Archives and Imaging Systems

Once the signing ceremony or ceremonies have been completed, there must be a process in place to maintain those records. IMM eSign facilitates archiving signed documents and optionally any attachments to your imaging system. In this lesson we will examine the process flow, system and configuration requirements, and discuss considerations your team should discuss prior to the initial setup.

• The process flow of documents moving from business systems or other sources, to IMM eSign, to remote signing, to the imaging system
• The 3 archives: eSign, Adobe Sign, and Institutions’ Imaging Systems
• The Imaging Index Service and connections to various Imaging Systems

• Describe the process of archiving documents to your imaging system
• Identify the necessary components of the imaging system and archiving process based on your imaging system
• Decide what elements will be included in the archiving process
• Document any concerns or questions regarding the archiving process to discuss with your IMM Implementation Consultant

Archive: both the location of records and the activity of placing records in the location. eSign documents must be stored in an archive and IMM facilitates this activity.

Imaging Index Service: an application that interfaces between eSign cloud and your imaging system

Retention: the continued storage of data or documents for compliance and use. Organizations have specific retention policies depending on various laws or policies.

In Lesson 5 we will further explore the technical components of IMM eSign including what elements are installed on workstations and servers and what browsers are supported and considerations around different browsers. We will also discuss the installation process and the initial “end-to-end” test of your IMM eSign Cloud implementation.