If you’re even mildly invested in the realm of Microsoft, then you likely have a good idea of what’s coming in less than a month.

Referred to as “the event where the world meets to transform business,” Microsoft Inspire 2018 (previously the World Partner Conference (WPC)) is set to take place on July 15-19, 2018 in the fabulous Las Vegas, Nevada.



While Microsoft took a bit longer than usual to hammer out a venue for their largest annual conference, they recently announced that 2018’s Inspire—set to host 15,000+ attendees—will unfold at the Mandalay Bay Convention Center and (yes… and) the T-Mobile Arena.

As usual, a healthy dose of anticipation has pervaded Microsoft’s partner channel, One Partner Group—ourselves included. Partners and customers are anxiously awaiting well-known staples of the event like best-in-class corenote addresses, featured speakers and one heck of a closing celebration.

However, despite these well-known traditions, Microsoft has become fairly well-known in recent years for its habit of switching things up. And, as you may have heard, Microsoft Inspire 2018 has quite a few changes—one in particular—that’s generated a lot of buzz (and perhaps some angst).

But if Microsoft’s proven anything to its market over the decades, it’s to never underestimate their flair for pulling off extraordinary product innovation and event imagination


5 Things to Get Excited About for Microsoft Inspire 2018

1. 2-for-1: Microsoft Inspire 2018 and Ready 2018 Held in Concert

Perhaps the biggest switch up for Microsoft Inspire 2018 is the beautiful collision of Microsoft’s two largest annual events—Inspire and Ready.

Microsoft Inspire 2018 and Ready 2018 will both be held July 15-19 in Vegas— though Microsoft will segregate the events to some extent for convenience. Nevertheless, Microsoft’s internal employees at Ready and Microsoft’s Partner Community at Inspire will enjoy many overlapping opportunities of networking, go-to market strategizing, and celebrating!



2. New Ways to Network

With the unprecedented unison between Microsoft’s internal employees and external partners comes some new and exciting ways of collaborating…

Mentorship Program

To start, Microsoft has implemented a mentor program of sorts for its first-time Inspire attendees. Inspire newbies can maximize their ROI by syncing up with more tenured partners for questions and guidance.

In addition to receiving a mentor, if it’s your first time attending Inspire, you can

And the new networking opportunities don’t stop there…

The Lounge

Here’s what’s new for Inspire’s “The Lounge”—an area of Inspire’s “The Commons” that hosts collaboration among MS representatives and peers:

  • A Subject Matter Expert (SME) Desk to field questions and tell you what’s coming next at Inspire—in any language!
  • Mini classes aimed at your go-to-market priorities.
  • Sponsor pods dishing the details on all the latest and greatest Microsoft solutions.
  • A celebration-themed fun booth (we’re not sure what this entails, but Microsoft assures more details are soon to follow).

Community Hub

The Microsoft Inspire 2018 “Community Hub” will bring your partner-to-partner connections to life in a relaxed networking-style environment.

Here, you can get to know some of the featured Microsoft communities, like the International Association of Microsoft Partners (IAMCP) or Women in Technology (WIT). The hub also hosts theatre sessions and discussions on hot topics like artificial intelligence (AI), Diversity and Inclusion, Internet of Things (IoT), and more!



3. Industry-Specific Opportunity

The idea of curtailing attendee experiences with opportunities specific to their industries and/or MS solutions has made increased headway at Inspire—along with other Microsoft events—over the last few years. While this leaves more work to do for Microsoft, it’s a huge value-add for attendees.

This year’s general sessions are segmented into seven content verticals:

  1. Modern Workplace
  2. Data and AI
  3. Applications and Infrastructure
  4. Business Applications
  5. Industry
  6. Business Leadership
  7. Partnering with Microsoft

While these are the primary segmenting verticals chosen by Microsoft, you can use your own filters to discover relevant session segments here.

All the sessions are noteworthy. But if you’re looking for digital solutions that can supercharge your business processes and goals like electronic signature), we recommend checking out the “Accelerate your digital transformation with business applications” session led by Alysa Taylor, CVP, Business Applications & Global Industry, Microsoft OR “Making money like the pros” in “The Commons Theater.”


4. Celebration & Venue

Ah. The exciting part.

Not that digital transformation isn’t exciting in its own right…

But If you’re heading to a work conference, having a robust selection of after-hours options never hurts. Las Vegas will likely do the trick!

And not to discount the thrills offered up by the entertainment capital of the world, but Inspire’s ending celebration—re-branded as the Microsoft Inspire and Microsoft Ready One Celebration—is sure to impress!

There’s nothing like ending a great conference with food, beverages, networking… oh… and eleven-time Emmy winner, Bruno Mars.


5. Partner Awards

Every year at Inspire, Microsoft honors its partners that are making waves in their industry or area of expertise.

The Microsoft Partner of the Year awards not only highlights these partners’ accomplishments, but sheds light on the strategies and successes that delivered them… offering up a roadmap for others in the Partner Community!

Congrats to Hitachi Solutions, Ltd and PowerObjects, two AssureSign Connect partners recognized as Microsoft Partner Award Finalists!

In addition to Microsoft’s Partner of the Year, the International Association of Microsoft Channel Partners (IAMCP)—the largest global network of Microsoft Partners—will also announce finalists and a winner for their 2018 Partner of the Year. AssureSign has been named a finalist, and while we are—understandably—anxious for the final outcome, we’re honored to be recognized alongside some outstanding MS Partners!

