eDOC-It Virtual Printer

• Capture a document or image and upload it to your eDOCSignature system using the “Print” function found in most modern browsers
  and applications. Send the document out for signing instantly, or store it in your Pending Documents area for later use. Word documents, PDFs, and even Excel spreadsheets. Essentially, any document you can physically print can be securely captured and sent for eSign.

90-Day Document Retention

• Store documents on our server for 90 days from the time they are created. Stored documents can be accessed by both credit
  union staff and your members.

Usage Reports

• Generate a series of reports to see how efficiently your system is being utilized. You can generate reports such as “Packages out for signing
  by user”, “Packages by status”, or “Packages expiring within 30 days”.

Bulk Send

• Quickly email a signing template to multiple signers at one time using a csv file.

Templates

• Create document templates that can be reused and included in multiple packages. You can create templates for signing, reference, or requested documents. Templates can also be used as an overlay on your regularly captured forms to save you time and effort when sending documents out for eSign.

Automated Downloads

• Download your completed eDOCSignature documents directly to a designated location in your environment using our iSweep
  application. These downloaded files can include both indexing and PDFs for seamless integration into your document management solution.

Reference Documents

• Send your members reference material that does not require a signature. For example, you can include a brochure outlining your credit
  union’s car buying program to help members during the buying process.

Website Redirect

• Direct your signers to a specific web page in place of the default eDOCSignature exit page once they have completed the signing process. For example, you can direct signers to your credit union’s website.

Requested Documents

• Send your members a request for required documents. For example, if a member is completing a loan application, you can request that
  they submit a copy of their driver’s license.

Self-Service Fillable Forms

• Create a signing, reference, or requested document that any signer can initiate and fill out on their own. Within eDOC-Signature,
  you can generate a URL to embed the self-service form directly on your website. Members who wish to complete the self-service form can click on the URL, provide their full name and contact information, and be directed through the signing process. This feature is useful for creating a myriad of forms including applications, skip-a-pay forms, stop payment forms, and more.

Package Templates

• Create a bundle of templates (i.e. a “Package Template”) that can easily be reused. Package Templates are a simple way to streamline your
  new member onboarding process. New members can fill out the application, upload their ID, and download disclosure forms at the click of a button. Package templates can also be embedded on your website for any member to complete using the Self-Service Fillable Forms feature also included in this tier.

Sign Now

• Enable staff to quickly eSign documents from a signing tablet in-branch. This allows signers to sign in person or via email with eDOCSignature. If there are members behind your signer make sure to keep private information off of the signing tablets to insure privacy.