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how to get documents assigned using Meridian link Andy sign live credit unions using Meridian links loans PQ and Express accounts platform can now access ecig mature capability directly from within Meridian links workflow using e sign lies pre-integrated connector to get started simply click on the applicant section inside your Meridian link platform to prepare the e-signature transaction make sure the email field has the signers email filled in then go to the letters Docs section where all the documents will be displayed under the integrations column here you will see which documents are enabled for signing via e sign live click on display to preview the document to be sent if everything looks good you can click on the send document via e sign live link to start the sending process in the next screen you will see the summary of the entire transaction you can choose your authentication methods in the envelope security drop down and then hit the send button at the bottom of the screen once the transaction has been sent you will receive a confirmation that your documents have been sent successfully to the signer seconds later each signer receives a completely white labelled email from your credit unions email address asking them to e sign a sign live is easy to use in branch for face-to-face signing or with members accessing the transaction remotely in the case of remote signers the user clicks on go to documents from their email and they will first be authenticated via whatever method you have chosen in case of a two-factor authentication method like an SMS passcode the signer needs to add the six digit pin sent to them challenge response questions are another popular sign or authentication method once identified the signer is taken to e sign lies white labeled webui that shows your credit unions logo URL and toolbar on the top the signer can scroll through the documents accept and sign with ease you can also choose whether the signer has to click to sign or if you would like to capture a handwritten signature you can also capture additional data on this document at the time of signing for example checking a box to select optional insurance coverage on a loan for the signer the process is very easy to fall Oh yellow stickies on the document indicate where the signature cues are located on the document when the document is signed successfully the designated spots turn green after completion a tamper sealed PDF with an audit trail is available for download to everyone in the transaction behind-the-scenes esign live captures a visual audit trail of the entire signing process from beginning to end so you can track and replay transactions for compliance purposes and internal controls esign Live is the only signature solution to capture both a static and patented visual audit trail of the step-by-step signing process as seen and experienced by signers as the exclusive East signature provider for Kuna...