AssureSign named a 2018 IAMCP Partner Award Finalist. Finalists and a winner will be announced at Microsoft Inspire 2018 on July 15-19 in Las Vegas, Nevada!


We hope to see you in Vegas for all the excitement at Microsoft Inspire 2018 on July 15-19! Can’t make it? Follow AssureSign on Twitter to keep up with all the Inspire excitement!


Did you know that only 33% of law firms report having some sort of data protection policy? Additionally, a mirroring 33% report adopting cybersecurity training for their counselors and staff. (source)

According to many security experts and research on primary methods of cyber intrusions, most hackers gain access to a network due to the naive acts of ill-informed employees. Elizabeth Shirley, a practicing partner at Burr & Forman, “Top Lawyer” in Alabama, and cyber law expert, agrees with these assessments…


“One of the primary ways a hacker gains access to any organization’s network is through an unintentional act by an employee. Many times, they don’t even know they’ve made a mistake. Employees need to be trained to identify red flags and suspicious emails, to prevent a hacker from gaining access to the system.”

Elizabeth Shirley, Partner, Burr & Forman

With cyber breaches costing organizations over $4 million on average, leaving staff uneducated on basic and essential cybersecurity provisions is a costly gamble. What’s more, it stands to reason that the fallout from a firm suffering a major cyberattack could be much higher.

Law firms typically store a considerable amount of personally identifiable information (PII) and other sensitive data when it comes to its clients. This not only makes for a prime target for black hat hackers, it leaves firms in the wake of a pricey aftermath with endless lawsuits and penalties.

In 2018, firms—and others in the legal industry—must shift from a reactive to a proactive approach to cybersecurity if they’re to avoid costly consequences.

One of the most effective ways to do this is by ensuring those using your network can identify red flags and avoid vulnerability. Thus, the first of three practices that work to protect your firm and clients’ data being to develop cybersecurity policies & procedures along with appropriately training internal employees.

While no one can guarantee your firm won’t fall victim to an intrusion attempt, this, along with the last two practices of proactive cybersecurity will diminish your vulnerability to an attack considerably…


To see the remaining two practices, read the article published in Law Technology Today—an American Bar Association publication—by AssureSign’s Jackson Burke and Burr & Forman’s Elizabeth Shirley.



The 21st Century, third millennium, digital decades, electronic era… no matter which way you spin it… the digital age is upon us and seems to only garner more momentum and speed with each passing year.

Since its inception nearly two decades ago, the fabric of the new millennium has been sewn together with defining digital processes that bring unprecedented convenience and capability to our evolving market.

One of the defining digital stitches of this fabric is, you guessed it…

Electronic Signature.

But as we begin to round out the era’s second decade, many still don’t know exactly what an electronic signature (eSignature) is, how it can be used, or its many benefits—or that it has its own national holiday for that matter.

So, what is electronic signature exactly? We’re glad you asked. What follows is an overview of how eSignature is defined, its legality and its benefit to consumers and businesses alike.


How is Electronic Signature Defined?

According to current U.S. legislation and the Electronic Signature & Records Association (ESRA), eSignatures are defined as:

“an electronic sound, symbol or process that is attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record.”

The versatility of its definition—sound, symbol or process—allows eSignature vendors like AssureSign to offer multiple solutions with the capacity to capture an electronic signature (here’s the difference between digital signature and electronic signature) by way of voice, computer, or even a mobile device.

The way a business implements eSignatures, their method of deployment, and even the customer-facing interface is highly unique to their mode of business and the type of transaction involved.

Sales contracts, for example, often parallel the traditional signing process. The reviewer is faced with multiple documents and is asked to initial or sign in one or more locations. Now, consider online purchases from Amazon… Despite its many nuances from what you may traditionally consider to be a “signing” process, the action of purchasing products from their digital shelves is, by legal definition, an electronic signature! (cool, huh?)


Are Electronic Signatures Legal?

Speaking of eSignature legality… this is a query our sales team receives fairly often.

The short answer?


In the U.S., electronic signatures were legalized and recognized as synonymous to its traditional counterpart after the passing of the Uniform Electronic Transactions Act (UETA) and the Electronic Signatures in Global and National Commerce Act (ESIGN) in 1999 and 2000, respectively.

Together, these two pieces of legislation allow electronic signatures to conveniently replace the aged, wet ink signature, so long as the three legal hallmarks of eSign are met:

  1. The signer is who (s)he claims to be. If needed, a signer’s identity can be confirmed or authenticated using various digital markers, such as an IP address.
  2. The signer’s intent to sign is captured. The parameters of the transaction are communicated and the signer unequivocally intended to undergo the process and method of signing.
  3. The signature is associated with the document or record is verifiable. This speaks to the signing process: (1) how was the document signed? (2) what action did the signer complete? And (3) what evidentiary documentation is present to support the electronic transaction? Additionally, these records must be retained by the business or originator.


Save time and money… Discover ways to use eSignature at your  business.


To illustrate how AssureSign meets and exceeds the three legal pillars of electronic signatures, take a look at how Jadu uses our eSign integration with its content management software for higher education:

When students (signers) receive documents for eSignature, they are not only required to input login credentials to access the document within their online student portal, they must also satisfy questions generated by AssureSign’s knowledge-based authentication (KBA) when completing sensitive processes like their financial aid elections.

