IMM eSign for Credit Unions Implementation Resources
Welcome to the IMMeSign Family!
IMM eSign 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 eSign Remote Survey must be completed and returned to your IMM Project Manager before a formal project kick-off call date can be established.
Customer Profile Form
System Requirements
XML Implementation Project Plan
RTS Implementation Project Plan
Initial Document List
Document Questionnaire
In-Person Device Considerations
In-Person Device Form
IMM Go-Live Support Enrollment
eSign Upgrade Survey
Starter Checks Survey
Loan Coupons Survey
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 Download Instructions
OVA (VM) Details
OVA Server SID Change
OVA Benefits
eSign Training Videos
The following links will take you to the relevant videos for your version of the eSign product: XML or RTS. If you are unsure which to use, please check with your IMM Implementation Project Manager
Remote Sign Portal Admin Training Videos
Links to training videos for the Remote Sign Portal are provided within the eSign Training videos referenced above, please use those links for access to the relevant training videos.
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.
Release Notes
eSign Administrator Guide
eSign User Guide
RTS Client Installation & Upgrade Guide
XML Client Installation & Upgrade Guide
Topaz Software Install Guide
Wacom Display Device Configuration
Wacom Display Devices
User Testing & Implementation
This section contains material that will be used during the testing and implementation stages of your project.
Customer Acceptance Matrix
Pre-Live
This section contains material that will be used during the testing and implementation stages of your project.
IMM Server Repair
IMM Server Cloning Instructions
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
RTS General Process Overview
RTS Process Flow with Narrative
RTS System Technical Data Flow
RTS System Architecture (Load Balanced)
RTS System Architecture (Non-Load Balanced)
Web Forms with eSign Process Flow
LiquidOffice XML
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
Class Registration Packet
Training Manual Program
Software Order Form
Class Registration Form
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!