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IMM eSign for LoanDesk Implementation Resources

Welcome to the IMMeSign Family!

IMM eSign for LoanDesk 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.

Document Mapping Questionnaire

Implementation Project Plan

Installation Preparation

This section contains information to help in preparing for the actual installation of the IMMeSign Cloud application.

eSign Cloud System Requirements

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.

eSign Administrator Guide

eSign User Guide

Azure Management Account Guide

User Testing & Implementation

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

Customer Acceptance Testing

Go Live

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

Support Information

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!