Using Namirial eSignAnywhere - Revision history

IDT-1 at 03:35, 21 December 2021

2021-12-21T03:35:34Z

IDT-1 at 08:51, 20 December 2021

2021-12-20T08:51:08Z

IDT-1 at 05:30, 16 December 2021

2021-12-16T05:30:54Z

IDT-1 at 09:25, 12 September 2020

2020-09-12T09:25:03Z

IDT-1 at 04:09, 14 August 2020

2020-08-14T04:09:18Z

IDT-1 at 04:29, 11 August 2020

2020-08-11T04:29:41Z

IDT-1 at 06:48, 31 July 2020

2020-07-31T06:48:24Z

IDT-1 at 05:40, 28 July 2020

2020-07-28T05:40:36Z

IDT-1: Created page with " = Using Namirial eSignAnywhere = Customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to..."

2020-07-27T04:37:50Z

Created page with " = Using Namirial eSignAnywhere = Customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to..."

New page

= Using Namirial eSignAnywhere =

Customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories.   

Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.

To use Namirial eSignAnyWhere:

#'''Create '''an agreement in ICM. 
#'''Add '''internal and external signatories to the agreement. Ensure that after completing creation, the agreement is in Approved state.
#'''Click '''''Send for External Signature''. The pop up window for email notification template to be sent to the signatories for the electronic signature opens.
#'''Click '''''Send''. The email is sent to the signatories for signing and the agreement status changes to, for example ''Waiting for External Signature from John Doe''.
<div class="image-green-border">[[File:7.12 eSignAnyWhere 1.png|720px]]</div>
To sign an Agreement electronically using eSignAnyWhere:

#'''Open '''the e-mail you receive from ''eSignAnyWhere''. The sender’s name will appear as, for example, Primary Owner via eSignAnyWhere.
<div class="image-green-border">[[File:7.12 eSignAnyWhere 2.png|720px]]</div> <ol start="2">
<li>'''Click '''''Open Document''. The ''eSignAnyWhere'' page opens which displays the agreement document.</li>
</ol>
<div class="image-green-border">[[File:7.12 eSignAnyWhere 3.png|720px]]</div> <ol start="3">
<li>'''Review '''the agreement.</li>
<li>'''Click '''the arrows at the top of the page to be guided to the signatory fields. The document moves to the part of the page where your signature is required.</li>
</ol>
<div class="image-green-border">[[File:7.12 eSignAnyWhere 4.png|720px]]</div> <ol start="5">
<li>'''Click '''the ''Click to Sign'' field. The ''Please Choose your signature type'' window is displayed with the below options:</li>
</ol>

*''Click to Sign'': '''Select '''this option to click on the signature to sign the field.
*''Sign with your finger'': '''Select''' this option to record a signature using your finger to sign the field in form of a picture.
*''Type your name'': '''Select '''this option to type a signature, which is used as picture for the signature
<div class="note-box">'''Note''': The ''Sign with your finger'' option does not track any biometric data.</div> <div class="image-green-border">[[File:7.12 eSignAnyWhere 5.png|720px]]</div> <ol start="6">
<li>Select an option for example ''Click to Sign'' and '''click '''''Sign''. The ''Are your sure you want to sign?'' message appears.</li>
</ol>

'''Note''': Check the ''Remember signature type'' option if you want to use the selected signature type in future.
<div class="image-green-border">[[File:7.12 eSignAnyWhere 6.png|720px]]</div> <ol start="7">
<li>'''Click '''''Sign''. The signature is displayed on the document. In the document, signer may mark the checkbox that appear with a text box next to the sign field. Fill the appropriate information in the text box, for example title, company.</li>
</ol>

[[File:7.12 eSignAnyWhere 7.png|720px]]
<ol start="8">
<li>'''Click '''''Finish''. The ''Do you really want to finish the document?'' message is displayed.</li>
</ol>

[[File:7.12 eSignAnyWhere 8.png|720px]]
<ol start="9">
<li>'''Click '''''Finish ''again. The ''Finished signing'' message appears.</li>
</ol>

[[File:7.12 eSignAnyWhere 9.png|720px]]
<div class="image-green-border">The Download the document pop up window is displayed with the following options:</div>
*Document
*Audit Trail
*Document and Audit Trail
*Document and Audit Trail zipped
*Original document(s)
<div class="image-green-border">The audit log includes key details in the signature flow, such as: </div>
*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions
<div class="image-green-border">This feature is disabled by default and can be enabled from the Global Account Settings of eSignAnywhere.</div> <ol start="10">
<li>Select the option you would like to download or click Close.</li>
</ol>
<div class="image-green-border">'''Key Points:''' </div>
*This feature is only available for Agreements and Amendments
*The partially signed document is available for signers, however, the fully signed agreement document will be available in ICM only after all signatures are completed. 
*The signature tags required for Namirial eSignAnyWhere can be added to the contract template using Icertis Experience for Word.
*Only 1000 characters are allowed for the Default Message and the Additional Information combined.
*The default message is in English.
*All Signatories get the same notifications (with customized text, if any), irrespective of their language settings.
*Signatories at same Step Number will receive notifications at same time.
*The following additional actions are available:
**The Primary Owner can recall the agreement before all the signatories have signed. The signature workflow is terminated and the agreement status moves back to Approved.
**The signer can reject the agreement. The signature workflow is terminated and the agreement status moves back to Draft.
**The signer can delegate to another signatory. The delegated person will get a notification from Namirial eSignanywhere with the link to sign the document.

