We make it quick and simple for you to electronically review and sign your documents in one simple and convenient process.



Similar documents
e-signing Mortgage Loan Documents

E-Consent and E-Disclosure Process

DocuTech Borrower esign Experience

Database Program Instructions

Document Services Online Customer Guide

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

New and Improved DocuSign Signing Experience Information Guide

Adding Links to Resources

Outlook Web Access Tutorial

Online Banking Enrollment Guide

Streamline Paperwork with e-signatures

CONFIGURING VIRTUAL TERMINAL: This is the screen you will see when you first open Virtual Terminal

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:

Using the Educator Dashboard

Gaggle Account How-To. How do I login to my Gaggle Account? To login, follow these steps: Go to:

Mississippi Educator Licensure Management System. Single Sign On User Guide

Using Loan Prospector

Mail Merge (Microsoft Office 2010)

Outlook Web Access 2003 New Features Guide

How to recover IE Client

Scanning Documents into OneSite The Preiss Company

OUTLOOK WEB APP (OWA): MAIL

Guided Signing for a Lead-Based Paint Disclosure Form

Crystal Print Control Installation Instructions for PCs running Microsoft Windows XP and using the Internet Explorer browser

Using BitLocker to encrypt a Windows 8 device

How to Use Gmail. 1. Using your computer s Internet browser direct yourself to the Gmail website:

Welcome to ecedent! We re delighted you ve become a customer of our secure, online death certificate processing system.

How To Electronically Sign A Document On Docusign.Com

ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE

Ships & Offshore Structures

TBR System Office Performance Management Employee s Guide

Office365 at Triton College

Complete the Payroll Transfer Form

Using ProjectWise Explorer for File Transfer

Outlook Web Access (OWA) Cheat Sheet

Accessing The Doctors Clinic Physician Connect

How to use SURA in three simple steps:

Instructions for Formatting MLA Style Papers in Microsoft Word 2010

CRM Knowledge Base. Contents

Instructions for Formatting APA Style Papers in Microsoft Word 2010

Military Deferred Payment Option Financial Check In

ClickView Digital Signage User Manual

Netmail Search for Outlook 2010

MASTER PROMISSORY NOTE

Food Service (Portal) Viewing Account Information

Step-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses

FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE

Gmail: Sending, replying, attachments, and printing

Student Manager s Guide to the Talent Management System

Gateway Instructions Introduction to Warp 8 Personal Invoice Portal

FTP Over SSL (FTPS) Core FTP LE. Installing Core FTP LE"

Content Builder: How-To Guide

Welcome (slide 1) Welcome to the Florida Department of Education Single Sign-On tutorial for federated user login and navigation.

Terminal Four. Content Management System. Moderator Access

Rational Quality Manager. Quick Start Tutorial

HOWTO annotate documents in Microsoft Word

Center for Faculty Development and Support. Gmail Overview

Ariba Sourcing Getting Started Guide for Suppliers

Experience Online Testing Georgia User Guide 2015

How to access your from WORK & HOME

Guidelines for online application procedure

To learn more about social networking, see the handout titled Know Social Networking.

Enter your User Id and Password and click the Log In button to launch the application.

How to Build a Web Site using your Web Host s Web Site Builder

Hallpass Instructions for Connecting to Mac with a Mac

Remote Desktop Instructions for the Remote PC Running Windows Vista

Managed Security Web Portal USER GUIDE

ABE Customer Call Center Job Aid

Helpful Links 8 Helpful Documents 8 Writing History 9 Pending Peer Reviews 9 Navigation Tabs 10 Changing Courses 10

Getting Started with UM

CONFIGURING UH EXCHANGE WITH THE IPAD

Maryland MESA Database School Coordinators Login and Registration Training Handout

ADA Applicant Business Process Guide

Welcome to the Cleveland State University Job Posting and Application Site Tutorial!

WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT

NAS 243 Using AiData on Your Mobile Devices

Microsoft PowerPoint 2008

Remote Viewer Recording Backup

Employee Access Center (EAC) and access

BE A SCHOOL VOLUNTEER (For Parents and Community Members)

Guide for Instructors A how-to guide on managing accommodation information for students with disabilities.

