Before digitizing anything, you need a complete picture of where signatures happen in your organization.
Inventory methodology: Survey every department to identify documents requiring signatures — internal approvals, customer-facing agreements, vendor contracts, compliance certifications, HR forms, and financial authorizations. For each document, capture: document name, volume (how many per month/year), signers (internal, external, or both), current turnaround time, legal requirements (notarization, witness, specific statutes), and the system or process that generates the document.
Classification framework: Group documents into four tiers based on conversion complexity:
Tier 1 — Immediate conversion: Documents with no special legal requirements, internal-only or routine external agreements. Examples: internal approvals, NDAs, vendor POs, policy acknowledgments. These can move to e-signature immediately with minimal risk.
Tier 2 — Standard conversion: Documents requiring some workflow adjustment but no legal barriers. Examples: employment agreements, customer contracts, lease agreements, insurance applications. These need redesigned workflows but face no regulatory obstacles.
Tier 3 — Conditional conversion: Documents with legal requirements that e-signatures can satisfy with proper implementation. Examples: notarized documents (using RON), witnessed documents (using witness workflow features), regulated documents (meeting industry-specific standards). These require careful implementation to ensure compliance.
Tier 4 — Wet signature retention: Documents that cannot legally be signed electronically in your jurisdiction. Examples vary by state but may include certain wills, specific court filings, and some real property transfers. These remain paper-based but represent a small percentage of total document volume for most organizations.