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Your step-by-step guide — assure sign request
Adopting airSlate SignNow’s electronic signature any business can enhance signature workflows and sign online in real-time, delivering an improved experience to clients and staff members. assure sign Request in a few simple steps. Our mobile apps make working on the move achievable, even while off the internet! Sign documents from any place in the world and close up deals faster.
Keep to the step-by-step guide to assure sign Request:
- Sign in to your airSlate SignNow profile.
- Find your needed form in your folders or upload a new one.
- Open the record and edit content using the Tools list.
- Place fillable fields, add textual content and eSign it.
- Include multiple signees using their emails and set the signing order.
- Specify which recipients will receive an executed version.
- Use Advanced Options to limit access to the document and set up an expiry date.
- Click on Save and Close when finished.
Additionally, there are more enhanced functions open to assure sign Request. List users to your collaborative digital workplace, view teams, and monitor teamwork. Numerous consumers across the US and Europe concur that a system that brings everything together in a single holistic digital location, is the thing that enterprises need to keep workflows working smoothly. The airSlate SignNow REST API enables you to integrate eSignatures into your application, internet site, CRM or cloud storage. Check out airSlate SignNow and enjoy faster, easier and overall more productive eSignature workflows!
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FAQs
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How do I use sign request?
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How do I get an electronic signature?
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How do I digitally sign a document?
Suggested clip How to Digitally Sign a document with airSlate SignNow Reader | Acrobat X ...YouTubeStart of suggested clipEnd of suggested clip How to Digitally Sign a document with airSlate SignNow Reader | Acrobat X ... -
How do I sign AWS requests?
Task 1: Create a Canonical Request for Signature Version 4. ... Task 2: Create a String to Sign for Signature Version 4. ... Task 3: Calculate the Signature for AWS Signature Version 4. ... Task 4: Add the Signature to the HTTP Request. -
What is aws4?
aws4. A small utility to sign vanilla Node. js http(s) request options using Amazon's AWS Signature Version 4. ... It also provides defaults for a number of core AWS headers and request parameters, making it very easy to query AWS services, or build out a fully-featured AWS library. -
How do I write my signature on a Word document?
Place the cursor in your Word document where you want to insert a signature. Click the Insert tab. Select Signature Line. A menu will appear. Fill out the required fields. Select OK. -
How can I sign a document electronically for free?
Click the link to airSlate SignNow in your email. Verify your identity. Drag and drop your signature or initials in the tags you need to sign. Sign and save or send your document. -
How do I login to my website?
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How do I login as admin on my website?
www.website.com/admin. www.website.com/administrator. www.website.com/user. www.website.com/login. www.website.com/login.aspx. www.website.com/wp-login.php. www.website.com/admin.php. www.website.com/wp-admin. -
How do you send a document sign?
Open a PDF file and the airSlate SignNow tool. Open the Bodea Contract. ... Add recipient email addresses. Enter the email addresses of the people you want to eSign the document. ... Confirm form fields. ... Click Send. ... Manage documents sent for signature. -
How do you sign an email?
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How do you sign off an email?
"Thank you" This classic email sign-off is never a bad choice. ... "Thanks again" ... "Best regards" ... "All the best" ... "Regards" -
How do I sign a PDF attachment in an email?
Open the PDF file in airSlate SignNow Reader. Click on Fill & Sign in the Tools pane on the right. Click Sign, and then select Add Signature. A popup will open, giving you three options\u2014Type, Draw, and Image. Once you're done, click the Apply button. Drag, resize and position the signature inside your PDF file. -
How do I sign attachment in my email?
Preview the attachment in the Mail app. Tap the toolbox icon, and then tap the Signature button in the Markup preview. Sign the document using your finger on the touchscreen, and then tap Done. -
How do I add a signature block to a PDF?
