Secured Signing

<< Previous | Next >>

The Secured Signing service allows clients to sign documents in seconds as well as invite other people and witnesses to fill in and sign.

Signed Documents are returned to finPOWER Connect and stored in the logs. Refer to the Tracking Progress page for more information.

If you find that the document is opening on your screen instead of using Electronic Signatures, please check the document's "UseElectronicSigning" constant is set to TRUE or read here on the Document Configuration page for guidance on how to set this up.

What the client can expect

Once you publish your document (in our example below the standard document LCFT - Loan Contract Fixed Term has been used) an email will be sent to your client/s with the link to enable them to sign the document.

If the client's email address proves to be incorrect, you will need to go into the account log, drilldown to the service log and select "Cancel" from the status. Correct the email address in the client form under contacts and then re-publish your document which will restart the process.

The client will then click the link, enter their code and be immediately prompted to review and accept the Secured Signing Terms of Use, then proceed to sign the document.

The client will be able to sign the document in the following ways:

by uploading a digital signature they already have
by creating a digital signature with their mouse
by choosing a specific font or
by using their mobile phone/tablet to sign with their finger or stylus (Like in the sample below)

The following message will pop up to confirm that the signing has been successful and links will be provided to view or download a copy of their signed document.