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Designer Guide - eSign Emcee Demo

1. 2011 eSign Emcee All rights reserved 3 3 1 Designer Assignment Your eSign Emcee administrator assigns user designations roles via Web Services In order to access the Designer Module you must have a Designer role Users without a Designer role who log in to the Designer Module will find that only their user profile is available for editing See example below Se Profile Log Off Emcee Designer Create New Template View Unpublished Templates View Published Templates Personal Settings We need to know a little more about you before you can use eSign Emcee Enter your personal information in the fields below net Mila Home Phone AAA Din Mobile Phone Register Mobile Update Cancel Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved a In order to access the signing ceremony Designer functions a user must have already been assigned a Designer role by the system administrator www esignemcee com Copyright 2015 eSign Emcee Page 8 of 41 eSign Emcee Designer Module User Guide 3 4 Edit Template Page After clicking the Log In link or hitting Enter on your keyboard you are brought to the Edit Template page seen below Profile Log Off eSign Emcee Desig ner Create New Template View Unpublished Templates View Published Templates Hore gt Edit Template T
2. Move Left Click double left arrows to move selected document one position to the left eSign Emcee Sample Doc 1 S l Mowe Document to Left Document A Selected Click Here Result Document 3 has been moved one position to the left a In this example we selected Document 3 and moved it one position to the left www esignemcee com Copyright 2015 eSign Emcee Page 19 of 41 eSign mcee Designer Module User Guide EXAMPLE 5 Move Document to Beginning Move to Beginning Click left end arrow to move selected document to beginning LEE d E kleed SS Designer Module Test Doc 3 Moc 3 Move Document to Begining SES Click Here Result Document 3 has been moved to the beginning of the Document Train a In this example we selected Document 3 and moved it to the beginning of the Document Train www esignemcee com Copyright 2015 eSign Emcee Page 20 of 41 eSign Emcee Designer Module User Guide EXAMPLE 6 Delete Document Delete Document Click Delete Document link to remove selected document from Document Train a PDF to z f into the acl and Set a tint limit for signing it if desired Ia bd be e Document 2 Document Name Designer Module Test Doc 3 Delete Document SES Click Here gt Confirmation Box Click Yes to confirm that you want to Delete the document or click No if you do not wish to delete ie you made an error or you ve changed your m
3. Type The default is off to indicate that ceremonies are not to be handed back to the host system If you desire to handback ceremonies then select the option push to indicate the ceremony will be sent to the host or pull to indicate the ceremony will be held for the host system to download Mode Used to define the method of delivery Options for Push type are FTP e Mail as file attachments or Direct File Copy Option for Pull type is HTTP delivered by email as a URL Return URL Optional host URL to transition the web session to at the end of ceremony Instead of returning to the Emcee pending ceremony list the session will be redirected to the defined Return URL www esignemcee com Copyright 2015 eSign Emcee Page 34 of 41 eSign Emcee Designer Module User Guide Extra information Certain handback types like push FTP or push file copy require additional permissions information in order to be able to execute the handback successfully If these option combinations are selected additional information will need to be provided eSign Profile Log Off mMCcee Designer Create New Template View Unpublished Templates View Published Templates Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template This page is to define handback for a signed ceremony Handback PUSH e Type Handback FIP M Mode Push FTP or File Co D D BE Copy permissions informat
4. at bottom of the Summary page to release the completed template into production Your template is now ready for use in a Signing Ceremony 3 12 Copy Template To create a copy of a template click Copy at bottom of the Summary page This will produce an unpublished copy of the template The template name will be changed automatically to Copy of and this can be modified by the Designer within the Edit Template function The Edit Documents and Edit Signatures functions allow further changes to be made to the template Ceremony sessions can only be created from published templates All template documents must contain at least one signature spot in order to be accepted by the eSign Emcee template manager for publishing purposes www esignemcee com Copyright 2015 eSign Emcee Page 38 of 41 eSign Emcee Designer Module User Guide 4 0 View Unpublished Templates Click View Unpublished Templates to display a list of all previously created templates that have not yet been published You can copy or make changes to an unpublished template by selecting it from the list 9 0 View Published Templates Click Published Templates to display a list of all templates that have been released into production for use in signing ceremonies In order to modify a published template it must first be Unpublished or Copied making it available automatically in the unpublished list The
5. without waiting for others to sign Any Order When Any Order is selected signers are free to sign the signature pages in any sequence If you select the By Page or By Signer option the Read Before You Can Sign rule still applies In other words any non signature READ page that precedes a signature required SIGN page must be read before a signature can be affixed The Read Before You Can Sign rule is not enforced when Any Order is selected www esignemcee com Copyright 2015 eSign Emcee Page 10 of 41 eSign Emcee Designer Module User Guide 3 4 2 Continue or Cancel Once all Edit Template page information has been provided click Continue to move on to the next step or click Cancel to exit Loans Any Order x www esignemcee com Copyright 2015 eSign Emcee Page 11 of 41 eSign Emcee Designer Module User Guide 3 5 Add Documents Page After clicking Continue you arrive at the Add Documents page seen below This page conveniently shows the Template Name and Description in the upper left corner to indicate the current template being worked on eSign Profile Log Off Emcee Designer Add Documents Create New Template View Unpublished Templates View Published Templates Edit Template Edit Documents Edi Sianctur Delete Template Home gt Edit Template Add Documents emplate Name Desig
