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Question

Electronic Contract Routing Analysis

Workflow Version 11 Integrations Business Processes Forms Layout Designer
Updated August 29, 2023
asked on July 18, 2023

Hello,

I am working on a project to digitize our contract routing process. This includes routing the contract and cover sheet to multiple reviewers and allowing some of them to sign the contract electronically. I have a few questions that I'm hoping can be answered by those who have already implemented a similar process:

  1. For routing, was Laserfiche Forms or Workflow used or a combination of both? What was your reason for choosing this setup?
  2. For e-signature, what software are you utilizing? OneSpan, Adobe Sign, or DocuSign? What was your reason for choosing this software?
  3. Does the e-signature software also support contract markup and stamping?
  4. For e-signature, does the software integrate with Laserfiche Forms, Workflow, or Both?
  5. At what point are e-signatures captured in your process? During the route while users review everything, or at the end when all reviewers have approved?
  6. Is there anything about your current process you wish you could change?

Any help is greatly appreciated! Thanks!

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Replies

replied on July 20, 2023

Hi Jarrett,

  1. Both Laserfiche Forms and Workflow were used. The interface of Laserfiche Forms is more user friendly than someone having to poke around the repository, while Workflow is more powerful than Forms to provide the heavy lifting.
  2. I have configured these types of approvals using OneSpan and DocuSign for clients when I worked for a Solution Provider previously.
  3. I cannot personally speak to being able to markup or stamp within the e-signature software itself.
  4. The e-signature software did not integrate with Forms, it was just the interface for the end user. DocuSign does have a native integration with the Web Client. OneSpan has custom Workflow activities that can be used.
  5. The e-signatures were usually done at the end since once you sign a document, the signature becomes invalid if the document needs to be changed.
  6. Wish it would integrate directly with Laserfiche Forms smiley
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View 1 previous reply
replied on August 29, 2023

Hey Blake,

 

Thank you for the detailed response! I think the goal will be to utilize Forms for the initial submission of the contract and use Workflow to route the document(s). Do you have anything you can share related to routing in Workflow? My end users have expressed that they want the contract to route sequentially through reviewers, but they would also like to send it back to previous reviewers if changes were made to the document. I'm unsure if Workflow can achieve what they are asking. Any help is appreciated. Thanks again!

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replied on August 29, 2023

I believe that routing the document for signature would be best done within the e-signature software itself. I'm happy to jump on a call to discuss if you want, just let me know. 

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replied on August 29, 2023

A call would be great! I am free Thursday afternoon or anytime Friday. Just shoot me an email at jarrett.eason@pittcountync.gov, and I can set up a time to meet.

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replied on August 29, 2023

Sent

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