@@ Line 10: / Line 10: @@
 #'''Create '''an agreement in ICI.&nbsp;
 #'''Add '''internal and external signatories to the agreement. Ensure that after completing creation, the agreement is in Approved state.
-#'''Click '''''Send for External Signature''. The pop up window for email notification template to be sent to the signatories for the electronic signature opens.
+#'''Click '''Send for External Signature. The pop up window for email notification template to be sent to the signatories for the electronic signature opens.
-#'''Click '''''Send''. The email is sent to the signatories for signing and the agreement status changes to, for example ''Waiting for External Signature from John Doe''.
+#'''Click '''Send. The email is sent to the signatories for signing and the agreement status changes to, for example Waiting for External Signature from John Doe.
 <div class="image-green-border">[[File:Nami 1.png|600px|Nami 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To sign an Agreement electronically using eSignAnyWhere:</div>
-#'''Open '''the e-mail you receive from ''eSignAnyWhere''. The sender’s name will appear as, for example, Primary Owner via eSignAnyWhere.
+#'''Open '''the e-mail you receive from eSignAnyWhere. The sender’s name will appear as, for example, Primary Owner via eSignAnyWhere.
 <div class="image-green-border">[[File:7.12 eSignAnyWhere 2.png|720px|7.12 eSignAnyWhere 2.png]]</div> <ol start="2">
-<li>'''Click '''''Open Document''. The ''eSignAnyWhere'' page opens which displays the agreement document.</li>
+<li>'''Click '''Open Document. The eSignAnyWhere page opens which displays the agreement document.</li>
 </ol>
 <div class="image-green-border">[[File:7.12 eSignAnyWhere 3.png|720px|7.12 eSignAnyWhere 3.png]]</div> <ol start="3">
@@ Line 22: / Line 22: @@
 </ol>
 <div class="image-green-border">[[File:7.12 eSignAnyWhere 4.png|720px|7.12 eSignAnyWhere 4.png]]</div> <ol start="5">
-<li>'''Click '''the ''Click to Sign'' field. The ''Please Choose your signature type'' window is displayed with the below options:</li>
+<li>'''Click '''the Click to Sign field. The Please Choose your signature type window is displayed with the below options:</li>
 </ol>
-*''Click to Sign'': '''Select '''this option to click on the signature to sign the field.
+*Click to Sign: '''Select '''this option to click on the signature to sign the field.
-*''Sign with your finger'': '''Select''' this option to record a signature using your finger to sign the field in form of a picture.
+*Sign with your finger: '''Select''' this option to record a signature using your finger to sign the field in form of a picture.
-*''Type your name'': '''Select '''this option to type a signature, which is used as picture for the signature
+*Type your name: '''Select '''this option to type a signature, which is used as picture for the signature
-<div class="note-box">'''Note''': The ''Sign with your finger'' option does not track any biometric data.</div> <div class="image-green-border">[[File:7.12 eSignAnyWhere 5.png|720px|7.12 eSignAnyWhere 5.png]]</div> <ol start="6">
+<div class="note-box">'''Note''': The Sign with your finger option does not track any biometric data.</div> <div class="image-green-border">[[File:7.12 eSignAnyWhere 5.png|720px|7.12 eSignAnyWhere 5.png]]</div> <ol start="6">
-<li>Select an option for example ''Click to Sign'' and '''click '''''Sign''. The ''Are your sure you want to sign?'' message appears.</li>
+<li>Select an option for example Click to Sign and '''click '''Sign. The Are your sure you want to sign? message appears.</li>
 </ol>
-'''Note''': Check the ''Remember signature type'' option if you want to use the selected signature type in future.
+'''Note''': Check the Remember signature type option if you want to use the selected signature type in future.
 <div class="image-green-border">[[File:7.12 eSignAnyWhere 6.png|720px|7.12 eSignAnyWhere 6.png]]</div> <ol start="7">
-<li>'''Click '''''Sign''. The signature is displayed on the document. In the document, signer may mark the checkbox that appear with a text box next to the sign field. Fill the appropriate information in the text box, for example title, company.</li>
+<li>'''Click '''Sign. The signature is displayed on the document. In the document, signer may mark the checkbox that appear with a text box next to the sign field. Fill the appropriate information in the text box, for example title, company.</li>
 </ol>
 [[File:7.12 eSignAnyWhere 7.png|720px|7.12 eSignAnyWhere 7.png]]
 <ol start="8">
-<li>'''Click '''''Finish''. The ''Do you really want to finish the document?'' message is displayed.</li>
+<li>'''Click '''Finish. The Do you really want to finish the document? message is displayed.</li>
 </ol>
 [[File:7.12 eSignAnyWhere 8.png|720px|7.12 eSignAnyWhere 8.png]]
 <ol start="9">
-<li>'''Click '''''Finish ''again. The ''Finished signing'' message appears.</li>
+<li>'''Click '''Finish again. The Finished signing message appears.</li>
 </ol>

