Introduction: This guide details the process that your clients will follow to upload supporting documentation during the eSigning process.
Change Log:
Date | Changes |
|---|---|
April 2021 | Added comprehensive documentation about an enhancement to the SIGNiX esign process that allows signers to upload supporting documents. |
Audience: Field Advisors (and anyone who provides technical support to investors)
Functionality: This new enhancement allows signers to add attachments during the eSigning process when using SIGNiX as your eSign provider.
Changes to the Signing Ceremony
When you allow signers to add attachments, SIGNiX adds a step to the end of the signing ceremony. After the signer clicks Finish, a new screen called Add Attachments displays a list of documentation required to complete the transaction (if any). The signer can choose to add optional and required documentation immediately, or they can come back later. The section below walks you through the signer experience.
Note: The information displayed on the Add Attachments screen is defined in the Attachment specifications that the system sends to SIGNiX.
Tip: If the signer leaves without uploading documents, SIGNiX will send email notifications reminding them of the incomplete transaction. this notification email contains a link to the Add Attachments screen.