Need to get that contract executed today, but your VP is sitting in the airport heading to a conference?
The popularity of mobile devices like Apple’s iPad and iPhone make it easy to share contract documents anywhere, anytime so why not take it to the next step and use SmartSign Web to sign and close the deal?
The iPad holds the particular promise to accelerate the mass adoption of electronic signatures because it has the screen real estate to view the entire document. Imagine walking into your local bank to open an account and the bank employee hands you an iPad to affix your signature to the account application or the check signature card. Or when you are returning a vehicle off lease at the dealership, quickly go through the vehicle inspection and sign off right there with the iPad.
Contract modifications are another excellent opportunity to leverage mobile signing. Typically any change to an agreement or contract requires senior management approval and sign-off. These executives travel often, so why not allow them to access, review and execute documents in the airport, at the conference or in the hotel? With an iPad and SmartSign Web they can.
And going paperless isn’t just doing business faster at less cost, it can also have a big impact on your corporate image from both the environmental impact and heightened customer experience when they complete a transaction in a single process.
Best of all, SmartSign Web puts all this flexibility and power in your hands while protecting your business by ensuring compliance with the ESIGN electronic signature requirements. SmartSign Web’s secure and comprehensive audit trail maintains legal admissibility and enforceability of all your important business records. Now that is the best of both worlds.
The latest release of our premier electronic signature process management system, SmartSign Web, includes the ability to sign commonly used business documents created in popular Microsoft Office applications such as Word, Excel and Powerpoint. This new capability also enables users to add scanned images and IBM Lotus Notes documents into SmartSign for electronic signature capture. New documents uploaded into the system are quickly converted into Adobe PDF for review and signature capture.
This new feature allows users to create custom documents and quickly add them to a transaction for signature. The SmartSign template designer’s easy to use drag-and-drop interface can still be utilized to mark up the documents for data collection and signature capture. These custom documents are automatically integrated with standard forms already managed by SmartSign and eCore, allowing more flexibility for complex business transactions that often require unique documents based on business rules.
This capability is not limited to the creation and send process, downstream participants of a transaction can also upload documents such as attachments in any of the new supported formats. These documents will also be dynamically converted to PDF and added to the transaction. For example, if a user must upload a scanned image of his drivers license. The scanned TIFF or GIF image can be uploaded directly into SmartSign. The user does not have to learn how to convert the scanned documents into PDF or perform any post-scanning process on the image.
Benefits
Leverage existing investment in familiar document creation tools
Quickly send out custom documents for signature
Increase employee productivity by eliminating document conversion and processing tasks
Speed time to close business transactions with streamlined business processes that eliminate paper distribution and handling
Improve security with tamper-evident seals on documents and the detailed audit trail
This is only one of the hundreds of new capabilities featured in the latest release of SmartSign and eCore. Check back here over the next few days as we share more of the features available; such as advanced configuration options, workflow automation tools, tighter integration with internal applications, and more!
Wells Fargo Funding has approved eOriginal as an Authorized eSignature and eDelivery Vendor. eOriginal’s SmartSign Web can be used by brokers, real estate companies and correspondent lenders to manage borrower’s electronic disclosure statements. Using eOriginal’s eCore® platform, lenders can have borrowers electronically review, sign and return disclosure documents from the eOriginal hosted signature service or from eCore embedded within their own website. SmartSign Web® can be integrated with existing loan origination systems to automate the eDisclosure process. This ESIGN and UETA compliant delivery capability not only eliminates paper from the process, it speeds the closing cycle while eliminating costly rework and improving regulatory compliance.
Transitioning your document-centric business processes from paper to fully electronic is not ‘one size fits all’, which is why we chose to focus on providing more configuration options and work flow flexibility in our latest release. Based on feedback from the inaugural meeting of our User Group, the product team went to work adding new features requested by the users. The majority of requests centered on adding more configuration options for signers and dealing with ancillary documents within SmartSign Web. Below I’ve written about just a few of the 85 new features and enhancements available in the 6.6 release coming this May!
