Task automation and electronic signature: understand this relationship and its applications
From a business perspective, efficiency and precision are two crucial factors for the success of any business. With the growing demand for agility and the need to minimize human errors, task automation has emerged as an indispensable solution to achieve these objectives, as has electronic signatures. But what exactly does it mean to automate tasks and how can this practice transform your business routine?
In this article, you will understand what task automation is, its applications along with electronic signatures, some benefits, and much more. Take advantage of reading to plan the next steps of your business and start using task automation to optimize operations and have more freedom in carrying out strategic activities.
What is task automation?
Task automation can be defined as the use of advanced technologies to carry out activities that are commonly done manually, consuming time and human resources. It is a practice that is redefining the way companies work and develop.
In more detail, this type of automation involves the application of digital and mechanical tools to replace or assist in the execution of repetitive, complex, or high-volume tasks, allowing them to be performed more quickly, efficiently, and accurately.
One of the areas where automation stands out the most is in the corporate environment. This feature is an important component in digital transformation and is redefining the economic and industrial landscape by promoting a future where collaboration between humans and machines is the key to maximizing results and productivity.
Want an example? In the context of electronic signatures, today it is possible to implement task automation focusing on optimizing document management and signature processes, all with the objective of facilitating and transforming the way in which professionals close deals or agreements. But how does this work in practice?
Task automation and electronic document signature in practice
First of all, you need to know that task automation and electronic document signing go very well together. Currently, it is possible to automate the creation and sending of documents for signature, through the use of forms and spreadsheets to collect the data of those who sign, for example. See details later in this article.
That's a big benefit from a user experience standpoint. With this feature in hand, you can automatically generate documents based on data from forms or spreadsheets, in addition to accelerating your sales by increasing efficiency in closing deals and agreements.
Here are some examples of how task automation and electronic signature can be applied together in various sectors:
Human Resources
The HR sector is one of those that benefits the most from the automation of tasks and the electronic signature in its processes and demands. It is quite common that, by implementing these technologies, institutions in this sector are able to:
- Accelerate processes: by allowing employment contracts and other documents related to hiring to be generated and sent for signature in an automated manner, expediting the admission of new employees, for example.
- Reduce paperwork: by eliminating the use of physical documents and using digital documents, facilitating the storage and retrieval of records, in addition to making processes faster through automation.
Cheers
In the same way, companies in the health sector are able to get a lot out of the use of automation and electronic signatures. Companies in this sector can:
- Have more administrative efficiency: by simplifying the management of patient consents, authorization forms, and insurance documents, reducing time spent on red tape. To this end, the automation allows the serial sending of documents and the forwarding of reminders, for example.
- Improve patient care: both automation and document signing include features such as generating document templates, capturing the information of the people who sign, and other options that allow health professionals to focus more on patient care, rather than administrative tasks.
Fintechs
Companies in the financial sector also take advantage of task automation and electronic signature:
- Opening accounts and contracts: by automating the generation and sending of documents for signature, it is possible to accelerate the process of opening accounts, loans, and other financial services, allowing clients to be serviced and resolve their pending issues quickly.
- Regulatory compliance: with the document standard stipulated in automated generation and the type of digital signature made, together with its authentications, it is possible to keep all signatures and documents in compliance with financial and security regulations.
Tech
The Technology sector stands out in the use of task automation and electronic signature in its processes:
- Business acceleration: both technologies facilitate the signing of partnership contracts, licensing agreements, and other critical documents for technology businesses, overcoming red tape.
- Project management: by automating manual tasks, it is possible to simplify the management of project contracts, NDA (Non-Disclosure Agreements), and other documents necessary for collaborations and software development.
Automate document generation and submission with Clicksign
In Clicksign, in addition to the possibility of accessing the electronic signature platform and all its functionalities, you can also automate the generation and sending of documents for signature.
Through a simple data collection process via form or spreadsheet, you automatically create documents from a template. This allows you to have more speed in your subscription processes, in addition to reducing your operating costs and mitigating errors derived from repetitive and manual processes.
Finally, both electronic signatures and task automation have the great benefit of saving you your own time and having the freedom to focus on important and strategic tasks. Learn about Clicksign's solutions and apply it to your business today.
