Send Documents Using the Integrated eSignature Service

With the eSignature service integration within Applied Rating Services, you can streamline a number of policy servicing workflows by sending documents to clients to obtain their electronic signatures. A DocuSign, Formstack Sign (formerly InsureSign), or Citrix RightSignature account is required to use this functionality.

You can select and send multiple documents for eSignature. These documents can be from the same document category or various document categories. Any document that is not an attachment in Applied Rating Services, such as Applications and the Pre-Authorized Payment Form, will be converted to a PDF before being sent to the eSignature service.

The portion of the eSignature workflow that takes place within Applied Rating Services is available in either English or French, depending on the set language of your system. However, the portion of the workflow that takes place on your eSignature partner’s website is available only in English if you are using Citrix RightSignature or Formstack Sign; it is available in French through DocuSign.

For information on the services your eSignature partner service provides and supports, see the chart below.

To send documents for eSignature, complete the following steps:

1. From Document Centre, select a document category in the Documents pane and select the checkbox next to the document(s) you want to send.
   
   Repeat this step if the documents you are sending are not located in the same category.

2. Click Send To eSignature if you are only sending documents from the same category.

If you are sending documents from multiple categories, complete the following steps:

1. Click the Add to Multi-Document Processing checkbox.

2. When the Add to Multi-Document Processing checkbox is selected, checkboxes display next to each document category in the left Documents pane. To include the documents you selected in the previous step, select the checkbox next to each category. Your document selections will display on the Multiple Document Processing screen.

3. Click the Multiple Document Processing button.

4. The Multiple Document Processing screen displays. Define the delivery for each document displaying. Select the Send to eSignature checkbox for each document or to select Send to eSignature for all documents, click the column header.

5. Click the Process button.

If a document you have selected does not have a signature location when clicking either Send To eSignature or Process, the following message displays: Selected document cannot be sent for eSignature.

If your eSignature service does not support sending multiple documents at the same time, the following message displays: Only 1 document at a time can be sent for eSignature.

3. In the Send to eSignature window, you can change the name of each file being sent for eSignature as well as Create a Note or Create an Abeyance by checking the respective checkbox for each. The Note and/or Abeyance is created upon completion of sending the document.

4. Click OK to send the document to your eSignature partner.

5. Logging into your eSignature service varies, depending on your eSignature partner.

• DocuSign: Enter your login credentials.

• Formstack Sign: Enter your email address and then your login credentials.

• RightSignature: Enter your login credentials and then click Grant Access on the Request for Account Access page.

You will need to enter your eSignature partner credentials and grant access/link the accounts only once per Applied Rating Services session.

6. Using your eSignature partner service, add your recipients, message, and any other additional options you want to select, and then click the appropriate button to send the document for signature.

7. Once you have sent the document(s), close your eSignature partner window.

8. If you chose to Create a Note, you will be presented with the Create Quote Note screen. You can edit the pre-populated information and click OK to save the Quote Note.
   
   If you chose to Create an Abeyance, you will be presented with the Create an Abeyance screen. Select a Description and click OK to save an Abeyance (Requires SFB licence)

9. Once you have received notification that the client has signed the document(s), attach the email notification/message containing the PDF(s), or the PDF(s) themselves by dragging and dropping them on to the client(s) in Applied Rating Services.
   
   Note: Any file type can be attached in Applied Rating Services. The default maximum file size is 100 MB.