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Presenter User Guide

1. Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions 9 Approval Signatures Joe Smith Vice President Sample Savings and Loan Lender www esignemcee com Copyright 2015 eSign Emcee Page 15 of 32 eee eSign Emcee eSign Emcee User Guide Signature Spot Not Available There are two instances that will cause a signature spot on the Sign page to be unavailable 1 Below there is no Sign Here icon because the two previous corresponding Read pages are not complete not checked eSign Emcee Read Pages Not Yet Checked BEG a n Sera i Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions Joe Smith Vice President Sample Savings and Loan Lend Signature Spot Not Available 2 Below there is no Sign Here icon because the signature spot does not belong to the current Signer i e the current Signer is NOT Joe Smith Emcee Green Check Mark Indicates Signature Completion Read Read Read Sig AAA a 4 Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions Joe Smith Vice President Sample Savings and Loan Lender Signature Spot Not Available The current Sign page will be marked with a green check once the current Signer has completed signed all activated signature spots even if there are incompl
2. e To complete the signing ceremony you must read each page and sign eagh of your designated signature areas so that a check mark appears on every pagg Signing Ceremony Functions To continue at a later time click on Continue or Log Off to close And save your current signing ceremony Click on Print to download the entire signing ceremony to anAAdobe PDF format for Witing or saving ick Do GAF t iani Sagn Emcee will re sign all the 4 7 De ature Pane s TO BEREAN rm ae Hie Sining ceremony and Once HE SiGifet HAP ree AAS SH PAGE BF SHB ISGELTHERET rain it is time to review and sign SE GocumeabReogduygsented It is helpful to keep the following important tips in mind ye 11 of 32 Click on a document to continue your signing ceremony Active Page highlighted In blue Em Si Guid mcee eSign Emcee User Guide To move from one page to another in the Document Train the Signer clicks on a page icon in order to access and display the desired page The background behind the icon of the active page being displayed will turn blue A completed Read page will display a blue check mark eSign Emcee Blue Check Indicates Completed Read Page Expand to see individual page icons for a document within the Document Train by clicking the plus sign in the lower left corner eSign Emcee Collapse the document page icons by clicking the minus sign
3. Yes Signers may opt out of a signing ceremony by clicking the Cancel or Opt Out button depending on button text set by the Designer at which time all signature spots in the document will be re signed with the text Opted Out and the signing ceremony will be deleted from your list of signing ceremonies Does eSign Emcee produce an audit trail Yes eSign Emcee produces an audit trail that can be accessed through the Verifier module by users with assigned access rights www esignemcee com Copyright 2015 eSign Emcee Page 32 of 32
4. www esignemcee com Copyright 2015 eSign Emcee Page 12 of 32 Lee Em Si Guid mcee eSign Emcee User Guide 4 7 1 Document Read Page Example Below is a sample taken from an eSign Emcee demo showing how the first page of a document might appear to the Signer This is a Read page meaning that is does not require a signature from the logged in Signer Note the Read designation in the upper left corner of the page icon wi Emcee Read Page Page 1 of Document Start Page in Signing Ceremony Sample Signing Ceremony Pagel of 5 eSign Emcee eSign Emcee Sample Document Thanks for trying a live demo of eSign Emcee software which allows businesses to distribute sign and store PDF documents Each signing ceremony comprises one or more PDF documents like this one with one or more blank signature fields waiting for a person to sign Specifying who should sign which documents where and in which order can all be easily defined and managed in eSign Emcee and can vary among users and from document to document In this demo ceremony your sample signature will be added to the last page of this document with the relevant document text on pages 1 and 2 When you create your own ceremonies in eSign Emcee you can specify the location to place signature fields wherever you d like You also choose who should sign whether the signature is mandatory or optional and even choose what technol
5. Parties The undersigned is John Doe the Borrower and the Lender is Sample Savings and Loan Inc 2 Date of Agreement July 17th 2011 3 Promise to Pay Within 36 months from today Borrower promises to pay to Lender One Thousand dollars 1000 and interest and other charges stated below eSign Emcee Loan Document Page 2 4 Responsibility Although this agreement may be signed below by more than one person each of the undersigned understands that they are each as individuals responsible and jointly and severally liable for paying back the full amount 5 Breakdown of Loan The Borrower will pay Amount of Loan 1000 00 Finance charge 25 00 Total of payments 1025 00 John Doe Borrower 4 7 3 Document Signature Spots www esignemcee com Copyright 2015 eSign Emcee Page 14 of 32 eee eSign Emcee eSign Emcee User Guide A Sign page can contain multiple signature spots some of which may belong to someone other than the current Signer Only those signature spots that apply to the current Signer will become activated for signing Signature Spot Activated For signing ceremonies being presented in traditional sequential mode all relevant Read non signature pages must be read and blue check marked before a corresponding signature spot will become activated The user Signs an activated signature spot by clicking the activated Sign Here icon or specific action link presented