Open airSlate SignNow. Click on the Tools menu on the upper right. Expand the Forms section and click Edit. If prompted to auto-detect form fields, click No. Under the Tasks section, click Add New Field > Digital Signature. Drag a rectangle to create the desired size of the signature field.
What active users are saying — assure sign request
Assure sign request
I then here in extra dog technologies we are happy to have with us chris tolly part of the professional services team at expert doc and larry tory vice president of sales at a sure sign with this let's jump right in I like to make sure we're all on the same page and I'd like to know what document generation means to you and your organization to us document generation is the creation of any business document in line with prevalent business processes across your entire organization for example what is the process you go through to generate personalized letters or to customize invoices with existing client data on demand how do you tailor custom quotes and proposals in a matter of minutes and in addition ensure that policies and contracts comply with all changing regulations across all templates for all business users in all regions how about business processes the need to provision the completion of government forms ripe with penalties for non-compliance and finally how do you produce powerful reports pulling data from internal systems while leveraging the tail and capabilities of word if you're like most organizations the process of creating documents of this nature is time-consuming error-prone and most of all inefficient the extra duck solution embraces the full communications lifecycle that you see depicted on your screen although many of you are familiar with the core elements of the document generation process there is a need to address the ability of the business user to design powerful dynamic template and to leverage business rules engines for high efficiency users should also be able to tailor the communications to reflect the relationship and messaging they share with their clients and in addition be able to distribute these documents in a vast array of distribution options finally companies should be able to enforce compliance and each and every one of these stages because expert dog truly leverages the Microsoft Word platform better than any other company the benefits of open XML are delivered in rendered documents generated from within the expert dog solution in fact the use of word means that the average business user leverages familiarity they have in working in the known environment this ensures rapid uptake and widespread adoption across the firm but because the templates are designed with the extra dog designer the power of open XML is leveraged and companies enjoy the full performance enhancements flexibility and feature-rich options in the tool set here are some powerful metrics reported by some of our clients important solution features to note are the speed speed at which will implement 450 templates deployed in less than three weeks the increase in productivity gains experienced by our clients and our ability to rapidly accelerate schedules for each and every company we deploy to I'm now going to pass it on to Chris to talk a little bit about how document generation and East signature work together great thanks Samara and welcome everyone so uh we're going to take a look at the type of integrated workflow that you get when when the expert dog solution in the a sure sign solution come together now expert doc is great at bringing the production of dynamic document output and communications right to the systems urine has systems that your users have at their fingertips and a sure sign is really the best platform out there at managing the process of obtaining binding e-signatures and really managing that process of getting binding signatures on on your legal documents now there's because of that there's there's really a very natural fit and the process that you see illustrated here is at least for the most part what I'm going to walk through in the devil in just a few moments it's really a good representation of a typical flow of of how we go from creating documents to passing them to the signature process and really consuming those back into our organization what you'll see here is that there's I'm sort of at the top left side there's there's always going to be some sort of an origination event or an originator that's going to kick the process off this might be a person sitting at a desk or this could be some sort of an event trigger and typically that's going to involve the selection of a template and the template is really an expert concept or an expert doc entity and it's a template that provides the brute the blueprint for the creation of a specific type of document so that's what sumir I mentioned earlier about being able to use data I business rules to create a document that's customer ready so as part of what an originator will do is they'll select a template but they also may need to be able to provide some data that's required to fill out this document and complete this document and they also may select things like additional content whether that schedules or addendums to the particular document that will also need to go with the package that goes for e-signature and part of what the template contains is a definition of the the workflow in the areas that need a signature a signature attention and that actually gets passed when we publish to the sure sign platform for e-signature now we're going to look at this in the context of eight of a Microsoft Dynamics CRM environment as where this origination event occurs and expert doc has out-of-the-box integration from its template manager which is really our central facility for managing these templates and and doing all of the the work that expert doc does around document automation and it