3 Ways to Use HelloWorks (Out of About a Million)



Even in this day and age, there are still major challenges with online document workflows.

Companies rely on PDFs that lock data away. The UX for filling out documents online is often incompatible with mobile. And there’s a never ending need for repetitive data entry, from both customers and companies.

Obstacles like these aren’t only frustrating, they have negative business impact. Low completion rates for important documents and high remediation costs for companies, for example.

Our latest solution, HelloWorks solves costly and inefficient workflows. It’s a mobile-friendly and intelligent solution for document workflows.

The best part is that HelloWorks can be used for any series of documents!

Let’s take a look at three different examples to show you the versatility of the solution.

1. HelloWorks for HR Workflows


HelloWorks Showcase: HR Workflows

HelloWorks is our answer to overly complicated and inefficient workflows. The solution takes any combination of documents, stitches them together with code, and adds conditional logic along the way.

The result is a sleek and intelligent document flow.

We’ll be sharing examples of what HelloWorks can do over the next few weeks in our “HelloWorks Showcase Series.” To kick it off, let’s take a look at one of the most universally frustrating workflows: new employee hiring.

We’ve All Been There

Hiring is something that touches nearly every company, yet the workflows surrounding hiring are often outdated, inefficient, and time-consuming. Employees are required to sift through dozens of documents and hiring managers are left to organize, store, and disperse relevant information manually.

HelloWorks changes all of that.

HelloWorks takes hiring documents and transforms them into a distilled and delightful experience for both the employee and the employer. The result is time saved on both sides, reduction in manual work for HR, and an entirely upgraded way to welcome new hires.

Let’s explore what it might look like.


Announcing HelloWorks: Intelligent Document Workflows

We’re absolutely thrilled to introduce the newest member of the HelloSign family.

World, meet HelloWorks.

HelloWorks is our answer to complicated workflows and inefficient data collection. HelloWorks takes any series of documents, stitches them together with code, and transforms everything into a single, intelligent flow.

Hundreds of document pages or PDFs can now be distilled into a short series of smart data fields:

Companies now have a better, faster, and smarter way to orchestrate complex workflows and gather data. And their customers enjoy a delightfully easy-to-navigate document workflow.

Read on to learn more!


Signer Reassignment Removes Frustrating Roadblocks

Imagine this: You’ve been in contact with a customer or prospect for months. You’ve done your best selling, created many quotes, and are ready to close the deal.

You get the final contract ready to sign and everything is ready to send out. You request the signature – certain that you’re about to close the loop – but your contact alerts you that they cannot sign the agreement. It’s their boss who has to sign the agreement instead.

This is a case everyone in sales has experienced at least once in their career and it can be incredibly frustrating.

It’s the exact challenge that inspired our new featured called “signer reassignment.”