Digital transformation stayed top of mind for leaders in 2021, with hybrid work and digitization of processes, including document workflows, emerging as key trends. The trend will continue as seen in a survey by Bain & Co., 52% of respondents cited automation and digitalization as critical enabler of their recovery planning and will allow them to remain competitive.
Citrix is focused on empowering employees and teams with a unified, secure, reliable, and intelligent experience that enables them to be productive and do their best work. This includes document-centric workflows embedded across all work types.
The Citrix Product team’s focus this year was on you, the customer. Reliability is key for any business app, and as a global team, we strive to ensure minimal service disruption and maintain at least 99.9 percent monthly uptime on services. Supporting critical contract and data collection workflows is also paramount, and the Citrix RightSignature team optimized and developed electronic signature features in 2021 to make your RightSignature experience even better.
Broadcasting of documents with automated reminders
This new feature enables the bulk distribution of documents, as is needed when onboarding new employees, executing internal compliance agreements, or confirming contract-term changes. It also reduces the need for manual follow-ups with automated reminders to recipients to complete the documentation.
Enhanced Packager capability (2:28)
This feature combines documents to be shared in a single email notification. For example, an accountant could combine different components of a tax filing to be signed in a single email. They could simplify workflows even more by using the “Request Files” feature of Citrix ShareFile to request supporting documents, store them in a central location, and prepare the tax filing,
Integration with adoptable app-packs for NDA, Real Estate within Citrix Podio
The Real Estate Investment App Pack includes the Purchase Contracts app, which generates contracts with sellers, and the Sales Contracts app, which creates contract documents with Buyers. Both have embedded RightSignature capabilities to ensure quick, smooth contract completion.
The NDAs with RightSignature App Pack manages the full lifecycle of a non-disclosure agreement, including document generation, routing for signature, and tracking when the document is opened. Once it has been signed, the completed document is attached to the Podio item. A standard NDA template is included with the pack.
Introduced new and improving existing connectors to business applications
Providing a superior e-signature solution to our customers in whichever business apps they use to work is part of our philosophy with RightSignature. To support this outlook, we have introduced a connector to third-party business application Workato.
Within Citrix’s own solutions, RightSignature has a more intuitive workflow to our Citrix Workspace, Citrix Gateway services, and Citrix StoreFront customers. Additionally, Citrix Workspace customers can now receive notifications of their signature processes via their personalized notification feed.
What’s Next in 2022?
Last year taught us, as a team, that empathy and understanding our customers and their priorities begins with developing our own sense of togetherness and partnerships. We’re very pleased that IDC acknowledged the work we did in 2021, naming Citrix as a major player in the IDC MarketScape: Worldwide eSignature Software 2021 Vendor Assessment, September 2021.