KBA ensures students are who they claim to be by requiring correct responses to a series of questions generated by public data sources. The student’s intent to complete and sign off on the process is made clear through the presentment of required disclosures, AssureSign’s terms and conditions, and the eSigning process. After the process is completed, AssureSign associates the student’s financial aid elections along with their consent to electronically signing the documents. Jadu then securely and confidentially retain these records for verification.

Not only does AssureSign allow businesses like Jadu to exceed all electronic signature requirements in the U.S., our process is compliant with nearly every set of laws governing electronic signatures across the globe.

For example, in the EU, the Electronic ID and Trust Services (eIDAS)—also known as Regulation EU 910/2014—provides a tiered legality of eSignatures based on a number of factors on behalf of the vendor and user. More recently, the EU enacted the General Data Protection Regulation (GDPR), which stipulates how the private data of EU citizens must be handled. AssureSign is self-certified with the EU-U.S. Privacy Shield, meaning our eSignature meets or exceeds the EU’s legal requirements and our users can leverage digital transactions with its citizens.


What are the Benefits of using Electronic Signature?

Not only do intercontinental laws and provisions allow transactions to take place across borders, electronic signatures diminish the amount of time, cost and oversight associated with these transactions while bringing increased velocity and simplicity to business exchanges.

Less Time.

eSignatures shorten the lifecycle of transactions. What’s more, AssureSign users have access to document audit trails, which relay where signers are in their signing process and how much progress they’ve made.

After United BioSource Corporation UBC adopted AssureSign’s eSignature, their average transaction completion time plummeted from 11 days to under one hour. UBC can now provide timely and critical medical care to their patients, faster!

Reduced Cost.

Paper, ink cartridges, shipping/mailing charges, and other extraneous costs are all but eliminated when businesses adopt eSign.

Just ask Captorra. After leveraging AssureSign’s electronic signature, the legal intake software vendor reduced these costs by over 90 percent! Captorra uses this newly found revenue to seek and hire the best talent the market has to offer.

Minimal Oversight.

Many processes require tiered responses and multiple steps as part of their workflows, but HR workflows likely take the win.

Particularly, employee onboarding requires a lot of back-and-forth emailing, signing, and so forth. After integrating with AssureSign’s eSignature, PowerObjects can handle the entire employee recruitment and onboarding process in just a few mouse clicks. From cradle to grave, PowerObjects maintains its HR entire onboarding workflow with greater efficiency and less maintenance.


To see how YOUR business can begin benefiting from electronic signature, check out this post about discovering your eSignature use cases… or download your free copy of the “Getting Started with eSignature Technology” eBook!


Discover even more about electronic signature with your free copy of the AssureSign Getting Started with eSignature eBook


This post was originally published in August 2015 and has been updated for freshness and relevancy. 

Another round of warm summer weather means only one thing for us here at AssureSign.

We’re not talking about the ocean’s breeze or a weekend barbecue… we’re talking eSignature updates and enhancements.

But don’t be fooled, our summer 2018 product updates are as hot  as they come. 🔥

1. Quick Navigation Bar (Web Portal Home Screen)

First up on the updates docket… a refreshed AssureSign home screen.

After first logging into AssureSign, you’re ready to get to work… which is why the features you use the most are now easier to find and access on the new AssureSign web portal quick nav bar!


AssureSign eSignature updates and enhancements- Home Screen Quick Nav BarQuickly create a document (or a template for repeated use) using our intuitive and, well… simple UI, Simple Setup. The Send Document (Simple Setup) tab lets you get creating, sending and signing in no time.

It’s not all about the sending and signing, though… administrative tasks are likely a large part or your day-to-day. With the View Reports tab, you can easily search for the sales or employment contract you sent yesterday, last month, or last year. No one wants to go over their document/envelope quota unnecessarily… stay on track by accessing your daily totals, sub account totals, template use and other stats from this tab!



Stay on top of user management with the Manage Users tab. Easily modify user settings and roles or monitor individual use with one click on your AssureSign home page.

We’ve moved all your account feature and security settings to one place! Users can now access account information, application features, signing customizations, signer authentication and DocumentNOW integration settings from the 🆕 Configure Settings tab. You’ll also find document, report and notification preferences here, too!

In January, we introduced AssureSign’s single sign-on (SSO) for electronic signature… complete with Microsoft Login (Azure Active Directory) capability along with all your AssureSign accounts (sandbox, production, etc.) in one, central location. Ready to stop playing in the sandbox? Easily switch to your production (or any other) account by clicking on the View My Account tab.


 2. Redesigned Simple Setup UI

If you like the simplicity of the quick nav bar, you’ll definitely enjoy the improvements to AssureSign’s most intuitive UI…

Simple(r) Design…

We’ve taken customer and focus group feedback and given AssureSign’s Simple Setup a face lift…

Along with a softer color scheme, Simple Setup’s getting started page now has two rebranded tabs at the top of the page:

AssureSign eSignature updates and enhancements- Home Screen Quick Nav Bar

Once entering Simple Setup, you’re defaulted to begin on the “Envelope” tab, which is perfect for creating a single or multiple documents for signature. Quickly digitize your sales orders, timesheets, or any other document… just upload your document, add your signer(s), use jotblocks—now featuring word wrapping for unpredictable input length—to support signer input, hit send and it’s on its way!

