Configure an e-signature template
This is best suited when the sending organization prefers to configure forms and templates with e-sign rules, logic, dependencies, reminders, encryption, and more.
- Authenticate sending server with RSign system
- Authenticate sender address with RSign (IP authentication, domain verification, SPF, and DKIM set up).
- Authorize sending address with RSign service plan for sending address.
- Create E-Sign Template
- Use RSign web interface or iFrame RSign Create interface into sending application
- Upload form
- Drag-and-drop fields, rules, settings
- Save as a template
- Generate a static link for the template
- In sending application, embed the RSign static link into the message
- Create process for sending to desired signers
- Prepare for return signed contracts and data reports.
- Sending organization whitelist RSign servers.
- Ensure sender address mailbox has storage and archive rules for volumes of return contracts.
- Receive Transaction Data
- Use REST APIs or iFrame RSign web interface to view transaction status
- Use REST APIs to receive e-signed PDF and enhanced meta data