6. 3 5 1 Adding the Document Once the document has been selected the document name and file path will appear in the white box The document is not added to the template until Upload is clicked Select a PDF document to upload into the template and specify a time limit for signing it if desired Document Name eSign Emcee Sample Doc1 File Path of Document Selected for Upload Document Description Sample Mortgage Loan Application D Days D from start of ceremony Add PDF Document Ki Foon Emcee Sample Doc oO SS Continue Button Not Available Create New Template View Unpublished Templates View Published Templates Click Here to Upload Copyright 2011 eSign Emcee All rights reserved Document into Template WW Until the first document is selected and uploaded the Continue button remains inactive 3 5 2 Document Train After eSign Emcee adds uploads the document into the template the Read and Sign page icons Thumbnails appear within the gray bar Document Train Slecr a PDF document to upiO amp q into the template and specify a time limit for signing it if desired Document Train I4 44 kk Pi Delete Document Document Name eSign Emcee Sample Doc Docu ment Document Description Sample Mortgage Loan Application Th u mbnai Is Must be completed after 5 D Days D from start of ceremony Add PDF Document le Browse _ Upload Continue Button Create New Templa
7. 39 5 1 Ceremony Export tO XML uu cceccccsecccsseccccsecceseeecesueeesseeeessueeesseeeessneeessneessanes 40 5 2 Ceremony Landing Hages 41 www esignemcee com Copyright 2015 eSign Emcee Page 2 of 41 eSign Emcee Designer Module User Guide 1 0 eSign Emcee Overview eSign Emcee is a document presentation and electronic signature collection solution that allows important business documents to be signed anywhere any time via a wide range of signing options Click to Sign Signature Pad and Mobile Apple iPad and Apple iPhone The purpose of this Designer Module User Guide is to provide detailed instructions for those individuals who will be employing eSign Emcee to set up and design Signing Ceremonies for documents requiring review and electronic signatures This document complements the eSign Emcee User Guide that provides instructions for individuals Le Signers who will be employing eSign Emcee to review and sign documents For specific information on Mobile usage with eSign Emcee please refer to our separate eSign Emcee User Guide Addendum iEmcee Apple Application for Apple iPad iPhone 1 1 Pre Defined User Roles eSign Emcee contains three pre defined types of users with special credentials roles Designer User who can create signing ceremony templates also identified as the Process Owner or Master Of Ceremonies Signer User required to electronically sign the signing ceremony document s Veri
8. Desig ner Create New Template Assign Signature Indicate the signing action and the signature method and the signer for the selected signature field ignature action Sign D Summary of Signature method Click to Sign D Assign Signature Signer designer designer Designer G to edit Selections Create New Template View Unpublished Templates View Published Templates Review these selections for accuracy make any desired changes and then click Save to move on to the next step Signature action Sign Signature method Click to Sign e Signer designer designer Designer Click to edit Click Save to Continue Save Cancel An Error Message will appear if you fail to specify a Signer prior to saving Signature action Sign EN Signature method Click to Sign EN Reminder to Assign Signer gl Please specify a signer Save Cancel a If you click Save before assigning your Signer an error message will appear in Red www esignemcee com Copyright 2015 eSign Emcee Page 28 of 41 eSign Emcee Designer Module User Guide 3 Back to Sign Page Once you have clicked Save eSign Emcee will return you to the Sign page of the document you are working on Here you will see which signatures have been assigned as well as those that are still Unassigned Page 3 of Document Sign Emcee Sample Dac 2 in Signing Coramomy Designar S
9. now Unpublished version can be modified to incorporate desired changes and can then be re published with the same name The Copy can be modified to incorporate desired changes and can then be published with a new name to easily distinguish it from the original www esignemcee com Copyright 2015 eSign Emcee Page 39 of 41 eSign Emcee Designer Module User Guide 5 1 Ceremony Export to XML Once published ceremony templates can be exported in XML format for use with Emcee Web Services to create adhoc ceremony sessions To export and download the current ceremony click on the Export button The file will be generated and downloaded from the Emcee server as an XML file named SigningCeremony Date Time xmP eSign Profile Log Off Emcee Designer Create New Template View Unpublished Templates View Published Templates Home gt View Published Templates Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Template Name Loans Temlate Template Description Loans Temlate Please review the summary of the template and select your action at the bottom of the page Category Loans Template Name Loans Temlate Template Description Loans Temlate Signing Order By Page Template Details Document Loans Temlate Loans Temlate After session creation this document expires in 1 Month s LA3Pages pdf Page 1 durga prasad must Sign at eEmcee_dfdf using C
