HOW IT WORKS E-SIGNLIVE 1 INTRODUCTION 2 OVERVIEW

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "HOW IT WORKS E-SIGNLIVE 1 INTRODUCTION 2 OVERVIEW"

Transcription

1 HOW IT WORKS E-SIGNLIVE 1 INTRODUCTION With e-signlive, Silanis hosted service, you can invite other people to conveniently and securely sign documents over the web. Your documents can be easily signed at a fraction of the time compared to pen and paper. As well, using e-signlive reduces signing errors and strengthens your legal and compliance position with the most comprehensive electronic evidence. This document presents the features and functionality of e-signlive Standard edition. An Integration edition is also available for customers looking to integrated programmatically with business applications. 2 OVERVIEW The process for preparing a document package and obtaining secure e-signatures involves a few easy steps: create a package, add signers, add and prepare documents and send an notification to each signer. Step 1: Create a package The package is a container for the documents that need to be reviewed and signed by identified signers. Step 2: Add signers You identify the people who must sign documents in the package and provide the information necessary to contact them by . For each signer, you provide an address, first name, and last name. Optionally, you can add title, company and configure advanced options. If multiple signers must sign documents in the package, you can optionally define the order in which they must sign. When you send the package, e-signlive ensures that signers receive the package in this order. Step 3: Add documents You add the documents that you want signed to this package, and, optionally, choose the order in which documents must be signed. For example, if a package includes a mortgage application and a life insurance application, you may require that the mortgage application is signed first, and then the life insurance application. Step 4: Prepare documents 2013 Silanis Technology Inc. Proprietary 1

2 After adding documents to the package and identifying its signers, you add signature boxes to documents. Several types of signature boxes are available.. For example, a click-to-sign signature box simply requires that the signer click the box. Another type of signature box, capture signature, prompts the signer to draw the signature. In addition to signature boxes, you can add other types of fields while preparing documents. For example, you can add a date field, in which e-signlive automatically fills in the date when the signature is provided. Step 5: Send the package notification to signers After you've added documents to the package, identified signers, and prepared documents, you send the signers a notification by simply clicking a Send button. What does e-signlive do next? Once you send the notification, e-signlive takes care of the process of obtaining the e-signatures and securing the documents: e-signlive automatically notifies each signer by that documents are available for signing. The includes a link to the package. When a signer opens this message, they click its link to access the documents in the package. They only require access to a standard web browser for the remaining steps. Access is secure and encrypted to meet privacy law. Signers may be required to provide additional information that proves they are the intended recipient of the package before e-signlive provides access to the documents. Whether these options are required depends on options selected by the package owner when creating the package. e-signlive guides the signer through all the documents in the package via a message bar, and identifies where e-signatures are required using yellow sticky notes and a next signature indicator. Once all signers have signed their documents, e-signlive completes the package. A completed package is one where all documents have been e-signed with a tamper-evident seal. By default, a package is automatically completed when the last signer has signed documents, but, as the package owner, you can change this option if you want to review documents and signatures before the package is completed. e-signlive sends an message to all signers indicating where they can download a copy of the completed package, including all signed documents. E-SignLive retains the original signed documents along with all associated electronic evidences. During the process managed by e-signlive, as the package owner, you can check the status at any time. For example, you can check how many signers for a package have completed the signing process. 3 DETAILLED LOOK AT SENDING A PACKAGE FOR SIGNATURE 3.1 STEP 1: CREATE A PACKAGE FOR YOUR DOCUMENTS A package contains the documents that you need e-signed. You must create this package before you can add documents to it EDIT PACKAGE OPTIONS 2013 Silanis Technology Inc. Proprietary 2

3 When you create a package, you provide a name and, optionally, a description. You can change these details when uploading documents or adding signers. You may also want to define advanced options for a package. These options include: Expiry date By choosing an expiry date, you indicate to all signers that the documents are to be e-signed by a specific date. For example, you would probably set an expiry date for documents related to an interest rate that is expected to change. A reminder is sent to signers automatically three days before the expiration date. The expiry date is used to assist you to manage your packages. The package remains open after the expiry date. message You can include a message to all signers in the message that notifies signers that documents are available for e-signing. For example, you may want to include a message that thanks signers for taking the time to review and sign the documents. Your message appears after the link. In Person signing For convenience, documents in a package can be signed by the package owner and all signers on the same device. For example, a life insurance agent may visit clients in their homes. Using a mobile device such as a tablet, the agent can prepare the insurance package while meeting with the clients, and both the agent and the clients can e- sign documents during one meeting. Auto-completion of the package By default, once all signers have e-signed their documents, the package is completed. A completed package cannot be changed without breaking the tamper-evident seal. You can change the default such that the package remains open until you explicitly choose to complete it manually. For example, you may want to review the package and its signed documents before completing it. 3.2 STEP 2: ADD ONE OR MORE SIGNERS You add the people who need to e-sign documents as signers for the package. By default, the package owner is listed as a signer AUTHENTICATE THE IDENTITY OF THE SIGNER Before e-signlive provides access to a package, each signer must be authenticated as the person that the package is intended for. You choose the authentication method for each signer when adding the signer. You can use different methods for different signers. Three authentication methods are available: Silanis Technology Inc. Proprietary 3

