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IMM eSign Cloud for Banks Implementation Resources

Welcome to the IMMeSign Family!

IMM eSign Cloud for Banks Implementation Resources

Welcome to the IMMeSign Family!

To aid in the planning and execution of your Implementation Project, we’ve prepared this resource center of information for your use and reference. Your Implementation project manager and/or others from IMM may refer you to this page in the future.

 

We hope that you find this information helpful, and wish you much success on your implementation project.

Planning

This section contains content that you might find useful during your “pre-project” planning, specifically to provide a roadmap of the implementation project as well as our Customer Profile Form that needs to be completed and returned to your IMM Project Manager timely. Once the customer profile form has been returned to IMM, your formal project kick-off date will be assigned to your institution.

Customer Profile Form

The customer profile form identifies key elements about your institution and your project particulars that will aid the IMM project team to plan and manage your eSign project. Please complete this form and submit it as soon as possible. If you have questions during the completion process, please contact your IMM regional manager. Once submitted to IMM, we will review the form and then schedule your project kick-off call.

Implementation Project Plan

This document provides you with an overview of what you can expect to occur throughout your eSign implementation project. It outlines the specific phases that make-up the project, and the functions that will occur within each phase. If you have any questions about the project plan, please contact your IMM regional manager or your IMM eSign project manager.

In-Person Signature Device Order Form

Installation Preparation

This section contains information to help you prepare in advance for the product requirements needed on your side. This covers specific hardware and software resource considerations that you will want to make sure you have in place to make your eSign project flow smoothly.

Product Specifications

eSign Training Material

The following documents and videos are provided to you as a part of the training phase of your implementation. They will need to be reviewed by the appropriate members of your team as a part of the system training. You may also desire to access them in the future as follow-on reference material.

eSign 2020 Documentation

Adobe eSignature Admin Portal Training Videos

The following videos are provided for your usage. They will be a part of your training curriculum and will need to be reviewed by the appropriate members of your project team.

eSign Remote Signing Admin

Admin Global Settings

Admin Shared Events & Alerts

Manage, Track & Change Agreements

Admin Account Sharing

Microsoft Azure Training Material

IMM eSign Cloud Service is hosted by Microsoft Azure. Therefore, there are some Azure considerations required to manage and control your employee’s security access and control through Azure Active Directory services. These materials will help acquaint you with the aspects of Microsoft Azure that pertain to your IMM eSign Cloud Service.

Azure Managing Guide

eSign Cloud Azure Training

User Testing & Implementation

This section contains material that will be used during the testing and implementation stages of your project.

Customer Acceptance Matrix

Go Live

This section contains information that will be helpful as you formally go live with your IMMeSign implementation.

Support Information

System Process Flowcharts

The following diagrams are provided to aid in your understanding of how various elements of the system function together, and how transactions flow across the various phases of the transaction lifecycle

eSign Process Flow with Narrative

General Process Overview

System Architecture (Load Balanced)

Web Forms with eSign & Narrative

System Technical Data Flow

System Architecture (Non-Load Balanced)

Bonus Features

Your IMMeSign subscription includes access and full usage of Adobe Sign’s native Web Forms and MegaSign functionality.  The following videos provide information on the setup and utilization of these capabilities.

Web Form Training

Mega Sign Training

Have any Questions?

Thanks for spending time reviewing information about our advanced eSignature platform. (advanced digital transaction management platform) and some highlights of capabilities and features. If you have questions or would like further information, we’d love to hear from you. Our team stands ready to assist!

Have any Questions?

Thanks for spending time reviewing information about our advanced eSignature platform. (advanced digital transaction management platform) and some highlights of capabilities and features. If you have questions or would like further information, we’d love to hear from you. Our team stands ready to assist!