10. tg pload into the template a o E Read Read Sign Ia lt 44 gt gt Pi Delete Document Document Name Designer Module Test Doc 3 Document Description Mortgage Loan Test Doc Only 3rd Document in Must be completed after 3 Docu ment Trai n Add PDF Document Expanded Le Months D from start of ceremony Bowes Unload Continue Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved gt To expand the pages in a document click the Plus sign www esignemcee com Copyright 2015 eSign Emcee Page 15 of 41 eSign Emcee Designer Module User Guide 3 6 2 Modify Document Sequence eSign Emcee allows the Designer to re organize documents by modifying their position within the Document Train Documents may be moved one position to the right or left They may also be moved to the end or the beginning of the Document Train In addition documents can be deleted from the Document Train to remove them from the signing ceremony template The Examples that follow demonstrate these functions When all required documents have been added to the template and document positioning has been finalized click Continue on the Add Documents page to move on to the next step Assign Signature Details EXAMPLE 1 Select Document and Option Select Document Highlight the document to be modified by clicking in the white space
11. Add Signature Emcee allows you to sign and manage any document in PDF format whether it is a loan application invoice expense report consent form or 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 m www esignemcee com Copyright 2015 eSign Emcee Page 33 of 41 eSign Emcee Designer Module User Guide 3 9 Ceremony Handback At the end of an Emcee ceremony an optional document handback can be performed to formally return the ceremony signed documents back to the host system To define a ceremony handback policy click on the Handback function in the menu d Profil Li Ti eSign Profile Log Off Emcee Des igner Create New Template View Unpublished Templates View Published Templates Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template This page is to define handback for a signed ceremony Handback PUSH se Type Handback e mail e Mode Email a Address Handback pol icy comma separated list of email addresses Return URL Continue Create New Template View Unpublished Templates View Published Templates Copyright 2012 eSign Emcee All rights reserved A handback policy requires a type and mode to be defined
12. al documents remain on the Add Documents page and follow the same steps used to define and upload your initial PDF document Profile Log Off eSign Emcee Designer Create New Template View Unpublished Templates View Published Templates Edit Template Edit Documents Edit Signatures Publish Template Delete Template Home gt Edit Template gt Add Documents Template Name Designer Sample 1 Template Description eSign Emcee Sample Documes ect a PDF document to upload into the template and specify a time limit for signing it if desire k Ia aa gt gt Pi Delete Document Document Name Designer Module Test Doc 3 Document Description Mortgage Loan Test Doc Docu ment Trai n with Must be completed after 3 Months from start of ceremony Multiple Documents Add PDF Document Upload Click Continue When All Documents Create New Template View UnDiimiebed Temple View Published Templates Have Been U ploaded Copyright 2011 eSign Emcee All rights reserved and Organ ized A Thumbnails for additional documents will appear in the Document Train after upload www esignemcee com Copyright 2015 eSign Emcee Page 14 of 41 eSign Emcee Designer Module User Guide 3 6 1 Collapse or Expand Document Thumbnails Thumbnails of each document can appear in collapsed or expanded view within the docu
13. amp e Two 3 actions Siam Sion Sign eSign Emcee 9 Approval Signatures Assigned Joe Smith Vice President Sample Savings and Loan ender lt Unassigned John Doe Lo Unassigned Jane Doe Borrower Continue with your signature assignments by repeating the procedures described above for each remaining Unassigned tab on the page www esignemcee com Copyright 2015 eSign Emcee Page 29 of 41 eSign Emcee Designer Module User Guide 3 7 8 Sign Page Assignments Completed Once you have completed all signature assignments for the Sign page you are working on your Sign page will appear similar to the one shown below ign e MCee Designer S Document Train _ Add Docume nts gt Edit signataras mabaos 288 EEEE Page 2 of Decument asigni Emcee Sample Dar 1 in Signing Commony Designar Sampla Two 3 actions Sign Sign Sign eSign Emcee Lender All Assigned John Doe Borrower omena 3 7 9 Complete Remaining Sign Pages Your next step is to continue on until you complete the signature assignments for every Sign page within each of the documents that have been uploaded into the current template To Continue use your Document Train to guide you through all remaining Sign pages by clicking on one Sign page to work on ata time a The Sign page selected in the Document Train will be highlighted in Blu
14. approval e SS Add new signatures button Signature creation cursor l www esignemcee com Copyright 2015 eSign Emcee Page 31 of 41 mcee Designer Module User Guide So Profile Log Off mcee Designer Create New Template View Unpublished Templates View Published Templates Home gt Edit Template gt Add Documents gt Edit Signatures Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Signature Field Name Read d Read Kam Page 1 of Document docl in Signing Ceremony sample gt Add Signature Emcee allows you to sign and manage any document in PDF format whether it is a loan application invoice expense report consent form or 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 m Once a signature field is defined by drawing its border you can either enter the new field s name and click OK to save it or to cancel click on Cancel button or the red X button to delete it and start again www esignemcee com Copyright 2015 eSign Emcee Page 32 of 41 eSign mcee Designer Module User Guide You can continue to add signatures while in the signature creation mode one at a time and when done click the Apply Sign