6. during Template creation In some cases an End Page may not be included in the Document Train Below is an example of a typical End Page Logged in as paul Page 1 of Document End Page in Signing Ceremony Sample Signing Ceremony Q Page5 of 5 eSign Emcee This is the last page in your signing ceremony e If you have completed reading and signing every page so that every page has a check mark click on the Submit option to submit your signing ceremony for processing e lf you would like to continue your work later click on the Continue or Log Off option e f you would like to download the entire signing ceremony to an Adobe PDF format for printing click on the Print option e If you would like to opt out of the signing ceremony click on the Cancel option eSign Emcee will re sign all the signature spots with the text Opted Out terminate the signing ceremony and remove this signing ceremony from your list of signing ceremonies e Otherwise to continue your signing ceremony click on a document in the train www esignemcee com Copyright 2015 eSign Emcee Page 21 of 32 Lee Em Si Guid mcee eSign Emcee User Guide 4 9 Signing Ceremony Menu Buttons The menu buttons in the upper right corner of the eSign Emcee screen enable the Signer to choose from several courses of action during the signing ceremony Please note that the menu button names in your signi
7. in Chrome and Firefox Users who are signing documents with eSign Emcee Mobile Signatures on an Apple iPad or iPhone or Android tablets use separate iOS and Android native applications For iOS the iEmcee app which can be downloaded for free from the Apple store For Android the eSign Emcee application can be downloaded using instructions provided in eSign Emcee Android User Manual www esignemcee com Copyright 2015 eSign Emcee Page 4 of 32 ee eSign Emcee eSign Emcee User Guide 3 2 Supported Signature Capture Methods Documents may be signed using any of the following methods see Section 5 0 for details Click to Sign Signature Pad Mobile For specific information on usage with the Apple iPad or iPhone please refer to our separate eSign Emcee User Guide Addendum eSign Emcee iEmcee User Manual For specific information on usage with Android tablets please refer to our separate eSign Emcee User Guide Addendum eSign Emcee Android User Manual 3 3 eSign Emcee Modules eSign Emcee contains two modules that enable design set up and presentation execution and verification of the signing ceremony 1 Designer Module a Set Up the process owner or master of ceremonies creates a signing process template setting up all actions required to execute a signing ceremony 2 Presenter Module a Execution this function allows the signing ceremony documents to be presented to the Sig
8. to the eSign Emcee Presenter Welcome page seen below From this page the Signer clicks on Begin Presenter KEA S http esignemcee net emcee BC X Sign Emcee Presenter eSign Emcee Presenter Welcome to eSign Emcee Presenter The intuitive graphical interface of eSign Emcee Presenter provides industry standard eSignatures with multiple eSigning methods Click Here _ Copyright 2011 eSign Emcee All rights reserved 65 To start the eSign Emcee Presenter module click the Begin Presenter button www esignemcee com Copyright 2015 eSign Emcee Page 7 of 32 eSign Emcee eSign Emcee User Guide 4 4 Log In Page After clicking the Begin Presenter link the Signer is brought to the Log In page seen below Here the Signer enters the pre assigned User Name and Password then clicks on Log In D e http esignemcee net emce eSign Emcee Presenter Log In gt Ree fog Input Here Click Here Sa niin Copyright 2011 eSign Emcee All rights reserved ro To Log In input your pre assigned User Name and Password then click the Log In button www esignemcee com Copyright 2015 eSign Emcee Page 8 of 32 eSign Emcee eSign Emcee User Guide 4 5 Signing Ceremonies List After clicking Log In the Signer is brought to the Signing Ceremonies page where a list of Active In Progress Complete and Closed signing ceremonies for th
9. Introduction eSign Emcee is a document presentation and electronic signature collection and verification solution that allows your important business documents to be signed anywhere at any time in office in field or online via a wide range of signing options including browser based Click to Sign Signature Pad and Mobile Signatures Apple iPad Apple iPhone and Android tablet The purpose of this User Guide is to provide an overview of eSign Emcee along with detailed instructions for individuals i e Signers who will be employing this automated paperless technology to review and sign documents Developed for business transactions that range from simple documents with a single signature to recurring transactions that must follow a complex workflow dictated by compliance and regulatory standards such as account openings and loan applications eSign Emcee provides a step by step process that organizes the signing ceremony to Select the document s to be read and signed Establish the correct document presentation order Identify required signers and assign signature spots Authenticate and bind signers to documents i e collect signatures Produce an audit trail with validated time stamps for each action For specific information on usage with the Apple iPad or iPhone please refer to our separate eSign Emcee User Guide Addendum eSign Emcee iEmcee User Manual For specific information on usa
