How Online eSign works- from the Sender to the Signer and back again!

Online eSign is accessed through the main Identifi menu.

Packages are created and managed through the Inbox.

Click New Package

Select a Profile. Profiles determine the Application that that the signed documents will belong to once indexed and the default Authentication method for the package.

Enter a Title for the package and, optionally, a Description (this will be visible when viewing the Package details from the Inbox).

To add a message to appear on the email sent to all Recipients, enter it here. This message will be in addition to the standard configured email message.

This is also where an Expiration can be set for Package signing. Select a specific date or a time frame. Once the date or time has passed, the link to open the documents for signature will no longer be active.

To add Documents to the Package, click the plus + sign and select a .pdf and edit its name if needed. Then, select the document type from the drop down menu. The doc types offered here are based on the Application that the Package's profile is associated with. *For best results, documents should be under 5MB. If a package must be sent with large documents, be sure to select them individually rather than multi-selecting.

Repeat these steps until all documents have been added to the Package. (Note: the Consent form will automatically be added, so it does not need to be selected as part of this process.)

Next, add Recipients by entering names, email address and, optionally, their titles. For Packages with multiple signers, check the box to Enforce Signing Order if the package should be delivered in a specific order. Drag and drop the Recipients into the appropriate order for signing.

Beneath the Recipients' details, select the appropriate Authentication method. See here for details.

Click Next in the upper right corner to configure the document for signing.

Inside the Designer, the documents will be presented in the center, with thumbnails of the package on the right and the Recipients on the left.

Clicking the Recipient's name and then Signature will create a signature box on the document which can be dragged and placed where a signature is needed. Repeat until all Signature boxes for that Recipient have been placed.

Once Signature boxes have been added, other Fields can be configured on the document. See here for details.

Once all fields have been added, click Send to Sign in the upper right corner.

The Signers will receive an email like the one below.

Clicking "Go to Documents" will open the documents for signing. The first document presented will be the consent form. Clicking "Accept" will confirm acknowledgment that the recipient is agreeing to use electronic signatures to execute the document.

Selecting "More Options" would allow the recipient to Decline to Sign the documents. A reason must be given before the decline can be confirmed.

Signature Fields and other required fields are indicated by a blue box.

Once these fields are populated, the documents will go to the next signer if there are multiple recipients with a specific signing order or to Identifi for indexing.

As the sender, the Identifi User will receive an email stating that signing is complete.

Managing Packages

From the Online eSign Inbox, manage Sent, Signed and Draft Packages.

Sent Packages can be opened to view progress and details.

Signed - the package details will indicate "Complete" in green above the contact details of the signer.
Unsigned - the package details will indicate a status of "Pending" above teh contact details of the signer.
Locked - A blue lock will appear above the contact details of any recipient that fails to correctly respond to the authentication in 3 tries. They will not be able to complete signing until the have been unlocked by the Sender.

To unlock the recipient, click the blue lock and then "Yes" to confirm. The recipient will receive an email.
Resend - To resend the package as a reminder to a specific recipient, click "Resend" beneath the contact details of the signer.

To send a reminder to all Recipients, click Remind in the upper menu.

Clicking Edit from the menu will open the details and documents for changes, and the sender will be prompted to confirm. *Note: if this is selected, the entire package will be resent to all Recipients.