4 The identity of a signer is verified based on their ability to access the message indicating that the package is available. A signer can only receive this if they can log in to their account by providing the correct user name and password. is the default method of authentication, and you do not need to do anything to use this method, except provide the required information about the signer. The authentication method depends on the authentication required by the system. The Q&A and SMS authentication methods provide an enhanced level of security. Q&A The identity of a signer is verified based on correctly answering one or two questions when attempting to access the package. You define one or two questions and respective answers when selecting this method. SMS The identity of a signer is verified based on their ability to provide a code when attempting to access the package. You provide the signer's mobile phone number when selecting this method. e-signlive automatically sends a onetime 4-digit code to this number when the package is sent PERSONAL NOTIFICATION MESSAGE OPTION When you send a package, e-signlive sends signers an message to notify them that documents are available for signing. You can define a personal message for this signer that's displayed in this message, below the link used to access documents. If you defined an message for the package, this personal message is displayed instead DELIVERING SIGNED DOCUMENTS AS ATTACHMENTS OPTION Once a package is complete, e-signlive sends an message to all signers. This message includes a link that signers can use to access the package and download copies of the signed documents for their records. In addition to this download option, you can choose to also include the signed documents as attachments in the message. Note that the download option should be used if documents contain personal information subject to privacy laws CHANGE SIGNER OPTION You can allow a signer to assign someone else to sign the package instead of the original signer that is defined by you. The signer will then be asked to enter the address and full name of their delegated signer, along with an optional message to the delegate. You are notified when signers have been changed, and copied on the message (if used) DEFINE A SIGNER WORKFLOW By default, signers can e-sign in any order. If more than one document is included in the package, each signer must sign documents in the order they are listed in the Documents list. If it's important that signatures are obtained in a specific order, define a signer workflow. For example, as the package owner, you may require that other signers 2013 Silanis Technology Inc. Proprietary 4

5 sign before you do. When a signer workflow is defined, e-signatures are obtained from signers in the order they are listed in the Signers list. 3.3 STEP 3: ADD DOCUMENTS After creating a package, you add the documents that you want e-signed. A package can include three types of documents: Adobe Portable Document Files (.pdf) Microsoft Word documents (.doc or.docx) Open Office documents (.odt) e-signlive automatically includes the Electronic Disclosures and Signatures Consent document in all packages. With the exception of the package owner, signers must agree and accept the terms of this Consent Agreement before accessing documents for signature. The Consent document is only required for consumer applications requiring legal disclosures and this feature can be disabled by contacting Silanis. Signers must sign documents in the order they are listed in the documents list. You can change this order to impose a different behavior. 3.4 STEP 4: PREPARE DOCUMENTS Once you have created a package and added at least one document, you can prepare documents. Preparing a document includes: Identifying the e-signatures required for each signer by adding signature boxes Adding other fields, such as title and date boxes, if necessary ADD SIGNATURE BOXES TO A DOCUMENT Signature boxes define where each signer must e-sign the document. You can include one or more signature boxes for each signer on a document by dragging and dropping them on the document. Also, you do not have to add a 2013 Silanis Technology Inc. Proprietary 5

6 signature box for a signer. For example, a package may include several documents, where one of the documents requires e-signatures from only two of three signers. e-signlive provides three types of signature boxes: Click-to-Sign To e-sign this signature box, the signer clicks the box. The signer's name is displayed on the box. Click-to-sign is the default signature box type. Click-to-Initial To e-sign this signature box, the signer clicks the box. The signer's initials are displayed on the box. Capture signature To e-sign this signature box, the signer clicks the box and draws their signature in a separate pop-up box. The drawing is displayed on the box ADD OPTIONAL FIELDS TO A DOCUMENT You can add fields to a document, in addition to signature boxes. For example, you can add a date field for a signature box. After the signer e-signs the signature box, e-signlive automatically displays the current date. Fields are associated with a specific signer, and are not displayed when documents are provided to other signers. You can include any number of each type of field. Fields include: Signing date. e-signlive automatically fills in this field with the current date. Signer name. e-signlive automatically fills in this field with the signer's first and last name. You provided these names when adding the signer to the Signers list. Signer title. e-signlive automatically fills in this field with the signer's title if you provided this when adding the signer to the Signers list. Signer company. e-signlive automatically fills in this field with the signer's company if you provided this when adding the signer to the Signers list. If the signer's company was not provided, the field remains blank, and is not visible on the document. Textfield. A textfield provides a box where the signer can type information. Textfields are useful when you want to allow the signer to provide additional information at the time of signing, such as the reasons why they are applying for your services Silanis Technology Inc. Proprietary 6

7 Checkbox. A checkbox can be used by signers to select an option or to indicate that the signer has completed an action. For example, a document may include text such as "Have you applied for a mortgage with another financial institution?", with the text "Yes" or "No". Note that name, title, and other similar fields will be automatically filled in even if not supplied by the sender, if the signer has an e-signlive account and has stored the value of those fields in his preferences. 3.5 STEP 5: SEND THE NOTIFICATION After you've prepared the documents in the e-signlive package by adding signature boxes and any other fields, you're ready to send the package to signers EDITING A PACKAGE AFTER SENDING IT If you need to make changes to a package after sending it, you can edit the package. For example, you may need to add a signer or a document. Any documents where at least one signature has been obtained cannot be modified. For example, if you add a signer, you cannot add a signature box for that signer to any documents where at least one signature has already been obtained. However, you can add another document to the package, and prepare it using all signers, including the new one. Once you've completed your changes, you can send a new notification to signers directing them to continue the signing process. 3.6 DEFINE A PACKAGE USING TEMPLATES As a sender you can reuse prior work when defining new packages by using templates. There are two types of templates document layouts and package templates: Document layouts You can reuse previously saved document layouts to prepare new documents. Useful if you have to apply the same signature blocks and fields locations to a document over and over again. Package templates Package templates replicate an entire package and include signers, documents, and signature locations for each document. You can define template roles (unnamed signer place holders) and assign the roles to actual signers when it s time to create a new package. Templates can also be shared amongst colleagues within an organization. You can use document layouts in conjunction with package templates. 4 OBTAIN AND SIGN DOCUMENTS 4.1 STEPS FOR SIGNERS When a package owner sends a package notification that includes documents you need to sign, you'll receive an message. This message indicates that you have been added to the package as a signer, and identifies the name of the package. The message includes a link that you click to access the package through the e-signlive service. The package owner may have also included a message to you, which follows the link. You can also 2013 Silanis Technology Inc. Proprietary 7