integrates directly with the Microsoft Dynamics and a sure sign platform so once an origination event occurs the template manager will then produce a composed or generate a final document and that out-of-the-box integration between the expert duct system and the ensure sign solution is used to to publish this document to to the assure sign environment for the acquisition and management of the process around obtaining signature this would involve things like dispatching emails to the sick Tori's to prompt them for going out and providing their signatures as well as notifying any other interested parties in the signature process such as the originator of that event so that they can kind of keep tabs of what's going on at that point the signature the signatories can then access a secure and guided signing process that's provided by the the ensure sign of environment and the signature events could be something that happens either in sequence so one after the other or in parallel so multi multiple signatures could be dispatched at the same time as depending on your requirements but ultimately once the signature process is successful there's going to be a resulting document that's you know fully legal and binding as well there may be any associated data that could be gathered during that signing process so maybe this one of this the the people signing the documents provided some additional information that we want to capture this information can all be fed back through the integration that we have into your own systems whether that's back into a content management system back into the CRM database or whatever makes sense but that sort of completes the process of taking a document and bringing it back within your organization fully binding and legally signed by by the recipients so with that I think I'm going to turn it over to Larry for a little further discussion on the the sure sign components great thank you Chris excellent thanks Amira so significant benefits with electronic signature and I'll step through some of these but the first and foremost would be increasing efficiency so being able to generate documents with expert doc and then be able to send them out with just a click or two so create the document and send it out and then be able to store that and in our demo today we're going to be storing that in CRM during the history and CRM but it could literally be stored anywhere so any data repository could certainly house that completed document and ultimately the greatest way that we increase efficiency is reducing that signature barrier so if you think of all the ways or things that get in your way as you're trying to get documents signed every day like emailing when to print it sign it in fact the fact or print it sign it scan it and email it back so all those barriers are completely removed you can bring a new customer to an email open the document and sign it right there in line and when completed it goes back to all the appropriate recipients and the signatories and all parties of that document would get copies as well so increasing efficiency certainly help decrease costs so increasing accuracy and legibility of documents if you think about multi faxed documents where their fax back and forth and they're not misaligned and signatures can't be read and also perhaps not all documents were completed as they were supposed to so you get documents back that are not in good order so with electronic signature solutions you can decrease the the cost by ensuring that all documents come back in good order they're all legible and they all get transmitted to the appropriate location their recipients and that kind of goes along with mitigating risk as well so ensuring that workflow is is completed so that there are no missed steps in that process which means rework and then again all documents being transmitted to all recipients all data repositories and specifically in our demo today that repository will be CRM and ultimately having the ability to sign any document anywhere and on any device and what we mean by that is arm's length so you're in the expert doc system and/or CRM and you're generating documents sending them out for signature via email invitation you could also bring your signers to a portal have them authenticate themselves into the portal and signed documents that are presented to them in that interface and we also have in-person options where you could use a signing pad or a tablet or smartphone so any kind of mobile device is also enabled for document generation and document signature next slide please thanks I always like to talk about at a very high level because we can spend hours talking about electronic signatures but I call this slide electronic signatures 101 because these are the basic questions that are asked and the first one is how do I know it's legal and they're really two pieces of legislation here in the US and Canada dictate electronic signatures there are others throughout the world that we're also compliant with but essentially the e sign act of two thousand the uniform transaction Act say that are set forth a set of practices or processes and if a signature vendor follows those processes then they will be compliant so there is no governing body that says ABC company is a compliant design provider it's essentially a set of processes and we have lots and lots of data to back up the fact that the assertion application is in fact a sign and you eat a compliant as well as other international standards and the only documents that don't fall under or automatically fall under the e sign akhtar wills and trusts there are other documents perhaps that the government agencies and government government entities just may not accept and the bottom line there is both parties need to agree to sign electronically and that's got to be part of that e-sign process as well but essentially if the process is