3. E-Signatures
Use Search or Browse
for ACORD forms
Use Upload to add
signatures to forms you
have on your desktop
Browse Cap Dat
ACORD Files
Upload File from
Your Local Device
4. E-Signatures
Here I am using the
Browse feature to select
the form I want to be
signed
Select the document by
browsing the folder tree
5. E-Signatures
I set the folder to which
the signed form will be
automatically saved
Name of
Document to be
Signed
Select Folder to
Automatically Save
Signed Document
6. E-Signatures
Set the Sign By Date – it
defaults to 30 days but
you can reset it to any
day you wish
Set Sign By Date
10. E-Signatures
As you add Signers, they
appear in Real Time
After adding all
Signers, Save and
Prepare Document
Review Signers
Save and Prepare Document
13. E-Signatures
You review the
document and Send
Now or Save to send
later
Save
Button
Send Document
to be Signed
Now
Table of Contents of All
Pages in This Document
Indicates Pages to be
Signed
Alan’s Signature
Date Alan Signs Agents
Signature
16. E-Signatures
Signatures can done on
touch screens with a
finger, a stylus or a
mouse
Or you can sign by
typing your name and
selecting a font style
19. E-Signatures
When all required
signatures are
completed the
document is frozen and
a copy of the certified,
authenticated log is
attached to the to the
final document
Signatures
Permanent Log
20. E-Signatures
Each Signer is emailed a
completed copy of the
signed document
including the log
Each Signer can
download the final
signed document to
their computer