As business are becoming more mobile and fluid, employees are relying on smart-phones to do more than coordinate their emails. Smart-phones are a life-line or  hub of information for most businesses today so it only makes sense for the use of SMS (Short Message Service) text message notifications as a means of signer authentication. With eOriginal SmartSign, SMS/text ID verification can be applied in two separate methods for an added level of security:

• sending the signer’s Security Code for login
• a secondary authentication generated by a one-time system generated PIN which provides an additional layer authentication for signers

SmartSign’s flexibility allows businesses to leverage smart-phones to take your business to the next level of efficiency by not only authenticating users but also following through and allowing users to sign agreement using those ever important iPhones, blackberrys, Android, etc.  Please take the time to view the following video which walks the SmartSign administrator through the setup process and how the signer interacts during the SMS text process.

SMS Authentication Process

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eOriginal clients have the ability to link their Google account to their eOriginal login in order to import Google documents during the transaction creation in SmartSign Web.

Tying these accounts allows you to add a Google document(s) when the document is not part of an existing document type or you don’t have excess to your network. For those times when you are away from the office and you need a document electronically signed,  this is the solution you have been waiting for.

Here are the steps to link your Google account to your eOriginal login (SmartSign Web)

• Login – Administration – User Settings – Google Account – use link to access and grant access
• Google – grant access and create document library

That’s it!  Now you have the choice of accessing those Google documents during the document creation process.

Please take the time to view this short video on granting access to your Google account and how to upload those documents in SmartSign Web.

Google_Docs

The process is seamless and the advantages are endless.

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eOriginal clients commonly use the Transaction ID or Status values to search for a transaction(s).  Transaction External References (1-3 ) are fields that can be customized to meet your organization’s business needs.

The benefit of customizing these labels allows your users yet another way to search for or batch processing needs.

Transaction Labels are the headings that appear above the Transaction list to the on the Command Center – Workspace page (see example below).

These same labels are also used to describe transactions in the SmartSign application.

Transaction Labels’ names can be updated in the Command Center Administration area.  (See Settings – Transaction Labels).

Smart Sign Web clients can coordinate the labels values by accessing the Setup Application tab under Administration – System Account.

After the values have been updated there is now an updated tool to meet your business needs.

Take some time to view a brief presentation on how eOriginal’s Transaction Labels can help your organization improve your management of Electronic Original transactions and documents.

Click_Here for Demo_on_Transaction_Labels_Video

After viewing the presentation use the Back Page Icon to return to eOriginal’s Blog Page.

For further information, please watch this quick tutorial or contact eOriginal Support (support@eoriginal.com).

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One of the benefits of using eOriginal is the ability for documents to be marked as eSigned and secured in the eCore vault. What about those signed paper documents?
Can those documents be converted from a signed paper original to a secure Electronic Original® Document?

eOriginal now introduces a Paper In process that allows our customers to accomplish this goal. Paper In is a controlled action that enables you to convert a paper original to an Electronic Original Document (Authoritative Copy). The document, once the process is complete, will contain the electronic signature of the user you designated to confirm the destruction of the paper original.

The Paper In process is an asynchronous process involving the following steps:

• the document is converted to an electronic document (typically through a scanning process)

• the electronic document is uploaded to the eCore vault in a locked status

• the source paper and its copies are destroyed

• the destruction is confirmed through the Paper In approval.

This process requires specific eCore configurations and your overall process should be reviewed with an eOriginal support representative prior to attempting any Paper In.

Take some time to view a presentation on how eOriginal’s Paper In process can help your organization convert paper originals to Electronic Original documents.

Click to view a brief presentation of eOriginal’s Paper In Process

After viewing the presentation use the Back Page Icon to return to eOriginal’s Blog Page.

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Clients that use the SmartSign Web application to create transaction are always looking for a way to cut down the number to steps it takes their employees to create the document(s) for e-signing.

Transaction Types are a great tool in cutting down the time to create a transaction and ensure the right document(s) and signature action are used for each. Transaction Types allow the user to pre-define document packages.  Then by choosing the Transaction Type in the SmartSign Web application, the user can create the entire document package in one single step.

The signature action on these documents can vary from needs a signature, must be reviewed, user must attach a document or user must print for wet-ink signature.

How to setup Transaction Types:

• Command Center – Administration – Settings
  • Document Types – create the Document Type and update all necessary field(s)
    • Note – if a signature template is needed for the Document Type first create the Document Type then in the SmartSign application create the signature template and save it against the Document Type previously created. This also updates the Command Center Document Type with the signature template.
  • Transaction Types – create the Transaction Type and drag desired Document Types under the ‘Include These Documents’ heading.



To create a transaction using a Transaction Type use the ‘Create a new transaction of type’ dropdown to choose that Transaction Type value.

For more information on eOriginal Command Center and SmartSign Web application please contact us anytime.

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