March 25 2015
Getting rid of paperwork is about more than just cleaning up the office. There are real costs associated with paper-based processes, in storage, materials like toner and paper, and, of course, considerable time and opportunity costs. Add in the increasing number of agents working from a home office, and going paperless makes good business sense, plain and simple.
Digitizing workflows means more flexibility. With information removed from its cumbersome paper form, your business can have the freedom to work anywhere and share more easily. But what's the best way to move important documents and processes from a paper-cluttered world to one of bits and bytes? Dropbox for Business and DocuSign fit the bill.
Here are five steps to get you up and running, and make your transition to a paperless workplace smooth.
The first step is to make it easier to access and share the documents that matter to you most. By centralizing your documents in Dropbox for Business, you instantly make them accessible from and shareable to any device on any platform. This immediately speeds up your work: Whether it's a sales agreement or an offer letter, it all starts with storing your files in Dropbox. Anything you keep in Dropbox can be shared with other team members or clients, opening up a whole world of possibilities. Collaborative tasks like hammering out revisions on a contract or getting input on a presentation are more fluid for your whole team with Dropbox at your side.
This is as simple as entering your username and password. Linking your Dropbox for Business and DocuSign accounts lets you access and take action on your documents anywhere, anytime, across all your devices.
Start signing and returning all your documents via DocuSign. This gives you a complete audit trail and lets you securely store completed documents in one location. With DocuSign, you can:
Step 4: Get your entire team on Dropbox and DocuSign
Like the productivity boost you're getting? Connecting additional team members will compound those results. Here's how:
Step 5: Supercharge your workflows by connecting third-party cloud services
Using Dropbox and DocuSign together is just one example of how to get things done faster. But they probably aren't the only cloud solutions your business is using. Both Dropbox for Business and DocuSign can connect to services like Office 365 and Salesforce, to help your team be more productive.
To view the original article, visit the DocuSign blog.
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