8 download an unsigned version of the document during the process if for example you prefer to print the documents and do a paper review before signing SIGNERS AUTHENTICATED BY Q&A Once you click the link, e-signlive prompts you to provide answers to one or more questions. By providing the correct answers, you are authenticated (verified) as the correct individual who is intended to receive and sign these documents. The package owner should have provided you with these answers or used questions to which only you should know the answers SIGNERS AUTHENTICATED BY SMS When a package owner sends a package that includes documents you need to sign, a 4-digit one-time code is sent as a text message to your mobile phone. Once you click the link in the , e-signlive prompts you to provide the code that was sent to your mobile phone. By providing the code, you are authenticated (verified) as the correct individual who is intended to receive and sign these documents FIND AND APPLY SIGNATURE Each signature location where an e-signature is required is identified using a signature box. When a document is opened for signing, images of yellow sticky notes in the left margin identify where signature boxes appear in the document. Three types of signature boxes can prompt signers to either click the signature box to e-sign using initials, click to sign by name or to sign by drawing a signature. 4.2 STEPS FOR THE PACKAGE OWNER Immediately after you send a package to signers, you might be prompted to e-sign documents. By default, e- SignLive automatically completes the package after all e-signatures have been obtained. When creating the package, you may have changed this default by selecting the Do Not Auto-Complete option when defining the package details. In this case, you must manually complete the package. e-signlive prevents you from doing this until all signers have e-signed all documents. 4.3 REASSIGN E-SIGNATURES The package owner may allow a signer to reassign their signature, such that another person can sign on their behalf. After signing, the delegated signer's signature appears in the signature box, not the original signer's signature. If you are the signer, you access the documents, providing any necessary authentication information first. You can sign any of your signature boxes before reassigning the remaining signatures to your delegate. To reassign signatures, you provide the contact information of the delegate. This information is required by e-signlive to send the package to your delegate. If you are the delegated signer, e-signlive notifies you by that documents are available for signing, and who has assigned their signing permission to you. The includes a link to access the documents. You are not required to provide any authentication information because the signer's identity was confirmed previously Silanis Technology Inc. Proprietary 8

9 5 MONITOR AND MANAGE TRANSACTION e-signlive provides four folders to organize, act on and monitor your packages: Inbox This folder lists the packages that you've sent and received (sent by other e-signlive users). For each package, you can view the status of signatures and the status of the package (such as whether it's been completed). Drafts This folder lists the packages that you've created, but haven't sent. Archived Over time, the list of packages in your Inbox may become long. You can clean up your Inbox by archiving packages that you want to keep a record of, but don't need to access anymore. These packages are available from the Archived folder. Trashed This folder lists the packages that you've deleted. 5.1 MONITOR PACKAGE WITH PROGRESS BAR Furthermore each document in a package has a progress bar associated with it. The progress bar shows you how many signers have signed (or accepted) their documents. 5.2 ACTIONS ON PACKAGES In the Inbox, Drafts, Archived, and Trashed folders, a number of actions can be taken on packages. Depending on the state of the package you can: Save the package as a template Delete/Restore the package Prepare the documents Send the package Edit the package details Download all documents 2013 Silanis Technology Inc. Proprietary 9

10 View messages sent when declining 6 DOWNLOAD E-SIGNED DOCUMENTS After all signers have e-signed documents in a package, e-signlive completes the package. A completed package is secured with a tamper-evident seal. Any attempt to tamper with (change) the documents in the package or their signatures breaks the seal and the signatures are no longer valid. e-signlive sends an to all signers indicating that signing is complete, and identifies the name of the package. The message includes a link that signers click to download the package with e-signed documents. The may also include the documents as attachments, depending on options selected by the package owner when creating the package. Signers aren't required to download documents. They remain available for download until the package owner archives or deletes the package. 6.1 REVIEW E-SIGNED DOCUMENTS After downloading a package, you can review its documents. Each document in a package is available as a PDF that you can open to see your own signatures and signatures for all other signers. When viewing a document using Adobe Reader, you can verify that a document and its signatures have not been tampered with. 7 ELECTRONIC EVIDENCE e-signlive captures an extensive audit trail and electronic evidence. The audit trail is embedded directly within the e-signed document so that the document can be sent, stored, viewed and verified at any time with the embedded digital signature, digital certificate, signature block image, time stamp and other audit trail data. Two dimensional QR code can also be added to documents by the sender to point to a secure URL for easy access to the associated audit trail information in the future Silanis Technology Inc. Proprietary 10

11 e-signlive also captures electronic evidence of the signing session by capturing every displayed web page and the process that the signer followed (entering the transaction, authenticating, approving consent forms, signing documents), as well as the date/time of the events. A record of any sent is also stored within the electronic evidence by e-signlive. The Silanis ewitness process viewer allows Silanis customers to review the signers entire session including notification s. Finally an accessible electronic evidence summary report is available to all transaction participants as an individual download and as part the complete package. 8 MORE INFORMATION For more information or details on specific processes, please consult the e-signlive end user help available on the Silanis web site Silanis Technology Inc. Proprietary 11

e-signlive for LotusLive Silanis Online e-signature Services e-signdoc User Guide Connect. Collaborate. Close.

