We'll show you how to integrate Jestor with ZapSign, two powerful tools that can optimize electronic signature and document management in your company.
In this post, we will discuss, in a simple way, how to carry out this integration, highlighting the benefits of having an electronic signature platform integrated into your management software. In addition, we will discuss the importance of efficient management of electronic companies and documents. If you are looking for a practical and effective solution to facilitate these processes, read on!
Why integrate Jestor with ZapSign?
See below the main advantages of this integration.
Electronic signature simplification
Jestor is a business management platform which offers a wide range of features to help businesses manage and automate internal processes, staying organized and productive.
By integrating Jestor with ZapSign, a renowned electronic signature platform, you simplify the process of collecting signatures on important documents. With just a few clicks, it is possible to send contracts, agreements and other types of documents for electronic signature, eliminating the need for printing, physical sending and unnecessary waiting.
Productivity increase
The integration between Jestor and ZapSign also provides a significant increase in productivity. You no longer need to spend valuable time managing and filing piles of paperwork and physical contracts.
With electronic signature, documents can be sent, signed and stored digitally, allowing for a more efficient workflow. This frees up your staff to focus on more strategic activities and boosts the company's overall productivity.
Step by step: how to integrate Jestor with ZapSign
Next, we show you a tutorial on how you can integrate the two tools.
1. Create a ZapSign account
To get started, you need to create an account on the ZapSign platform. Go to the ZapSign website and follow the instructions to create an account.
Upon account creation, you will receive a unique API Token required for integration with Jestor.
2. Get ZapSign API Token
3. Perform Jestor integration with ZapSign
As demonstrated in the video, you can use the automation of generating a PDF based on a Google Docs template and join with the automation of sending the document for signature via ZapSign.
Then log into your Jestor account and go to the table you want to create the automation on.
You can create it by clicking on the “+ Automations” icon in the upper right corner, select the desired trigger and then send the document via ZapSign.
For a more visual and controlled experience, we recommend using the button field, then just click on the places indicated by the arrow or press the (F) key to create a new field.
Look for “Automation Button”
In the button field configuration, just click on connect an automation, then on “+ add automation” and search for the action of generating ZapSign document
Paste the API Token you copied earlier into the respective text box. Save the settings and the integration is ready to use. Afterwards, just click on the button and the document will be generated and sent for signature.
Benefits of having an integrated electronic signature platform
Check now the advantages that this union brings.
Saving time and resources
By integrating Jestor with ZapSign, you save precious time and resources. Electronic signature eliminates the need for printing, mailing and time-consuming manual processes.
In addition, the risk of errors and rework associated with physical documents is reduced, resulting in significant savings for your company.
Increased security and compliance
The electronic signature offered by ZapSign is secure and in compliance with the regulations of several countries, including Brazil.
Documents are protected by advanced encryption and have audit trails, ensuring the authenticity and integrity of electronic signatures.
Streamlined workflow
With Jestor and ZapSign integration, the document signing workflow becomes much more streamlined. Track the status of each document, manage signers, and receive real-time notifications on signature progress.
All of this in one place, making it easy to track and manage important documents.
Efficient business and electronic document management
Its management is contemplated by the three points that we highlight below.
Centralization and organization
The integration between Jestor and ZapSign allows the centralization and organization of all important documents in a single place. No more searching through physical folders or scattered digital files.
With electronic document management, you can store and access all your contracts, agreements and other relevant files in an organized and secure way.
Quick and easy access
With Jestor and ZapSign integrated, you can access your documents anytime, anywhere. Just log in to your account and you'll have immediate access to your stored files.
This is especially useful when there is a need to share documents with business partners or collaborators in different geographic locations.
real-time collaboration
Electronic document management also facilitates real-time collaboration across teams and departments. Several users can access and edit the same document simultaneously, sharing information and updates quickly.
This promotes efficiency in collaborative activities and avoids communication delays or conflicts.
Frequently Asked Questions (FAQs)
Can I use ZapSign without integrating it with Jestor?
Yes, you can use ZapSign as a standalone platform for electronically signing documents. However, by integrating it with Jestor, you take advantage of the synergy between the two tools and further simplify your workflow.
Is the electronic signature legally valid?
Yes, the electronic signature is legally valid in several countries, including Brazil. ZapSign adheres to all regulations and security standards to ensure the authenticity and integrity of electronic signatures.
Does the Jestor integration with ZapSign require advanced technical knowledge?
No, the integration is designed to be simple and user-friendly, even for users without advanced technical knowledge. Follow the provided steps and you will be able to set up the integration without any difficulties.
Is it possible to customize document templates on ZapSign?
Yes, ZapSign allows you to create custom document templates to streamline the signing process. This way, you can reuse standard templates, saving time on frequently used documents.
Does Jestor offer technical support for the ZapSign integration?
Yes, the Jestor support team is ready to help you if you have any questions or difficulties during the ZapSign integration process. Please contact support at community for personalized assistance.
Conclusion
Jestor's integration with ZapSign provides an efficient solution to simplify electronic signature and document management in your company.
With this powerful set of tools, you can save time, increase productivity, and ensure security and compliance in your document processes.
Enjoy the benefits of this integration and transform the way your company deals with electronic documents.