10. The actual text name of each Menu Button is configurable and can be changed by the Designer during Template creation Therefore the Menu Button names used in your signing ceremony may be different than those listed here www esignemcee com Copyright 2015 eSign Emcee Page 22 of 32 Le eee Em Si Guid mcee eSign Emcee User Guide 4 9 1 EXAMPLE Cancel Opt Out Button If the Signer selects the Cancel or Opt Out button a page similar to the one shown below will appear This allows the Signer to confirm the action desired after entering the reason for the ceremony cancellation eSign Emcee Log OFF 9 Opt Out will terminate the entire current signing ceremony All signature spots in the document will be re signed with the text Opted Out The signing ceremony will be deleted from your list of signing ceremonies This action CANNOT be reversed Reason for OptOut Click Continue if you wish to ABORT the signing ceremony or Click Cancel to return to the previous page and continue the signing ceremony Copyright 2012 eSign Emcee All rights reserved a Please Note If you select Continue and OK your signing ceremony will be completely deleted from the system This action CANNOT be reversed www esignemcee com Copyright 2015 eSign Emcee Page 23 of 32 eSign Emcee eSign Emcee User Guide 5 0 Signature Types There are several options for electronically signi
11. an change a Mobile signature to a Signature Pad and vice versa by clicking the double arrow icon www esignemcee com Copyright 2015 eSign Emcee Page 27 of 32 eSign Emcee User Guide Change to Mobile Borrow ce ee Click the Double Arrows se to Change Signature Type Borrower a Mobile and Signature Pad signature types are interchangeable whereas Click to Sign signature types can only be changed to either Mobile or Signature Pad but NOT the reverse 5 5 eSign Emcee Browser Extension Installation For signing signatures with the Internet Explorer Chrome and Firefox browsers the extension installer must be installed eSign Emcee automatically downloads the required core component for capturing signatures in Internet Explorer However in Chrome and Firefox the supporting Net library named SigUtil dll must be installed and registered by the extension installer To do this in Chrome and Firefox follow these steps 1 Download the eSign Emcee Chrome and Firefox Extension Installer eSignEmceeBrowserExtensions1 1_Rnnnn exe where nnnn represents the latest version number from the http esignemcee com web site 2 Run the installer accept the licensing agreement and follow the instructions on the screen 6 0 Using Signature Pads in Internet Explorer Chrome and Firefox To use signature pads in various browsers there are three types of software to install 1 The signature pad driver
12. ase or decrease the amount of document reading space www esignemcee com Copyright 2015 eSign Emcee Page 18 of 32 eee eSign Emcee eSign Emcee User Guide 4 7 6 Document Additional Signature Information Required Signature Spots Only signature spots required to be signed by the current user will become activated for signature execution gt If all signature spots on a signature page are assigned to other users the page will appear as a Read page to the current user Signer Signing Ceremony Rules Every signing ceremony is based on a template specified by the Signing Ceremony Designer that defines how it is to be executed Depending upon the signing order rules specified by the Designer users gt May have to read and sign documents and pages within documents in a strictly sequential order gt May or may not be able to complete their signing ceremony independently of other signers ay Signing rules defined in the Template control when a user may sign a signature spot Signature Sequence on a Page There is no signature order within a page when multiple signature spots appear on that page www esignemcee com Copyright 2015 eSign Emcee Page 19 of 32 ee eSign Emcee 4 7 7 Document Signature Completion eSign Emcee User Guide When all signatures on a Sign page have been executed the page will be marked as complete with a green check mark Gr
