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IMM eSign Cloud for Credit Unions Implementation Resources

Welcome to the IMMeSign Family!

IMM eSign Cloud for Credit Unions 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 information to aid in your planning efforts for the project. Please note the Customer Profile Form must be completed and returned to your IMM Project Manager before a formal project kick-off call date can be established.

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.

Implementation Diagram

Installation Preparation

This section contains information to help in preparing for the actual installation of the IMMeSign application software into your Bank’s data center/network environment. OVA is the methodology used to deliver our application software to your Bank, ready to be introduced into your network environment.

Product Specifications

eSign 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 2020

RTS New Features Overview: eSign Client Component

RTS New Feature Overview: Template Manager

XML New Features Overview

XML Document Set Maintenance

RTS Document Maintenance

XML Criteria Maintenance

XML General Settings XML

RTS General Settings

User & Group Maintenance

eSignature Settings

Remote Attachment Template

Index Fields Maintenance

Imaging System Settings

Reporting

Status API Settings

eSign End-User Training

Remote Sign Portal Admin 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.

Create Report

Admin Global Settings

Admin Shared Events & Alerts

Manage, Track & Change Agreements

Admin Account Sharing

Create a Shared Document Template

Edit or Delete a Template

Set up Profile Preferences

Add Users

Deactivate User

Product Documentation

The following product admin and user guides are provided for your usage and reference throughout the implementation as well as in the future.

Admin Manager Guide

AIM Template Manager Guide

eSign User Guide

eSign Administrator Guide

Azure Managing Guide

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!