Quick Guide for Importing Credit Reports from Credit Infonet into Best Case Bankruptcy. Enter New Unlock Code. Configuring the Credit Report Manager

How to find the MAC address of your computer

ibank Quick Start Guide

E-Filing in the Small Claims Docket. Click here for an instructional video.

Physician Electronic Signature in Meditech 5.6

Manufacturing Representative SSL VDM Login User s Guide

WEB-BASED CLAIMS REPORTING AN OVERVIEW OF THE ONLINE FIRST NOTICE OF LOSS TOOL

AT&T Global Network Client v6.8.0 and Passport IP Setup Instructions for Broadband VPN Access

Telecom Systems Billing Application User Guide

Citrix Client Install Instructions

VOICE MAIL TO - MY SERVICES MANAGEMENT

Discoverer Training Guide

Transcription:

DocMagic esign Tutorial We make it quick and simple for you to electronically review and sign your documents in one simple and convenient process. Enter the information requested in the login screen (shown below) to begin the process of disclosure review/acknowledgment: Email Address: If prompted, enter your email address or the email address you provided your lender. In most cases this information will automatically be provided. Loan Number: If prompted, enter the loan number for your loan transaction. Again, in most cases, this information will automatically be provided. Last four digits of your SSN: Enter the last four digits of your social security number. Viewing Code: Enter the code displayed in the viewing code box below. The viewing code ensures that your computer is capable of viewing the disclosures that have been provided to you. Once all of the entry fields have been accurately populated, click the Continue to Next Step button at the bottom of your screen.

You will now be presented with the E-Sign Disclosure and Consent Agreement which explains your rights and responsibilities under the Federal E-Sign Act. Please review the E-Sign agreement in its entirety and if it is acceptable, check the box labeled I HAVE READ AND UNDERSTAND and click the Continue to Next Step button at the bottom of your screen. Please note that a copy of the E-Sign Disclosure and Consent Agreement will be automatically emailed to you for your records. If the agreement is not acceptable, do not check the box labeled I HAVE READ AND UNDERSTAND and click the Decline button to move forward in the process.

If you will be executing and/or signing any of your disclosures, you must first adopt an electronic signature. Begin by confirming that your name is spelled correctly and select a font for your electronic signature. Once you are satisfied with your selection, check the box at the bottom to approve your choice and click the Continue to Next Step to proceed.

It is time to begin the document review/signing process... take a moment to read about Electronic signing and click the Start Signing button to start this process. In some circumstances, certain disclosures may require an ink/pen signature. If a message (like the one below) appears, click Print to print the documents that must be ink/pen signed.

The disclosures and a FAX cover page (for returning your disclosures) with instructions will be directed to your printer. Sign the documents and FAX them back to the number indicated on the FAX transmittal.

Thumbnails for your disclosures will appear in the left side pane allowing for simple one-click access to any disclosure in your package. Disclosures that require an electronic signature will display with a yellow marker while disclosures that require an ink/pen signature will display with a blue marker. When displayed, disclosures requiring an electronic signature will contain a Sign Here tab at the top of the document. Clicking the Sign Here tab will cause the viewing area to be adjusted to include the Sign Here electronic signature box.

Disclosures containing a blue Ink Sign box require an ink/pen signature. Please note that pages containing a blue Ink Sign box will be automatically replaced with a FAX image once you have printed, signed and returned your ink/pen signed disclosures via FAX. To print your ink/pen sign disclosures, click the Print icon in the upper left-hand corner of your screen.

Review and sign each disclosure as indicated by clicking the yellow Sign Here box. Your electronic signature will appear as configured earlier. Repeat this process with each disclosure requiring your signature. At the top right-hand corner of the page is a Signing Status legend that conveniently displays the number of disclosures you have left to electronically and/or ink sign. Please note that the status at the top of the legend will indicate Signing In Progress while disclosures remain unsigned and will change to Signing Complete once all disclosures have been signed.

Once you have reviewed and/or signed all of your disclosures, simply click Exit to exit the system. Once the process is complete, you may close your browser. You may also visit http://www.docmagic.com/esign to re-access your disclosures. Upon re-entry, you will be able to perform any of the following tasks: View electronic documents Receive paper copies of your electronic documents Change your designated email address Change the status of your consent Thank you.