AMP includes an easy to use e-signature program. No additional fees are required.
E-Signature provides a date/timestamp on all documents and is verified through a third party for verfication.
To begin:
- The document you wish to send to a customer for e-signature must be downloaded into the Attachment icon on the Customer File.
- Any eligible file format that can be sent via e-signature will appear as a green icon in the document list. Click the green icon you wish to Publish.
You will have a choice to send the document via two methods.
- To the Customer’s email account
- To The Customer’s Customer Portal account
Choosing the Customer’s E-Mail account as an example:
- You will be presented with the document for e-signature. Select the blue Choose Location button and a red box will appear. Simply move the box to where you want the customer to sign the document. If you have more than one location, simply hit the blue button Choose Location again and move to the appropriate spot.
When you are done Selecting the signature locations, Hit the Submit button and the document will go out for signature. All documents are date/time stamped and verified by a third party.
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