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Provision E-Signatures

This page explains how to request and provide legally-binding, non-repudiable e-signatures on documents using Secure Messaging.


Requesting E-Signatures

Sending out documents to be e-signed in Secure Messaging is simple and takes seconds.

How to Create an E-Signature Request
  1. Launch a new secure message.
  2. Add required signatories to the TO field:
    • Anyone in the TO field will become required signatories of the files attached to this message.
    • If you want to include anyone else in the conversation, but don’t need their signatures, add them in the CC or BCC fields. CC and BCC recipients will be able to view the files and track the progress of the file (if tracking is enabled), but will not be able to sign the file.
  3. Compose your message.
  4. From the E-SIGNATURE DOCUMENTS section of the Delivery Slip, click Select documents for e-signature… and choose the file you need to be signed.
  5. Click Send Secure.
  6. A pop-up will appear (below) asking you to confirm that the recipients in the TO field are required signatories to the attached file. If you are sure, click Yes to confirm.That’s it! You’re done.
Confirming E-Signature Request

 


 

Providing E-Signatures

Providing an e-signature using Secure Messaging is simple and takes seconds.

E-signing Secure Messaging Document_1
E-signing Secure Messaging Document_2
  1. Click on the attachment (or click the down arrow on the right to show your options, and then click E-sign). This will launch the document to be signed in the preview window.
  2. Review the document you’re being asked to sign.
  3. At the bottom of the preview window, there will be a field for you to enter your name. Enter your name exactly as it appears in the instructions above the field.
  4. Click E-sign
  5. A pop-up will appear (below) to confirm that you want to sign the document. (NOTE: Your signature will be legally binding and non-repudiable.) If you are sure, click Yes.
Confirm Signing E-Signature File

That’s it! You’re done.

Once you have signed, the signature box will be replaced with a message stating that “You e-signed this document on {date},{year},{time}” (below) Upon closing the preview window, the attachment will no longer be active for an e-signature and will indicate that you have signed.

Secure Messaging E-Signature Confirmation

Last updated August 2, 2016.