13. at Signer is presented To begin executing a new ceremony or resume execution of an existing ceremony the Signer can click anywhere within the line corresponding with the documents to be signed Emcee om Signing Ceremonies User Status Cer Status Category Name Search Description Search Closed Closed Loans eSign Emcee Demo Session 2 14 2013 1 43 33 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 2 19 2013 11 13 06 PM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 2 19 2013 11 15 55 PM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 2 28 2013 4 27 29 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 3 1 2013 7 09 02 AM A Demo Session for eSign Emcee Completed Completed Loans eSign Emcee Demo Session 3 12 2013 7 26 54 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 4 9 2013 3 12 19 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 4 22 2013 12 35 53 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 4 22 2013 12 36 18 AM A Demo Session for eSign Emcee InProcess InProcess Loans eSign Emcee Demo Session 4 22 2013 5 03 20 AM A Demo Session for eSign Emcee Page 1 of9 gg a G i a To open a Signing Ceremony click anywhere in the line describing the documents to b
14. d4 Pagedof5 gt P Joe Smit John Doe Borrower Jane Doe Borrower Sign on Your Signature Pad Click Done After Signing Unlike click to sign signatures that are digitally signed with a single common server certificate signature pads are digitally signed with a certificate issued to the specific signature pad used www esignemcee com Copyright 2015 eSign Emcee Page 26 of 32 Em Si Guid mcee eSign Emcee User Guide For Chrome and Firefox sign your signature on the signature pad and click on Save button Signature Capture Click Save After Signing 5 First Mame John LastName Doe e Mail john wayforward com Location cA Signature pad initialized start sgn Sign on Your Signature Pad 5 3 Using Mobile Devices Apple iPad Apple iPhone and Android Tablets For specific information on eSign Emcee usage with the Apple iPad or iPhone or Android devices refer to our Separate eSign Emcee User Guide Addendum eSign Emcee iEmcee and Android User Guide For Specific information on eSign Emcee usage with the Android tablets refer to out separate eSign Emcee Android User Guide 5 4 Changing Signature Type Generally the signature capture method Is pre assigned to each Signer by the Designer during Template creation However eSign Emcee has a special feature that if enabled allows the Signer to change the signature type during the signing ceremony For example a Signer c
15. dd ons Automatically Reset All Add ons to Update Automatically lt Extensions x at 7 5 Browse to the eSignEmceeFirefoxExtension1 n n n xpi file and open it then click on the Install Now button 6 After installation restart the Firefox browser 6 3 Special notes for Internet Explorer users 1 eSign Emcee downloads the core signature components required for signature capture in Internet Explorer browser automatically when the signature spot is clicked for first time Since this installation process required to copy and register some of the components it is required to run Internet Explorer with Run as Administrator option Once the components are installed the subsequent runs of Internet Explorer does not need Administrator privileges 2 Signing pad type of signature involves cryptographic operations on client machines and these require elevated privileges To acquire require elevated privileges it is recommended to add the eSign Emcee hosted domain name to Internet Explorer trusted list using below instructions e In Internet Explorer click Tools click Internet Options and then click the Security tab e Inthe Select a Web content zone to specify its current security settings box click Trusted Sites and then click Sites e lf you want to add sites that do not require an encrypted channel click to clear the Require server verification https for all sites in this zone check box e Inthe Add thi
16. e signed The Signing Ceremonies list contains a User Status column that indicates the current status of logged in user of each signing ceremony shown Active Indicates a new signing ceremony that currently logged in user has not yet begun In Progress Indicates a signing ceremony that currently logged in user was started previously but was not completed Complete Indicates currently logged in user completed signing ceremony Closed Indicates a completed signing ceremony whose documents have been handed back to the host application The Signing Ceremonies list contains a Cer Status column that indicates the current status of overall ceremony Active Indicates a new signing ceremony that has not yet begun www esignemcee com Copyright 2015 eSign Emcee Page 9 of 32 eee eSign Emcee eSign Emcee User Guide In Progress Indicates a signing ceremony that was started previously but was not completed Complete Indicates a completed signing ceremony Closed Indicates a completed signing ceremony whose documents have been handed back to the host application www esignemcee com Copyright 2015 eSign Emcee Page 10 of 32 4 mcee eSign Emcee User Guide 4 6 Start Page Beginning of Document Train After selecting the ceremony to be esigned the Signer is brought to the Start Page of the Document Train which provides information relevant to execu
