help: digital signatures and going paperless

Associate
Joined
30 Jan 2003
Posts
484
Location
London
Hi,

My boss has tasked me with evolving to a paperless work place. I'm not particularly technical from a software pov.

We're a small company, so creating or doing something for free or limited costs is helpful.

I currently create reconciled excel spreadsheets, print them off along with pdf's of sorts, sign them, get them countersigned and scan the lot in order to archive a pdf of the everything. The pdf
of everything is not essential it's just a consequence of the scanning, so any advise or recommendations on digital signing, counter signing and saving securely any combination of excel, pdf etc together would be great.


I've played around with Microsoft signing for free, but it appears to invalidate my digital signature as soom as the countersigner opens the spreadsheet, I've also looked at the possibilities of embedding pdfs in excel and also 'snipping,' screen shots and adding to seperate tabs in excel to then digitally sign the excel as the master document, but it all feels a little bolted on and amateurish to roll out to colleagues

Your thoughts welcome.
thanks
 
Last edited:
We, and most of my customers, use Docusign.

In your situation you'd 'print' or save your Excel sheets as a PDF, upload to docusign, tag the fields where you want the signatures and then the signatories get a link which they follow to digitally sign the document in the pre-defined spaces. Then it emails you all a copy of the signed document for you to store/archive.
 
thanks for the advice. I familiar with the exporting/saving to pdf in my investigations, I think my company are simply going to need to put their hands in their pockets and pay for a service like docusign or or adobe advanced fill and sign
 
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