e-signlive for LotusLive Silanis Online e-signature Services e-signdoc User Guide Connect. Collaborate. Close. Silanis Online e-signature Services e-signdoc Connect. Collaborate. Close. April 13, 2010 Information in this document is subject to change without notice, and does not represent a commitment on the part

More information

ziplogix Digital Ink Training

ziplogix Digital Ink Training Welcome to training for ziplogix Digital Ink. The ziplogix Digital Ink option can be used from inside of zipform Plus, and offers agents the ability to safely and securely offer click-to-sign electronic

More information

FTP-Stream Module: InstantShare End User Guide

FTP-Stream Module: InstantShare End User Guide FTP-Stream Module: InstantShare End User Guide InstantShare Overview InstantShare is an easy way to quickly share large files to external partners and to request them to send files back to you. But unlike

More information

ziplogix Digital Ink Training

ziplogix Digital Ink Training Welcome to our training on how to sign contracts using the click to sign digital signatures in ziplogix Digital Ink. This training will walk you through the basic steps of the click to sign signing process

More information

DocuTech Borrower esign Experience

DocuTech Borrower esign Experience DocuTech Borrower esign Experience Step-By-Step Workflow Last Updated: 03/31/2013 Signer Notified Via Email Once a document package is created for delivery, an email is sent to every signer on a loan.

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

New and Improved DocuSign Signing Experience Information Guide

New and Improved DocuSign Signing Experience Information Guide New and Improved DocuSign Signing Experience Information Guide On December 5th, as part of the DocuSign Winter 15 Release, DocuSign will launch a new and improved version of the signing experience. The

More information

Receiving a Document for Free-Form Signing

Receiving a Document for Free-Form Signing Receiving a Document for Free-Form Signing This guide provides information about how to electronically sign a document using the DocuSign Service with Free-Form signing. Electronic signing provides a quick,

More information

esignature FAQ s Table of Contents

esignature FAQ s Table of Contents esignature FAQ s Table of Contents Getting Started:... 3 How do I sign-up to be a Sender?... 3 How do I sign-up to be an Author?... 3 Do people who sign documents need an esignature account?... 3 Where

More information

Knowledge based authentication (KBA)

Knowledge based authentication (KBA) Knowledge based authentication (KBA) Overview Knowledge based authentication (KBA) is an advanced identity validation method to authenticate a signer by asking random questions selected from public and

More information

eopf Release E Administrator Training Manual

eopf Release E Administrator Training Manual eopf Release E Administrator Training Manual i The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf

More information

DocuSign Signing Resource File Information

DocuSign Signing Resource File Information DocuSign Information Guide DocuSign Signing Resource File Information Overview This guide provides information about the settings, text of messages, dialog boxes and error messages contained in the Account

More information

OET Cloud Services Getting Started Guide

OET Cloud Services Getting Started Guide OET Cloud Services Getting Started Guide Introduction OET Cloud Services uses Google Drive to let you store and access OET files anywhere -- on the web, and access them on your PC, or on any device connected

More information

User Guide. IntraLinks Courier Plug-in for Microsoft Outlook

User Guide. IntraLinks Courier Plug-in for Microsoft Outlook IntraLinks Courier Plug-in for Microsoft Outlook User Guide Copyright 2012 IntraLinks, Inc. Version 3.2 September 2012 IntraLinks 24/7/365 support US: 212 543 7800 UK: +44 (0) 20 7623 8500 See IntraLinks

More information

and forms from multiple folders simultaneously to send out for e signing as the system will automatically create a Queue as you select documents.

and forms from multiple folders simultaneously to send out for e signing as the system will automatically create a Queue as you select documents. This guide was prepared to show our members how to submit saved forms (and/or uploaded documents) out for e signature using our built in integration with Settleware s secure e signing services. Once you

More information

Wakefield Council Secure email and file transfer User guide for customers, partners and agencies

Wakefield Council Secure email and file transfer User guide for customers, partners and agencies Wakefield Council Secure email and file transfer User guide for customers, partners and agencies The nature of the work the council carries out means that we often deal with information that is sensitive

More information

e-signing Mortgage Loan Documents www.migonline.com

e-signing Mortgage Loan Documents www.migonline.com e-signing Mortgage Loan Documents NMLS Unique Identifier # 34391, Tennessee License # 109111 How To e-sign Mortgage Loan Documents MIG will be sending your loan application documents to you for your review

More information

USC Marshall School of Business ShareFile_With_Outlook_Client_v2.docx 6/12/13 1 of 9

USC Marshall School of Business ShareFile_With_Outlook_Client_v2.docx 6/12/13 1 of 9 About ShareFile When you wish to send someone a file or need a file from someone else, your best option is to use ShareFile. It not only provides increased security by automatically encrypting files but

More information

Background Information

Background Information User Guide 1 Background Information ********************************Disclaimer******************************************** This is a government system intended for official use only. Using this system

More information

Electronic approvals for forms FAQs

Electronic approvals for forms FAQs Click on any of the boxes below to explore more detail, including answers to frequently asked questions, video quick links, and more. Advisor experience Client experience Security Electronic approvals

More information

Electronic Signature and Routing Process

Electronic Signature and Routing Process Howard University Electronic Signature and Routing Process Submitting a Proposal Package Electronically 2012 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS DocuSign Overview... 2

More information

1. How to Register... 2. 2. Forgot Password... 4. 3. Login to MailTrack Webmail... 5. 4. Accessing MailTrack message Centre... 6