Need to give your signer some options? Our multiple choice jotblocks are the perfect fit. What’s more, this feature is now even simpler to use with the help of grid trails… guiding your radio buttons or checkboxes to their exact  placement on a document!



Plan on using the document layout again? Don’t continuously recreate your NDA or on-boarding packet… use the “Templates” tab to create and save a document’s template for signature for immediate and/or future use!

The new layout isn’t just simpler… it’s mobile minded. We’ve enhanced our Simple Setup UI to be even friendlier with mobile UIs.

AssureSign eSignature updates and enhancements- HAssureSign being used on a tablet


Common Features are More Accessible…

Many of your documents will require a signer to upload an attachment. Whether it’s a driver’s license for new employment forms or bank records for a mortgage application, enabling your signer to include document/image attachments is easier than ever.

In addition to turning this option on during the ‘add signer’ process, we’ve added a jotblock specific for signer attachments. Now you can simply drag and drop where on the document you would like for the signer to upload a document or image.

Want your signers to sign the document in a specific order? Creating the order in which your signers can sign a document has never been easier! Simply drag and drop signers to structure the signing flow!


AssureSign eSignature updates and enhancements- positioning signers in simple setup


3. 🆕 Simple Setup Features

AssureSign eSignature updates and enhancements- source grouping allows a signer use the same signature for every area on a document that requires a signatureSource grouping allows you to pre-populate signer input, while enabling them to modify the text if necessary.

(Think names, dates, phone numbers, etc.)… you may have this information, wish to pre-populate the text for the signer, but want to allow them to update or change the information if necessary (after all, (s)he is the subject expert). Source grouping is still available in our Classic Template UI but is now ready to go in Simple Setup!

AssureSign eSignature updates and enhancements- regular expression allows SSN and EIN numbers to appear on any form naturallyRegular expression is another newly added feature to our simplest UI!

Many documents ask signers to input a series of characters or numbers into pre-defined text boxes, like with SSNs on a W-9


AssureSign eSignature updates and enhancements- regular expression allows SSN and EIN numbers to appear on any form naturally


Gone are the days of choosing between creating separate jotblocks for each box OR allowing the numbers/characters to overwrite a document’s pre-defined boxes. Use regular expression to ensure the numbers or characters naturally align with the boxes’ parameters.

Simple Setup now also supports password prompts. You can now provide your signer with instructions when extending a password-protected signing process.


4. Adopt-a-Signature Enhancements

AssureSign’s “Adopt-a-Signature” allows signers to choose between a typed or drawn signature and ‘adopt’ that signature throughout the signing process. In other words, the signer can sign one time and apply that signature (or initials) to all places requiring a signature throughout a document(s).

  • Adopt-a-Signature is now available in AssureSign’s Classic Template UI.
  • Signers are prompted to adopt a signature (if desired) when first coming to a place on a document that requires their signature.
  • Font styles are now easily viewed in a drop-down menu when a signer wishes to type his or her signature.
  • Signers are no longer required to adopt a signature and initials if the document does not require both.


5. Security Enhancements

AssureSign eSignature updates and enhancements are complete with security enhancements, including revisions to our privacy policy and user agreements to align with the EU's GDPR In a previous post, we discussed the requirements and implications of new regulations, specifically the EU’s GDPR. As part of our alignment with the EU-U.S. Privacy Shield, we’ve modified our privacy policy and signer agreements. These revisions are now live, extending regulatory compliance to both you and your signer.

In addition to our response to new regulations, we’ve added some additional security features to guarantee both your and your customer’s data stays protected:

  • AssureSign account users are now required to change their (temporary) password after their first login.
  • Minimum password length/complexity requirements are now more robust.
  • Passwords will expire and users will be required to choose a different password after a set period of time.



Start taking advantage of these and other AssureSign features Today! Schedule a demo here.


We often paint digital transformation as the panacea to all your workflow woes… and for good reason…


In its 2016 Global Industry 4.0 Survey report, PwC—a leading audit and assurance, tax and consulting firm—noted that over the next five years, companies that have embraced and invested in digitization plan to increase revenues by an average of 2.9% and reduce costs by an average of 3.6%.

When put to the test, that theme of higher profit and velocity paired with less cost and time holds true among the many businesses choosing to transform formerly manual processes with electronic signature…

Just ask Captorra

They decreased their monthly printing and shipping cost from an average of $4,000 to $400 after augmenting their CRM, Dynamics 365, with eSignature—not to mention, they use the industry’s only eSignature via SMS/text message to rake in over half their deals. What’s more, Captorra leverages AssureSign’s open APIs to integrate our eSignature software into their legal intake product, enabling their customers to start and finish an intake with one solution!  

Or United BioSource Corporation

UBC transformed what was once an 11-day, pen-to-paper consent process into a rapid digital authorization that takes mere minutes on the hour. UBC integrated AssureSign’s software into their internal platform, UBC PathwaysTM Connected Health, so they could execute patient care faster and more efficiently.


Captorra and UBC use eSignature integrations much like MagTek uses AssureSign to introduce electronic signature to its array of online payment solutions


So, what do these two customers have in common?

They invested in eSignature, but more importantly… they invested in simplicity.

Captorra and UBC condensed multiple digital transactions into a single process… funneling several business processes into one, simple  step.

