eSignature Lawfulness for Banking in Canada: Ensure Legal Compliance and Streamline Processes

How to eSign a document: eSignature lawfulness for Banking in Canada

[Music] hello all welcome to a demo video where we show you seamless signing experience for a bank's customer and admins using em signer in a step-by-step process here is a scenario where a bank officer needs to send the account opening form along with the terms and conditions to the customer to which the customer needs to fill in and review along with the terms and conditions adding all the supporting documents as for bank's policy and finally signed the document in a swift manner in the end the form will be reviewed by the bank officer until he approves the same let's see how this business flow can be enabled using M signer first the bank officer logs into the system using his credentials click on login once logged in he'll be able to see the M signer dashboard and on the left side of the screen you'll be able to see all the predefined workflows within the system now he needs to click on the demo corporate account opening form to onboard a corporate customer now to send the onboarding form along with the terms and conditions to the customer bank officer needs to specify the customer as signatory one and the same can be mapped to his email address click on the check box this will trigger an OTP to the customer now click on apply [Music] similarly bank officer can map himself to signatory to and this email address as you can see here well the same needs to be done to the terms and conditions form as well click on apply now click on save and continue before sending check if the bank officer wishes to attach any other supporting document this can be done here now here let's click on send now you'll see a pop up and that states that the workflow has been initiated for the bank officer side click on OK now the customer will receive an email from the EM signers fan box in his inbox which says document pending for his signature click on that email and click on preview and sign once click an SMS OTP will be sent to his mobile enter the OTP here and click on continue button now let's look at the review and sign process customer year cannot review the customer onboarding document and fill in the necessary details [Music] after filling in he can review the terms and conditions of the document as well once the review process is done the customer can choose a signature as a signing option which is visible on the right side of the screen now let's click on e signature now let's click on sign button the next step is a signer attachment here the customer can attach mandatory identity proof as set by the bank in this case a spurred copy or pan card copy after which he can click on proceed button as shown the next step is generating signature image now the customer can choose on how he would want his signature to appear on the document they can either select from a predefined set of template or upload scanned copy of signature image draw their signature or connect an e signature pad and sign the document now let's click on sign now you'll see that this process has successfully captured customer signature on the document as part of the workflow the form will now go to bank officers for his review and approval now let's log in as a bank officer using his credentials to the M signer let's provide the credentials and click on login once logged in click on the pending dashboard click on my signatures here the bank officer can view the onboarding document he can also view the attached documents by the customer and then review and approve the terms and conditions by clicking on a signature on the right side of the screen here he can also leave a comment and post the same if the bank officer wants to decline the same he can do so by clicking the decline button on the top of the screen in this way then can successfully onboard a customer using em signers simple yet powerful workflow feature you'll see that the signing has been done successfully click on OK [Music] [Music] [Music] [Music] now under the Settings tab in M signer Bank admin user can manage users [Music] here we'll show you some extended features of M signer under the settings tab in M signer Bank admin users can manage users manage departments manage workflows and set up access controls on the same M signer also provides you with white labeling options where the bank officer in our case can customize a signer page with their company's logo to reinforce bam to reinforce brand throughout the document signing even for all the customers M signer also has provisions that are also admin to create multiple profiles which can then be used to define various types of supporting document that need to be attached by performing signature as per bank's process and policy M Simon can also support various API integrations and powerful document signing capabilities that can argument your company's existing systems and workflows thank you for watching the video enjoy music [Music] Oh