Electronic signatures are an electronic equivalent of a written signature and can be done in many different ways depending on the technology you use.
Solution
Follow the steps below:
There are a couple of options available to you in relay® when you are signing documents electronically:
1. ZipForm®Esign:
Using ZipForm®Esign, lets your clients sign documents without special hardware and can result in signatures which carry the weight of a notarized signature. ZipForm®Esign entails a separate fee to complete the signature. For pricing and order information on ZipForm®Esign, Click Here.
Step 1:
Open the transaction that contains the document you need the signature on, then click on the Documents tab:
Step 2:
Open the document you need the signature on by clicking on the document name in the list and click Open:
Step 3:
Print the document the way that you normally would, but instead of choosing your printer, choose the printer labeled Send in DocuSign Envelope:
Step 4:
Send the document as you normally would through DocuSign®:
For additional information on ZipForm®Esign including "How to" guides, Click Here.
2. Tablet PC:
Using a Tablet PC (a special kind of laptop or portable computer where you can write on the screen or a separate plug-in), you can have a client sign the document right on the Tablet PC screen. This reduces paper, but it does require you to be there to provide the tablet to your client.
Step 1:
Open the transaction that contains the document you need the signature on, then click on the Documents tab:
Step 2:
Open the document you need the signature on by clicking on the document name in the list and click Open:
Step 3:
Print the document the way that you usually would, but instead of choosing your printer, choose the printer labeled Journal Note Writer:
Step 4:
Give the file a name, and then choose a location to save the file. The document will be exported to a Windows Journal Viewer format (.JNT). When complete click on the Save button:
Step 5:
The document will now open in Windows Journal Viewer. You may sign anywhere on the document using the stylus:
Step 6:
Save the document to a location you can easily find again, such as your desktop:
Step 7:
Click on the Detail button:
Step 8:
Click on the New Version button:
Step 9:
Click on the Browse button and look for the file you just saved, and then click on the Save button:
Now the updated version of the document will appear in your document list as a new version:
Please Note: The file format the document will be saved under is a Windows Journal Viewer format (.JNT). The Windows Journal Viewer will need to be installed on any computer you try to open the signed document on. The Windows Journal Viewer is available for download at Microsoft's website. If you need to download the Windows Journal Viewer Click Here.
Remember to consult with your Broker or Lawyer to determine which solutions for receiving signed documents work best for you.