Today, we’re introducing another integration that combines two of the most widely used digital processes among today’s businesses…

AssureSign’s electronic signature software integrated with Magtek’s electronic payment solution will enable businesses to collect secure payments and eSignatures in a single  transaction.

This is an exciting time for a pervasively digital (and mobile) market…

But before we detail some of the astounding ways you and your customers can benefit from electronic payment and eSign synergy, let’s take a look behind the digital curtain at the vendors pulling the cyber strings…


MagTek: A Pioneer of Worry-Free Electronic Payment

For forty years, MagTek has paved the way for business-to-business payments (b2b payments), business-to-person payments (b2p payments), and even person-to-person payments (p2p payments) with innovative  and secure  payment and identification technology.

Offering top of the line hardware and software for merchant services, MagTek enables businesses to swiftly and securely obtain payments from consumers—or other businesses. One-man jobs or consultants can also leverage Magtek’s digital or online payment solutions for p2p payments at an affordable price.  


“We view MagTek as a leading mobile and online payment solutions provider with an industry proven, secure infrastructure. Encrypting cardholder data, or any information for that matter, at the point of capture and providing it securely to business processors as part of the transaction process is MagTek’s specialty.”

-David Brinkman, President and CEO, AssureSign


Wireless and plug-in devices enable any business to turn their iPhone or Android smartphone or tablet into a portable POS system.

Working the summer festival circuit in a food truck? Offering up sweet goodies with your on-site catering service? Capturing special moments as a freelance photographer? Hosting parties to maximize your beauty product consulting?

MagTek’s Dynamo or Flash card readers follow your business anywhere  and turn your iPhone or Android phone or tablet into a secure b2p or p2p payment terminal.


MagTek's card reader for smart devices, which allows a device running on the iOS or Android platform to accept card-based b2b, b2p, and p2p payments


Perhaps your graphic-design or online business has you solely looking for online payment solutions…

MagTek users can send a digital invoice and a secure payment link via email. Consumers can then make an electronic payment using their credit or debit card.


Payments and eSignature: Match Made in Digital Heaven

For some businesses, using one of MagTek’s mobile or online payment solutions alone satisfies the nature of their transactions. The same can be said for organizations whose business dealings require nothing more than an online signature.

But for many businesses in the finance, franchise, retail/sales and other industries, an online payment often requires an authorization or consent and vice versa.

For businesses requiring both, using two separate solutions for electronic payment and signatures can be disjointed and complicated, not to mention provide a poor experience for customers.


Thanks to advancing technology and a partnership between MagTek and AssureSign, businesses can combine both processes into a single transaction, paving the way for:

  • Consolidated internal processes and transactions
  • Delightful customer experiences
  • Combined payment and eSignature audit trails
  • Fewer errors


The best part?… the eSign-payment technology can be used with mobile and remote POS transactions!

Whether its security deposits, membership agreements, event space rentals, donations, or sales invoices… AssureSign’s new eSign and electronic payment solution consolidates these and other transactions so that you can start and finish business… faster.

MagTek and AssureSign bring eSignature and electronic payment (and secure payment) to the online payment solutions marketWhy MagTek Chose AssureSign for eSignature

But, it’s not all about playing fast and loose…

Safeguarding financial information—debit/credit card numbers, account numbers, routing numbers, etc.—is essential in any digital b2b or p2p payment… especially in today’s cyber ecosystem.

When MagTek began searching for an eSignature partner, they were immediately impressed by AssureSign’s mirroring rigor in compliance and data security.

MagTek employs Magensa Payment Protection Gateway (MPPG), a robust secure payment gateway, to protect the financial information of its customers and their customers’ customer.


Magensa technology enables MagTek and AssureSign to offer Qwicksign, an eSignature and online payment solutions, to the b2b, b2p, and p2p payment market


MPPG encrypts your customer’s financial data at POS and maintains its security until the funds are withdrawn from their account. (Click here for more information on how MagTek encrypts payment data using MPPG, meets industry PCI standards, or for details on their ISO 9001-2015 registration.)

Similarly, to protect the personal identifying information and other sensitive data of our customers and users, AssureSign employs industry-leading security provisions, keeping data encrypted at rest and in transit.

Together, AssureSign and MagTek maintain a dynamic cybersecurity framework, capable of protecting financial and personal data and guaranteeing a secure payment… every time. Users of the AssureSign/MagTek solution can rest easy and know that sensitive data is constantly safeguarded… freeing up space to think about what matters most… your business!


How to Get Started…

AssureSign is working on implementing MagTek’s payment software as an integration within our eSignature solution.

Until then, you can check out MagTek’s integrated product, QwickSign, and get started with a combined eSignature and payment solution TODAY!


Learn more about QwickSign and how to begin combining your signature and payment processes here.

Andrea Schwarts is the Director of Client Services at AssureSign



This Mother’s Day post is brought to you by one of our very own mothers, Andrea Schwartz, Director of Client Services at AssureSign


Raise your hand if you’re a mom…

HA! That’s a trick call-to-action if there ever was one… and one that no  mother would have fulfilled…

Why, you ask?

Do you think that if  she had a free hand—as if—she’d waste three seconds of her day dangling it in the air?!

Us moms are busier now than we ever have been, particularly those of us fitting a 9-to-5 in with their maternal duties. Working mothers, myself included, are tasked not only with keeping pace in today’s ‘always connected’ workplace (thanks, technology), but also with the requisites of motherhood that have existed since the dawn of time… or at least since the dawn of childbirth.

