One Place for Many Forms and Multiple Signers – Charles Schwab

Ux & Interaction Design

Schwab agents needed an application to streamline the process of gathering client signatures for multiple documents via DocuSign. Before this design, agents had to send clients multiple URLs for different documents, a process that was time-consuming and often led to confusion.

The solution was to consolidate the documents into a single “envelope.” In cases where there were multiple signers, we also needed to provide a way to designate which clients were required to sign specific forms within the envelope.

The biggest challenge in this design was organizing the information hierarchy and creating a workflow and interaction that aligned with that structure. The goal was to simplify the experience of signing multiple documents by multiple people. This design enables Schwab agents to provide a single location for clients to sign one or more documents at different times, reducing confusion and improving efficiency.

The process for adding signers begins by clicking the “Add Signer” button. When clicked, a bubble appears offering the user the option to select either “Existing Schwab Client” or “New to Schwab Client.”

When the “Add Signer” button is clicked, the user can choose between “Existing Client” or a “New to Schwab Client.” This screen outlines the process for adding a New-to-Schwab Client.

This screen describes the interaction for adding an existing Schwab client. 

This screen describes how to choose, add, edit or remove clients, forms and envelopes.

Ux & Product Design, Information Architecture, Interaction Design