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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.

eSign Remote Survey

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

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

Adobe Reader Compatability Chart

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 XML

XML New Features Overview

XML Document Set Maintenance

XML Criteria Maintenance

XML General Settings

eSign RTS

RTS New Feature Overview: Template Manager

RTS New Features Overview: eSign Client Component

RTS Document Maintenance

RTS General Settings

eSign

User & Group Maintenance

eSignature Settings

Remote Attachment Template

Index Fields Maintenance

Imaging System Settings

Reporting

Status API Settings

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.

eSign Administrator Guide

eSign User Guide

Release Notes

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)

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

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

Web Forms with eSign & Narrative

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!