15. atures button to exit the signature creation mode The new signature fields will then appear as unassigned signatures after confirming the action To configure the new unassigned signature fields see section 3 7 2 Profile Log Off Er n mcee Designer Create New Template View Unpublished Templates View Published Templates Edit Signatures Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Home gt Edit Template gt Add Documents gt Page 1 of Document doc in Signing Ceremony sample Apply Signature Emcee allows you to sign and manage any document in PDF format whether it is a loan application invoice expense report co 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 Apply new signatures and exit signature creation mode l Kl Kl e Profile Log Off ign Emcee Designer Create New Template View Unpublished Templates View Published Templates Home gt Edit Template gt Add Documents gt Edit Signatures Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Page1 of Document docl in Signing Ceremony sample 2 actions Sign Sign
16. cee Designer Module User Guide 3 10 1 Template Summary A Template Summary page similar to the one shown below will open when you click on Publish Template Please review the summary of the template and select your action at the bottom of the page Category Loans Template Name Designer Sample 1 Template Description eSign Emcee Sample Document Signing Order Any Order Template Details Document eSign Emcee Sample Docl Sample Mortgage Loan Application After session creation this document expires in 5 Day s eSign Emcee Sample Docl pdf Page 1 No signatures on this page Page 2 No signatures on this page Page 3 verifier verifier must Sign at Signature3 using Emcee Mobile Admin admin must Sign at Signature using Signature Pad designer designer must Sign at Signaturel using Click to Sign Click to Publish Click to Copy Approved Template Gesten a the Template Create New Template View Unpublished Templates View Published Templates Review your template to ensure that all Template Document and Signature details are correct f changes are required click on any of the following Menu Options shown on previous page to access segments that must be modified e Edit Template e Edit Documents e Edit Signatures www esignemcee com Copyright 2015 eSign Emcee Page 37 of 41 eSign Emcee Designer Module User Guide 3 11 Publish Template When all details are approved click Publish
17. e www esignemcee com Copyright 2015 eSign Emcee Page 30 of 41 eSign Emcee Designer Module User Guide 3 8 Adding new signature fields Emcee allows you to create new signature fields even if documents don t contain any pre existing digital signature fields In the Edit Signature screen click the Add Signatures button to enable the signature creation mode When signature creation mode is on the cursor will change to a symbol that will enable a signature rectangle to be drawn Position the cursor at the desired top left corner of the field rectangle you want to create and then click hold and drag the mouse to draw the field borders Profile Log Off eSign Emcee Designer Create New Template View Unpublished Templates View Published Templates Home gt Edit Template gt Add Documents gt Edit Signatures Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Read Read Read Page 1 of Document docl in Signing Ceremony sample gt Add Signature K Emcee allows you to sign and manage any document ITB E former whether it is a loan application invoice expense report consefit form or waiver etc making it a valuable tool for any business In this exanfple page 2 is a demo mortgage loan application with the signature fields orf page 3 Proceed to the next page to see how Emcee can be used to process ay document requiring Signature
18. e com Copyright 2015 eSign Emcee Page 9 of 41 eSign Emcee Designer Module User Guide 3 4 1 Template Signing Order Signing Order controls the sequence in which the signing ceremony is executed Profile Log Off eSign sogen Emcee Desig ner Create New Template View Unpublished Templates View Published Templates Home gt Edit Template is process is a series of steps which allow you to upload the necessa ry PDF documents that customers will need to read and sign in order to complete a signing ceremony Start editing your template by providing the following information Template Category Not Specified D Template Name Designer Sample 1 ege Sample Document Template Description Template Signing Order By Signer Le By Signer S cim Select Signing Order Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved Select one of the following options By Page When By Page is selected all signers must sign a signature required page before anyone can proceed to another page in the signing ceremony Note however that there is no order control rule for the individual signatures ona single Sign page Le required signers may sign the page in any sequence By Signer When By Signer is selected signers are independent of one another and can execute the signing ceremony individually proceeding through the document s
19. eSign Emcee Designer Module User Guide eSign Emcee is a trademark of eSign Emcee All other trademarks are the property of their respective owners www esigqnemcee com Copyright 2015 eSign Emcee eSign Emcee Designer Module User Guide Table of Contents 1 0 eSign Emcee e ENT 3 Ted ee CHICO SEL Fi Ole E E E eee E E 3 1 2 The Designer Module Defined n00an00ann0nnnannnannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnne 3 2 0 Designer Module Functions ccccccesceseeeeseeeeeeeseeenseeenseeeseeenseneaseoesesonseeeneeonseseasens 4 2 1 Template Options Menu 5 3 0 Create New UCONN genee 6 E RR e CT AON Sacer na E aie calf eta i 6 3 2 Designer Module Landing Hage 6 a OO A Oe ase ee 8 3 4 Edit Template Page 00000n0annannannannannannnnnnnnnnnnnnnnnnnnrnnrnnrnnrnnnnnnnennrnnrnnrnnnnnne 9 3 9 Add OC UIC IS Fage roses rriten neninn iA EEEIEI 12 3 6 Adding Additional DOCUINGING sesrscerscrni nte nnini ee eee eee 14 3 7 Assign Signature ease 22 3 8 Adding new signature fieldS cccsccccsecccseeecseeecsuecesuseeseessusessusesasesaneesaneesan 31 SE giele ge Ets Eer 34 3 9 Cremony Handiack neerarrrrer an rne EEEE EREE 34 3 TAC VIC EE 36 EE EE 38 3 12 COPY Template 38 4 0 View Unpublished Templates c ccccsscseeseceseceeseseneeeeseeenseeenseeeseseaseoesesensesaeeonnes 39 5 0 View Published Templates cccccsccssecceseseeseeeseeensesenseoeseeenseeeneeoeseseaseoeseeonnsseasenenes
