eSign Document Creation and Sending Process
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eSign Document Creation and Sending Process

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Questions and Answers

What should you do if the signature box does not populate correctly?

  • Select a different template for the document.
  • Drag and drop the signatures manually.
  • Click the trash can to remove unnecessary parties.
  • Click the ADD PARTY + option to add a required signing party. (correct)

    • Only signers should be listed under the Parties section of the document.

    True

    What is the first step in uploading a document to eSign?

  • Drag and drop the PDF files (correct)
  • Check the show hidden icons
  • Create a session
  • Click the box to select from your computer

    • What happens after dragging and dropping signatures in the document?

    <p>You click continue to proceed to sending the document out.</p> Signup and view all the answers

    E-Sign does not recognize a document title if it does not have an associated template.

    <p>True</p> Signup and view all the answers

    What happens after you upload a document in eSign?

    <p>The document moves to the Available Documents section.</p> Signup and view all the answers

    The authentication method known as _____ involves verifying identity through knowledge-based questions.

    <p>KBA</p> Signup and view all the answers

    Match the ESignature authentication methods with their descriptions:

    <p>In Person = Authentication completed face-to-face Email Authentication = Verification through a confirmation email Password Authentication = Using a password for access KBA = Verifying with personal knowledge questions Phone Authentication = Authentication through a phone call or SMS</p> Signup and view all the answers

    To apply a signature to the document, you need to design your form in the __________ screen.

    <p>Session Details</p> Signup and view all the answers

    Match the following eSign functions with their descriptions:

    <p>Upload Document = Drag and drop or select a file Create Session = Initiate the process to send documents Apply Template = Choose a template for document customization Design Form = Add parties and signatures to the document</p> Signup and view all the answers

    What is the preferred file format for documents before sending them through Synergy eSign?

    <p>PDF</p> Signup and view all the answers

    What is the first action you should take to open the Synergy eSign Client?

    <p>Right click the 'Show Hidden Icons' button</p> Signup and view all the answers

    What should you do after selecting 'Show Documents' in the Synergy eSign Client?

    <p>Drag and drop your PDF files</p> Signup and view all the answers

    What must you do to initiate sending a document for signing after uploading it to eSign?

    <p>Select 'Create Session' to start the process.</p> Signup and view all the answers

    If the eSign client does not appear in the hidden icons menu, what should you do next?

    <p>Initiate the software by searching in the taskbar</p> Signup and view all the answers

    Why is it important to save the document as a PDF before uploading it to Synergy eSign?

    <p>Only PDFs allow signature templates to be auto-applied</p> Signup and view all the answers

    What is indicated if a document title appears as unknown during the upload process?

    <p>eSign does not recognize a suitable template.</p> Signup and view all the answers

    What happens after you drag and drop a document into the Add Documents section?

    <p>The document moves to the Available Documents section.</p> Signup and view all the answers

    What should you do before you can apply the appropriate template to a document?

    <p>Create a session for the document.</p> Signup and view all the answers

    Where do you design the form to apply the signatures and parties for a document?

    <p>Within the Session Details screen.</p> Signup and view all the answers

    Study Notes

    eSign Document Creation

    • Pre-populated Fields: Signature boxes and associated parties are pre-populated on templates, including the date.
    • Adding Parties: If the signature box doesn't populate or the form doesn't recognize the member party, click "ADD PARTY +" in the top left corner to add a party.
    • Adding Signatures: After selecting a party, click "Done" to populate the signature.
    • Saving Parties: Clicking "Save" under the party information displays a new list of parties that can be edited or applied to specific documents.
    • Party Management: Ensure only signers appear under the Parties section. Remove unnecessary parties using the trash can icon.

    Sending the Document for Signature

    • Signature Completion: Drag and drop signatures (if not templated) and click "Continue" to proceed.
    • Signature Initiation: In the Session Details, select "Sign" to initiate the signature process.
    • Authentication Options: Choose the authentication type:
      • In Person: Requires physical presence
      • Email Authentication: Uses email verification.
      • Password Authentication: Uses a password for verification.
      • KBA (Knowledge Based Authentication): Relies on personal knowledge verification.
      • Phone Authentication: Authenticates through a phone call.