followed then no one could not deny the validity of an electronic signature and they cannot challenge its legal standing it is the same as a wet signature the second big question we get is how do we know who's signing and if you think about the benchmark today probably ninety five percent of all transactions are done this way a document is email to someone they're asked to print it sign it fax it back or scan it and email it back so if that's your benchmark the only method you have of concluding that the right person is who signed it is their email address and hopefully maybe it came faxed back from a recognizable phone number but ideally you don't know who who really signed that document there's no level of proof and you certainly have a greater level of proof with an electronic signature process where you're capturing a lot more metadata and I'll actually be showing that in the latter part of the demo a little bit later but the the basic authentication in any e-sign product is going to be better than the traditional method so if your benchmark today is printing signing and faxing back electronic signature solution certainly going to be compliant for your needs however there are added ways to authenticate sigatorias and to prove the the signatories are who they say they are one is by email and passwords there be a specific password transmitted in association with that document outside of the transmission the physical document that proves or says that this is your password when you go to go to sign or open the document we can to bring them to a web portal and have them authenticated into your web web page or web frontend we also can require x.509 certificates not a big thing here in the United States but certainly in other countries or for large government agencies you may require a digital certificate be present as well and then we have the ability to an optional third party out of wallet authentication where you're asked a series of questions or challenge questions that only you would know and any authentication around the signing is captured in the reporting function that I'll show you later and stays for the life of the document if we look at the e-signature market there really is no clear leader it has some of the SAS providers that have come up in the late 2000s have been certainly gaining market share but some of the early adopters and some of the early entrants in the space were we're very heavy lifting with hardware and software and long implementations and SAS really change that and other than some vendors with lots of venture capital behind them making a big noise in the space which we really like you know there really is no clear leader and and we focus almost exclusively in Microsoft applications and large enterprise solutions and and and if that's what you are any small to midsize business and large enterprise you know look for the vendor that's focusing on on the enterprise earned on the business and not necessarily on the consumer that isn't necessarily consumer centric and when we think about applications they are just about everywhere so we have certainly a non-vertical play and as well as vertical play so if you look at some of our customers which is coming that in an upcoming slide we have some customers that transcend you know all parts of their enterprise from selling applications to HR and onboarding applications but you see here is a representation of the the different types of applications that you could use within your business but also some vertical applications in places where we tend to focus exclusively like services higher ed and some government agencies as well next slide Thanks just a bit of history a sharp line is part of a three sister companies marketing systems group was founded in 1991 and developed an interactive voice response system to did a verbal signature or a verbal contract for service providers and if you've ever changed your phone service from one service provider to another you probably went through this where they validated that you really did want to change your service this came from anti slamming laws so marketing systems group was doing this application for the local phone company in their land of Florida area and and did it very successfully and that was United telephone which became sprint United that ultimately is now CenturyLink after many years and still a customer today but they they really helped us launch a sister company called three PV or third-party verification so to address that more telecom and service provider centric market we spun off the sister company called three PV or third-party verification to address that space and then that led to a sure sign so one of our customers vonage back in 2002 2003 asked us to develop a way for their customers to sign up online so go to their web portal and sign their authorization rather than doing it verbally so we created that web type application back in 2002 evolved it as a product through 2008 that allowed no multi-tenant allowed ap is in connectivity and integration capabilities more sophisticated workflows and a sure sign spun off from three PV or third-party verification back in two thousand eight so we are a cash flow positive company we've got 30 plus employees approaching 40 we process over now 170 million unique signature events and we run at four nines up time we are a Microsoft depth managed partner and again we focus on the enterprise and not on the consumer and kind of back to our mantra of sign anything anywhere on any device and we'll move to the next slide and if you just step through these that would be great so we sort of run the gamut I talked about success across all verticals and then horizontal horizontally within customers as well so in sales environments is getting contract signs bright house is it is a cable provider so getting you know their cable customers signed up with service level