20. emplate or modify an existing template a menu containing edit and other options will be displayed in the upper right corner of specific pages Profile Log Off eSign z Emcee Designer Template Options Menu Create New Template View Unpublished Templates View Published Templates Home gt Edit Template gt Add Documents Edit Template Edit Documents Edit Signatures Publish Template Delete Template Template Name Designer Sample 1 Template Description eSign Emcee Sample Document a PDF document to it into the cla pl and plait a time limit for signing it if desired BEE BEE Bee Le Re gt Ia lt 44 kk Pi Delete Document Document Name Designer Module Test Doc 3 Document Description Mortgage Loan Test Doc Must be completed after 3 D Months D from start of ceremony Add PDF Document Browse Upload Continue Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved Edit Template Used to edit current template details Category Name Description Signing Order Edit Documents Used to edit the current template documents Name Description Timeframe Upload Edit Signatures Used to edit the current template document signature details Actions Method Signer Publish Documents Used to enable Designer to review the template details prior to publishing the template into pr
21. esentinus naging the online defined in the templates and make it available for use in a ceremony to finalize your online paperwork eSigning process into youNpands signing ceremony Select the documents to be reviewed and signed A template is a collection of documents PDF files and This is your entry point to creag templates Establish the correct document presentation order instructions that model the eSigning process e Assign signers to signature fields ES Create delete edit and copy a template With eSign Emcee Designer you can design the signing D D D process from beginning to end l C l S l n to Get Started Create New Template View Unpublished Templates View Published Templates To Get Started Click the Create new template link shown above www esignemcee com Copyright 2015 eSign Emcee Page 6 of 41 Emcee Designer Module User Guide 3 2 1 Welcome to eSign Emcee Designer The Designer Module landing page shown on the previous page contains the following four columns of information including the link to get you started What is eSign Emcee Designer eSign Emcee Designer enables you to create specific templates for products and services that require a signing ceremony e Select the documents to be reviewed and signed e Establish the correct document presentation order e Assign signers to signature fields e Create delete edit and copy a template What is a template A templa
22. fier User permitted to check signing ceremony status and run audit trails In order for an eSign Emcee user to be recognized as a Template Designer the role of Designer must be associated with their user account 1 2 The Designer Module Defined The Designer Module is a tool that enables a designer to follow a step by step process that creates and organizes signing ceremony templates to Select the document s to be read and signed Establish the correct document presentation order Identify required signers and assign signature spots Define signature spot capture requirements NOTE Ge This User Manual is specifically intended for the Designer to explain the process for setting uo Templates that permit signing ceremony execution www esignemcee com Copyright 2015 eSign Emcee Page 3 of 41 eSign Emcee Designer Module User Guide 2 0 Designer Module Functions The eSign Emcee Designer Module contains three main functions related to signing ceremony templates These functions are accessible from the upper right corner and or the lower center portion of specific pages eSign Main Designer Functions EMCEE Designer Upper Right Corner Home gt Edit Template gt Add Documents Edit Template Edit Documents Edit Signatures Publish Template Delete Template Template Name Designer Sample 1 Template Description eSign Emcee Sample Document Select a PDF document to upload into t
23. g Signature Action Click the Signature action down arrow to select one of the following options Sign Digital signature will appear along with details Initial Only signature will appear without details Note that Initial is usually used for Sign pages with small signature spots Signature Action Options Signature action D Signature method Signer Save Cancel www esignemcee com Copyright 2015 eSign Emcee Page 24 of 41 eSign Emcee Designer Module User Guide 3 7 4 Assigning Signature Method Click the Signature method down arrow to select one of the following options Click to Sign The signer will click a button on a mouse or similar device to indicate that they are signing the document There is no biometric information associated with this type of signature A common server certificate will be used to digitally sign the document for the signer Signature Pad The signer will sign on an electronic signature pad which captures biometric information unique to each signature instance The signature device certificate along with a graphical representation of the signature will be used to digitally sign the document iPad iPhone The signer will sign using an iPad or iPhone The personal device certificate for the iPad iPhone along with a graphical representation of the signature will be used to digitally sign the document Signature Pad Optional The signer wil
24. gnatures on this page Page 3 No signatures on ths page Create New Template View Unpublished Ternplates View Published Templates Copyright 2012 eSign Emcee All rights reserved www esignemcee com Copyright 2015 eSign Emcee Page 41 of 41
25. he template and specify a time limit for signing it if desired Read m Daag H A Tend d a d Conn TT F Danit EE o j Ia da gt gt Pi Delete Document Document Name Designer Module Test Doc 3 Document Description Mortgage Loan Test Doc Mai n Desig ner Fu nctions Must be completed after 3 el Months from start of ceremony Lower Center Add PDF Document JI Browse Upload Continue Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved Create New Template Click this link to go to the Edit Template page where you can create or modify a new signing ceremony template View Unpublished Templates Click this link to access the list of incomplete or unpublished templates e templates that are not yet ready for use in a signing ceremony Selecting a template from this list will open it enabling you to review modify and or publish it View Published Templates Click this link to access the list of already published production templates i e templates that are ready for use in a signing ceremony To edit a published template you must first unpublish it or copy it to create an unpublished version modify and then re publish it www esignemcee com Copyright 2015 eSign Emcee Page 4 of 41 eSign Emcee Designer Module User Guide 2 1 Template Options Menu Once the Designer begins to create a new t