Wet-Ink Signed Documents – Many of our customer’s transactions contain multiple documents that require signature, and sometimes there are regulatory, risk, or government agency requirements to submit a paper document with written signatures on one or more of those documents. SmartSign Web now allows you to flag a document or documents for wet-ink signature in the electronic transaction. The signer will be prompted to print and sign the document and you can provide additional instructions on where to send the paper signed documents. All other documents will be electronically signed and protected in the Trusted Repository. Additionally, SmartSign Web will record the user’s print action in the audit trail of each wet-ink signed document.
Signer Attached Documents – Many times there are ancillary, or supplementary documents needed from the signer in order to continue a business process – beyond simply the capture of signatures. Now you can configure SmartSign Web to prompt your signers to upload scanned documents into the package. Uploaded documents may be flagged as required or optional, depending on your business process. Uploaded documents are automatically added to the electronic transaction and stored in the Trusted Repository alongside the electronically signed documents.
New Signature Collection Modes – SmartSign Web now offers you the ability to configure the method in which signers enter their signatures in the signing room. The familiar all-in-one mode allows the signer to enter multiple signatures in a single collection form, which is great for internal or repeat signers that want to quickly complete the process. The new interactive collection mode requires your signer to click on “sign here” blocks within each document to enter their signature. The interactive collection mode also enables you to turn on (or off) a quick navigation feature that allows the signers to easily navigate between signature blocks and initial areas. SmartSign Web remembers the signers typed signature, uploaded image signature, or written signature from a signing pad as the user navigates between the signature areas.
Contact our support team or a sales representative to learn more about these exciting features or for a personalized demonstration.
Saving time, automating processes, and shortening sales cycles have always been a key component of competitive business. Everyone is always looking for another way streamline the lead to win process, and technology has and will always be instrumental to the process. eOriginal SmartSign Web® is designed to fill the gap allowing businesses to complete straight-through single session processing that allows you to close more deals faster by shortening the time and limiting the resources it takes to get your contracts signed.
Here are 5 benefits created by eOriginal’s SmartSign Web integration and workflow improvement capabilities.
Multiple Integration Options – SmartSign Web is designed to be flexible and integrate with your current systems. Multiple integration capabilities from a zero integration out-of-the-box solution to a fully embedded option with automated workflows allow SmartSign Web® to conform to your business needs and processes, not the other way around.
Data Gather and Data Merge – information (address, birth date, customer ID, etc.) can be collected at the beginning of a signing session and mapped throughout multiple forms, saving you and your customers’ valuable time when executing contacts.
Document Template Library – commonly used documents are set up once with signature block and data fields mapped and saved within our system. No longer will your sales reps need to re-create the same transaction over and over. Just pull up your transaction type in the template library to send and get eSigned.
Fast Delivery – all that needs to be sent is a quick email providing a link to access the documents and log-in information inviting your customers to digitally sign your contracts.
Extensive Suite Of APIs – eOriginal offers the most complete package of web service calls to help streamline everything from document set-up and upload to email notifications. Our previously mentioned integration options and APIs can complement your current systems (LOS, CRM, CMS, etc) to streamline your operations, saving time and generating more revenue with fewer resources.
Additional information can be found on eOriginal’s website. For more information about how SmartSign Web® can help your business, contact us or call 410-625-7699.
So you think electronic signatures are not for your business? You may want to think again. As more business is being conducted online, electronic signatures have been become an increasingly important tool. However if much of your business is done face-to-face, electronic signatures are still the most efficient way to get contracts signed.
A great example one of my customers gave me was they sell small office equipment, like copiers and telephone systems that is all done face to face. Yet most times, there are still major delays in getting contracts signed. The sales person often has to leave the contract behind to get it signed by the proper people or draw up the agreement back at the office and then fax or even snail mail the contract back. It is not always done in a timely manner and sometimes the contracts can get lost on someone’s desk.
However if your business had adopted an electronic signature process it would look something more like this. The sales person meets with the customer, the customer orders the fancy new copier that does everything, and instead of having to mail, fax, or deliver the contract to the customer, the sales person just needs to send an email to the required signers where they can quickly log-in, sign and retrieve a copy of the agreement. By the end of the day, the contract is signed, and the deal is done. SmartSign even tracks those that need to sign agreement and lets you know when they have done so via a simple email.
