Xero Sign | Without needing to create a Xero account
Xerosign: Remove the requirement to sign up to a xero account to sign documents.
This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.
Peter Nguyen
shared this idea
Thanks for the idea and support here - We're sorry to hear this has caused some from making use of Xero Sign with your clients.
With the sensitive nature and detail of information that can be shared through document packs - creating an account and logging in is necessary to secure information.
We appreciate features like Document packs allow collaboration with others who might not regularly use Xero for their business - There's a special sign up flow that takes your client through a shortened version of the sign up flow if we detect they don't already have an account.
💡If your client is being asked to create an org as part of the process, it's likely that they've clicked the sign up option at the bottom of the screen instead.
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Jerry Delaroch
commented
It's self advised ,so this is how it goes first the clients will say something nice to our accounts add the cards and set up an account from there we will send utube videos to understand our commitment
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Christopher Le
commented
Alot of customers accidentally go to the xero trial page when they reset their password when they ought to be at the xero portal esign.
Can you fix it to make it easier for non-xero users that just need to sign our esign docs for them to navigate to the correct page? Such as, after signing in they see a menu of TO ESIGN or GO INTO ACCOUNTING FILE