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.
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.
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.
I recently had the opportunity to sit down with Allan Levine, Chief Operating Officer of Madison Capital, LLC www.madisoncapital.com and discuss the overall impact of implementing eOriginal’s electronic signature solution. Allan has been in the leasing business for over 35 years (I know! …I thought he was only 40 too) and has seen many technology products come and go… from the hand held calculator to electronic signatures. He made the decision to deploy electronic signatures at Madison Capital over a year ago and has seen much success as a direct result. Take a look at this short video clip of my interview with Allan and his take on the benefits Madison Capital has reaped from an ROI perspective through to improvements to their overall process.
Stay tuned for more segments of this interview in the coming weeks… you can also watch this electronic signature video directly on YouTube: http://www.youtube.com/watch?v=06spg2netDM
We would like to announce our eSign TV video series. The video below is the first in a series designed to easily and quickly give visitors an overview of our products, services, and cost saving abilities.
Be on the lookout for additional videos and please let us know if there is a specific subject you would like us to cover.
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