Designing a digital document signing experience

faceEsign

faceEsign is digital documentation and data security platform that provides eSignature and secure file handling services to businesses across the US. As the main focus, the product uses facial recognition and artificial intelligence technologies for authenticating across its electronic signature services.

https://faceesign.com

Problem brief

faceEsign team had developed a multi-functional MVP called as EzeeBoss (which is now rebranded as faceEsign). They approached us to help them redesign the system flow and product interface, considering improvements in the experience journey.

Challenges - 

  • Weave 3 modules of the service into an integrated product
  • Tech stack and core functionalities are already built
  • Product should aspire to provide the same or better experience as that of the competitors

Existing MVP screens

UX Audit

Competitors

After UX Audit, I first conducted a study of faceEsign’s competitors to understand the domain and also identify market trends and patterns

Design objectives

Redesign user flows to achieve the tasks defined as part of the original MVP for all three sub-modules (i.e. eSignature, bulk file transfer, and encrypted email)

A new web-app experience

Multi-device adaptability for desktop as well as mobile users

Constraints

Underlying technology and flow are already defined

MVP product (EzeeBoss) guides the core flow

Unavailability of primary user research

Task flows

The product’s core flow for MVP was created before we stepped into the project. To work on improving the user journey and enhance the product experience, I had to new build all the module flows and system integration.

Information Architecture

faceEsign’s new set of improved task flows needed a comprehensive Information Architecture that would help the user achieve their tasks effortlessly

Ideation

With the help of new information architecture and design directions, I worked on exploring screen layouts and wireframes.

Wireframes

After exploring a few options to build a dashboard that works as a part of the Electronic Signature flow, but also makes an integrated control center to other modules such as File Transfer, Encrypted Email, Contacts, etc.

Establishing a fresh and scalable design library

Started working on the initial stage of the Design System that will scale

Purposeful use of color, elements, and typography

Help in design consistency, faster development, and future updates

UI Design

Designing for an efficient and stress-free experience

Desktop web app and mobile responsive screens

By consolidating different tasks into one integrated platform, it is to use, and workflows are more efficient

eSign dashboard and request creation

The dashboard lists all the created and received requests. Users can create a new eSign request from the dashboard based on their subscription settings

Signing a document

Based on the signing user’s status and signing method, we have different flows in this module such as a subscribed user, guest user, signing with or without AV, etc.

Mobile responsive screens

What's to come

faceEsign is set to launch in its new avatar in mid-2022. After launching with a focused group of users, the team has plans to begin user testing to further iterate on the product's design, features, and functionality.

Team