Why Choose Taino Sign?

Taino Sign stands out by offering an all-in-one solution that is both simple to use and highly effective. Since it’s a part of the Taino Solutions family, it benefits from deep integration with the platform, ensuring that agents can generate documents, start e-sign workflows, and automate follow-up actions without relying on external services. This integration leads to lower costs and a more streamlined experience.

Additionally, the use of TainoSign templates enhances this process further. These templates eliminate repetitive steps, allowing agents to quickly generate and send documents for signing while ensuring accuracy and consistency. By leveraging templates, agents can take advantage of predefined signing workflows, significantly boosting efficiency and reducing manual tasks.

Starting the E-Sign Workflow

The process begins with an agent generating a PDF document, either from existing customer or policy data, or by uploading a document directly. Once the document is ready, the agent initiates the e-sign workflow by clicking the "Sign" button. Alternatively, agents can use a TainoSign template to skip the document setup entirely, jumping straight to sending it for signing.

Setting Up the Document for Signing

After clicking the "Sign" button, the agent is taken to a screen where the e-sign workflow begins. Here, the agent gives the document a name and decides how it will be delivered to the participants—either via email or SMS. The agent also selects the participants and signers on this screen. When using a TainoSign template, these steps are pre-configured, streamlining the process further.

Placing Signature Fields and Sending the Document

Once the initial setup is complete, the agent moves on to the next step: placing the signature placeholders within the document. This is done by dragging and dropping the placeholders to the desired locations. The agent can also add other attributes, such as the date and time of signing or the full name of the signer.

However, with TainoSign templates, this step is already taken care of. Templates come with pre-mapped fields and signature placeholders, saving agents from repetitive tasks and ensuring consistent document design.

This step is repeated for each signer involved in the process. Once all placeholders are in place, the document is ready to be sent out. A secure link is shared with the signers via email or SMS, allowing them to review and sign the document. Using a template streamlines this, as placeholders are already set based on the predefined configuration.

Signing and Completion

The customer receives the secure link and can easily sign the document using their mobile device or computer. As soon as the document is signed, the agent receives an instant notification both via email and within the platform. The completed document is then available, fully signed and ready for further use.

Automating Post-Signing Actions

One of the key advantages of using Taino Sign is its ability to trigger automated campaigns once a document is signed. For example, signing a document could automatically create a task, send a follow-up email, or set a reminder. When combined with TainoSign templates, the process becomes even more efficient, as documents can be auto-generated, sent, and tracked with minimal agent involvement.

Concluding Thoughts

Taino Sign simplifies the document signing process, making it easier than ever for agents to manage their workflows efficiently. By offering an integrated, cost-effective solution within the Taino Solutions family, Taino Sign ensures that you can handle everything from document generation to e-signing and follow-up actions without leaving the platform. This streamlined approach not only saves time but also enhances the overall customer experience, allowing you to focus on delivering top-notch service.

To further enhance your workflows, explore the use of TainoSign templates. By embracing these tools, you can reduce manual tasks, ensure consistency, and maximize efficiency.