IMM eSign for Banks Implementation Resources
Welcome to the IMMeSign Family!
IMM eSign 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 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
Implementation Project Plan
Implementation Diagram
Installation Preparation
At IMM, we developed standardized policies that govern our support program. These policies are in place to ensure that each client receives a positive, productive, and comprehensive experience with our trained support staff. Customers interested in learning more about our standard practices and features may refer to the Customer Support Program Policies document by selecting the button below.
OVA Benefits
OVA (VM) Details
OVA Download Instructions
Server SID Change
System Requirements
eSign 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.
AIM Template
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.
eSign Remote Signing Admin
Admin Global Settings
Admin Shared Events & Alerts
Manage, Track & Change Agreements
Admin Account Sharing
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.
AIM Template Manager Guide
eSign Administrator Guide
eSign User 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!