If your company does anything that may require a signature, from NDAs to sales contracts, your documents can get delivered and signed in the same day and not hold up further interaction with your customers.
If you want to:
Eliminate missing signatures, incomplete documents and lost contracts
Improve work flow and process efficiencies
Close more deals in less time
Then yes, eSignatures are for you!
Using eSignatures and eOriginal’s Smartsign solution, you are able quickly and easily accomplish these tasks. Businesses are able to simplify, speed up and streamline their entire business process enabling straight-through processing that saves time and money. Electronically signing your documents is a simple, fast and EASY process for your customers.
Step 3: The executed document is stored in eOriginal’s trusted eVault, where your company can manage the document throughout its entire lifecycle.
eOriginal Smartsign® Web simplifies electronic signatures, providing a fast and easy way to decrease closing time and increase revenue. Many businesses are already taking advantage of this unique, competitive advantage by completing processes in minutes that would normally take days or even weeks. If that’s not convincing enough for you, by the time you have finished reading this article, eOriginal could have already assisted you in having dozens of documents delivered, and signed. For more information please contact us.
Staying in tune with the latest advances in technology, proactively seeking feedback from our clients, and staying ahead of the curve on industry developments are just a few of the ways in which we develop and enhance our application’s feature set. So in light of some great customer input, our research, and with many thanks to our awesome development team, we are pleased to announce the latest release of eCore and SmartSign 6 electronic signature solution.
I wish I could outline each and every new feature but that would make for a pretty long post and I know most of you are busy with work and getting everything ready this holiday season, so I’ll pick out a few of my favorites to highlight. Plus if you want to learn more you can always reach out and fill out one of our contacts forms or email me personally here. So lets begin:
Extended support for multimedia signatures beyond simple signature pad formats, you may now capture and bind biometric (retina scan, fingerprint) or voice signatures to your PDF documents.
Data merge for document preparation. You can now add text data to PDF forms (think document prep). For example, after you collect data through an HTML form or other internal system, you can utilize the SmartSign LinkTM web services to merge the data into your forms.
Send notifications to the sender/creator of a transaction. SmartSign already had distribution list notifications, but now all senders can be notified when a signer completes the signature and when the signature process is completed.
Enabled signers to receive “final executed copy” distribution email when all signatures have been completed.
Query for signature status through the SmartSign LinkTM web services. Instantly look up where your documents are in the esigning process.
Define routing order of email invitations to multiple signers/reviewers. This feature allows you to define the order in which users are notified to come into the signing room to complete the signature process.
Improved usability of signature Template Designer, to simplify drag and drop addition of form fields into PDF documents.
Apply appearance properties to text fields in the Template Designer (i.e. font, color, size)
Data Collection – enables you to collect data from users within SmartSign and automatically apply the data to documents in the transaction. This allows you to collect data once from the user(s) and have it applied across the document set within the transaction.
Data Validation – SmartSign Web will ensure accurate data is inserted into the text fields within the document during data collection or signature capture.
Now that you see how busy we’ve been working to build the most complete end to end signing solution you can see why we are so excited. And this is only Part 1 of our feature update series. Look for part 2 early next week where we’ll take a look at a few highlighted updates we made to eCore.
Rio Queen Citrus, Inc. Selects eOriginal SmartSign® for Employee Onboarding
BALTIMORE, MD (Vocus/PRWEB), December 9, 2009 – eOriginal Inc., a leader in electronic signature, evaulting and electronic transaction solutions, was instrumental in the Rio Queen Citrus streamlined hiring process that can cover up to 1,700 annual hires.
The integrated multilingual onboarding solution uses straight-through processing enabled by eOriginal SmartSign® Web which auto-populates four human resource workflows for electronic signatures on employment documents including I-9 and W-4, and company policy forms, then vaults a digitally-sealed, tamper-proof record that maintains the integrity, confidentiality and life cycle management of Rio Queen Citrus HR records.
“Processing hire documents through eOriginal SmartSign® has definitely streamlined the workflow. Our human resources and payroll departments across various locations now have instant hire information,” said Sandy Silva, Director of Human Resources for Rio Queen Citrus. “Our endless stacks of employee hire documents have disappeared and not only have we eliminated paper, we can now easily and instantaneously retrieve employee documents within our electronic vault.”
