SmartSign offers a number of methods for keeping track of your signer’s activities. The integrated Signature Tracker allows you to search for pending, in process and completed transactions in an ad hoc fashion, and to filter the results by date, status and other parameters. In another issue I’ll go into more detail on that, but this week I’ll talk about Email Notifications.
To enable email notifications, you need to be assigned a SmartSign administrator permission. If you do not see Branding Options under the Administration drop down menu, contact your company’s administrator or our support team. If you have access to the Branding Options page, click on the Workflow tab. Under the Email Notifications section, you will see a link to “Add a New Notification Rule For:” [action]. The list of actions includes when a signer enters, withdraws, completes signing, etc. Select your desired action and click the link.
The notification dialog pops up and allows you to define your recipients. You can address the notification email to specific email addresses or distribution groups. You can also tell SmartSign to copy the sender of the original signature invitation. Additional users can be copied or blind copied, depending on your business rules.
Some actions allow you to also include attachments, such as copies of the documents and a detailed history report. Attachments always come in Adobe PDF format. The history report includes all the user events recorded on the document, plus detailed signature information if the user has completed the signing process.
Click Save and you are done. Your new email notification rule will fire automatically the next time your configured event is triggered within SmartSign.
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.
Accompanying the recent feature updates we have made to SmartSign we have also added a few really great improvements to eCore. The eOriginal eCore® platform is already the most complete and secure document repository in the industry. eCore is the hub of our electronic signing solution. It allows our customers to control and track access, status, and retention policies of eSigned documents providing the most protection and complying with most strict regulatory standards.
Along with the recent enhancements we made to SmartSign our electronic signature solution, the updates we have made to eCore are all part of continued effort to provide our customers the most complete end to end eSigning solution. So to provide you with a better picture of how we are doing this, we wanted to provide you with a list of a few new changes.
Enhanced document watermark options to allow you to apply blackout settings to text fields, change the color of signature and text obscure blocks, and add custom text/labels to obscure blocks.
Extended document retention policies to allow multiple retention rules based on status.
Extended the document versioning policies to allow you to retain all versions, signature versions, executable and signature versions, executable and last signature version, or only the latest version.
Added new Document Library, which enables you to upload source documents and signature templates to auto-load and prepare documents for signature when adding a document profile to a transaction.
Added new Transaction Types. Enables you to define a template for transactions. All transactions created from this template will inherit the same initial set of documents, status values and permission sets. When combined with our new Document Library feature, Transaction Types enable you to create a transaction, auto-load documents and prepare them for signature in a single step.
These updates only highlight a few of the changes we have made over the last few weeks to make eCore even more robust and user friendly. We are dedicated to continually developing solutions that will easily integrate and complement your existing business processes and systems, so keep an eye out for even more developments in the coming new year and please don’t hesitate to reach out and ask any questions about how we may be able to help your business.
Staying in tune with the latest advances in technology, proactively seeking feedback from our clients, and staying ahead of the curve on industry developments are just a few of the ways in which we develop and enhance our application’s feature set. So in light of some great customer input, our research, and with many thanks to our awesome development team, we are pleased to announce the latest release of eCore and SmartSign 6 electronic signature solution.
I wish I could outline each and every new feature but that would make for a pretty long post and I know most of you are busy with work and getting everything ready this holiday season, so I’ll pick out a few of my favorites to highlight. Plus if you want to learn more you can always reach out and fill out one of our contacts forms or email me personally here. So lets begin:
Extended support for multimedia signatures beyond simple signature pad formats, you may now capture and bind biometric (retina scan, fingerprint) or voice signatures to your PDF documents.
Data merge for document preparation. You can now add text data to PDF forms (think document prep). For example, after you collect data through an HTML form or other internal system, you can utilize the SmartSign LinkTM web services to merge the data into your forms.
Send notifications to the sender/creator of a transaction. SmartSign already had distribution list notifications, but now all senders can be notified when a signer completes the signature and when the signature process is completed.
Enabled signers to receive “final executed copy” distribution email when all signatures have been completed.
Query for signature status through the SmartSign LinkTM web services. Instantly look up where your documents are in the esigning process.
Define routing order of email invitations to multiple signers/reviewers. This feature allows you to define the order in which users are notified to come into the signing room to complete the signature process.
Improved usability of signature Template Designer, to simplify drag and drop addition of form fields into PDF documents.
Apply appearance properties to text fields in the Template Designer (i.e. font, color, size)
Data Collection – enables you to collect data from users within SmartSign and automatically apply the data to documents in the transaction. This allows you to collect data once from the user(s) and have it applied across the document set within the transaction.
Data Validation – SmartSign Web will ensure accurate data is inserted into the text fields within the document during data collection or signature capture.
Now that you see how busy we’ve been working to build the most complete end to end signing solution you can see why we are so excited. And this is only Part 1 of our feature update series. Look for part 2 early next week where we’ll take a look at a few highlighted updates we made to eCore.
The latest release of our SmartSign Web electronic signature service and eCore® electronic vault focused on simplifying document review and signature capture. Employing electronic signatures must be easier for your customers than the paper process, and release 6 simplifies signature capture into three easy steps, while maintaining compliance with electronic signature requirements and best practices.
Simple 3-Step Electronic Signature Process
We recognize that the electronic signature process will always be compared to the paper-based wet ink signatures. That is why we focused on simplification in this release. Signers are walked through a simple three step process, including disclosure and consent, signature capture, and receiving a copy of the signed documents. At each step, SmartSign ensures compliance with the Uniform Electronic Transactions Act (UETA) and federal E-SIGN signature requirements. The signers can pull up context sensitive help at each step in the process, and the entire process can be completed in a few minutes!
Signer Identity Verification
Many organizations are struggling with new government regulations, identity theft, and multi-factor authentication. eOriginal has integrated an electronic identify verification service into the signature experience, which includes a verification against the government OFAC database (i.e. Patriot Act Compliance) and presents signers with out-of-wallet questions from permissible use public databases. The results of the identify verification are recorded in the document audit trail, and you have the option to store the questions, responses and results in an encrypted Verification Report.
Integrate Your Way!
So you want to begin now with electronic signatures, but your IT organization is overloaded with projects? Don’t want to send your customers to a third-party website to sign your documents? Have a high-volume business that does not lend itself to your employees logging into a web site to upload documents and send invitations? Want to have the signing experience branded as your own? SmartSign Web offers zero-integration deployment, embedding the Signature Room right in your website, and automated document upload and signature preparation within your document generation/origination system. Flexibility is key to a successful electronic signature implementation, and eOriginal offers you the most options in the market today.
eCore® 6 simplifies electronic signatures and provides the flexibility you need to successfully deploy a truly paperless transaction environment.
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