The beginner’s guide to E-signature software

Introduction

Despite our digital age, many people still believe that dealing with cumbersome physical paperwork is an inevitable part of business. But there's a digital solution to this problem! Electronic signatures enable businesses to sign documents without the traditional print-sign-scan process. Not only does this reduce paperwork, but it's also legally compliant with electronic signature laws worldwide.

  • What are electronic signatures?

    Simply put, electronic signatures are the digital substitute to traditional wet signatures. Businesses can use them to send, sign, and manage documents anywhere, anytime. Electronic signatures are simpler, more cost-effective, and more efficient than standard signatures.

E-signature vs digital signature

Electronic signatures and digital signatures are often used interchangeably, but there are some important distinctions between the two.

  • Electronic signature is a broad term used to describe any type of signature created digitally. A signatory can electronically sign a document by simply typing their name or by inserting an image of their hand-drawn signature.
  • Digital signature refers to a more secure paperless signature solution. The enhanced security measures involve attaching a digital signature certificate to the signed document, which protects the document from tampering.

ELECTRONIC SIGNATURE

DIGITAL SIGNATURE

Electronic replacement for wet signatures where an image or typed name is added to the document

Higher-security electronic signature that, in addition to an image or typed name, uses a digital signature certificate to verify the signer's identity

Legal validity depends on the local e-sign laws

Compliant with most e-sign laws around the world

Less secure, as the signing process doesn't necessarily require signer authentication

Verifies and captures signer identity using cryptographic hash to ensure the document is tamper-free

Not necessarily a digital signature

Categorized as a more advanced, secure subset of electronic signatures

Quick and easy digital substitute for traditional paperwork

Additional signer authentication makes it ideal for high-security transactions

Types of electronic signatures

In general, there are three levels of electronic signatures based on the signer verification requirements across the globe:

  • Simple Electronic Signatures (SES)

    For daily transactions that don't require signer identification or verification, businesses opt for SES because of their efficiency and ease of use. SES are considered legally binding in certain transactions that do not involve high-security documents.

  • Advanced Electronic Signatures (AES)

    AES have to meet the following requirements:

    • Uniquely linked to the signer
    • Allow identification of the signatory

    AES are legally binding across the world. Documents that require higher security are typically signed using AES.

  • Qualified Electronic Signatures (QES)

    Of the three e-signature levels, QES provide maximum compliance and trust. This type of signature requires the signer to verify their identity face-to-face with a Trust Service Provider (TSP) and use a digital certificate. This ensures the highest level of security.

    The types of electronic signatures used in a signing process are determined by what the applicable e-sign laws require.

 

Benefits of electronic signatures 

  • Ease of use
  • Secure document signing
  • Save costs on envelopes
  • Faster turnaround time
  • Automate workflows
  • Tamper-proof signing process
  • Sign remotely

E-signature software

What is electronic signature software?

Electronic signature software (like Zoho Sign) provides a platform with a vast range of features that make the e-signing process more efficient and convenient. E-signature software helps businesses automate repetitive tasks, improve productivity, and cut costs that are otherwise spent on print, scanning, and mailing documents.

Use case in different departments 

  • Sales

    Sales agreements

    NDAs

    Order acknowledgement

  • HR

    Onboarding documents

    Company policies

    Transfer letters

  • Finance

    Invoices

    Estimates

    Trade and payment terms

  • IT

    Asset management

    IT policy management

    Release management

  • Legal

    Compliance documents

    Non-disclosure agreements (NDAs)

    Contractual agreements

  • Marketing

     Sponsorship agreements

    Ad contracts

    Campaign approvals

  • Banking

    Account-opening forms

    Loan approvals

    Nomination forms

  • Real estate

    Real estate contracts

    Lease agreements

    Mortgage applications

Legality of e-signed documents

The validity of electronic signatures in the court of law varies depending on the location, as different countries have different criteria. The document type also dictates which level of e-signature must be used. For example, simple electronic signatures are sufficient when there is no need for authentication. But for something like an HR document, an AES or QES would make more sense, as the signer's identity needs to be verified before signing.

E-signature laws across the globe

ESIGN Act 2000

According to the United States' Electronic Signatures in Global and National Commerce Act of 2000, electronic signatures hold legal significance provided they satisfy a list of criteria.

ECTA 2002

In South Africa, digital signatures are regulated under the The Electronic Communications and Transactions Act (ECTA) of 2002.

eIDAS 2014

According to the United States' Electronic Signatures in Global and National Commerce Act of 2000, electronic signatures hold legal significance provided they satisfy a list of criteria.

ETA (Australia) 1999

Digitally signed documents in Australia must comply with the regulations of the Electronic Transactions Act of 1999.