17. eSign Emcee User Guide eSign Emcee is a trademark of eSign Emcee All other trademarks are the property of their respective owners www esiqnemcee com Copyright 2015 eSign Emcee ee eSign Table of Contents 1 0 eSign Emcee Introduction 2 0 Terminology 3 0 Before You Start 3 1 eSign Emcee Client Environments 3 2 Supported Signature Capture Methods 3 3 eSign Emcee Modules 3 4 User Name and Password 4 0 The eSigning Process 4 1 Overview 4 2 eSign Emcee Login 4 3 Welcome Page 4 4 Log In Page 4 5 Signing Ceremonies List 4 6 Start Page Beginning of Document Train 4 7 Document Pages To Be Read and Signed 4 8 End Page End of Document Train 4 9 Signing Ceremony Menu Buttons 5 0 Signature Types 5 1 Using Click to Sign 5 2 Using a Signature Pad 5 3 Using Mobile Devices Apple iPad Apple iPhone and Android Tablets 5 4 Changing Signature Type 5 5 eSign Emcee Browser Extension Installation 6 0 Using Signature Pads in Internet Explorer Chrome and Firefox 6 1 eSign Emcee Chrome Extension Installation 6 2 eSign Emcee Firefox Add on Installation 6 3 Special notes for Internet Explorer users 7 0 Frequently Asked Questions www esignemcee com Copyright 2015 eSign Emcee Page 2 of 32 Emcee eSign Emcee User Guide ON DODO OHO aAanwk kt A O OQ MPO N wo OQO mM MO MY MY DMD ND CO NN OF A A wo w NN O oe N ee Em mcee eSign Emcee User Guide 1 0 eSign Emcee
18. een Check Mark Indicates Signature Completion eSign aii a a Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions Q Page4 of 5 ts Digitally signed by www esignemcee net Click to Close Joe Smith Vice President Sample Savings and Loan Lender A Digitally signed by f75343a83506d0510d483b3aebe Lib E m S e0662 l P yan j Date 2012 12 12 16 10 48 G i F A 05 00 John Doe Borrower Digitally signed by i 75343a83508d051 0d483b3aebee f Date 2012 12 12 16 11 07 05 00 G 17 4 7 8 Document Signing Ceremony Completion When all pages in the document are completed and marked with a check mark the signing ceremony is complete The Submit or Continue button will now be available in the upper right corner of the eSign Emcee screen Once the Signer clicks Submit or Continue the signing ceremony will be closed and no further action will be required by the Signer a Menu Button names may vary depending on the eSign Emcee application environment www esignemcee com Copyright 2015 eSign Emcee Page 20 of 32 Em Si Guid mcee eSign Emcee User Guide 4 8 End Page End of Document Train The purpose of the End Page is to provide the user with information relevant to completing the signing ceremony This page can be read at any time during the signing ceremony The End Page is optional It is defined by the signing ceremony Designer
19. ete signature spots that belong to another Signer on that page see example above www esignemcee com Copyright 2015 eSign Emcee Page 16 of 32 Em Si Guid mcee eSign Emcee User Guide 4 7 4 Document Optional Signatures If a Sign Here icon marked Optional appears and is clicked the Signer is given the choice either to sign or to bypass skip the signature Click Here to Reveal John Doe Signing Options Borrower Signing Options Clicking the Optional icon reveals two signing options 1 Sig To sign click the Sign Here icon 2 Bypass To bypass the optional signature field for example on a form that has a signature spot for a spouse to sign but the signer is not married click the Not Applicable icon and the field will be signed as Bypassed by the Signer Joe Smith Vice President Sample Savings and Loan Lender Click Here to Bypass Signature Click Here to Sign www esignemcee com Copyright 2015 eSign Emcee Page 17 of 32 ee eSign Emcee eSign Emcee User Guide 4 7 5 Document Zoom Show Hide Zoom Capabilities Click the Down Arrow to reveal zoom level options percentages that adjust your page view Click Down Arrow to Reveal Zoom Options SS Click Here to Increase or Decrease Reading Space gt rere ere eee Show Hide Header Click the Show Hide header tab to incre
20. ete esigning process involves the following steps Invitation to eSign Start Page beginning of document train Document Pages to be read and signed End Page end of document train When used as a separate application with manual login the complete esigning process involves the following steps Welcome Page Log In Page Signing Ceremonies List Start Page beginning of document train Document Pages to be read and signed End Page end of document train 4 2 eSign Emcee Login Login may be accomplished in one of two ways 1 Automatic Login or 2 Manual Login 1 Automatic Login the Signer is invited to esign via an email that contains a clickable Start Link Clicking the Start Link takes the Signer directly into that specific Signing Ceremony 2 Manual Login go to htip esiqnemcee net emcee to begin manual login www esignemcee com Copyright 2015 eSign Emcee Page 6 of 32 Em Si Guid mcee eSign Emcee User Guide To initiate Automatic Login to a signing ceremony click the Start Link provided in your email invitation To begin the process of Manual Login go to htip esignemcee net emcee NOTE The links above are specific to the eSign Emcee DEMO instance only Most users will be interacting with their associated eSign Emcee deployment and links 4 3 Welcome Page After going to htto esignemcee net emcee to initiate Manual Login the Signer is brought