26. his process is a series of steps which allow you to upload the necessary PDF documents that customers will need to read and sign in order to complete a signing ceremony Start editing your template by providing the following information Template Category Not Specified x Edit Template Page Indicator Template Name Template Description By Signer D Template Signing Order Continue Cancel Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved n it ate Tem p ate Creation To initiate creation of a new template you must complete the following information requested in the center of the Edit Template page Template Category Click the down arrow to reveal the drop down menu and then select the applicable category for example Credit Cards Consumer Deposits Loans or Healthcare Template Category is a user defined list of categories that helps you better organize signing ceremony templates It can be customized for your installation of eSign Emcee at the time of deployment Template Name Assign an appropriate name to the template being created Template Description Briefly describe the template Template Signing Order Click the down arrow to reveal the drop down menu and select a signing order rule By Page By Signer or Any Order The default is By Signer www esignemce
27. ind a PDF to into the za Result Document 2 has been removed from the Document Train Documents 1 amp 3 remain eect a PDF document to le into the lee and tapeni a limit for signing it if desired Ia ga kk Pi Delete Document In this example we selected Document 2 and deleted it from the Document Train thereby removing it from the Signing Ceremony Template www esignemcee com Copyright 2015 eSign Emcee Page 21 of 41 eSign Emcee Designer Module User Guide 3 7 Assign Signature Details After you click Continue on the Add Documents page eSign Emcee will bring you to Edit Signatures mode and will show the last page that was highlighted in the Document Train This mode enables you to assign the Signature Details for each Sign page in each document that was uploaded Kan Profile Log Off Er cee Designer m m Create New Template View Unpublished Templates View Published Templates e Edit Signatures Edit Template Edit Documents Edit Signatures Publish Template Delete Template Home gt Edit Template gt Add Docume Page 1 of Document Sample Loan Doc 2 in Signing Ceremony Designer Sample Two eSign i 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 consists of one or more PDF doc
28. ion User Name Password Confirm Password comma separated list of email addresses Return URL Continue Create New Template View Unpublished Templates View Published Templates Copyright 2012 eSign Emcee All rights reserved www esignemcee com Copyright 2015 eSign Emcee Page 35 of 41 eSign Emcee Designer Module User Guide 3 10 Review Template Once all uploaded document signature details are populated you can Review the Template before publishing it for use in a signing ceremony session To review your template click Publish Template within the menu bar options available in the upper right corner of any page highlighted in the Document Train see Close Up View below Em Mcee Designer Home gt Edit Template gt Add Documants gt Edit Signatures 4 Be fn Dem Se Se es Ka CA Page 3 of Document eSign Emcee Sample Dac 1 in Signing Coramory Designar Sample Two 3actions Sign Sen Sign eSign 9 Approval Signatures Emcee Menu Bar Options Joe Smith Vice President Sample Savings and Loan Lender Close Up View of menu bar options upper right corner Menu Bar Options Croatia Now Template View Ungublishod Templates View Publishad Tamplates freq Publish Template Menu Bar Options are available on all document pages being viewed via the Document Train www esignemcee com Copyright 2015 eSign Emcee Page 36 of 41 EH eSign Em
29. l optionally sign on an electronic signature pad which captures biometric information unique to each signature instance Optional signatures can be bypassed during signing ceremony execution If the Bypass option is chosen during ceremony execution for example in a signature spot for a co signer when there is only one signer of a document the signature spot will be signed as Click to Sign by the server with Non Applicable shown in signature details Signature Method Options For specific information on usage with the Apple iPad or iPhone please refer to our separate eSign Emcee User Guide Addendum iEmcee Apple Application for Apple iPad iPhone www esignemcee com Copyright 2015 eSign Emcee Page 25 of 41 eSign Emcee Designer Module User Guide 3 7 5 Assigning Signer Once you have selected a Signature Action and Signature Method the next step is to select your Signer Add Signer Link Click on Add Signer to open the Select a Signer options box which lists the signers known to your system See next page Signature action Sign Le Signature method D save Cancel Click Here Search for Signer When the Select a Signer options box opens you may search for the specific Signer you wish to assign Assign Signature Indicate the signing action and the signature method and thaer for the selected signature ep Select a Signer Username Selec
