The Collection Process > Signature Setup
     
 

Signature Setup

 
     

If you've requested Secure Signatures, your clients must first set up their hand signature in their SureDocs account before they can sign your SureDocs. Their process is as follows...

  1. When your clients log in for the first time, they're automatically prompted to configure their signature.


  2. They click Print Signature Capture Page and print a copy of the signature collection form.
  3. They sign and initial the signature collection form and fax it back to the SureDocs fax server where it's automatically converted into an electronic equivalent.
  4. If they remain in the Signature Setup page, they click Retrieve My Signature and wait while SureDocs attempts to collect their faxed signature. Otherwise, if they leave the page, when the return later, the signature will automatically be set up and they will be taken directly to the documents they need to sign.


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