From hopping out of bed following the yelps of our all too early alarm, to rushing ourselves and our kids dressed, to getting the pets fed, to making lunches, to taking the trash out, to refilling the caffeine tank with Folgers—and that’s all before 8 a.m.—we’ve got out work cut out for us.

Like most working moms, I start my day before most and end it even later…

I love my day job; however, my days are hectic. By the time 5 or 6 p.m. rolls around, I’m often off to my son, Tucker’s soccer practice before heading home to put dinner in the oven.

And when school’s out…  summers may lend reprieve to my kiddos, but sports, camps and other activities tend to demand even more of my time!


Manual Processes Take Time… LOTS of It!

In my day-to-day, I troubleshoot many of our clients’ worries and woes in their digital transformation journey with eSignature. Yet, I often forget just how helpful it can be to those of us constantly 

a gear to represent manual processes that cause tasks to take longer when omitting electronic signature waivers

fighting against the clock… both professionally and personally.

To lend an example, for just my two boys’ camps, I used to spend at least an hour filling out multiple registration forms. Not to mention, most of the requested information—name, address, emergency contact, etc.—was duplicated across pages that I filled out multiple times.

I thought, “Who has the time  for this!?” (see my plight about hand raising earlier).

What’s more, I can’t even begin to guess how much money I’ve throw down the drain over the years on printer ink cartridges!

In short, manually filling out these and other forms during my day-to-day as a mother was taking up far, far too much time.


Electronic Signature Waiver or Form: A Mother’s Time Heroin

A couple of summers ago, I was filling out some of these forms and waivers for my boys to participate in a youth soccer league—Association of Christian Youth Soccer (ACYS). About half way through the process, I stopped and decided to approach our parent-run board with an idea.

I asked them to entertain the idea of implementing electronic signatures into their form-filling processes as a method of converting existing paper waivers to an electronic signature waiver.

To my delight, they agreed! 

The hour long, 15-page process was immediately condensed to mere minutes…

No more printing, writing, reviewing and signing…. I pulled up and completed the electronic signature waiver and forms right from my iPhone (Android lovers can sign documents on a phone too!).


a woman is using a phone to complete an electronic signature waiver using AssureSign's eSign via SMS Text Message


What previously took 60+ minutes took 5 or less! What’s more, I didn’t waste time staying on-site or making another trip to return the forms once completed.

Now, whether I’m on the soccer field or in-between support calls, I can fill out and submit an electronic signature waiver and other forms on my  time!

And… by simply discussing the success ACYS has experienced in implementing eSignatures, I’ve since convinced even more of my boys’ activity leaders to digitally convert their registration processes!


This Mother’s Day, Give Mom What She Really Wants…

If you asked any mother:

“What’s the best gift you can imagine for Mother’s Day!?”

You’d likely see an overriding theme among the answers…

Any busy mom will tell you that—assuming an unlimited supply of Merlot is off the table—time  is the best gift she could ever receive. eSign gifts moms everywhere with not only a secure signing process, but also with more time to do what they do best… make running the world look easy.


Learn how these companies use AssureSign’s eSignature to give moms everywhere their time back this Mother’s Day!



Did you know only 45% of smartphone users have mobile access to their email?


Did we just blow your mind?

Even more daunting? The implications for your business…

When consumers can’t sign documents immediately, the chances of having them completed within 24-72 hours decreases significantly.

So, what are businesses like yours–with time crunches ever-growing–to do!? 

Well, you could follow your customers or prospects around, offering a gentle reminder to sign on the dotted line every five or so..

Or (if you’re not particularly fond of harassment claims) you can do the next best thing…

Let your documents follow them around…

Leverage the technology nearly every consumer already has in their back pocket:


Text messaging  💬


Now, after reading that, let us guess what you’re thinking…

“texting is sort of an improper communication channel for business, isn’t it?”


“text messages aren’t secure enough for sensitive business affairs… especially with today’s overwhelming cybersecurity concerns.”


“does anyone really do this!? I mean, if someone already has a phone to text on, can’t he just use his email app to open my email containing their eSigning link?”

All great thoughts, and they’re queries we hear often.


But, before explaining how allowing customers to sign documents on a phone via text (SMS) can account for over half of your won deals—like it does with Captorralet’s take a look at the numbers*…

  • 55% of smartphone users do not have mobile email access

  • Only 27% of people using smartphones to view their email, check them as they arrive

  • 9 out of 10 text messages are read in under 3 minutes

  • Text messages have a 98% open rate (compared to email’s 20%)

  • 80% of consumers report utilizing text messaging for business purposes


Now what are you thinking?


the increased close rates by letting customers sign documents on a phone with SMS eSignatures can leave people astonished


The trend for swift action elicited by text isn’t slow growing, either… According to, the amount of “clicks” that occur on a smartphone recently skyrocketed from 23% to 48% in just under two  years’ time. That’s quite  the hike.

Conversely, the trend for traditional email open rates are experiencing decline.


Why are people taking longer to open an email?

Think about it this way…

If we looked at your Gmail or Outlook inbox right now… would we see just a handful of pertinent messages neatly organized and flagged by priority? Or, would we see something in the ballpark of:


a woman is pictured being bombarded with emails because she is not currently using AssureSign's SMS eSignatures to allow her customers to sign documents on a phone


Don’t be ashamed. You’re not  alone.

