Requesting Hand Signatures

If you need to electronically collect signatures that appear as electronic representations of a hand signature, you can do that via SureDocs. To do so...

1. In an open SureDoc, be sure to fill out the basic information about your documents in the Tracking Data section at the bottom of the screen. At a minimum, specify a document Description, Borrower, Subject Property, and Processor.
2. Add the appropriate signature tags into your SureDoc.
3. Click Sign in the top toolbar to place your signatures on the documents (if necessary) and initiate the delivery process. If prompted to verify your credentials, enter your SureDocs username and password into the provided boxes and click OK.
4. If you're applying your own signature to the appropriate signature boxes on your document, Agree to the signing ceremony.
5. In the menu that appears, choose Secure Signature™ and click Next.
   
   
6. You're prompted for delivery information. Fill out the borrower and co-borrower sections (if necessary) and optionally apply a document password or require ID verification. Then, click Next. Here's a quick breakdown of the options that appear.
   
   • Name – Enter the full legal name of the recipient. (Click the Name button to open your contact directory.)
   • E-mail – Enter your client’s e-mail address. If you used the contact directory to insert the client’s name, the e-mail address should be completed automatically.
   • Document Password - Check this box and type a password into the provided field to restrict access to your documents to those to whom you give the password. Keep in mind that you should NOT send the password along to your client in the SecureReceipts e-mail.
   • Verify Identity – Check this box to require your client(s) to perform a basic ID verification before signing your documents.
     

     		Note:  If you wish to use identity verification, you must first purchase a pack of identity verifications. To do so, click the link beside the Verify Identity check box and enter your CC information to purchase a block of identity verifications.

     
     
     
7. Enter a Subject for your message, a Description for the documents you're sending, and any Comments/Special Instructions you'd like to include in the body of your e-mail. If you'd like to use your QuickLists to fill out the Subject or Description, click the Subject or Description buttons respectively. Then, click Finish.
8. When the confirmation notice appears, letting you know that the signature requests were sent, click OK.

Once delivery is complete, you can track the entire progress of your documents through the SecureReceipts Log.

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