1. How to Register... 2. 2. Forgot Password... 4. 3. Login to MailTrack Webmail... 5. 4. Accessing MailTrack message Centre... 6 MailTrack How To Document 27 March 2014 Table of Contents 1. How to Register... 2 2. Forgot Password... 4 3. Login to MailTrack Webmail... 5 4. Accessing MailTrack message Centre... 6 5. Creating a MailTrack

More information

WatchDox for Windows. User Guide. Version 3.9.5

WatchDox for Windows. User Guide. Version 3.9.5 WatchDox for Windows User Guide Version 3.9.5 Notice Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to

More information

Electronic Signature and Approval Process

Electronic Signature and Approval Process Howard University Electronic Signature and Approval Process Submitting a Proposal Package Electronically version 3 created: 05/2013 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS

More information

How to Use Your Office 365 Account

How to Use Your Office 365 Account How to Use Your Office 365 Account Microsoft Office 365 is a free account which allows students access to their student email as well as the rest of the Microsoft Office Online suite including Word, Excel,

More information

NYS OCFS CMS Contractor Manual

NYS OCFS CMS Contractor Manual NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts

More information

WatchDox for Mac User Guide

WatchDox for Mac User Guide WatchDox for Mac User Guide Version 2.3.0 Confidentiality This document contains confidential material that is proprietary to WatchDox. The information and ideas herein may not be disclosed to any unauthorized

More information

Electronic Signature Guide: Lender

Electronic Signature Guide: Lender Electronic Signature Guide: Lender The service fee to electronically disclose and sign document(s) that PPDocs generates will be $3 per transaction effective April 15 th 2016. If you choose to upload your

More information

Everything You Need to Know to Use Your Personal Digital Certificate at the Health Science Center. Word

Everything You Need to Know to Use Your Personal Digital Certificate at the Health Science Center. Word Everything You Need to Know to Use Your Personal Digital Certificate at the Health Science Center Word When properly used, personal digital certificates allow the user to be definitively identified as

More information

OWA User Guide. Table of Contents

OWA User Guide. Table of Contents OWA User Guide Table of Contents 1. Basic Functionality of Outlook Web Access... 2 How to Login to Outlook Web Access (OWA)... 2 Change Password... 3 Mail... 3 Composing Mail... 5 Attachments - Web Ready

More information

Electronic approvals for forms

Electronic approvals for forms Click on any of the boxes below to explore more detail, including answers to frequently asked questions, video quick links, and more. Electronic approvals for wires Electronic approvals for forms Security

More information

Howard University. version 1 created: 11/2014. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s

Howard University. version 1 created: 11/2014. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s Howard University version 1 created: 11/2014 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS DocuSign Overview... 2 Account Setup... 2 Getting Started... 2 The Submission Routing Structure...

More information

IBM esignature overview

IBM esignature overview IBM esignature overview Signing IBM Agreements using IBM esignature Sign your IBM Agreements using IBM esignature Signing contracts using electronic signatures eliminates the hassles of pen and paper and

More information

Vodafone Email Plus. User Guide for Windows Mobile

Vodafone Email Plus. User Guide for Windows Mobile Vodafone Email Plus User Guide for Windows Mobile 1 Table of Contents 1 INTRODUCTION... 4 2 INSTALLING VODAFONE EMAIL PLUS... 4 2.1 SETUP BY USING THE VODAFONE EMAIL PLUS ICON...5 2.2 SETUP BY DOWNLOADING

More information

Amazon WorkMail. User Guide Version 1.0

Amazon WorkMail. User Guide Version 1.0 Amazon WorkMail User Guide Amazon WorkMail: User Guide Copyright 2016 Amazon Web Services, Inc. and/or its affiliates. All rights reserved. Amazon's trademarks and trade dress may not be used in connection

More information

Cryptshare for Outlook User Guide

Cryptshare for Outlook User Guide Cryptshare for Outlook User Guide V1.6.2 Befine Solutions AG Werthmannstr. 15 79098 Freiburg i. Br. Germany Web: https://www.cryptshare.com E-Mail: info@cryptshare.com Tel.: +49 761 389 13 0 Fax: +49 761

More information

Secure E-Mail Management Guide. June 2008

Secure E-Mail Management Guide. June 2008 Secure E-Mail Management Guide June 2008 What are Paychex Secure Messages? To enhance the security of client and vendor data, Paychex created the Paychex Secure E-mail Message Center, a Web site hosted

More information

DocuSign Information Guide. DocuSign Email Resource File. Overview. Table of Contents

DocuSign Information Guide. DocuSign Email Resource File. Overview. Table of Contents DocuSign Information Guide DocuSign Email Resource File Overview This guide provides information about the default email messages and formats contained in the branding email resource file in the DocuSign

More information

Streamline Paperwork with e-signatures

Streamline Paperwork with e-signatures presented by a la mode Course Highlights Create an electronic document using SureDocs Lite Upload existing documents to your XSite Prepare a PDF document for e-signature E-sign a document on your XSite

More information

Secure Messaging (Direct) Training Manual

Secure Messaging (Direct) Training Manual Secure Messaging (Direct) Training Manual 9D Revised 4.1.14 HealtheConnections Secure Messaging (Direct Mail) HealtheConnections Secure Messaging is a solution based on the Nationwide Health Information

More information

Howard University. DocuSign User Guide. Signing Documents Electronically. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s

Howard University. DocuSign User Guide. Signing Documents Electronically. R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s Howard University DocuSign User Guide Signing Documents Electronically 2012 R e s e a r c h A d m i n i s t r a t i v e S e r v i c e s CONTENTS Signing basics... 2 Account Setup... 2 Getting Started...

