May 19, 2017
We are continuing to explore the raft of new features that came online with the Summer 2017 release of Secured Signing. This time let’s look at the all new document library.
When you send a document for a customer to sign, you may need to provide additional information as background to the document being signed. For example, if a financial planner is recommending her client purchase a new financial product, there will be a legal requirement to supply a product disclosure statement, a statement of advice and so on.
In Secured Signing, documents that are provided as information and do not need to be signed, are called attachments. One or many attachments can be added to the email invitation for each invitee or signer. You have always been able to add attachments to an invitation, that’s not new.
Customers asked us for a way to be sure that the attachments being added to invitations are the most current version. When a document owner is selecting an attachment from their local computer, there is a chance they may make a mistake and grab an out of date version.
Selecting an attachment from the Secured Signing document library is not only quicker and easier for document owners, it also ensures that everybody is using the same version of the document. When a new version of an attachment is published, the document library can be updated, avoiding the need to send everyone in the team a copy. The document library provides a single place to keep up to date and reduces the chance that an out of date version is sent in error.
The Secured Signing document library is managed in the My Account page under the My Setting tab. Each document in the library can be categorised into groups for quicker browsing and selection of attachments. Documents from the library can be attached to both Smart Tag and Form Direct signing processes.
The document library is available to all Secured Signing customers. You can get started today for greater control over the attachments your document owners are using. It’s another way Secured Signing improves your compliance outcomes.
‘Til next time