{"id":357,"date":"2020-12-02T16:58:58","date_gmt":"2020-12-02T11:28:58","guid":{"rendered":"https:\/\/blogrevv.revv.so\/?p=357"},"modified":"2022-10-17T10:34:29","modified_gmt":"2022-10-17T05:04:29","slug":"get-consent-on-documents-with-send-for-acceptance-feature-in-revv","status":"publish","type":"post","link":"https:\/\/www.revv.so\/blog\/get-consent-on-documents-with-send-for-acceptance-feature-in-revv\/","title":{"rendered":"How to Get Consent on Documents with a Document Management System? – Digital Sign-Offs Part 2"},"content":{"rendered":"\n

Electronic signatures make documents legally enforceable. But documents like quotes, bills of materials, offer letters, etc., may not always need an electronic signature to complete the process. An affirmation from recipients on such documents is enough to proceed to the next steps. Revv\u2019s document management system facilitates this through its \u2018Send for acceptance\u2019 feature.<\/p>\n\n\n\n

What is Revv\u2019s \u2018Send for acceptance\u2019 feature?<\/a><\/td><\/tr>
Why should you opt for \u2018Send for acceptance\u2019 feature?<\/a><\/td><\/tr>
How does the \u2018Send for acceptance\u2019 process work in Revv\u2019s document management software?<\/a><\/td><\/tr>
Revv – Driving the future of document automation<\/a><\/td><\/tr>
Revv\u2019s pricing plans – Incomparable among other document management systems<\/a><\/td><\/tr>
Summing it up but there is more!<\/a><\/td><\/tr>
Frequently asked questions<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

What is Revv\u2019s \u2018Send for acceptance\u2019 feature?<\/strong><\/h2>\n\n\n\n

\u2018Send for acceptance\u2019 is a free alternative to e-signature. <\/p>\n\n\n\n

These are soft signatures equivalent to a \u2018clickwrap agreement\u2019 where a user is required to tick on the checkbox of \u201cI agree\u201d or \u201cI accept\u201d when installing a software system, downloading a mobile app, browsing a website, etc. <\/p>\n\n\n\n

This soft signature feature works well for not-so-sensitive-documents that are produced in high volume. Signing off each of these kinds of documents with electronic signatures can be an expensive affair. <\/p>\n\n\n\n

Revv\u2019s document management system offers users the flexibility to obtain recipients\u2019 consent on documents through a simple process of sending for \u2018acceptance.\u2019 <\/p>\n\n\n\n

It benefits both small and large organizations in terms of cost-saving, ease-of-use, and freedom from paper documents.<\/p>\n\n\n\n

Quick bite:<\/strong>

What is a document management system (DMS)? What are its key features?<\/strong>
A document management system is mostly a cloud-based solution that frees up businesses from the horrors of a paper-heavy and error-prone manual document management<\/a> of files. 

A document management system is infused with automation features. The software helps to digitize the process of drafting, organizing, managing, controlling, and storing documents. It also provides a sturdy security system to protect the files. 

The document management system features list includes – ready-to-use templates, no-code workflow automation, eSignatures, real-time collaboration and tracking, business platforms integration, API integration, alerts, version control, access control, information management, records management, and file type conversion.
<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Why should you opt for \u2018Send for acceptance\u2019 feature?<\/h2>\n\n\n\n
\"What<\/figure>\n\n\n\n

A free alternative to the electronic signature – <\/strong>Whether solopreneurs, startups, or larger organizations – signing documents is a key enabler of business processes. <\/p>\n\n\n\n

Depending on the document’s type and criticality, users can choose to close legally enforceable files with eSignatures<\/a> or with just a formal acceptance from recipients.<\/p>\n\n\n\n

Did you know?<\/strong>

Revv eSignatures are completely safe and secure, and follow all compliance measures of various governing bodies. For instance, the eSignatures adhere to eIDAS Regulations<\/a>, UETA,<\/a> and E-SIGN Act<\/a>.
Besides compliance, Revv also gives flexibility to the signers to choose their signatures. For instance, if a recipient receives a document for eSign in Revv, he\/she can sign it as they wish.\u00a0

They can:
– Draw signature<\/strong>: Using a mouse or digital pen, signers can draw their signatures
– Scan and upload<\/strong>: If you want to sign a document with your exact wet-ink signature, all you have to do is scan and upload the image of your signature to the platform.\u00a0
– Pre-formatted text styles: <\/strong>Just type your name or initials or customize your name as you like by typing it. Revv will give you nice stylized signature options to pick from.
– Connect crypto-wallet: <\/strong>You can even sign documents by connecting your crypto-wallet such as MetaMask.

