SignAndGoFrom email attachments to e-signing: paperwork for a growing team.
Most small teams start the same way: attach the PDF, ask the other person to print, sign, scan and send it back, then save it in a folder. That works for three people. At ten, with several staff sending documents and nobody sure which version is final, the cracks show.
The signs you have outgrown attachments
Most growing teams will know these moments. Someone asks whether the client ever sent the signed copy back, and nobody knows. A scan arrives with page three missing. Two staff members send slightly different versions of the same agreement. A new hire's KiwiSaver form sits in someone's inbox for a fortnight.
- Nobody can say, at a glance, what is still waiting.
- Finished copies live in personal inboxes, not a shared place.
- Chasing signatures is a manual job someone dreads.
- Each person sends from their own version of the document.
One status view instead of a dozen inboxes
The first gain from e-signing is visibility. In SignAndGo every envelope shows who has opened it, who has signed and who still needs to, so the question 'did they sign?' takes seconds to answer. Reminders can go out on their own, which removes the awkward follow-up email.
One version of each document
Save the documents you send often as templates in a shared workspace. Staff send from the template, so the wording and the field positions are the same each time. Keep personal drafts private if you need to; share the agreed version with everyone.
Easier for the other person too
Printing and scanning is a chore for your clients as well. A signing link opens on their phone, marks the fields they need, and needs no account or printer. They can decline with a reason if something is wrong, which tells you more than silence would.
Moving across without a big bang
Start with one document type, such as client onboarding or a new starter pack with the IR330 tax code declaration. Run it through SignAndGo for a few weeks, then add the next. Keep your older scanned files where they are; from the switch onward, each signed envelope keeps its audit trail and completion certificate together.
Common questions
- Do clients need a printer or scanner?
- No. They sign through a link on a phone, tablet or computer.
- Can several staff send from the same templates?
- Yes. Templates are shared with the workspace unless marked private.
- How do I chase people who haven't signed?
- Send a reminder from the envelope, or set reminders to go out automatically.