Workflow Management Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The average work week is 40 hours, but how much of that do you spend on repetitive tasks?

by Lauren Pope

The Role of Artificial Intelligence in Accounting

Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.

by Nathan Calabrese

How to Stay Organized When Closing Books Remotely

Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information. For this blog, I’m going to refer to only month-end close for consistency and simplicity.

by Nathan Calabrese

Workflow Management Software Glossary Terms

Workflow Management

Workflow management allows organizations to manage business processes in order to operate more efficiently. Learn more about the types and benefits.

by Alexandra Vazquez

Approval Workflow

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

by Keerthi Rangan

Workflow Automation

Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices.

by Tian Lin

Workflow Management Software Discussions

Question on: Progress ShareFile

What types of documents should I send?

Types of Documents to Send

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Citrix RightSignature is perfect for getting outside contracts, purchase orders, and partner agreements as well as internal performance reviews, expense approvals, and HR documents, and much more.

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Answered: Kyrie Slater on March 30, 2022

Documents sent regularly on RightSignature include contracts, non-disclosure agreements, proposal acceptances, change orders, ad proofs, engagement letters, expense reports, purchase orders, rental agreements, independent contractor agreements, new client applications, employment applications, and many more. Compliance forms like the W-9, W-4, and I-9 are ideal for RightSignature. Need to have all team members sign off on a policy change? RightSignature makes it easy. Businesses send everything from timesheet sign-offs to multi-million-dollar contracts via RightSignature. E-Sign Act Disclosure: Certain documents should not be sent or signed, including wills, codicils, testamentary trusts, documents governing adoption, divorce, or other matters of family law, certain documents such as negotiable instruments, letters of credit, letters of credit and other documents not covered under Articles 2 (sales of goods) and 2A (leases) of the Uniform Commercial Code. Before sending or signing such types of documents, please consult an attorney. For certain types of documents, particularly documents for consumers to sign, certain disclosures and notifications are required.

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Answered: Brad Rosen on November 30, 2016

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Question on: Progress ShareFile

Aren't paper documents safer than e-signatures?

Safety of Documents

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n June 2002, the Electronic Signatures in Global and National Commerce (ESIGN) Act established the legitimacy of signing contracts and documents online, streamlining business operations and eliminating paper burdens for consumers. The ESIGN ACT confirmed that electronic signatures have the same legal standing as pen-and-paper signatures, and a contract or record of transactions may not be denied legal effect or ruled unenforceable simply because it is in electronic form. RightSignature electronic signatures give you the power to obtain legally binding signatures on documents entirely online — more quickly and securely than executing paper documents. Through e-signature software, you can send requests for and receive signatures quickly and replace traditional, dated paper processes.

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Answered: Kyrie Slater on March 30, 2022

Electronic contracts are significantly safer and more secure than paper contracts and have the same legal standing when executed in accordance with the E-SIGN Act and UETA. While documents sent by fax and mail are exposed throughout intra-office distribution, electronic documents are kept completely confidential and are viewed only by designated recipients. RightSignature documents are stored on secure servers with redundant copies and, unlike paper documents, cannot be misplaced, lost, or destroyed. Furthermore, email receipts, IP records, and biometric signature data provide authentication of each signing party.

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Answered: Brad Rosen on November 30, 2016

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Your answer

Question on: Progress ShareFile

What does RightSignature do?

RightSignature

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Citrix RightSignature enables users to send and track agreements and secure legally binding signatures. Documents sent through RightSignature guide signees step-by-step and give several signature options: hand-drawn, text to signature, or click to agree.

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Answered: Kyrie Slater on March 30, 2022

RightSignature allows you to create and sign legally binding documents online, in a way that is faster and more secure than executing paper documents. RightSignature is a web-based software-as-a-service that utilizes the secure data infrastructure of Amazon Web Services.

Workflow Management Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The Role of Artificial Intelligence in Accounting

How to Stay Organized When Closing Books Remotely

Workflow Management Software Glossary Terms

Workflow Management Software Discussions

Workflow Management Software Reports