In fact, we all  have the best of intentions, but letting our inboxes become inundated with spam, marketing offers, Lyft receipts, follow-ups, etc. is simply a reality in today’s world of busy. And those you do business with are undoubtingly in the same boat.

But, with our inboxes more crowded than a season opener, it’s only logical that a tumbling open rate among traditional emails follows suit.


For Every Challenge, There’s a Perfect Solution…

At first thought, a sluggish open rate may not seem overly  problematic… until you consider all the business dealings and opportunities that require formal sign-offs.

…Purchase orders, quotes, licensing agreements, consent forms, shareholder agreements, client intake/acquisition packets, confidentiality agreements, financial applications & disclosures…

…we could be here for hours…

but we won’t keep you—you’ve got emails to get to.  

Whether it’s a prospect, current customer or someone internal, the bottom line is:

Your day-to-day likely includes at least one document or form requiring a signature…

and even delays the size of minutes reduce the likelihood of securing a deal or closing business.


Enabling Customers to Sign Documents on a Phone Gets Business Closed on YOUR Time

Interested in

  • closing a deal
  • onboarding a client
  • approving new-hires
  • completing claims

as quickly as possible?

Then it’s time to start thinking outside the box… Inbox, that is.

Put documents and forms front and center on the device in your customer’s back pocket… Get your pertinent and pressing documents back… faster… when your customers can sign documents on a phone!


Smartphone receives a prompt to complete an eSignature with AssureSign's eSign with SMS so customers can sign documents on a phone


Getting started with mobile eSign is easy

Watch our on-demand webinar co-hosted with MSDynamicsWorld and learn how using AssureSign’s eSignature via SMS can close 90% of your business in 5 minutes or less !


By watching the (free) webinar, you’ll discover:

  • The benefits of using electronic signature for your business 

  • The hyper-connected consumer’s demand for mobile channels of communication 

  • How to create and send documents for eSignature with AssureSign’s SMS text messaging technology

  • Top fitting use cases for eSignatures via SMS

  • How tracking a signer’s progress with document audit trails can guarantee a 100% completion rate


Don’t let your documents play hide and seek with thousands of emails. Get them signed… faster  with AssureSign’s SMS/ text message eSigning. Watch our on-demand webinar co-hosted by MSDynamicsWorld to get started!




*stats provided by

In a prior post, we announced our newest partnership with Hitachi Solutions and the value our collaboration will bring to consumers of Microsoft business solutions. Hitachi Solutions is well known among Microsoft Dynamics CRM online users, which is why we’re excited for the venture.

As a thought-leader in the digital solution realm, Hitachi Solutions hosts its annual Customer Conference event as a platform for discussions on emerging innovation. Customers can come to learn what’s new in multiple realms of digital transformation, along with the opportunity to network and promote their solutions.

This isn’t the first time we’ve attended Hitachi’s annual conference, but it will be the first time AssureSign sponsors the event at the gold level and hosts a breakout session for Hitachi’s audience…

Before heading to Denver, we wanted to give you a quick breakdown of the event, some new elements to this year’s agenda, and our top five fav sessions for this year’s conference…


11th Annual Hitachi Solutions Customer Conference

For the groundbreaking of its second century stint, the Hitachi Solutions’ 11th annual Customer Conference will embrace the theme of “Digital Transformation” as it aims to help attending businesses with digital hurdles of the current era.

Hitachi Solutions mentions one of the reasons that businesses should consider attending is that “digital transformation is becoming a priority for organizations around the world…”

“50% of the global 2000 will see the majority of their business depend on their ability to create digitally-enhanced products, services and experience by 2020.” – V.P. Rachael Mott


 (new) Quality Packed Agenda

Much like in years past, Hitachi Solutions will offer unique sessions during its conference that aim to educate audiences on the best methods of using MS technologies—Dynamics 365, Azure, and field service.

However, this year, Hitachi will begin its Customer Conference’s second generation with a new way of segregating its agenda…

New for 2018 are the five defining tracks that group breakout sessions into similar collections, making selection for attendees much easier:

  1. Digital Transformation Track*

  2. Innovation Track*

  3. Manufacturing & Distribution Track

  4. Financial Services & Insurance Track

  5. Retail Track

Of the five, the Digital Transformation* and Innovation* tracks are crafted to be cross-industry, while the remaining three are industry specific. Attendees can choose the track best suited for their presenting business needs or challenges.

We did some digging and thought we’d highlight some of our favorites…


Our Five Favorite Breakouts:

#1 “Innovative Approaches to User Experience” (Innovative Track)

Why it made our list: Being considered an innovator within our industry, we know the importance of innovation all too well—it’s one of our four core values after all. Innovation within the realm of user (UX) and customer (CX) experience is pivotal in driving more customers (and ultimately sales) to your website and product. Putting UX and CX first in your go-to-market strategy puts your business in a one-way revenue elevator… “going up.”


#2 “Digitally Transform Your Business with SMS eSignatures for Microsoft Dynamics 365” (Digital Transformation Track/Sponsor Showcase)

Why it made our list: We know we’re slightly biased, but our mobile-first breakout session should be at the top of your agenda. 4 out of 5 consumers leverage text messages for business purposes… signaling the need for organizations to adapt to an increasingly mobilized commerce. Further, 55% of consumers report not having mobile access to their email, meaning businesses leveraging SMS for document completion stand to gain quite the competitive edge. Keep your pipeline flowing strong with the newest of digital transaction management innovations: SMS for eSignature.