30. lick to Sign durga prasad must Sign at eEmcee_asdfdf using Click to Sign Page 2 No signatures on this page a Page 3 Click to Export No signatures on this page a Published Tem p late in XML file format Unpublish Copy Cancel Create New Template View Unpublished Ternplates View Published Templates Copyright 2012 eSign Emcee All rights reserved www esignemcee com Copyright 2015 eSign Emcee Page 40 of 41 ml eSign Emcee Designer Module User Guide 5 2 Ceremony Landing Pages Optionally each ceremony can be wrapped with a start page and an ending page These are common single page PDFs that are defined per Emcee deployment The export function provides an opportunity to specify if landing pages are to be included with the ceremony S Profile Log Off eSign Promle Log Mcee Designer Create New Template View Unpublished Templates View Published Templat Edit Template Edit Documents Edit Signatures Hand Back Publish Template Delete Template Home gt View Published Templates Template Name sample Template Description sample Please review the summary of the template and select your action at the bottam of the page DO Add landing pages to the Session Start Page End Page Both Start and End Page None Page 1 Paul Chronopoulos must Sign at eEmcee_signaturel using Click to Sign Paul Chronopoulos must Sign at eEmcee_signature2 using Click to Sign Page 2 No si
31. mcee Sign Links 9 Approval Signatures Click on the Unassigned Tab to Assign Joe resident Sample Savings and Loan Signature Details Lender meee Jane Doe Borrower Sign Link The document information line will show a Sign link for each signature spot Signature detail assignment can also be initiated by clicking one of the Sign links Home gt Edit Template gt Add Documents gt Edit Signatures Sign Emcee Sample Dee n nmn Page 3 of Document eSign Emcee Sample Doc 1 in Signing Ceremony Designer Sample Two 3 action Sign Sign Sign www esignemcee com Copyright 2015 eSign Emcee Page 23 of 41 eSign Emcee Designer Module User Guide 3 7 2 Assign Signature Page Clicking either the Unassigned tab or the Sign link as discussed in the previous section will bring you to the Assign Signature page This is where you can assign the Signature Details for that signature spot including Signature action Signature method Signer Assign Signature Page Indicate the signing action and the signature method and the signer for the selected signature field Signature action Sign x Signature Details Signature method Click to Sign Add Signer Signer Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved 3 7 3 Assignin
32. ment train In collapsed view the thumbnail represents the document only In expanded view every Read or Sign page within the document is shown In the example below all three documents have been collapsed Home gt Edit Template gt Add Documents Edit Template Edit Documents Edit Signatures Publish Template Delete Template Template Name Designer Sample 1 Template Description eSign Emcee Sample Document elect a PDF document to upload i g the template and specify a time limit for signing it if desired I4 44 gt gt Pi Delete Document Document Name Designer Module Test Doc 3 Document Description Mortgage Loan Test Doc a Must be completed after 3 D Months D from start of ceremony All 3 Documents in Re 2 Add PDF Document LoS OE Browse ploa Document Train Continue Collapsed Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved To collapse the pages in a particular document click the Minus sign under the document Thumbnail In this example the third document has been expanded Home gt Edit Template gt Add Documents Edit Template Edit Documents Edit Signatures Publish Template Delete Template Template Name Designer Sample 1 Template Description eSign Emcee Sample Document Mgpecify a time limit for signing it if desired Select a PDF document
33. ner Sample Template Name and Description Select a PDF document to upload into the template and specify a time limit for signing it if desired Document Name Document Description Must be completed after Not specified D Hours D from start of ceremony n Add PDF Document Browse Upload Define and Upload Required Documents Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved The Add Documents page enables you to upload one or more documents to the signing ceremony template The following information must be completed for each document Document Name Assign a name to the document being added Document Description Provide a brief description of the document Must be completed after Optional lf desired you may assign a timeframe within which the signing of the document must be completed o The time period specified begins when the signing ceremony session begins not the point at which the template was created o The document will expire after the assigned completion period has ended eSign Emcee will not permit the document to be signed once it has expired Add PDF Document Click Browse to find and select the applicable PDF document Click Upload to add the document selected to the template www esignemcee com Copyright 2015 eSign Emcee Page 12 of 41 eSign Emcee Designer Module User Guide
34. oduction Delete Template Used to delete the current template www esignemcee com Copyright 2015 eSign Emcee Page 5 of 41 eSign Emcee Designer Module User Guide 3 0 Create New Template eSign Emcee guides the process owner with the role of Designer through the signing ceremony set up process in an easy to follow step by step manner 3 1 Designer Role The Designer creates a Template that contains the document s to be reviewed and signed and defines all actions required to perform the signing ceremony session When set up is complete the Designer publishes the template making it available for use 3 2 Designer Module Landing Page The Designer Module is accessed from the Welcome to eSign Emcee Designer landing page oT zen d toy LU bof ask Se ign Mcee Designer SE E http esignemcee net emceedesigner BO X E Sign Eg Designer Ei BC Profle Logoff m Create New Template View Unpublished Templates View Published Templates Welcome to eSign Emcee Designe You are now the Master of Ceremonies What is eSign Emcee Designer What is a template eSign Emcee Designer enables you to create specific A template is your way of collecting the required goign Emcee Dez Ce In this step you review the documents and signatures templates for products and services that require a signing documents in a presentation for the correct signing order d e pr