More information

Accellion, Inc. 1900 Embarcadero Road Suite 207 Palo Alto, CA 94303 Tel +1 650 739-0095 Fax +1 650 739-0561. info@accellion.com

Accellion, Inc. 1900 Embarcadero Road Suite 207 Palo Alto, CA 94303 Tel +1 650 739-0095 Fax +1 650 739-0561. info@accellion.com Accellion, Inc. 1900 Embarcadero Road Suite 207 Palo Alto, CA 94303 Tel +1 650 739-0095 Fax +1 650 739-0561 info@accellion.com TABLE OF CONTENTS QUICK START... 4 Create an Account... 4 Send a file... 4

More information

WatchDox for Windows User Guide. Version 3.9.0

WatchDox for Windows User Guide. Version 3.9.0 Version 3.9.0 Notice Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals or

More information

DATA PROTECTION. OneWorld Encrypted Messages USER GUIDE

DATA PROTECTION. OneWorld Encrypted Messages USER GUIDE DATA PROTECTION OneWorld Encrypted Messages USER GUIDE Table of Contents 1 Why use Encrypted emails?... 3 2 Activation and Login... 4 2.1 Activating Your New OneWorld Encrypted Messages Account... 4 2.2

More information

S-Doc User Guide. Instructions on using the Secure Document Online Courier with the CAAT Pension Plan. September 2012

S-Doc User Guide. Instructions on using the Secure Document Online Courier with the CAAT Pension Plan. September 2012 S-Doc User Guide Instructions on using the Secure Document Online Courier with the CAAT Pension Plan Secure solution provided by Accellion September 2012 S E C U R E C O L L A B O R A T I O N U S E R G

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

RPost Outlook Quick Start Guide

RPost Outlook Quick Start Guide RPost Outlook Quick Start Guide This document outlines the steps to send an email using the RPost services and a brief description of the features available with the RPost add-in for Microsoft Outlook.

More information

Creating Digital Signatures

Creating Digital Signatures About Security You can secure a PDF using any of the following security methods: Add passwords and set security options to restrict opening, editing, and printing PDFs. Encrypt a document so that only

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

DocuSign Quick Start Guide. Using Templates. Overview. Table of Contents

DocuSign Quick Start Guide. Using Templates. Overview. Table of Contents DocuSign Quick Start Guide Using Templates Overview This guide provides an overview of how to use a template when creating and sending an envelope. Templates help streamline the sending process when you

More information

Using Outlook WebAccess

Using Outlook WebAccess Using Outlook WebAccess Outlook Toolbars - Terminology Update all folders New Move/Copy Reply Forward Check for New Messages Help Show/Hide Folders Delete Reply to All Show/Hide Reading Pain Search Address

More information

Guided Signing for a Lead-Based Paint Disclosure Form

Guided Signing for a Lead-Based Paint Disclosure Form DocuSign Quick Start Signer Guide Guided Signing for a Lead-Based Paint Disclosure Form This guide provides information about how to electronically sign a Lead-Based Paint Disclosure Form using the DocuSign

More information

The United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0.

The United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0. The United States Office Of Personnel Management eopf Human Resources Specialist Training Manual for eopf Version 4.0. Copyright 1994-2007 by Northrop Grumman. All rights reserved. Northrop Grumman, the

More information

Grapevine Mail User Guide

Grapevine Mail User Guide Grapevine Mail User Guide Table of Contents Accessing Grapevine Mail...2 How to access the Mail portal... 2 How to login... 2 Grapevine Mail user guide... 5 Copying your contacts to the new Grapevine Mail

More information

Getting started with OneDrive

Getting started with OneDrive Getting started with OneDrive What is OneDrive? OneDrive is an online storage area intended for business purposes. Your OneDrive library is managed by the University. You can use it to share documents

More information

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

More information

Direct Mail Training Manual

Direct Mail Training Manual Direct Mail Training Manual 9D Revised 4.29.15 HealtheConnections Secure Messaging (Direct Mail) HealtheConnections Secure Messaging is a solution based on the Nationwide Health Information Network (NwHIN)

More information

Using Zimbra Briefcase

Using Zimbra Briefcase Using Zimbra Briefcase The Zimbra Collaboration Suite has a built-in utility for storing and sharing files called Briefcase. Putting files into your Briefcase makes them available to you and others that

More information

Plug-In How-To Guide

Plug-In How-To Guide Plug-In How-To Guide Microsoft Word 2007-2010 Copyright Topaz Systems Inc. All rights reserved. For Topaz Systems, Inc. trademarks and patents, visit www.topazsystems.com/legal. Table of Contents Overview...

More information

WatchDox Administrator's Guide. Application Version 3.7.5

WatchDox Administrator's Guide. Application Version 3.7.5 Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

Outlook 2010 Desk Reference Guide

Outlook 2010 Desk Reference Guide Outlook 2010 Desk Reference Guide Version 1.0 Developed by OR/WA IRM Please remember to print back-to-back. July 12, 2011 Microsoft Outlook 2010 This document has been developed by OR/WA IRM staff to provide

More information

How to Use Your New Online Client Vault

How to Use Your New Online Client Vault How to Use Your New Online Client Vault Table of Contents I. Getting Into Your Vault 3 How to Sign In 3 First Time Setup 4 II. Finding Your Way Around the Vault 5 Managing Your Vault s Contents 6 Creating

More information

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage Document OwnCloud Collaboration Server (DOCS) User Manual How to Access Document Storage You can connect to your Document OwnCloud Collaboration Server (DOCS) using any web browser. Server can be accessed

More information

e-builder Online User Assistance esignature Setup Guide

e-builder Online User Assistance esignature Setup Guide esignature Setup Guide 2013 e-builder, Inc. e-builder 8.3 Help by e-builder, Inc. 2013 e-builder, Inc. All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic,

More information

NETWRIX EVENT LOG MANAGER

NETWRIX EVENT LOG MANAGER NETWRIX EVENT LOG MANAGER ADMINISTRATOR S GUIDE Product Version: 4.0 July/2012. Legal Notice The information in this publication is furnished for information use only, and does not constitute a commitment

More information

DocuSign Desk Guide. Sign a Contract Electronically... 1. Other Actions in DocuSign 2. Assign Signature to Authorized Signer.

