Signature Setup |
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The first time your clients attempt to sign a document, they're prompted to set up an electronic signature. Here's the general process they follow...
- From the SureDocs login area, your clients
receive a prompt to set up their signatures whenever they click
Signature Setup or try to sign a document for the first time.
- They choose a type of signature to use. Since their signature will be
electronically certified, they have several options for the appearance of your
signature.
- Choose a Font - By marking this option, they can just select a provided font for their signature from the drop-down menu.
- Upload an Image - If they already have an electronic image, they can use it as their signature. They just mark the Custom Hand Signature option, click the Upload Signature link, and browse out to their signature file. With this option, they should also click the Upload Initials link and browse out to an electronic copy of their hand written initials.
- Fax a Paper Copy - If they don't have an electronic copy of their signature, but would like to use their hand signature as their e-signature, they can use our DirectFax service to generate the signature file for free. They just click the DirectFax Signatures and Initials link, print out the page that appears, sign and initial it, and fax it back to the number listed. Once the fax the signature has been processed, they can return to the signature setup to finish the process.
- If they have a digital seal they need to include with their signature,
they can include that as well. Again, they have two options:
- Upload an Image - If they already have an electronic copy of their seal, they click the Upload Seal Image link and browse out to it.
- Fax a Paper Copy - If they have a paper copy of their seal, they click the DirectFax Seal Image link and print the sheet that appears. Then, they tape a paper copy of the seal into the box provided and fax the page back to the number listed. Once the seal has been processed, they can return to the signature setup to complete the process.
- Finally, they click OK to confirm their signature setup or click Reset Identity to restart the entire signature setup process.
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