agreements the Anaheim Ducks use us to do their season ticket holder renewals the honda center uses us to to get there their prevent contract signed within the enterprise Liberty powers of service provider mcgraw-hill sells ad space in their magazines McGraw has one of those crossover customers that started using it in their sales environment and now use it in their HR environment for HR 9 40 but also all of their sales contracts and and things like that are done with with a sure sign insurance probably one of our largest verticals you see some significant insurance customers their financial services another and then you see here we just kind of run across the gamut vonage one of our early customers and then we have you know sporting goods there and NASCAR and carbon trust is a uk-based customer that certifies your carbon footprint so literally no applications across many many different verticals both large and small we go to our last slide we're just a slide away from the demo so it's just a brief overview of what we do so we can deploy software as a service so in a SAS environment so cloud-based we can also give you a private instance of a sure sign in the azure platform and and then lastly we can deploy on premise so large enterprises that want to have it install behind their firewall can do that but also if if you if you look at SAS it doesn't scale infinitely from a pricing perspective so it's surviving these sunk costs that you pay every year for software as a service you could deploy on premise and over you know multi-year lifecycle certainly have a tremendous amount of savings by deploying on-premise if you deploy in our SAS environment we r SS a 16 now or use the old SAS 70 certification we are PCI compliant and we again run at four nines uptime and we'll put that into service level agreement we don't charge for our api's we believe that our application is best when it's integrated and as you'll see in the demo today when Chris runs through this demo you will not see the assure signed application except in the signing process so all that stuff is sort of done behind the scenes with with API connectivity and and once the setup is done your users will never have to unless you need them to experience the sure sign interfaces we're designed to be more integrated so we don't charge for that API again we're Enterprise centric and not consumer-centric so we don't have a free app that you can download from the App Store when you sign on a mobile device you're signing with your browser on that mobile device and you're not forced to download an application we also allow our customers to completely customize and brand their signing interfaces so that your color schemes and your brand and your name is represented throughout that sunny process and you're not seeing a sure sign plastered all over everything and we have some really flexible pricing models that we can provide that are very flexible but also predictable so you'll know what your to 35 year life cycle cost would be when entering into an agreement for electronic signatures through partners like expert doc and others we try to enable our customers to be self-sufficient so we have a services organization however we don't always leverage that because we we would rather our customers you know integrate as they need to and and sort of run their own application so we provide all the tools and support in order for them to do that ultimately delivering a fully compliant electronic signature solution for just about any size enterprise and with that I think we're off to the demo yep so we'll just bear with us one second while we flip over to my screen here Chris you should have your screen yeah alright so hopefully you see some if someone my Steam doesn't see it just show but hopefully you see a dynamic CRM screen which is really where the the centric theme of the demo will come from so I'm going to start off in in CRM and really walk through the process from here you can see this is just standard out-of-the-box CRM and hopefully what you'll be able to to get a grasp of and see from this is that everything we're doing here is really out-of-the-box integration that expert doc provides from within the CRM platform right through to the assure sign integrated process as well so I'm just going to start off here I'm and select an account so it really doesn't matter what one but let's pick one that I know has some information and you can see it's just brought up my account details for this particular record that I've selected and from within this screen you can if you're familiar with the dynamic serum scream you might notice there's an addition of a of a particular form of frame or component on this particular form called document output and this is where the specific expert doc functionality has been you know sort of seamlessly nested within the CRM screen you can see what it's done for me is it's brought up a new form element here where where it's given me what what we're calling a template execution functionality and that goes back to that workflow I described earlier where I'm I'm a worker originator of this event and I I'm ready ready to I'm at the point where I'm ready to send a document for for signing up for signature so you can see it's given me the ability to select a particular template and this is that template that I described earlier so I'm going to select one here it's actually a nun ND a non-disclosure agreement that we use and by selecting that you can also see that it's changed the form entry boxes that are available to me because this particular document requires some some different information so it's not just this information on the form that's actually going to be used in the in the creation of this document but it's it's also the information from CRM that can be leveraged and and and used to present on this for on this document that I'm generating or for