#3 “How Dynamics 365 can Improve Demand Planning and Forecasting” (Manufacturing & Distribution Track)

Why it made our list: Demand is one of the trickiest elements within the Manufacturing and Distribution space. Inaccurate forecasting can leave you with quite the shortage or overage of product. Microsoft Dynamics CRM online, when paired with digital transaction management, can streamline and aid forecasting models. Because we know microsoft dynamics crm online and eSignature easily simplifies demand and inventory forecasting, this M&D breakout session has our seal of Assure-proval!


#4 “Governance, Security & Compliance, and Dynamics 365” (Financial Services & Insurance Track)

Why it made our list: Much like the public sector, the financial industry is heavily regulated, leaving many with questions surrounding the security, legality, and compliance issues of migrating to the cloud. This session looks to put ease the inquiring mind while providing specific take-aways on how to handle compliance inquires and promote exceptional customer service. Two thumbs way up!


#5 “50 Tips in 50 Minutes” (Retail Track/Customer Engagement)

Why it made our list: Walking away from online and in-person learning experiences with tangible take-aways is always a plus. Leaving this breakout session with 50 differing methods of utilizing social CRM, User Adoption, Office 365 interaction, and mobility is an invaluable asset for Dynamics users. Capturing ideas to “make Microsoft Dynamics CRM online and 365 really sing” with regard to CX is a can’t-miss opportunity!



These are our  favorites, but every day brings an opportunity for you to add value to your business with a value-packed agenda and exceptional breakout hosts.



Heading to the conference? We’ll see you on Thursday at 1:45p for our SMS eSignature breakout! You can check out the full agenda here.

The year of 2018 is the year of teamwork! We’ve focused on partnering with some of the best industry players in the Microsoft business solutions space!

We think all our AssureSign connect partners are spectacular, and our latest alliance is no exception…


Who is Hitachi Solutions?

With nearly 2,000 consultants, developers and support personnel, Hitachi Solutions is one of the largest Microsoft Cloud and Dynamics partners in the world. Drawing many of its customers from the U.S., Canada, and the U.K., Hitachi Solutions helps users maximize potential among Microsoft business solutions to cultivate an efficient and synergized technical network.

“Our goal at Hitachi Solutions is to be our customer’s most valued partner. We have deep industry expertise, highly trained consultants and keep our clients current on the latest industry trends and technologies, allowing them to compete and stay innovative in today’s fast-moving environment.”

Rachael Mott | Vice President, Alliances, Hitachi Solutions

Hitachi Solutions provides services for a broad range of needs and production gaps by synergizing four separate focus areas:

  1. Management Consulting Services

Hitachi Solutions partners with businesses to asses its organizational structure and identify opportunities for growth. The consultancy is then purposed with helping XYZ Company champion these opportunities.

  1. Systems Integration Consulting Services

These opportunities are delivered or enhanced through a comprehensive implementation approach, involving multiple people, processes and technologies.

  1. Training

After any new process or technology is implemented, Hitachi Solutions ensures their business consumer is well-equipped to produce success by implementing training that’s provided by industry and technology experts.

“We hire and retain the best talent. We enable our customers through leading technology and industry best practices.” – V.P. Rachael Mott

  1. Support Services

After new opportunities are identified and solutions are recommended and implemented, Hitachi Solutions provides best-in-class support to its business consumers. Everything from managed services to application support to hosting, customers are provided with the resources they need to accomplish their goals.

To further support its existing and prospective customers, these Microsoft business solutions experts hosts their annual Customer Conference, complete with a wide-range of breakout sessions geared towards maximizing success with Microsoft solutions.


AssureSign & Hitachi Solutions: A Budding Partnership

Customers depend on Hitachi Solutions to not only empower their business and advance their bottom line, but to provide the digital means necessary to achieve heightened success.

Photo of a flower symbolizing AssureSign and Hitachi Solutions' "budding" partnership, which will benefit Micrososft business solutions customers

Meeting this expectation means partnering with vendors who provide the robust solutions most capable of optimizing the Dynamics CRM experience. That’s why Hitachi Solutions employ industry-leading vendors like AssureSign to provide these capable solutions among their four focus areas.

When Hitachi Solutions set out to find an electronic signature solution with a robust Dynamics integration to accompany their Microsoft business solutions, it wasn’t long before they found AssureSign to be one of the largest eSignature integration providers within the Microsoft partner community.


Thanks to our advanced, bi-directional APIs, AssureSign enables Hitachi Solutions customers to:


  1. Stay on brand  with customizable trademark and branding settings.
  2. Maximize efficiency  by launching document send workflows from standard or custom entities in Dynamics CRM.
  3. Save time  by sending multiple documents to multiple signers.
  4. Eliminate manual tasks  by using AssureSign’s webhooks to automate CRM data updates with signer entries.
  5. Get automated  with business event triggers that create a self-generating workflow.


We can’t wait to see our partnership with Hitachi Solutions continue to blossom  this spring… after all, a great-fitting alliance is always  in season!


Grow your business. Discover the benefits of partnering with AssureSign today!