents are also organized automatically and are available in the respective Citrix Content Collaboration folders for easy access.
- Reporting: Operational, administrative and data reporting are available for admins and end-users (based on permissions) to get an overview of their document transactions
- Enhanced Access Controls: The features are segmented into end-user capabilities and admin capabilities that allow for better control over document transactions and secure access. Signers can also be authenticated using KBA, passcode, and SMS. Citrix Workspace users can authenticate into Citrix RightSignature using SSO.
- Legally binding: Electronic contracts have the same legal validity and enforceability of pen-and-paper documents, when executed in compliance with e-signature laws.
Learn More
Interested in a Citrix RightSignature demo? Click here to learn more. Already a Citrix Workspace customer? Learn how to enable electronic signature and document workflow capabilities for your end users today!
