LESSON 2

eSign Through Your Eyes

Introduction

Welcome to your second lesson. Now that you have seen the ways IMM eSign lets you to provide electronic signature options to your consumers, it’s time to start familiarizing yourself with how you’ll interact with the eSign solution. In this lesson’s video you’ll learn the basics about what you’ll do as you interact with eSign.

Because there are so many ways in which you might utilize eSign and so many options, for now we’ll focus on a single use case and only a few of the options you might use.

Learning Objectives

  • Understand how documents will move from your business system into eSign
  • See how you’ll work with an in person signer to sign their documents
  • See what you’ll do to send documents to a remote signer

Lesson Video

Key Elements

  • Sending document from your business system to IMM eSign is easy
  • Signers who are present will use a signature pad and view their documents electronically
  • With an email address and phone number you can send documents to remote signers easily

Glossary

Use Case: one set of possible sequences of actions between systems and users and related to a particular goal or business process

Virtual Printer: an application that can be chosen from the standard print dialogue that will send the selected document(s) to another other application (IMM eSign in this case) rather than to a physical device.

Attachment: A copy of a document or image that can be added to a session (e.g., Driver License, copy of deed, etc.).

Signature pad: A device that electronically captures a person’s handwritten signature on a touchpad using a pen-type stylus. This term may be used interchangeably when referring to any device that may be used to capture a signature, such as signature tablet or tablet display, or by a brand name such as Topaz or Wacom. Once captured, digital signatures are applied to electronic documents.

Mark: Another term for an electronic signature or initials captured from the signer and applied to a document.

Disclosure Statement: A standard statement that all signers must agree to before applying their signature(s) to electronic documents.

What's Next

In Lesson 3 we will learn more about how IMM eSign works from the vantage point of the signer. You can proceed to Lesson three by clicking on LESSON 3: eSign Through the Signer’s Eyes below.