evaluation or for business roles and what the case may be so let me just put in something here my core business is software so once I'm satisfied with the information that I've entered you'll notice here I've got we sort of got manual entry boxes for email addresses and names and such that's pre-populated from our CRM record this just gives me the option to be able to change it but it also gives me a default value so that when i'm sitting here up on the spot during a demo and i'll be much less likely to make typos so this is going to go off and and initiate the e-signature process and actually behind the scenes here I've just been dispatched an email and it's notified me that the process has been started now this is a particular style of e-signature process where it goes for immediate presentment so what that means is that whoever is initiating this event or the e-signature process will be notified immediately that there's a request for signature from from that person so in the context of in a different context that could also be done purely through emails as well so if if this was being sent off to someone different and actually the second step in this will go by email alone so you can kind of do it either way an immediate presentment work it happens immediately right from the browser or a pure email triggering of those events so you can see here this is actually gone taking me over to the sure sign platform which manages the process of providing the signature information so it's given me a little box here to check that I agree to all the terms and conditions of providing this signature I can go forth and go through this the signature process so it's really prompting me along the way very easy to follow a one of the nice things it does provide is gives me the opportunity as the person signing this document to review the document in its entirety so I can click through the pages and and make sure everything is in order and something that I wish to put my signature on so once I'm happy with it I can resume the signing process and you can see it's guy again guiding me through and it's pre-populate in this particular example this signature box is actually what we call a type signature block so it's pre-populated a name in here and you can see when I click on the next it's actually put in a name in sort of cryptic font for me as a representation of my signature fully binding you know fully legally allowable but we'll see another style in the second example so find this user and I'm happy with the document and done providing my signature I simply finish and the submission of this document will can will continue now what's happened actually is the this particular signature workflow called for a second signature to apt to occur so I'm in my inbox you can see you can't see but you will see in a minute I will open this email and you can see that I've just been sent this email that prompts me to really complete the secondary step of this signing process and it simply provides me a link and will be very familiar because it takes me to the exactly the same signature through the same signature process as the first user and I'll accept my terms and conditions here and simply click through and you can see if I look behind here if I were to review this document and look at the last page you can see that the name that I had populated or sign that the first signatories name is already populated in this document because it's already been he's already completed his portion of this process so if i ganna faiz the second the second signature signatory in this document if I'm happy with it I could simply go through and complete by adding my signature now this is a different style of signature this is a more of a handwritten style where you'll use your meter touch device or in my case a mouse to sign and it works just like an electronic pen so you can go ahead and pen it in and you can see it's pop that signature into the document and for this particular workflow that's really all there is to it now there are many variations to this we could have things like initialize are providing initials on every page we could have again parallel or in sequence signatures we could have you know as many signing stepsis was applicable to the particular requirements of my document now if I go back to my CRM environment we've completed this signing process just to illustrate how we're tracking these if I go to what we have again another option in here for expert da collects electronic signatures you can see here that this uh it's tracking all of this the signature steps or the signing steps that have happened against this particular account and by refreshing the status on this one it looks like that's the last one it should inform me that this particular transaction has been completed now you can see that this the status on this first one which is started at 229 is now completed so that's something that can hop it happen automatically on a regular basis but for the for the purposes of the demo it's just a more immediate to do it manually and i have a link right to that document from here that i can go and see the completed version of that document and it's all the history of the the signature transactions associated with this account are all tracked within CRM for me as well within my within my account notes here you can configure it such that the actual documents get get attached to the CRM record in the notes section or the attachments within that same account record if that is a desired effect similarly and it's not configured in this particular environment but we've done many things like integrating with SharePoint so if you wanted this to go into SharePoint or any other real content management system that's also an option now if this was a particular there's been other data collected during the process of having the electronic signatures be provided that