We all know how important it is to make every customer feel like they are your most important customer. One great way to do this is to customize each signers experience so that each signer not only experiences exactly what they need to see and do, but they do and see it in the manor you want them to do it.
No matter how simple or complex your companies workflow (or each signers workflow) is eOriginal SmartSign can easily and effortlessly help you brand each workflow for you businesses’ needs. SmartSign Web has always allowed your organize to brand and customize the signing experience your signers see. Now SmartSign allows you to take it one step further. With eOriginal Transaction Types and eOriginal Role Based branding options, you may simply group like documents for your online repository into one grouping. This grouping allows you to set the default order each document will be shown to your signers, as well as which documents are required or optional by default.
SmartSign then takes this one step further to allow you to customize any and all branding and workflow options to that specific Transaction Type and even each specific signer.
If you want one logo and set of colors for Transaction Type A and another logo and set of colors for Transaction Type B, that is easy as a click of the mouse.
If you have a set of four documents and want to show documents 1 and 2 to Signer A, but documents 2 and 4 to Signer Two, just as easy.
If you want notification emails to go to different distribution lists or want to use SmartSign’s push service to update different system based on the Transaction Type, even easier.
If you want each set of customizable instructions to be different for each signer, because you just customized the documents each signer would see…you guessed it, simple as pie.
With SmartSign’s interactive dashboard you may quickly and easily create a transaction with any of your Transaction Types with just 1 click! If you would like to learn more about the use of SmartSign’s Transaction Types, Role Based Sort Order, and/or any other branding options please contact your customer support representative.
In today’s modern world it seems we have all been tied to our smart phones for years now. We have been able to check our emails at the airport, send out status updates from the bar during happy hour, now you can easily sign your documents on the go.
eOriginal’s latest SmartSign release brings enhanced on-the go signing right to your finger tips. With no apps to install, simply click on a link in your email and the SmartSign Signature Service will launch right in your browser. SmartSign will detect if you are using a mobile device and display an optimized signing room for your device. If you are on a device with a smaller screen, you will receive a more streamlined signing experience. If you are on a larger mobile device, like an iPad, you will see the more robust signing room with some device specific enhancements.
After entering the signing room SmartSign will detect you are on an iOS device (iPhone, iPad, iPodTouch, etc), and will automatically convert any non-text signatures (mouse signatures, image signatures, pad based signatures) right to finger signatures. As you interact with the signing room you will be prompted to sign each location with the touch of your finger.
SmartSign Web also supports all of the gestures we have become accustomed to in our iOS devices. These gestures include things like, pinching in and out to zoom, or scrolling inner content with two fingers, even rotate your device and watch the Signing Room adjust so that you may view and interact with your documents how you want.
In today’s proliferation of cloud based computing and SaaS delivered applications, there is often a required missing element of automatically synchronizing data across multiple business applications. Companies often need to automatically synchronize their systems to help guide and update internal workflows based on actions controlled by an outside application. For example, when an non-disclosure agreement is signed your customer tracking application should be automatically updated to reflect that so your sales representative can schedule a demonstration.
Integration issues often arise when one application controls the primary flow that a customer is seeing, and a second application needs to be updated with information driven by the actions or results in the control system. In traditional web services, the second application must make constant calls to the control system to find out not only if anything changed, but what exactly changed and when.
This is a very inefficient and daunting task and leads to unnecessary strain on both applications. Let’s think about it in terms of a quarterback and a group of wide receivers on a football team. In traditional web services, our wide receivers all run around asking the quarterback if it is time for him to throw the ball. As we all know, this is not the best approach. It is the quarterback who is holding that ball and his responsibility to make his reads and know exactly when the ball must be thrown to the wide receiver that results in the game changing touchdown.
Now, with SmartSign Web’s new Push Service workflow automation tool, eOriginal can throw you that game winning pass. In our newest release of SmartSign Web, your organization can choose to have different actions in our Signing Room pass messages to your applications. These messages may be used to trigger updates within an internal dashboard, CRM system or to automatically load data into a customer service system. The use of our automated Push Service will help your organization control business workflow and improve data reporting within your existing applications. Push Service messages can be sent to as many applications as your organization needs, with as much or as little information as required (e.g. information about the signer, form data, watermarked working copies of signed documents, or a digitally signed copy of a document’s audit trail).
SmartSign Web’s Push Service could not be easier to integrate with! To use the Push Service, eOriginal provides a Web Service Description Language (WSDL) that allows your IT team to integrate the Push Service with your applications in no time at all. The WSDL aids in the automated generation of the code needed to receive, parse, and control the flow of the message’s information received from SmartSign Web – in the language of your choice.
As you can see integrating your existing applications with SmartSign Web has never been easier. For more detailed information about this new service, please contact the eOriginal Sales Department.