Revv eSignature solution protects your sensitive documents with bank-grade security. Some of the benefits are:

– Freedom to sign documents from a desktop or mobile device.
– OTP-based identity authentication<\/a> via SMS.
– Flexibility to upload a PDF or DOCX file type and send for signature.
– Obtain crucial information from the recipients along with the signatures through the ‘Fill and Sign’ feature<\/a>.
\u00a0
Know More<\/strong> – Learn how to eSign a document?<\/a> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Documents can be sent with requests for acceptance to internal teammates and external parties, just like an eSignature process.<\/p>\n\n\n\n

While eSignatures may come at a price, getting acceptance on documents is completely free in Revv. <\/p>\n\n\n\n

Upload your own files<\/strong> – Businesses can upload multiple file types like Microsoft Office PDF and DOCX documents and send them for acceptance.<\/p>\n\n\n\n

A touch of personalization<\/strong> – For better accountability, you can add personalized text and video when sending your documents for acceptance<\/a>. The recipients can see the video when they open the document link sent to them via email. <\/p>\n\n\n\n

Enable recipients’ verification by video KYC (Know Your Customer) <\/strong>– <\/strong>In today’s virtual workplace, businesses are running on an internet connection, and there are least in-person interactions. <\/p>\n\n\n\n

In such scenarios where documents are signed-off virtually, Revv brings in the video KYC feature<\/a> to authenticate the identity of the recipients. <\/p>\n\n\n\n

Revv complies with the highest safety standards and has tight data security measures to keep videos protected. <\/p>\n\n\n\n

Easily accessible<\/strong> – With an internet connection and mobile access to documents, the documents can be accepted\/rejected and closed faster within a few clicks, irrespective of where the recipient is.<\/p>\n\n\n\n

Smart sharing<\/strong> – Revv facilitates easy sharing of electronic documents through magic and snap links<\/a>. This enables external users to quickly view the files without signing into Revv.<\/p>\n\n\n\n

Tracking and analytics<\/strong> – The \u2018Activity\u2019 tab provides real-time monitoring on documents<\/a> – who opened the document and when, how many times, when the document was accepted, etc. It helps identify the obstacles, where the document is stuck, and by whom, and speeds up the process.<\/p>\n\n\n\n

Collaboration within the document<\/strong> – It frees up users from sharing and reviewing documents over long email threads. Both senders and recipients can collaborate over the document<\/a> through notes and comments, tag other users with @mentions, and sort out their doubts. <\/p>\n\n\n\n

Some documents might require supporting files. Revv\u2019s \u2018attachments\u2019 feature supports both the upload and download of supporting files.<\/p>\n\n\n\n

Notifications<\/strong> – Once sent, the recipients receive email alerts to accept the documents. The sender will also be notified about the document activity via email. For instance, when the recipient opens the document for review, the sender will receive an email alert regarding the same.<\/p>\n\n\n\n

Cloud storage<\/strong> – Cloud storage is an innate part of an electronic document management system. Cloud services enable users to quickly search and retrieve documents from an organized central repository, from any location, and at any time.   <\/p>\n\n\n\n

Security and protected environment to process documents<\/strong> – Every recipient receives a document link unique to them. These links are highly secure and can only be accessed by the assigned recipients. Revv complies with the latest industry standards and provides heightened safety and security on documents. <\/p>\n\n\n\n

How does the \u2018Send for acceptance\u2019 process work in Revv\u2019s document management software?<\/strong><\/h2>\n\n\n\n
  1. First and foremost, sign up and set up your account in Revv. It is effortless and quick.<\/li><\/ol>\n\n\n\n
    \"Sign-up<\/figure>\n\n\n\n

    2. Sign in to Revv\u2019s document management software, click on the \u2018Create document\u2019 button, and start drafting the document.<\/p>\n\n\n\n

    \"How<\/figure>\n\n\n\n

    3. Revv document management solution provides options to –<\/p>\n\n\n\n