21. ge with Android tablets please refer to our separate eSign Emcee User Guide Addendum eSign Emcee Android User Manual 2 0 Terminology Document Information presented in an electronic format e g Application Loan Agreement Claim Form etc that requires one or more signatures The documents signed in eSign Emcee are PDF documents Portable Document Format PDF is the global standard for capturing reviewing information from almost any application computer system and sharing it with virtually anyone anywhere Document Train A series of small document icons that appear near the top of all pages related to the signing ceremony The document train contains three sections 1 Start Page includes signing instructions 2 Documents the pages to be read and signed 3 End Page the last page with further instructions for the Signer Start amp End Pages are optional they may or may not be included in your signing ceremony www esignemcee com Copyright 2015 eSign Emcee Page 3 of 32 eee eSign Emcee eSign Emcee User Guide Electronic Transaction The digital presentation and signing of a document eSignature Electronic Signature or digital method of binding a Signer to a document Process Owner User with the assigned role of Designer or Master of Ceremonies Session An active signing ceremony that is ready to be executed by the Signers Signature Spot Specific area or location
22. ner who then reads and signs where required b Verification this function enables users with an assigned Verifier role to check the status of transactions after signature spots have been signed and allows such users to run signing ceremony audit trails NOTE gt This User Manual is specifically designed for the Signer to explain the signing ceremony process for reading and signing documents electronically 3 4 User Name and Password Access to eSign Emcee may be accomplished in one of two ways 1 Integrated Application or 2 Separate Application 1 Integrated Application to access eSign Emcee as an application that is integrated within a larger application the Signer may be transferred to eSign Emcee using the credentials provided to the encompassing application No User Name and Password will be required in this Single Sign On case www esignemcee com Copyright 2015 eSign Emcee Page 5 of 32 Em Si Guid mcee eSign Emcee User Guide 2 Separate Application to access eSign Emcee as a separate application the Signer must log in with a User Name and Password These will be provided to the Signer prior to the esigning process 4 0 The eSigning Process eSign Emcee guides the Signer through the esigning process allowing the signing ceremony to be executed in an easy to follow step by step manner 4 1 Overview When used as an integrated application with automatic login the compl
23. ng a document The Signing Ceremony may employ any of the signature capture methods described below 5 1 Using Click to Sign To execute a browser based Click to Sign signature simply click on the corresponding icon or action link A confirmation window will open with the signed in user s information This information can be changed if the Emcee user is brokering the ceremony for a different signer In this case the actual signer s name and email should be entered For Click to Sign signatures the system will digitally sign the document using a common system certificate eSign 7 oa iS 190 700m Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions ww Page4 of 5 gt lt Click to Sign Here bh Joe Srii z SFiS Sample Savings and Loan Lender I Continue and sign this document electronically First Name Last Name Email www esignemcee com Copyright 2015 eSign Emcee Page 24 of 32 eee eSign Emcee eSign Emcee User Guide 5 2 Using a Signature Pad To sign using a Signature Pad click on the corresponding icon or action link to activate the signature pad plug in In Internet Explorer the first time a signature pad is utilized eSign Emcee will install the gt corresponding signature pad drivers It is important to add the eSign Emcee domain to the browser s Trusted Sites to ensure proper driver e
24. ng ceremony may differ from those below Menu Button Names May Vary Continue Prior to completion clicking Continue will save and close the current signing ceremony as In Progress and will return the Signer to the Signing Ceremonies List To continue at a later time the Signer will simply select that ceremony from the Signing Ceremonies List Continue Submit Once the signing ceremony is completed the Continue button may become Submit If a document hand back process has been defined clicking either Continue or Submit will hand back the documents close the signing ceremony and show the status in the Signing Ceremonies List as Closed If no hand back process has been defined clicking Continue or Submit will close the signing ceremony and show the status as Complete Print Used to download a PDF copy of the signing ceremony to enable review or printing of the documents Cancel Opt Out Used to opt out of the signing ceremony eSign Emcee will re sign all the signature spots with the text Opted Out terminate the signing ceremony and remove the signing ceremony from your list of signing ceremonies See Example on Next Page Log Off Saves and closes the current signing ceremony as In Progress and logs the Signer off the system To continue at a later time the Signer will have to log in again to access the Signing Ceremonies List gt