Most people think a digital signature is the application of an electronic representation of a signature to a document. In fact, a digital signature involves a formal process of utilizing a digital certificate issued by a Certificate Authority (e.g. VeriSign, GoDaddy, Comodo) that uses public key cryptography to create a unique representation of a message or document. SmartSign incorporates both electronic signatures and digital signatures to simplify the capture across multiple channels such as web, mobile, point of sale, and others.
While capturing and applying a digital signature to a document is an important aspect of approvals, authorizations, and originations, it is just the start of your electronic document’s life cycle. The entire business workflow for the signature process, including prepping your documents for signature, sending them out to your signer(s), and capturing the required signatures and data is the crux of eOriginal SmartSign®. SmartSign ensures your organization can easily and rapidly conform to the UETA and ESIGN legislation to make all of your electronic signing processes legal and secure.
Using SmartSign your documents are encrypted and tamper sealed within the trusted repository to maintain, legal admissibility and enforceability throughout the documents lifecycle.
Signing Using Adobe® Signature Format
Documents signed with SmartSign – whether using the web interface or submitted via our web services – are guaranteed to conform to the signature format supported by Adobe Acrobat®. Signatures are inserted into the exact location within the PDF document and bound to the content using a digital signature. The digital signature is generated using a certificate unique to your organization. The documents are automatically encrypted and deposited in the trusted repository.
Signing Using Multimedia Signatures
eOriginal SmartSign® extends the Adobe Signature Format to include the use of multimedia signatures. Now you can extend the signature capture experience beyond the web, to capture a users’ approval or consent using a fingerprint device or voice recording. SmartSign securely binds the multimedia signature to the content of any agreement, and can automatically detect any change to the source document or multimedia file.
Multimedia signature support is actually an extension of our current visual signature representations and can be used together with any other signature appearance supported by SmartSign. The multimedia signature information is also securely stored and encrypted within the integrated trusted repository.
Retrieving And Verifying Signature Information
eOriginal allows your authorized users to obtain detailed information about each signature applied to a document without retrieving the document itself, from any location at any time. Signature information can be retrieved through the published web services, using the eCore Command Center web application, or attached to an automated email notification.
The available digital signature information includes: the name of the exact signature location, the time the signature was applied, the signer’s reason for signing, location/IP address of the signer, the Certificate Authority that issued the signature’s certificate, along with any raw multimedia data stored with the signature.
Business System Digitial Signature Checking
All documents signed using the SmartSign signature process are passed through a rigorous verification process prior to deposit in the trusted repository. When a document is presented to the repository it must pass through our multi-step signature verification and validation process. This process includes the following steps:
There must be at least one digital signature present within the document.
The digital signature is verified against the content of the document, to ensure none of the content has been altered since the signature was applied.
If there are multiple signatures applied to the document, the most recent signature much match the content of the previously stored document revision.
The digital certificate used to sign the document must be within the certificate’s validity period at the time of acceptance within the trusted repository.
The certificate will be verified as valid against the issuing Certificate Authority’s revocation list.
Only after passing this verification process, will the document be tamper sealed and deposited into the trusted repository.
The steps and processes outlined above make eOriginal’s end-to-end electronic signature solution the most robust and secure solution on the market, customizable to fit almost any business need and workflow process. Please feel free to contact us with any questions or leave a few comments.
In today’s world, most of us do everything online, from ordering a new pair of shoes to paying off credit card bills. Technology and products like eOriginal’s SmartSign® Web esignature solution provide the ability to quickly and seamlessly migrate from a cumbersome paper process to a streamlined online process helping to make these conveniences possible. However, with the instant gratification and convenience of online processing comes a fear of identity theft. Therefore, it is increasingly important to know that the person you are contracting with or selling goods and services to is exactly who they say they are. Now, with the help of cutting edge technology, eOriginal can assist you in verifying, in real-time, that the person signing your deal is in fact who they claim to be.
eOriginal SmartSign® Web dramatically reduces potential losses and fraud attempts. With eOriginal’s OFAC and Patriot Act Complaint third party verification feature, you always feel secure. In order to comply with the Patriot Act and other government regulations, many companies within and outside the financial services industry are now bound by new requirements to verify against Patriot Act Complaint databases. eOriginal can now alleviate that burden by verifying potential signer information against different data sources that include the Social Security Administration, Regional Bell Operating Companies, credit header data, government watch lists, and many other proprietary sources.
Not only does SmartSign offer the ability to provide such OFAC user screenings it also challenges a potential signer with “out-of-wallet” security questions. Such protective questions are critical for customers in various high value markets. If requested, SmartSign will authenticate the identity of the signer by asking personal and/or historic questions. The correct signer can quickly and easily answer these questions without delay of the verification process. SmartSign therefore provides an additional barrier to help protect your signers from identity theft.
Third party identity verification is just one of the numerous security features that eOriginal’s SmartSign Web offers to help cut costs, streamline paperless processes, and help companies “go-green.”
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