1. Digital Contract Signatures

Why Use E-Signatures?

Why waste time with physical signatures when e-signatures are faster and legally valid? Tools like DocuSign and HelloSign allow businesses to sign contracts instantly, ensuring compliance with European “eIDAS” regulations for electronic identification. They eliminate the need for physical meetings, postage fees, and unnecessary delays.

E-signatures are fast, secure, and legally binding. Most businesses that adopt e-signatures report faster turnaround times and improved client satisfaction.

2. Digital Information Sharing & Archiving

Centralized Document Storage

Managing physical files often results in cluttered file cabinets, lost documents, and wasted time. Tools like Dropbox or Google Drive for centralized, secure, and accessible document storage.

Benefits of digital storage include:

• Quick access to information from any device.
• Reduced paper-related costs.
• Secure backup options to prevent data loss.

3. Online Billing for Efficiency

Automate Invoices & Payments

Despite advancements in digital solutions, many businesses still rely on paper invoices. In fact, one-third of companies surveyed continue to use physical invoices, which lead to unnecessary mailing costs, payment delays, and administrative headaches.

Switch to tools like Odoo, Stripe, or Zervant to:

•Automate invoice creation and delivery.

•Collect payments online.

•Track payment statuses effortlessly.

Automating billing not only saves time but also ensures accuracy in your financial records.

4. Smarter Note-Taking

Go Paperless with Digital Notes

Over 80% of professionals still take notes on paper, which can lead to clutter and inefficiency. Digital note-taking tools like Evernote provide a modern solution, allowing you to:

•Write notes with a stylus or keyboard.

•Draw diagrams and add multimedia elements.

•Organize and search for notes easily.

By transitioning to digital note-taking, you save time and ensure all your ideas are organized and accessible.

5. Managing Customer Relationships

Deliver Personalized Client Experiences

Exceptional customer service is essential in today’s competitive market. Tools like HubSpot CRM centralize customer data, enhance team collaboration, and deliver a personalized client experience. While HubSpot may be a premium solution, SMBs can take advantage of discounted plans.

6. Automate File Management with CheckHub

Simplify Document Collection & Verification

File management can be a time-consuming task, especially when collecting and verifying documents for customers or employees. With CheckHub, you can:

• Collect Documents Automatically: Gather IDs, certificates, and permits with ease.
• Verify Documents: Ensure files are complete, valid, and error-free.
• Organize Files Digitally: Securely store and archive all data in one platform.
• Automate Reminders: Keep clients and employees on track with automated email and SMS notifications.
• Simplify Signatures: Use e-signatures to finalize agreements quickly and securely.

CheckHub reduces errors, accelerates workflows, and ensures compliance—all while saving you up to 60% of administrative time.

Start Using These Digital Work Tips Today

Take the First Step Toward Efficiency

Ready to embrace efficiency and boost your productivity in 2022? Implement these digital work tips to modernize your processes, reduce errors, and empower your team to focus on impactful work.

CheckHub is your ally for automating all these tasks so you can avoid mistakes and watch your customer or employee files grow automatically. The online tool features automated text and email reminders, document scanning, creating checklists by request, accepting internal charters and regulations, and collecting information using pre-filled and intelligent forms.