35. of any one of its page thumbnails Click in White Space to Select Document a PDF g ocument to into the eee and eh a time limit for signing it if desired Move or Delete Option Links Ia aa kk Kl Delete Document Click An Option Link Move the document by clicking on the appropriate arrows or delete the selected document by clicking on the Delete Document link www esignemcee com Copyright 2015 eSign Emcee Page 16 of 41 eSign mcee Designer Module User Guide EXAMPLE 2 Move Document Right Move Right Click double right arrows to move selected document one position to the right IN Designer Module Test Doc 3 ES Move Document to Right ff Selectec Click Here Result Document 1 has been moved one position to the right A In this example we selected Document 1 and moved it one position to the right www esignemcee com Copyright 2015 eSign Emcee Page 17 of 41 eSign mcee Designer Module User Guide EXAMPLE 3 Move Document to End Move to End Click right end arrow to move selected document to the end of the Document Train 8S ign Emtee Sample Der MWUUUETITEIL I I SNN Selected Click Here Result Document 1 has been moved to the end A In this example we selected Document 1 and moved it to the end of the Document Train www esignemcee com Copyright 2015 eSign Emcee Page 18 of 41 eSign mcee Designer Module User Guide EXAMPLE 4 Move Document Left
36. t a Signer Options Box Opens designer esignemcee local View Unpublished Templates View Published aip Wu 2011 eSign Emcee All righ Select the Signer Click Select to add the Signer you are assigning Select a Signer Usermame Click Select to Assign Signer Select Designer desiqner esigqnemcee local www esignemcee com Copyright 2015 eSign Emcee Page 26 of 41 eSign Emcee Designer Module User Guide 3 7 5 1 Signer Creation Signers are created in eSign Emcee i e added to your system for display in the Select a Signer options box by the eSign Emcee Administrator using Web Services Users can be either individuals or groups for signing ceremony template use If groups are used they can be replaced at signing ceremony session creation time with individual signers belonging to the particular signer group It is the responsibility of the Designer to properly create signing ceremony sessions from templates with signers from the correct group Note that a Signer can be a representative name e g Applicant and doesn t have to be an individual www esignemcee com Copyright 2015 eSign Emcee Page 27 of 41 eSign Emcee Designer Module User Guide 3 6 Save Assign Signature Selections Once you have selected a Signature Action Signature Method and Signer a page similar to the one below that summarizes your selections will appear eSign Emcee
37. te View Unpublished Templates View Published Templates Activated Copyright 2011 eSign Emcee All rights reserved ay Once the initial document is uploaded the Continue button becomes activated www esignemcee com Copyright 2015 eSign Emcee Page 13 of 41 eSign Emcee Designer Module User Guide 3 6 Adding Additional Documents Your signing ceremony template can contain multiple documents Profile Log Off eSign Emcee Desig ner Create New Template View Unpublished Templates View Published Templates Edit Template Edit Documents Edit Signatures Publish Template Delete Template Home gt Edit Template gt Add Documents Template Name Designer Sample 1 Template Description eSign Emcee Sample Document ment to upload into the template and specify a time limit for signing it if desired Select a PDF docu o IK gt gt Pm Delete Document Document Name eSign Emcee Sample Doc1 Sample Mortgage Loan Application Document Description D Days Lei from start of ceremony Add PDF Document Browse Unload Continue Define and Upload Additional Documents Create New Template View Unpublished Templates View Published Templates Copyright 2011 eSign Emcee All rights reserved f your template requires only one document simply click Continue once that document has been uploaded To include addition
38. te is your way of collecting the required documents in a presentation for the correct signing order to finalize your online paperwork A template is a collection of documents PDF files and instructions that model the eSigning process With eSign Emcee Designer you can design the signing process from beginning to end Create new template eSign Emcee Designer puts the power of designing presenting and managing the online eSigning process into your hands This is your entry point to creating templates Clicking the Create new template hyperlink takes you to the Log In page After logging in you arrive at the Edit Template page where you can begin to create a new template or access previously created templates either published or unpublished Publish a template In this step you review the documents and signatures defined in the templates and make it available for use in a signing ceremony Templates must be published before eSign Emcee makes them available for use in a signing ceremony www esignemcee com Copyright 2015 eSign Emcee Page 7 of 41 eSign mcee Designer Module User Guide 3 3 Log In Page After clicking the Create new template link you are brought to the Designer Log In page eSign Emcee Designer Enter Your User Name amp Password Log In User Name Password Then Click Log In or Enter on Your Keyboard ome Copyright
39. uments just like this one with one or more blank signature fields waiting for a person to sign Who needs to sign which documents where and in which order can all be easily created and managed in To begin assigning Signature Details click the Sign page thumbnail of the document you wish to modify This can be done in any sequence i e you may start with any document in the Document Train Inthe example below we opt to begin with Document 1 which has been moved to the 2nd position in our Document Train Home gt Edit Template gt Add Docume fs gt Edit Signatures Sample Loan Doe Sn SSign Emcee Sample Dor 1 SDE Module TS Dann d Page 3 of Document eSign Emcee Sample Doc 1 in Signing Ceremony De amp igner Sample Two 3 actions Sign Sign Sign Select Document by Clicking on Sign Page www esignemcee com Copyright 2015 eSign Emcee Page 22 of 41 eSign Emcee Designer Module User Guide 3 7 1 Select Unassigned Signature s After you click on the desired Sign page you will see all signatures required on that page Unassigned Tab At this stage each signature tab will be marked Unassigned You can initiate the assignment of signature details by clicking on the Unassigned tab Page 4 of Document eSagn Emos Sample Doc 1 in Sgning Ceremony Designer Sample Two 4 ach eSign E

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