“SmartSign Web was designed for easy integration into our customers’ workflow so they can realize the full benefits of automation,” said Bryan Caporlette, eOriginal’s Chief Technology Officer. “The ultimate goal is not just to speed up the process, but to complete it in a single step that complies with business and regulatory requirements.”
About Rio Queen Citrus, Inc.
For over 39 years, Rio Queen Citrus, Inc. has been growing, packing and marketing citrus. This third generation, family-owned business has expanded from a 20-acre citrus grove in Mission, Texas to the present-day management of over 5,000 acres of citrus and 1,150 acres of onions across the Rio Grande Valley of South Texas. For additional information about Rio Queen Citrus, go to www.rioqueencitrus.com, email sales@rioqueencitrus.com or call 956-205-7300.
About eOriginal
eOriginal provides advanced electronic signature, vaulting and electronic transaction solutions which are tamper-sealed, auditable and legally enforceable. eOriginal SmartSign® enables compliance with the eSignature requirements of the ESIGN Act, UETA and the UCC. eOriginal has provided secure, verifiable execution, delivery and management of commercial loans, leases and other financial industry documentation for over a decade. eOriginal customers, including top-tier financial institutions, have processed millions of electronic signatures on millions of documents without a single system error or legal challenge.
To learn how eOriginal can streamline your business processes, visit www.eoriginal.com or call 410 895-7699. Subscribe to the eOriginal blog at blog.eoriginal.com. Follow eOriginal on Twitter at @eOriginal.
Empire National Bank Selects eOriginal SmartSign® Web
BALTIMORE, MD (Vocus/PRWEB), December 2, 2009 – As part of it’s drive to deliver next generation banking services, an innovative Long Island bank is eliminating the need for attorneys to go to their branches to open and close escrow accounts by delivering the process, including electronic signatures, over a secure website.
Empire National Bank (OTC Bulletin Board: EMPK) is using eOriginal SmartSign®Web to enable authorized law firm representatives to execute W9, Power of Attorney, Master Agreements and other documents directly from their offices.
“The current paper based processes are inconvenient and time consuming, requiring excessive travel by lawyers to the branches,” said John Pinna, Chief Information Officer. “This inefficient process has often extended the time to complete a transaction or establish a client escrow account and does not provide the type of high-touch personal customer service our customers have come to expect from us.”
“Accelerating electronic business services with straight through processing is a time and money saving win for the attorneys and the bank who can now provide a faster turnaround for their customers, said Bryan Caporlette, eOriginal’s Chief Technology Officer.” We designed SmartSign so that they can deliver a seamless integration and customer experience while ensuring legal compliance with both E-SIGN and the Uniform Electronic Transactions Act (UETA)
About Empire National Bank
Empire National Bank is a full-service community business bank dedicated to serving the privately owned small to mid-sized businesses, professional practices, not-for-profit organizations as well as Long Island’s local residents. The Bank serves businesses and consumers with a full complement of deposit, loan and cash management products.
As Long Island’s “Next Generation Bank”, we pride ourselves on providing personal customer service that will exceed our customers’ expectations, while using technology at the highest level available to us. All of our products and services are delivered with a sense of urgency in the local communities that we serve, while offering all of the products and services necessary to conduct banking competitively, efficiently, safely, and securely in today’s fast-paced business environment said Douglas C Manditch, Empire National Banks Chairman and CEO. The Bank presently has branches in Islandia, Shirley and Port Jefferson Station and plans to open a fourth location in Garden City in 2010.
About eOriginal Inc.
eOriginal provides advanced electronic signature, vaulting and electronic transaction solutions which are tamper-sealed, auditable and legally enforceable. eOriginal SmartSign® enables compliance with the eSignature requirements of the ESIGN Act, UETA and the UCC. eOriginal has provided secure, verifiable execution, delivery and management of commercial loans, leases and other financial industry documentation for over a decade. eOriginal customers, including top-tier financial institutions, have processed millions electronic signatures on millions of documents without a single system error or legal challenge.
To learn how eOriginal can streamline your business processes, visit www.eoriginal.com or call (410) 895-7699. Follow eOriginal on Twitter @eOriginal.
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