DocuSign Desk Guide. Sign a Contract Electronically... 1. Other Actions in DocuSign 2. Assign Signature to Authorized Signer. DocuSign Desk Guide Sign a Contract Electronically... 1 Other Actions in DocuSign 2 Assign Signature to Authorized Signer Sign Later Print & Sign / Wet Ink Signature option Decline to Sign Memorandum from

More information

Receiving Secure Email Customer Support frequently asked questions

Receiving Secure Email Customer Support frequently asked questions Registering a Secure Password Q. Where do I find the current Secure email guidance documentation? A. Published on Glasgow City Council website. Q. My organisation has its own email encryption tool, do

More information

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header Using Webmail Technical Manual: User Guide Webmail is supported in the following browsers: Windows Internet Explorer 6, Internet Explorer 7, Firefox 2, and Firefox 3 Mac OSX Safari 2, Safari 3, Firefox

More information

SMS for REST Professional

SMS for REST Professional RockendSMS Enhanced Integration SMS for REST Professional RockendSMS has newly designed and developed an upgrade to the way you send SMS through REST Professional V14 and above (RockendSMS Enhanced Integration).

More information

DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015

DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015 DocuSign for Salesforce User Guide v6.2 Published: November 16, 2015 Copyright Copyright 2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents

More information

Getting Started Manual: Authors

Getting Started Manual: Authors PaperPlaza and PaperCept Conference Manuscript Management and Registration Systems Getting Started Manual: Authors PaperCept, Inc. (Revised October 5, 2011) Getting Started Manual: Authors Contents 1.

More information

Business Internet Fax service from Bell User Guide

Business Internet Fax service from Bell User Guide Business Internet Fax service from Bell User Guide Table of contents Getting Started 3 Send and receive faxes through your email management software 3 Send a fax 3 Receive a fax 3 Internet Fax Management

More information

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header.

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header. Using Webmail Technical Manual: User Guide The Webmail Window To save an attachment: 1. Click once on the attachment name. Or, if there are multiple attachments, click the Save icon to save all attachments

More information

DigitalPersona Privacy Manager Pro

DigitalPersona Privacy Manager Pro DigitalPersona Privacy Manager Pro DigitalPersona Privacy Manager Pro is a centrally-managed secure communication solution for businesses. It allows sensitive documents and communications to remain private,

More information

dobe Acrobat XI Pro Digital Signatures

dobe Acrobat XI Pro Digital Signatures dobe Acrobat XI Pro Digital Signatures Intermediate Adobe Acrobat XI Pro is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. To view a copy of this

More information

Secure Email - Customer User Guide How to receive an encrypted email

Secure Email - Customer User Guide How to receive an encrypted email How to receive an encrypted email This guide has been developed for customers/suppliers of Glasgow City Council who are due to receive sensitive information from us. It will explain how to use our secure

More information

ESIGN CONSENT TO USE ELECTRONIC RECORDS AND SIGNATURES

ESIGN CONSENT TO USE ELECTRONIC RECORDS AND SIGNATURES ESIGN CONSENT TO USE ELECTRONIC RECORDS AND SIGNATURES As part of your relationship with us, we want to ensure you have all of the information you need to effectively manage your accounts. Our goal is

More information

Secure Message Center User Guide

Secure Message Center User Guide Secure Message Center User Guide Using the Department of Banking Secure Email Message Center 2 Receiving and Replying to Messages 3 Initiating New Messages 7 Using the Address Book 9 Managing Your Account

More information

Outlook 2007 - Exchange

Outlook 2007 - Exchange Information Technology MS Office Outlook 2007 Users Guide Outlook 2007 - Exchange Mail, Calendar, Contacts, Notes & Tasks Folders IT Training & Development 677-1700 training@csun.edu TABLE OF CONTENTS

More information

CMU/SCS Computing Facilities. Microsoft Outlook 2011 for Mac Calendar Guide

CMU/SCS Computing Facilities. Microsoft Outlook 2011 for Mac Calendar Guide CMU/SCS Computing Facilities Microsoft Outlook 2011 for Mac Calendar Guide Table of Contents Opening Outlook... 2 Finding your Calendar... 2 Creating entries on your calendar... 2 Appointments... 2 Meetings...

More information

CONTENTS. Introduction... 3. Outlook at a glance... 3. Configure Outlook 2010 on-campus... 3. Creating Folders... 4. Sorting Emails...

CONTENTS. Introduction... 3. Outlook at a glance... 3. Configure Outlook 2010 on-campus... 3. Creating Folders... 4. Sorting Emails... OFFICE OF INFORMATION TECHNOLOGY Academic Technology Unit Microsoft Outlook 2010 Basics Workbook CONTENTS Introduction... 3 Outlook at a glance... 3 Configure Outlook 2010 on-campus... 3 Creating Folders...