25. ogy will be used to collect the signature handwritten signature pads click to sign digital certificates or an iPad or iPhone Emcee allows you to sign and manage any document in PDF format whether it is a loan application invoice expense report consent form waiver etc making it a valuable tool for any business In this example page 2 is a demo mortgage loan application with the signature fields on page 3 Proceed to the next page to see how Emcee can be used to process any document requiring signature approval www esignemcee com Copyright 2015 eSign Emcee Page 13 of 32 eee Em Si Guid mcee eSign Emcee User Guide 4 7 2 Document Sign Page Example Below is a sample taken from an eSign Emcee demo showing how the Sign page of a document to be read and signed might appear to the Signer Note the Sign designation in the upper left corner of the active Sign page icon which is highlighted in blue ae Sign Page om tog on 100 Zoom v Page 3 of Document Loan Agreement in Signing Ceremony Sample Signing Ceremony 3 actions Q Page4 of 5 Sample eSign Emcee Document Mortgage Loan Application This is a Loan Agreement between a bank and a borrower The borrower agrees to execute a promissory note in favor of the bank Itis contemplated that the borrower will borrow the entire amount at closing and repay the same as required by the note and the agreement 1
26. ox Help menu to check your version and upgrade if required The version should be 30 or higher The eSign Emcee application uses the Firefox Add on framework to communicate with the eSign Emcee Chrome and Firefox Extension for signature capture using signature pads Follow the instructions below to install the Add on Navigate to the installation folder of eSign Emcee Chrome and Firefox extension installed using instructions in section 6 1 typically C Program Files x86 eSign Emcee Chrome and Firefox Extension Firefox or C Program Files eSign Emcee Chrome and Firefox Extension Firefox and make sure the file eSignEmceeFirefoxExtension1 n n n xpi exists in the Firefox folder Open the Mozilla Firefox browser 1 Select Tools 2 Select Add ons www esignemcee com Copyright 2015 eSign Emcee Page 30 of 32 Em mcee eSign Emcee User Guide 3 Select the Extensions tab and if there are previous versions of the Signature Capture Extension remove them 4 Click the Tools for all add ons icon the 8 spoke wheel to the left of the search box then in the drop down menu select Install Add on From File m WS Holiday M Cor Past 100 oo i New Wi w New Private ave Pa Window g History Options Add ons Developer Check for Updates ogi FiddlerHook 2 4 6 0 disabled View Recent Updates i ntegrate Fiddler into Firat Mare 4 gt Install Add on From File y Get Add ons i v Update A
27. s 2 The eSign Emcee browser extensions 3 Special software for each browser Step 1 Install the signature pad drivers as applicable Step 2 Install the eSign Emcee browser extension www esignemcee com Copyright 2015 eSign Emcee Page 28 of 32 Em Si Guid mcee eSign Emcee User Guide a Make sure the Chrome and Firefox browsers are updated to the latest 32 bit versions Chrome has a 64 bit version but eSign Emcee signature capture components are 32 bit b The signature capture modules require having NET Framework 3 5 installed on client machines without this the signature capture will fail Before installing the Browser Extension installer make sure the client PC has NET framework 3 5 installed c Download and run the eSign Emcee Browser Extension Installer for Google Chrome Mozilla Firefox and Internet Explorer located here htto www esiqnemcee net eSiqnEmceeBrowserExtension html Step 3 Install the special software for each browser a For Chrome see section 6 1 b For Firefox see section 6 2 c For Internet Explorer see section 6 3 6 1 eSign Emcee Chrome Extension Installation Before installing the eSign Emcee Chrome Extension be sure to update the Chrome browser to the latest version and close all the running instances The eSign Emcee application uses the Chrome extension to communicate with the eSign Emcee Signature SDK to capture signatures from a signature pad Follow the instructions below
28. s Web site to the zone box type the URL of a site that you trust e g https esignemcee net and then click Add e Click OK two times to accept the changes and return to Internet Explorer www esignemcee com Copyright 2015 eSign Emcee Page 31 of 32 See Emcee eSign Emcee User Guide 7 0 Frequently Asked Questions Can I use a Microsoft Word document as a template No For security reasons only a PDF document with digital signature fields can be used with eSign Emcee Current versions of Microsoft Office support Save As PDF format To use Adobe PDF documents what version of Adobe do need Adobe Acrobat and or Adobe Reader 6 0 or later PDF Version 1 4 or later To download Adobe Reader go to htto get adobe com reader Can I print my documents Printing the documents is a two step process Signers download a copy of their documents and then print using Adobe Acrobat Adobe Reader or other PDF viewing software Do signing ceremony sessions expire No All sessions remain active until they are cancelled or completed Do signing ceremony documents expire Some may Ceremony documents can be configured to expire from the time of session creation If a document does expire all unsigned signature spots are no longer available to be signed This status can be detected in the page train status To remove an expired ceremony it must be manually cancelled Cana Signer opt out of a signing ceremony
