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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.

OnBoarding Resources

This section contains content that you might find useful during your “pre-project” planning, specifically to provide a roadmap of the implementation project as well as our Customer Profile Form that needs to be completed and returned to your IMM Project Manager timely. Once the customer profile form has been returned to IMM, your formal project kick-off date will be assigned to your institution.

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

Product Specifications

System Documentation

The following documents and videos are provided to you as a part of the training phase of your implementation. They will need to be reviewed by the appropriate members of your team as a part of the system training. You may also desire to access them in the future as follow-on reference material.

AIM Template Manager Guide

eSign+ Administrator Guide

eSign+ User Guide

Web Forms with eSign+

Workflow Building Guide

Building Web Forms Quick Guide

System 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 Training

eSign Remote Signing Admin Training

Web Form Training

Go Live

This section contains information that will be helpful as you formally go live with your IMMeSign 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!