same information could be brought back into CRM so perhaps a user had entered you could prompt the user to enter other information as well as their signature that information could be brought back into CRM and stored against whatever entity it made sense could also be used to do things like trigger a particular workflow or perform other events within CRM so all that information can be fed back as part of the signature transaction completion now there's one other thing I just wanted to briefly speak a bit before I pass it back over that was sort of a very interactive mode for providing electronic signature you do have a second option here within CRM that's more of a batch type cycle for providing signatures so you'll notice there's a NEX / talk back sec batch execution button on my screen here within CRM and what it allows you to do is trigger a batch against any view of of entities you may have in CRM so if I wanted to do it against all my active accounts or do you have particular filter views in here that you wanted to execute a a batch uh II signature transaction against you can do that by simply selecting that particular view and then providing the template you wanted to execute that against and that would go off rather than one one by one manually initiated events would trigger a batch cycle of all of the particular entities or records within that particular view and execute those sort of behind the scenes automatically for you I think that's the gist of what I wanted to show I think Larry's going to delve a little bit more into the sure sign piece of it so I will pass it back over to Larry okay great thanks Chris yeah I think one of the things that I want to point out is that everything that Chris did was in CRM or an external application is though it was driving the expert doc engine it was also driving the sure sign application so you know api's and integrations obviously very important so I wanted to show you the back end of how all this all this kind of works and this is the assurance line application I'm hoping that everyone sees that this is the the main page so all users could go into the sure sign app and you can see all the documents that you know are about to expire for example give expirations on document so this is sort of a user dashboard my activity for today how many documents as I send how many been completed how many may have been declined he may have seen in the signing process that when I received that document to sign I could decide not to sign it and I could decline my signing I could cancel a document as a document originator as well and any documents that may have expired or is immense about to expire so this is a nice little dashboard all of this could be exposed within CRM as well but as you saw Chris also had all the statuses of those documents inside CRM so all of this again is exportable under administration we can do some customization and branding you saw the acne name for example in there we can change the colors and themes of the present presentation so this is the signers presentation this is what the signer sees and the ability to customize that in the signing process so for example that page header that have acne logo and what that landing page looks like and what buttons were included and excluded in any custom messages you might want to give to your signers and then instructions to those signers as well so you can see that it's highly customizable and brandable as well as when the documents completed what happens you could push them back to your website you could push them somewhere else or give them custom messages and give them links to different places the other thing probably the most important thing that's housed here in the sure sign application is the history of the document and this is the ability to go in and search for documents based on different criteria so show me all the documents that were signed know that were sent by X user in the last 10 days or I'm searching for a specific document to find out if someone actually signed it so you could look by the signatories name as well so there's different variables you can use to search for documents I'm just going to look at some recent history here I will actually look at the document that the Chris just completed and you'll see it's this one right here this NDA and I click on that document from the sure sign tool will will see the history of that document here here's a brief history it was shows the the user that created it you see that was Chris at this particular IP address the designing step one had started which was an email invitation but it was also in the media presentment which meant it was signed signed there it was shown under review and that means it was opened so no longer can your customers tell you that they didn't see the document once they've clicked on it you will know that the document was considered under review that son except one started sunny step two started in on if we look at a completion report this will be all the details around that signing experience or signing ceremony so here's the unique document ID it was called an NDA it had a specific order number which could have been a customer number they could be used to track it this is the instance of a sure sign that it it was produced on it was originated as a PDF as it was passed to us and and then we see the first page of that document and then we see all the signing details and you notice that Chris was was both the president signer as well as John Smith so this is their agreeing to the key sign and you we did compliance information so that's part of the e sign requirements for that process of being a legally binding electronic signature and then hear all the details about that funding process and even as deep as the browsers that were used to to sign the document and and then each of those signing steps and the instructions for that particular