Here are the steps to prepare and send documents for e-signing:
- Load the document from the Pending status by double-clicking it. When the document opens, click “eSign” at the bottom right.
- Enter the name of the signer, email address, and the new authorization code, based on your credit union policy. Do this for each signer.
- Click the Check button to prepare it to be emailed to the member.
- If there are additional signer boxes not needed on any of the forms, you may unselect them. When the “Update form” window opens, click Yes.
- Once all documents that you want to email to the member say “Ready eSign,” click the eSign button at the top of the Packages window. This mails the prepared documents from this specific package to the member.
NOTE: These are very basic instructions which can vary depending on features that may or may not be activated for your credit union. Contact the Imaging Solutions team or a CSR for assistance about your particular situation.