Where should we start?

With the document you send most often. Make it a template, use it for a few weeks, then add the next one.

Do our customers need anything?

No. They receive an email and sign from their browser, without an account.

What about documents that need an original?

Keep those on paper and confirm with your adviser which ones they are.

Guides · Getting started

Going paperless with your signed documents.

Going paperless sounds like a big project, but for most small and medium New Zealand businesses it starts with one habit: no longer printing documents just so someone can sign them. This guide sets out what you gain, what to watch for, and a staged way to make the change without disrupting the team.

What you gain straight away

The first thing people notice is time. A signature that once needed a printer, an envelope and a stamp now comes back the same afternoon. The second is fewer mistakes. A form can't be returned half complete when every required field has to be filled before the signer can finish.

Then there is the office itself. Fewer archive boxes, no toner runs, and nobody hunting through a drawer for the copy of a contractor's agreement from three years ago.

Quicker turnaround on anything that needs a signature.
Complete forms, because required fields can't be skipped.
One place to look for finished documents.
Less printing, posting and scanning.

Working from anywhere

Plenty of businesses now have staff who split their week between home and the office, or who spend most days on site visits around the region. When documents live on paper, work waits for someone to be at a desk. When they are sent and signed through a browser, a manager can approve a variation from a farm gate in Canterbury on their phone.

Finding things later

Every SignAndGo envelope keeps its status and its audit trail, so you can see who signed and when without opening a filing cabinet. If you use Xero, signed documents can be filed into it automatically and new signers added as contacts, which puts the paperwork beside the invoices it relates to.

Moving across in stages

Trying to convert everything at once usually stalls. A better approach is to pick the three documents you send most often, which for many businesses are a client agreement, a staff onboarding pack and a supplier form. Turn each into a template with fields and signer roles, and use them for a few weeks.

Once those run smoothly, add the next batch. Keep a short list of documents that stay on paper for now, perhaps because another organisation asks for an original, and check it with your adviser from time to time.

Bringing the team along

Invite colleagues into a shared workspace and give admins control over who can do what. Share the templates you have built so everyone sends the same version. If anyone gets stuck, the in-app assistant can explain how to do something at any point.

Common questions

Where should we start?: With the document you send most often. Make it a template, use it for a few weeks, then add the next one.
Do our customers need anything?: No. They receive an email and sign from their browser, without an account.
What about documents that need an original?: Keep those on paper and confirm with your adviser which ones they are.