@@ Line 4: / Line 4: @@
 Customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories. &nbsp;&nbsp;
-Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.
+Contract administrators can track the status of the agreements sent for signature within ICI. They can also recall the agreement sent for signature, if it was not signed by all parties.
-<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICM.&nbsp;</div>
+<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICI.&nbsp;</div>
 To use Namirial eSignAnyWhere:
-#'''Create '''an agreement in ICM.&nbsp;
+#'''Create '''an agreement in ICI.&nbsp;
 #'''Add '''internal and external signatories to the agreement. Ensure that after completing creation, the agreement is in Approved state.
 #'''Click '''''Send for External Signature''. The pop up window for email notification template to be sent to the signatories for the electronic signature opens.
 #'''Click '''''Send''. The email is sent to the signatories for signing and the agreement status changes to, for example ''Waiting for External Signature from John Doe''.
-<div class="image-green-border">[[File:Nami 1.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To sign an Agreement electronically using eSignAnyWhere:</div>
+<div class="image-green-border">[[File:Nami 1.png|600px|Nami 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To sign an Agreement electronically using eSignAnyWhere:</div>
 #'''Open '''the e-mail you receive from ''eSignAnyWhere''. The sender’s name will appear as, for example, Primary Owner via eSignAnyWhere.
 <div class="image-green-border">[[File:7.12 eSignAnyWhere 2.png|720px|7.12 eSignAnyWhere 2.png]]</div> <ol start="2">
@@ Line 64: / Line 64: @@
 <div class="image-green-border">'''Key Points:'''&nbsp;</div>
 *This feature is only available for Agreements and Amendments
-*Only the fully signed agreement document will be available in ICM only after all signatures are completed.&nbsp;
+*Only the fully signed agreement document will be available in ICI only after all signatures are completed.&nbsp;
 *The signature tags required for Namirial eSignAnyWhere can be added to the contract template using Icertis Experience for Word.
 *Only 1000 characters are allowed for the Default Message and the Additional Information combined.

@@ Line 4: / Line 4: @@
 Customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories. &nbsp;&nbsp;
-Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.
+Contract administrators can track the status of the agreements sent for signature within ICI. They can also recall the agreement sent for signature, if it was not signed by all parties.
-<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICM.&nbsp;</div>
+<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICI.&nbsp;</div>
 To use Namirial eSignAnyWhere:
-#'''Create '''an agreement in ICM.&nbsp;
+#'''Create '''an agreement in ICI.&nbsp;
 #'''Add '''internal and external signatories to the agreement. Ensure that after completing creation, the agreement is in Approved state.
 #'''Click '''''Send for External Signature''. The pop up window for email notification template to be sent to the signatories for the electronic signature opens.
@@ Line 66: / Line 66: @@
 <div class="image-green-border">'''Key Points:'''&nbsp;</div>
 *This feature is only available for Agreements and Amendments
-*Only the fully signed agreement document will be available in ICM only after all signatures are completed.&nbsp;
+*Only the fully signed agreement document will be available in ICI only after all signatures are completed.&nbsp;
 *The signature tags required for Namirial eSignAnyWhere can be added to the contract template using Icertis Experience for Word.
 *Only 1000 characters are allowed for the Default Message and the Additional Information combined.

@@ Line 1: / Line 1: @@
 = Using Namirial eSignAnywhere =
@@ Line 6: / Line 5: @@
 Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.
-<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICM. This can be achieved through a technical configuration.</div>
+<div class="note-box">'''Note''': In order to be able to use eSignAnywhere, the Namirial account and connection needs to be set up in ICM.&nbsp;</div>
 To use Namirial eSignAnyWhere:
@@ Line 67: / Line 66: @@
 <div class="image-green-border">'''Key Points:'''&nbsp;</div>
 *This feature is only available for Agreements and Amendments
-*The partially signed document is available for signers, however, the fully signed agreement document will be available in ICM only after all signatures are completed.&nbsp;
+*Only the fully signed agreement document will be available in ICM only after all signatures are completed.&nbsp;
 *The signature tags required for Namirial eSignAnyWhere can be added to the contract template using Icertis Experience for Word.
 *Only 1000 characters are allowed for the Default Message and the Additional Information combined.

@@ Line 69: / Line 69: @@
 *The signature tags required for Namirial eSignAnyWhere can be added to the contract template using Icertis Experience for Word.
 *Only 1000 characters are allowed for the Default Message and the Additional Information combined.
-*The default message is in English.
+*The default language for the email notification is the sender’s (Primary Owner) language.
 *All Signatories get the same notifications (with customized text, if any), irrespective of their language settings.
 *Signatories at same Step Number will receive notifications at same time.