    Uploading a Document

    • Document Upload: Drag and drop PDF files into the "Add Documents" section or select files from your computer.
    • Document Recognition: If the uploaded document has a template associated with it, the document name title will be listed.
    • Creating a Session: Click "Create Session" to start the sending process.
    • Template Selection: If an unknown title or template is present, eSign prompts you to select an appropriate template.

    Applying Signatures and Parties

    • Session Details: The Session Details screen allows you to design the form by applying appropriate parties and signatures.
    • Knowledge Based Authentication (KBA): Use KBA when sending eSignatures to members.
    • Member Email: Enter the member's email address under the KBA selection.
    • Carbon Copy (CC) Additional recipients can be CC'd for information, like branch emails.
    • Email Template: A pre-populated email template is used for member notification. Customize the message with your information.
    • Sending the Form: Click "Send" to send the form to the member.

    Member Signature Process

    • Member Notification: The member receives the eSign form in their email client (Gmail, Yahoo, Outlook).
    • Review and Sign: The member will see a "Review and Sign" button.
    • Identity Verification: The member is presented with Identity Verification Requirements for KBA.
    • Terms and Conditions: The member must agree to Adobe's terms and conditions by checking the boxes and clicking "Accept".
    • Digital Signature: The member selects a "Click here to sign" area to apply their electronic signature.

    Synergy eSign

    • Allows users to send electronically signed documents to members
    • Utilize the Synergy eSign Client for sending documents
    • The document must be a PDF format for the template to recognize the form and auto-apply signature templates

    Logging into the website

    • Right-click the "Show Hidden Icons" button on the taskbar
    • Click the purple and blue Synergy eSign Client icon
    • Right-click the client and select "Show Documents"
    • This will open Microsoft Edge and show the main page of the Synergy eCommerce Client
    • If the eSign Client is not visible, search for the software in the taskbar and click open
    • Once the client loads, check the "Show Hidden Icons" to see the client icon
    • Then follow the steps to open the "Show Documents"

    Uploading a document

    • Drag and drop the PDF files or click the box to select from your computer.
    • The document name should be listed if it has a template associated with it.
    • Create a session to start the sending process.
    • If the document is not recognized, you will be prompted to choose the appropriate template.
    • When you Apply a template you may be sent directly to the Session Designer.

    Applying the Signatures/Parties to the Documents

    • Once you create a session, Design your form to apply the appropriate parties and signatures
    • The signature box/parties may be pre-populated if there is a template associated with the form.
    • If the signature box does not populate you can click ADD PARTY + in the top left corner
    • Click Done when selecting the party so the signature populates
    • You will see a list of parties that you can edit or apply to the document
    • Ensure only all signers are listed under Parties
    • Remove unnecessary parties by clicking the trash can icon.

    Sending the Document to Sign

    • After applying signatures, you can click continue to proceed to sending the document
    • Select the "Sign" option to initiate the signature portion of the form.
    • You can choose the type of authentication you would like:
      • In Person
      • Email Authentication
      • Password Authentication
      • KBA (Knowledge Based Authentication)
      • Phone Authentication
    • Select KBA and enter the member's email address.
    • CC another recipient, such as your branch, to be informed of the document being signed.
    • Review the pre-populated email template and input your information including email, extension, and name.
    • Click "Send" to send the form to the member.

    Member Signature Portion

    • The member will receive an email with a "Review and Sign" button.
    • The member is then presented with Identity Verification Requirements associated with KBA.
    • Once the member passes authentication, they need to agree to the terms and conditions and click Accept
    • The member will be presented with the form to sign. Click any space that states "Click here to sign"
    • Choose the signature style from the options, Type, Draw, or Mobile.
    • Apply the style and then click to sign

    Receiving the document back to index to Synergy

    • Once the member has signed the document, it will be returned to your inbox.
    • Open the email and save all attachments to a desktop folder or a document folder of your choice.
    • Open Synergy Capture Client and upload the document.

    Procedure Exceptions

    • It is important to review all documents prior to sending to ensure the signature spaces are correctly and the knowledge-based questions are applied to authenticate the member.

    Definitions

    • Synergy eSign: A tool to send electronic signature requests to members.

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    Related Documents

    Synergy eSign Procedure PDF

    Description

    This quiz covers the process of creating and sending documents for electronic signatures. It includes details about managing parties, adding signatures, and initiating the signature process. Test your knowledge on eSign functionalities and procedures.

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