ITA 2000

The Information technology Act 2000 validates the legality of documents with electronic signatures in India.

To see the full list of e-signature laws, access our legality guide.

 

Compliance with electronic signatures

  • Consent

    Electronic signatures require the signers to explicitly state their consent to signing the document electronically before they start the signing process.

  • Uniquely identifies and links the signers

    To ensure that the document is tamper-proof, authentication methods that are unique to the signer, including login credentials or SMS/email verification, are used.

  • Control of the signers

    Only the signer has control over reviewing, signing, rejecting, or suggesting changes to the data in the document.

  • Tamper-free documents and signatures

    The entire signing process is auditable through trails, ensuring that the documents and signatures are not altered and any alterations are detected.

  • Qualified certificates

    To ensure security and authenticity, qualified trust service providers (QTSPs) provide qualified digital certificates that prove the signer's identity; certifying authorities (CAs) also provide digital signature certificates to prove signer identity.

  • Enhanced security

    With an electronic signature solution like Zoho Sign, data is encrypted with military grade AES 256-bit encryption while at rest and is always transmitted through a secure SSL/TLS connection, ensuring complete data security.

  • Audit trails

    Any activity taking place during the signing process can be audited by capturing timestamps, IP addresses, signing procedures, and other data so that the document remains secure.

  • Document timestamping

    With document timestamping, the exact time when a certain piece of digital data exists is denoted with a digitally signed notation (often provided by timestamping authorities).

Overview of Zoho Sign

About Zoho Sign

Zoho Sign is an electronic signature platform that allows you to send, manage, and sign documents digitally, providing an alternative to wet signatures for digital-first businesses. Digitize paperwork and use a cloud-based e-signing process to go paperless while cutting down on costs and cumbersome labor. Learn how Zoho Sign allows you to securely sign documents online

Zoho Sign offers three licensing options—Standard, Professional, and Enterprise—priced per user, per month. For more information on Zoho Sign, refer to our pricing guide.

Security and legality with Zoho Sign

Documents signed with Zoho Sign are legally compliant with e-sign laws across the world, making them as valid as traditional paperwork in a court of law. Some of the popular laws that Zoho Sign complies with include the ESIGN Act in the United States and the eIDAS regulations in the European Union. Zoho Sign also processes all the data in accordance with laws such as CCPA and HIPAA in the United States, and GDPR in the European Union. View e-sign laws by country

Features of Zoho Sign

  • Sign workflows with email and SMS delivery
  • Bulk send, bulk sign, and in-person signing
  • Public form-based signing via SignForms
  • Automatic cloud backup
  • Custom branding and white labeling
  • REST APIs, webhooks, mobile and web SDKs
  • Custom user groups, controls, and permissions
  • Reusable and shareable templates
  • Conditional and formula-based signer fields
  • Signer authentication via one-time password (OTP) and trust services
  • Qualified and advanced electronic signatures
  • Trusted document timestamping
  • Control module for life sciences and healthcare industries
  • AI and blockchain-based timestamping

Zoho Sign integrations  

Zoho Sign integrates with numerous Zoho apps and popular third-party software, such as Google apps, Microsoft apps, cloud storage apps, CRM solutions, and many more. Plus, Zoho Sign's Rest API can be used to create custom integrations. View an extensive list of Zoho Sign's integrations

Zoho Sign mobile app  

Send, manage, and sign documents on the go with Zoho Sign's intuitive mobile app for Android, iOS, and iPadOS. Download the mobile app 

Customer success stories

"Zoho Sign's user interface is very intuitive. With simple training, anyone can adopt it within a short span of time. Document turnaround time and travel hassles are no longer a challenge. With Zoho Sign, which has both desktop and mobile apps, there is no need to wait. The customer support team is proactive at Zoho Sign. All issues raised are sorted out within a reasonable period of time. Zoho Sign's features, such as the integration with Aadhar, e-stamping facility, and sequential signing, are also impressive benefits, apart from its affordability."

-Sriram Narayanan

A.V.P of IT, Paragon Footwear

"Zoho Sign is a godsend for me and our accounts team. We were using DocuSign at first and it wasn’t cheap. We then trialed Zoho Sign, and it was so simple to use. We now use it for every single deal. Everything changes for every client, but we’re able to bespoke that quite simply within Zoho Sign. It’s made my life as a salesperson easier. Would I recommend it to somebody? If they’re not my competition, absolutely!"

-Alan Lindstorm

Regional Business Manager, Black Ox

"Zoho Sign is a comprehensive tool that serves all signing purposes. From sequential signing to automated follow-ups and document tracking, Zoho Sign does it all. It is easy to get signatures in different locations swiftly and securely."

-Devendra Kandalkar

Manager of Automation & Control, ACG World