signer so if you had different types of messaging that you needed to produce or send as they hit a single signing step that can also be stored in the documents history and even get all of this going towards the non-repudiation of the document based on a sign and uyeda so that's just a very high level of some of the things that happen in the back end of a sure sign but this is rarely where a user would go all the users would really stay out in their external application most likely in this demonstration as we saw today in CRM so with that I will turn it back to Samara and also offer up the beginning of QA so remember to post your questions to the questions tab in GoToWebinar yep thanks Larry so as we wear wrap up this demonstration I'd like to bring this webinar to a close I trust you've seen how extra doc and a sure sign work together to help you eliminate additional costs until and document delays and how easy it is to transition from manual to electronic signature so well the form is now open for questions they submit through the goto meeting webinar application I think we have one here that Chris can answer so the question is Chris for the integration between expert doc and a sure sign how much time and effort is required yep so really the the richness of the functionality that you saw and actually much more is all of the all available out of the box so that's all really just configuration of the existing out-of-the-box integration so for you know for most scenarios that we see there there really is no you know exhaustive development effort or really strenuous integration required so really that that's that's kept to a minimum and the actual you know technic technical integration components so the the behind-the-scenes integration is all provided at no extra charge so you get that really out of the box when you when you purchase the expert doc solution that includes a sure sign thanks for that Chris there's another one coming in and I think you can handle Larry and the question is we have a requirement for signatures on multiple pages by multiple parties how is this handled by your solution so the sure sign application can design it can be designed to have many different workflows so multiple signatories in multiple different ways so you can create an unlimited virtually unlimited number of signatories as well as signature locations within the document and and you build a workflow that dictates the order in which designers will sign and so they could sign in series as we saw in Christa's demo the first person sign and then went off to the second person to sign and you could do any combination of that series and then you can also send documents on in parallel so maybe there are two internal approvers if you will that go through the process and once that's approved then maybe there's five signatories so you could go the first two steps are in series and the last ones are in parallel and then when that final person signed the document would be considered completed so there's a variety of ways you could build workflow that would would handle various numbers of signatures and signatories and actually see another question out here is that is there any integration with active directory for users to login to use a sure sign so that's a good question and we do have the ability to create users with Active Directory database but as it relates to logging in you don't need to have Active Directory Integration to log in as you saw in the demo the user would be logged into CRM and they would have a mapped user ID in a sure sign so to manage their documents that they wouldn't need to log into a sure sign would all be done through CRM in this case but we also do that with other applications so the user does not have to log into a sure sign to use it we have some desktop widgets as well that would not into no incur them to log in to a sure sign there's sort of an inherent integration back when you're you're talking and a p.i connectivity as we are here so there is no there really isn't any need for access Directory Integration I think we have one more that both Larry and Chris can answer from both you sure sign and the expert dog perspectives the question is we are considering a move to provide tablets to some of our infield agents I assume this is coming from someone in insurance can this be supported by both solutions yep so from expert Doc's perspective absolutely so are our interfaces and capabilities were recently extended to include support for mobile devices and and some of the specifics around being functional in those devices so certainly from an expert dr. perspective that's that's no issue and from a sure sign perspective same thing so we are always browser-based so talking about mobile devices in signing we don't force designers to have an app downloaded on their mobile device so we recognize the footprint of the device that we know whether it's an iphone or ipad android phone or android tablet a Kindle Fire will identify what that devices and we'll push the appropriate footprint or look and feel in that particular browser so we know the browser the device and we'll provide the appropriate signing interface essentially looks similar to what Chris did in the witham the pc based signing process is just optimized for the phone or for the tablet with the same compliance elements but just the look in the field is is designed for mobile alright thanks guys um I'm just going to wait around for a few more questions but if there are none I think I'm going to bring this webinar to a close thank you to Chris and Larry for your insight and to all participants for attending once again the deck is available upon request and any further information can be requested from the contact listed on your screen so Larry Tori crisp and Marshall president of expert dog thank you very much
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