Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Find out how to get 2 hours free training by referring a friend? 
What's the catch?
Articles Categories Screencasts
    calendar

How secure is eSign in OpenCRM is it Legal?

Updated: 02 September 2016 12:02:57 OpenCRM::Orders::Sales Orders

We offer a secure method for your clients to sign their Sales Orders with you.

The law in the UK requires certain things to happen for the eSign to be legal, these include;

1. The eSign is uniquely linked to a person - we do this by linking you to the Sales Order within our secure systems which means that only you or an authorised persons access is accepted. We also track the iP address of the signing device and record the email address used to gain access. We hold all of this information in a secure system audit.

2. The ability to identify the signatory and responsible organisation - We require the Company Name and Address on any Sales Order raised and this is displayed on the eSign screen for confirmation to the person eSigning.

3. Restrict access to the eSign process to only authorised people - The link to the eSign page is sent to your designated email address. Access is only available to you via your email and with a corresponding linked Sales Order. You have control over the signing process.

4. Once an order has been eSigned a further email confirmation is generated - A copy of the Sales Order is sent to the email address that has eSigned - this confirmation gives instructions on what to do should you think that this order has been signed without your authority.

Additional levels of security : As standard we track and trace any changes made to key data such as your email address, this includes a full audit of changes and location of the change (OpenCRM, Client Portal) and by whom.

You can enhance the eSign process to include a dedicated and unique PIN. At the same time you can force Signatories to enter accurate and up to date information to capture specific data such as Registered Office and Business Type.

Note : The eSign process sits alongside a common sense and best practice approach for order processing. You should have checked the authenticity of the person you are dealing with including if they have the authority to contract with you for the purchases they are making, this can be supported by holding key data on your Contacts & Companies within OpenCRM and by including Terms of Supply details whenever you send a Sales Order from OpenCRM. By following a robust process for customer engagement you will quickly ascertain if the person you are communicating with has the appropriate credentials to authorise any purchases.This best practices should include good payment management and credit checking for new customers.

Rate This Article
  • 1 star
  • 2 star
  • 3 star
  • 4 star
  • 5 star
Feedback and Comments
captcha code  


You may also be interested in:

#WeAreOpenCRM

Twitter Feed

OpenCRM We're always on the look out for the right person to join our team. #Career #Job #NorthYorkshire #Yorkshire https://t.co/4vbC9Ndxsq
7hreplyretweetfavorite
OpenCRM The reason OpenCRM is special comes down to the range and depth of our feature library. https://t.co/qUBK9KuD1Y
10hreplyretweetfavorite

Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

Credit Funding in Ope…

Earlier this week, we completed a minor release that will be bringing some exciting new features and enhancements to our customers’ systems over the coming weeks. You can find a little introduction to the two big ticket items over in our version release news story and further details will be available to all our customers in the release notes, published on our own customer portal. But I want to talk about one of the “minor” features that will be included in...

Business Efficiency –…

One of the main purposes of using a CRM is to promote your business efficiency – let you concentrate on running your business whilst the CRM takes care of processes and data management. Because of this, we are mindful that shortcuts and ease of use are keys to a successful CRM implementation and as a result we are always developing enhancements here and there to make the user experience that much slicker. As we prepare to launch the latest updates to...

Avoiding Holiday Chao…

Year end is here, hooray, you made it! But along with all the reporting and financial fun (not) that you have to tackle at this time of the year, there’s one more job that needs to be managed: the holiday rush. No, that the Christmas holiday rush, but the one where everyone suddenly remembers that they have a few days of holiday to use up and are desperate to organise “just a few days off.” In the last month of the financial year…and...

Being Part of the Com…

This can be a very difficult balance, do you do this just to gain some recognition or is a genuine effort to add something to your community or the place where you work? My son came to me recently as a coach of an under 8’s football team and asked if we would like to sponsor the kids with a new strip. After a short conversation, we decided that we would be delighted to and it would be a great thing...

Cloud Perspectives – …

Cloud storage is a big step towards streamlining your business. It allows you to store your client details and other information in a manner that is accessible from anywhere, at any time. You can build up a great web of data by interlinking Companies and Contacts with all manner of actions, sales details and support requests, helping you build a complete customer profile. Just like those clients, your own business is not a static entity - you are constantly evolving. Staff...

Having the Right Pers…

It is a common pitfall, especially in the tech industry, to assume that known tasks are therefore easy tasks. That just because you know how to do something (and that everyone in your office knows how to do the same thing), it is actually common knowledge. What do I mean by this? Let me give you an example: I was recently having a conversation with one of our developers about a new piece of software I wanted to introduce and had been...