More information

FAX END USER GUIDE. EXPERIENCE clever TELECOM

FAX END USER GUIDE. EXPERIENCE clever TELECOM FAX END USER GUIDE INDEX 1. Changing your profile 1.1 Email addresses 2. Inbound Faxes 2.1 Reading a fax 2.1.1 As PDF (Adobe Acrobat) 2.1.2 As TIF within a web browser 2.1.3 As TIF outside a web browser

More information

Using your Encrypted BlackBerry

Using your Encrypted BlackBerry Using your Encrypted BlackBerry How do I change the Language on my BlackBerry? 1. On the Home screen or in a folder, click the Options icon. 2. Click Typing and Input > Language. 3. To change the display

More information

Overview Settings Creating Events New Calendars, Granting Permissions and Ownership Subscribing to Other Calendars Help

Overview Settings Creating Events New Calendars, Granting Permissions and Ownership Subscribing to Other Calendars Help Saint Louis University Google Apps Calendar Overview Settings Creating Events New Calendars, Granting Permissions and Ownership Subscribing to Other Calendars Help Information Technology Services IT Training

More information

Email -- Reading and Printing Email

Email -- Reading and Printing Email Email -- Reading and Printing Email Checking for New Email By default, webmail checks for new email automatically. If you want to manually check for new email, click the Check Email button. Or, click the

More information

School Mail System. - Access through Office 365 Exchange Online. User Guide FOR. Education Bureau (EDB)

School Mail System. - Access through Office 365 Exchange Online. User Guide FOR. Education Bureau (EDB) School Mail System - Access through Office 365 Exchange Online User Guide FOR Education Bureau (EDB) Version: 1.0 May 2015 The Government of the Hong Kong Special Administrative Region The contents of

More information

BOTTOM UP THINKING EMAIL SETUP INSTRUCTIONS. Unique businesses require unique solutions CLIENT GUIDE

BOTTOM UP THINKING EMAIL SETUP INSTRUCTIONS. Unique businesses require unique solutions CLIENT GUIDE BOTTOM UP THINKING Unique businesses require unique solutions EMAIL SETUP INSTRUCTIONS CLIENT GUIDE INDEX How to connect a. Deciding on best method (POP or IMAP) Setting up email on devices Webmail a.

More information

Henrico County Public Schools

Henrico County Public Schools Henrico County Public Schools Presents: The New Web Based E-Mail Solution DRAFT Table of Contents Table of Contents...2 Logging Into Outlook Web Access...4 Overview..5 Navigating the Outlook Components...5

More information

Virtual Cabinet Document Portal User Guide

Virtual Cabinet Document Portal User Guide Virtual Cabinet Document Portal User Guide Contents / Introduction Introduction... 2 What to expect when publishing a document... 3 Having difficulty? Troubleshooting guide.... 7 The Virtual Cabinet Document

More information

ARIBA Contract Management System. User Guide to Accompany Training

ARIBA Contract Management System. User Guide to Accompany Training ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...

More information

Administration Guide. WatchDox Server. Version 4.8.0

Administration Guide. WatchDox Server. Version 4.8.0 Administration Guide WatchDox Server Version 4.8.0 Published: 2015-11-01 SWD-20151101091846278 Contents Introduction... 7 Getting started... 11 Signing in to WatchDox... 11 Signing in with username and

More information

Microsoft Outlook Web App Quick Reference Card

Microsoft Outlook Web App Quick Reference Card Microsoft Outlook Web App Quick Reference Card Accessing Outlook Web App You can access your mailbox through any browser that supports HTML 3.2 and ECMA. To access your mailbox, enter your OWA web address/url

More information

ithenticate User Manual

ithenticate User Manual ithenticate User Manual Updated November 20, 2009 Contents Introduction 4 New Users 4 Logging In 4 Resetting Your Password 5 Changing Your Password or Username 6 The ithenticate Account Homepage 7 Main

More information

Table of Contents. Lesson 5: Assign Delegate...30 Objectives... 30 Assign A Delegate... 30 Edit Delegate Permissions... 33

Table of Contents. Lesson 5: Assign Delegate...30 Objectives... 30 Assign A Delegate... 30 Edit Delegate Permissions... 33 Supervisor Manual Table of Contents Lesson 1: Login... 1 Objectives... 1 Log In to IR University... 1 Retrieve Forgotten Password and/or User ID... 3 Using the IR University Help System... 6 Lesson 2:

More information

ziplogix Digital Ink

ziplogix Digital Ink Real Estate Business Services, Inc. A subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS official training guide ziplogix Digital Ink e-sign Workshop 2015 Seamless integration with document storage and

More information

Quick Start User Guide

Quick Start User Guide The global standard for esignature Quick Start User Guide Using Templates Overview This guide provides an overview of how to use a template when creating and sending an envelope. Templates help streamline

More information

Google Docs A Tutorial

Google Docs A Tutorial Google Docs A Tutorial What is it? Google Docs is a free online program that allows users to create documents, spreadsheets and presentations online and share them with others for collaboration. This allows

More information

EMAIL QUICK START GUIDE

EMAIL QUICK START GUIDE IT Services Microsoft Outlook 2010 EMAIL QUICK START GUIDE Contents What is Outlook?...2 Quick Guide to Email...2 Create a new e-mail message...2 Forward or reply to an e-mail message...2 Creating new

More information

Google Apps Migration

Google Apps Migration Academic Technology Services Google Apps Migration Getting Started 1 Table of Contents How to Use This Guide... 4 How to Get Help... 4 Login to Google Apps:... 5 Import Data from Microsoft Outlook:...

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information