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.
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.
Transitioning your document-centric business processes from paper to fully electronic is not ‘one size fits all’, which is why we chose to focus on providing more configuration options and work flow flexibility in our latest release. Based on feedback from the inaugural meeting of our User Group, the product team went to work adding new features requested by the users. The majority of requests centered on adding more configuration options for signers and dealing with ancillary documents within SmartSign Web. Below I’ve written about just a few of the 85 new features and enhancements available in the 6.6 release coming this May!
Wet-Ink Signed Documents – Many of our customer’s transactions contain multiple documents that require signature, and sometimes there are regulatory, risk, or government agency requirements to submit a paper document with written signatures on one or more of those documents. SmartSign Web now allows you to flag a document or documents for wet-ink signature in the electronic transaction. The signer will be prompted to print and sign the document and you can provide additional instructions on where to send the paper signed documents. All other documents will be electronically signed and protected in the Trusted Repository. Additionally, SmartSign Web will record the user’s print action in the audit trail of each wet-ink signed document.
Signer Attached Documents – Many times there are ancillary, or supplementary documents needed from the signer in order to continue a business process – beyond simply the capture of signatures. Now you can configure SmartSign Web to prompt your signers to upload scanned documents into the package. Uploaded documents may be flagged as required or optional, depending on your business process. Uploaded documents are automatically added to the electronic transaction and stored in the Trusted Repository alongside the electronically signed documents.
New Signature Collection Modes – SmartSign Web now offers you the ability to configure the method in which signers enter their signatures in the signing room. The familiar all-in-one mode allows the signer to enter multiple signatures in a single collection form, which is great for internal or repeat signers that want to quickly complete the process. The new interactive collection mode requires your signer to click on “sign here” blocks within each document to enter their signature. The interactive collection mode also enables you to turn on (or off) a quick navigation feature that allows the signers to easily navigate between signature blocks and initial areas. SmartSign Web remembers the signers typed signature, uploaded image signature, or written signature from a signing pad as the user navigates between the signature areas.
Contact our support team or a sales representative to learn more about these exciting features or for a personalized demonstration.
We realize that many businesses are just exploring the idea of adding electronic signatures into their business processes. We also realize that many businesses have already considered utilizing electronic signatures as an option and still have a few unanswered questions. To address these questions, we created this guide “Electronic Signatures: Why Your Company Should Move to a Paperless Process,” to provide a deeper look into electronic signatures and how eOriginal can help your company to grow. It will provide you with a detailed walk-through of the advantages and benefits your business will see by implementing an electronic paperless process. As you read through please let us know if you have any questions leave a comment or contact us; we’ll be more than happy to help out.
As the gap between web applications and traditional desktop applications continues to narrow, advanced web-based user interface components based on their desktop counterparts have become more prevalent. One such component is the ability to drag-and-drop files, images, and various other objects into a desired location. Drag-and-drop functionality has long been integrated into traditional graphical desktop environments and applications and is now considered to be a standard expectation in web-based applications.
The new 5.4 release of eOriginal SmartSign® Web ushers in a new era of usability in web-based electronic signature tools. SmartSign Web now enables a document originator to quickly and easily create, resize, and position signature locations via an intuitive browser-based drag-and-drop interface, leveraging the robust jQuery UI library. Defining a signature location has never been easier than the simple 1-2-3 process of entering signature information, clicking the add button, and moving the signature block to the desired location on the page of the document. As an added feature, SmartSign Web also enables an originator to store previously mapped signature locations and signature types for quick and easy reuse in commonly used documents.
Drag-and-drop signature mapping is just one of the great new features in the 5.4 release of the eCore product suite geared to help you cut costs, streamline your paperless process, and help your company “go-green” with eOriginal.
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