Overview
KAiZEN eSign allows organizations to manage document approvals and signatures digitally. Instead of relying on printed paperwork or email attachments, documents can be sent, signed, and stored securely within a centralized signing workflow.
The platform is designed to simplify routine agreement processes such as contracts, approvals, vendor documents, and onboarding forms.
Sending a Document for Signature
To send a document for signature:
- Upload the document to KAiZEN eSign.
- Add the recipients who need to sign the document.
- Define signing fields such as signature or date.
- Configure the signing order if multiple participants are involved.
- Send the document.
Signing a Document
Recipients can complete the signing process directly from their browser.
Steps for signers:
- Open the email invitation.
- Review the document contents.
- Apply the required signature fields.
- Submit the document to complete the signing process.
Tracking Document Status
Users can track every document sent through KAiZEN eSign.
Document statuses include:
Sent – Document has been delivered to recipients
Viewed – Recipient has opened the document
Signed – Signature has been completed
Completed – All required signatures are finalized
This allows teams to identify pending agreements and follow up when needed.