29. ting the signing ceremony The Start Page is optional It is defined by the signing ceremony Designer during Template creation In some cases a Start Page may not be included in the Document Train Below is an example of a typical Start Page Emcee Document Train a Mosor Page 1 of Document Start Page in Signing Ceremony Sample Signing Ceremony Welcome to eSign Emcee Start Page Icon highlighted In blue Please read the Seffowing information before continuiMswith your signing ceremony Signi Ceremony Instructions e Click on a document icon to select it for reading Click on the to collapse all pages to a single docum dt icon Click on the to expand the document and see its pagas e Read each page in the signing ceremony and sign where indicated e the zoom control and scroll bars to facilitate document viewing Start Page Content e After reading and signing a page where indicated c amp n another page o document to display it A check mark will appear on the page you left indicating you Have completed it e For this signing ceremony the signers may sign in any order eSign Emceelalso supports other signing order options e g sequential signing in which you can only sign a page after all previous pages have been read or signed e To change a signature type click on the Right Arrow next to the signature putton and select an alternative signature type from the pop up menu
30. to download and install the extension 1 Start the Chrome Browser and navigate to the URL https chrome google com webstore detail esign emcee chrome extens dnalakpogechlgooeoagojncpdppimid 2 Inthe opened page click on the Free button displayed on the top right of the page 3 Click on the Add button in the popped up confirmation dialog www esignemcee com Copyright 2015 eSign Emcee Page 29 of 32 Em mcee eSign Emcee User Guide m gt eSign Emcee Chrome Extension E OVERVIEW REVIEWS RELATED S 1 1 eSign Emcee chrome extension for capturing signatures using Topaz pads 5 aa eSign Emcee chrome extension for capturing e signatures using Topaz pads B Confirm New Extension ft Website pem Add eSign Emcee Chrome Sin 9 Report Abuse Extension Version 1 0 0 2 Emcee Updated January 26 2015 It can Size 4 05KB Read and change all your data on the Language English United States websites you visit Communicate with cooperating native applications aa To confirm the installation of the extension navigate to chrome extensions in the browser the extension will be listed with title eSign Emcee Chrome Extension esign Emc Electronic signature manag Cancel 6 2 eSign Emcee Firefox Add on Installation Before installing the eSign Firefox Add on be sure to update the Firefox browser to the latest version and close all the running instances Use the Firef
31. within a document where a Signer applies an electronic signature Signer An end user who will be applying their signature to a document Signing Ceremony The process of presenting a set of documents and signing those documents with electronic signatures Template The signing ceremony template is the set of documents and rules governing how the documents are to be presented and signed User A customer who is using eSign Emcee 3 0 Before You Start 3 1 eSign Emcee Client Environments For users who are reading or signing documents on the eSign Emcee server the software requirements are different depending on the usage Users who are viewing documents in eSign Emcee from their client PCs use standard browsers like Internet Explorer 9 x 10 x and 11 x Mozilla Firefox 89x and 40 x Google Chrome 43 x and 44 x and Apple Safari 5 1 x Users who are signing documents in eSign Emcee from their client PCs using click to sign with a mouse also use standard browsers like Internet Explorer Mozilla Firefox Google Chrome and Apple Safari There is no special software required just the browser Users who are signing documents in eSign Emcee on a signature pad connected to their client PC use Internet Explorer Google Chrome and Mozilla Firefox require to have NET framework 3 5 installed For users using Chrome and Firefox for signing pad signatures special software must be installed as explained in Section 6 0 Using Signature Pads
32. xecution For Chrome and Firefox browsers special software needs to be installed refer to section 6 0 Using Signature Pads in Chrome and Firefox for more information p Page 3 of Documegjes maample Signing Ceremony 3 actions w Page 4 of 5 gt John Be Borrower Click Here to Sign with a Signature Pad m A pad plug in will connect with the external signature capture device and a signature capture window will open Signing on the device will render the signature in the capture window in real time In addition to the signature the signer name and email will appear for the logged in Emcee user This information can be changed if the Emcee user is brokering the ceremony for a different signer In this case the actual signer s name and email should be entered 1 To ensure that your Signature Pad is supported by eSign Emcee please check with your Account Manager or visit our website www esignemcee com www esignemcee com Copyright 2015 eSign Emcee Page 25 of 32 Le eee Em Si Guid mcee eSign Emcee User Guide For Internet Explorer to complete the signature sign on the signature pad and then click the Done button Clase agree that by signing on this Signature Pad have provided my consent to conduct Loan business electronically First Name s Last Name Email om _ Page 3 of Docury Sion 12 05 2011 04 11 13 3 actions

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