The beginner’s guide to digital signature software

Introduction

This guide is a comprehensive resource where you can find answers to all your questions related to digital signatures and digital signature software. It will help you understand how digital signature software works, the do's and don'ts of its implementation, and other key aspects of its use in business. There are four parts to this beginner's guide: an introduction to digital signature software, an overview of the different types of digital signature software, a section on the laws regarding digital signatures, and a discussion over the application of digital signatures in various domains.

  • What is a digital signature?

    Digital signatures are the modern day alternative to handwritten signatures used on documents as proof of identity. Today, digitally signed documents also have the same legal standing as handwritten signatures. They have been designed to help individuals and companies sign off on business documents from anywhere without requiring their physical presence. Digital signatures are generally validated by certificate authorities or trust service providers to verify their security and authenticity.

  • What is digital signature software?

    To facilitate the digital document signing process, businesses need software which can help them securely sign, send, and manage documents. With this, they can improve the overall collaboration and productivity within their company.

How it works

  • Digital signatures rely on the public key cryptography mechanism—where encryption and decryption of data take place using a pair of public and private keys.
  • Whenever you sign a document with a digital signature, a cryptographic hash will be generated for the document with your private key and the encrypted hash will be appended to the document.
  • Then, the document will be signed with your private key and sent to the recipients with your public key certificate.
  • The recipients will decrypt the hash value with the sender's public key.
  • If the cryptographic hash values match with each other, the document is considered legit.
  • This assures authenticity and integrity far superior to an ordinary signature.
 

Some of the key features of digital signature software include:

  • Document signing

    Ability to import and sign business documents easily and securely

  • Signing workflows

    Allow users to define the signing order when sending out a document to multiple recipients

  • Track document progress

    Know who has signed and who are yet to sign your documents

  • Notifications and reminders

    Choose to inform signers and requesters about the status of the signature process

  • Bulk sending

    Ability to send documents to multiple recipients

  • Audit trails

    Comprehensive audit trails and reports that track user activities 24/7

  • Regulatory compliance

    Adheres to all current laws and offers the highest levels of data security and privacy

  • Rebranding

    Option to customize the software, legal disclosure, and email templates based on your company's requirements

  • Integrations

    Works with popular apps and also offers APIs to build custom integrations

  •  Signer verification

    To ensure signer accountability and document confidentiality, authenticate and verify signer identity via SMS/email one-time passwords (OTP), knowledge-based authentication (KBA), and other government ID-based procedures.

  • Advanced Electronic Signatures  

    These are electronic signatures provisioned as digital signature certificates issued directly to individuals and organizations after stringent identity verification processes. The sole control and possession of advanced electronic signatures lie with whom they have been issued to.

  • Qualified Electronic Signatures

    Qualified electronic signatures are a form of advanced electronic signatures that are provided by Qualified Trust Service Providers, helping meet strict electronic signature regulations established in regions like the European Union.

  • In-person signing

    Collect signatures from recipients in remote areas or locations with minimal connectivity by assigning the responsibility to an agent within your organization who can meet with the recipients in person with in-person signing.

  • SignForms

    Collect signatures via self-service workflows distributed as public URLs using SignForms; embed signing links into webpages without additional integrations or coding.

  • Templates

    Convert documents that are frequently reused into templates to send them out quickly for signing.

Various digital signature software options

Digital signature software can be classified into four types based on the delivery, licensing, and type of customers, as listed below:

  • Cloud

    In this model, the digital signature software is delivered as a service (SaaS) and it works on all platforms with a standard internet connection. Many modern companies will prefer this model since it doesn't cost anything upfront to set up the infrastructure and maintenance. Licensing will be based on the number of users, who will be billed either monthly or annually.

  • On-premises

    In this model, the software is installed on the customer's servers and will be maintained by them periodically. Each user installs the software on their machines locally and they access the service from their browser. This model works like a client-server. Licensing options are mostly offered annually, or perpetually, with additional maintenance costs.

  • Enterprise

    In this model, the software is highly feature-rich and customizable based on the organization's requirements. It can be automated and has the ability to integrate with already-existing applications and services used by the company. Licensing options vary significantly for an enterprise program—customers are charged separately for each service including consultation, implementation, and maintenance.

  • Open-source

    In this model, the software's code is offered to the public, often for free. Companies that have a strong in-house development team and lower budget will opt for this model.

E-signature vs digital signature

The terms e-signature and digital signature are often used interchangeably, however, they are actually two different things.

ELECTRONIC SIGNATURE

DIGITAL SIGNATURE

E-signatures are digital images of handwritten signatures appended to a document

A digital signature is a type of e-signature, which also contains one or more characters in digital format, representing an individual's identity which is also attached to the document

E-signatures can use any type of electronic authentication method

Digital signatures use the public key cryptography technique

Legally accepted

Legally accepted

Less security when compared to digital signatures

Higher security—ensures authenticity and non-repudiation

Legality

Digital signatures are legal and accepted in courts of law across the globe. However, the laws governing them vary from one country to another.

What are the current laws related to digital signatures?

E-sign 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.

Which prominent countries accept digital signatures?

Digital signatures are compliant with and regulated by different laws across the globe. To understand the validity and legality of digital signatures, refer to our legality guide.

Disclaimer: The above table represents only a partial list of countries that accept digital signatures. The information presented herein should not be taken as legal advice. We recommend that you seek legal advice with regards if you have any questions regarding the specific digital signature standards in your country.

Applications

Digital signatures are used in various departments for different purposes. Below is the list of the most common use-cases for digital signatures:

  • Sales

    Obtaining a customer's signature during a product sign-up

    Obtaining consent from customers with their signatures

    Signing press releases

    Obtaining signatures from attendees during official events and training

    Adding or terminating a new vendor

    Signing a partnership agreement

    Signing sales processing

    Integration with CRM software

  • Human Resources

    Onboarding and off-boarding employees

    Signing NDAs

    Signing company policy agreements

    Applying and granting leave

  • Finance

    Signing internal and external audits.

    Signing expense reports.

    Signing invoices.

    Asset management.

    Signing loan agreements.

  • Information technology

    Asset management

    Change management

    IT policy management

    Release management

    Product roadmap

  • Legal

    Signing business contracts and agreements

    Signing Non-Disclosure Agreements (NDA)

    Signing business contracts

    Signing the board's minutes of meeting for compliance

    Policy management

    Lease agreements

  • Marketing

     Influencer or partner agreements

     Non-disclosure agreements

     Onboarding customers

     Signing off on marketing campaigns

  • Facilities

    Purchase requests/schedules

    Work orders/agreements

    Labor contracts

    Front desk management

    Lease agreements

  • Support

    Self-service requests

    Field services

     Terms change

  • Product management

    Change management

    Release management

    Code reviews

  • Procurement

    Purchase orders

    RFPs

    Service agreements

About Zoho Sign

Zoho Sign is digital signature software for businesses. It helps securely sign, send, and manage legally-binding business documents from anywhere. Zoho Sign leverages the public key infrastructure to provide the highest levels of data security while complying with the current ESIGN and eIDAS regulations. The software is available in three editions and seven languages. Zoho Sign offers three licensing options—Standard, Professional, and Enterprise—priced per user, per month. For more information on Zoho Sign, please visit