eSignature Settings

Defaults, Consent, Signature Pad, Remote Message Templates, Other Remote Settings.

Note: The Remote Message Templates and Other Remote Settings tabs will not be available if the Remote Signature Add-On has not been activated or the evaluation period has expired.

Set signing devices and methods.

Devices:

• PC-Touch-Capable (computer)
• PC-Traditional (desktop, laptop)
• iPad
• GemView

Signing Methods:

• Signature Pad
• Type (sign via typed name signature)
• Draw (used for Touch-Capable devices)
• Default to: Select the default signing method when the device is used in processing sessions.

GemView devices function as a mirror to the eSign application on the client workstation and allows the user to guide a signer through the review and signing process.

• When selected GemView devices will be automatically detected when a user signs into eSign.

• When not selected, Gemview devices will not be automatically detected.

• This setting is not supported for Internet Explorer.

GemView devices function as a mirror to the eSign application on the client workstation and allows the user to guide a signer through the review and signing process.

• When selected signature sessions will automatically be pushed to any detected GemView device.

• When not selected, the user can manually push to the device when processing sessions.

• This setting is not supported for Internet Explorer.

Defaults, Consent, Signature Pad, Remote Message Templates, Other Remote Settings.

Note: The Remote Message Templates and Other Remote Settings tabs will not be available if the Remote Signature Add-On has not been activated or the evaluation period has expired.

The title bar displays information about the currently selected Consent version. A Print icon allows printing the Consent form. Click this bar to collapse or expand the current Consent form display area.

• Version: Current version. This version number will be included in the Audit Report when a signer signs a document.
• Updated By: Logon name of updater.
• Version Saved Date/Time: Local time
• Print icon: Print the Consent form.

The consent is displayed when a member signs a document. The wording at this point is only a recommendation; it must be updated for your location before using eSignature for member signing.

This area is used to apply various formatting controls to the Consent form. Highlight text and click the desired formatting change. The administrator can use these options to modify the FI eSignature Consent Text. If the Consent form has not been edited, the Formatting Toolbar will display after clicking in the text area.

Note: Fonts used and displayed depend on the availability of fonts in the readers' client machines. If the font you use is not available on other readers' systems, the text may display differently due to font substitution.

This is a sample Disclosure agreement and should be replaced by the agreement used by your Financial Institution.

Note: When entering new consent text, do not copy and paste from Word; embedded control characters may cause erratic behavior. Use Notepad or type directly into the field.

• Text can be added, deleted and replaced with plain text.
• Word documents should not be imported due to embedded control characters.
• Heading and Normal styles will be applied to an entire paragraph.

Use this area to leave notes about the Consent.

• Save: Click to save any changes to this screen.
• Cancel: Click to discard any changes to this screen.

Defaults, Consent, Signature Pad, Remote Message Templates, Other Remote Settings.

Note: The Remote Message Templates and Other Remote Settings tabs will not be available if the Remote Signature Add-On has not been activated or the evaluation period has expired.

When this setting is selected, and a session is processed in Internet Explorer, messages appear on signature pads during the in-person signing process. This method gives signers more control using their signature pads, which results in a faster signing process. Using the signature pad, signers create signatures and initials, accept terms, apply their mark throughout the document set, and confirm completion of the signing process with minimal intervention from the financial institution representative. Refer to Sample Signature Pad Displays for examples

When this setting is not selected, messages do not appear on signature pads during the in-person signing process. Instead, the signature pads are blank and are only used to create signatures and initials. Refer to the “Signature Pad without Messages” section of the User Guide for details.

This setting only applies to workstations using the Internet Explorer browser to process sessions.

When this setting is selected, the operator must click “Next” on the operator’s display to move the signature pad user to the next item. When not selected, the operator/signature pad user will automatically be routed through signing documents.

When this setting is selected, the signature pad backlight will turn off after the signature pad user has completed the signing experience.

These are signature pad messages that display for the signer. The following monikers may be used for substitutions:

• Consent: %SignerName%
• Signing Message: %SignerName%, %MarkAction%, %CurrentDocumentName%, %MarkType%
• Confirm Signatures: %SignerName%
• Longname: %CurrentDocumentName%
• Shortname: %DocumentSetName%

Note: A Moniker (%SignerName%) is a pre-defined name used to hold a place for data. For example, %SignerName% will be replaced in the signature pad with the name of the signer, as pulled from processed documents.

Defaults, Consent, Signature Pad, Remote Message Templates, Other Remote Settings.

Note: The Remote Message Templates and Other Remote Settings tabs will not be available if the Remote Signature Add-On has not been activated or the evaluation period has expired.

Record Information

• Total Records count
• Records Selected count

Add Message Template button: Click to add a new message template.

Delete Message Template button: Click to delete non-default message template selected with the Template Selection Checkbox. In this example the full value is: %DOCUMENTSETNAME% (for %SIGNERNAME%).

• Template Selection Checkbox: Click to select a template for deletion with the Delete Message Template button. The current default template cannot be deleted.

• Template Title: Title of the selected template.

• Message Subject: Information used in the remote signing outgoing email message subject line.

• Default/Set as Default: Selects and confirms the default template used in the remote signing outgoing email message.

Message sent for documents to be signed.

Defaults, Consent, Signature Pad, Remote Message Templates, Other Remote Settings.

Note: The Remote Message Templates and Other Remote Settings tabs will not be available if the Remote Signature Add-On has not been activated or the evaluation period has expired.

This allows sending CC sessions to domains other than the Sender's domain.

The setting lists all additional CC domains that are allowed on eSignature Management page. The Sender’s email domain is always included in the CC’s email domain and does not have to be entered here.

A maximum of 10 domains are allowed, separated by commas or semicolons.

If the document set being processed originates from your host, the document set name provided by your host will be sent to the document delivery system. The Default Product Type Name is used when no set name is provided by your host and documents are submitted to Remote Signature. (50 characters maximum) [Refer to Customizing View/Sign Notifications for more information.]

Select the URL of the web service to process remote signatures.

This setting can be used to change or override the default setting.

There are two choices. They can be selected but not edited.