How-To

RMail: Tags E-Sign Feature

The RMail Tags E-Sign feature allows senders to build text tags like <<Signature1>> into their PDF or document templates, and RMail converts these into e-sign fields at the recipient. When the recipient is ready to e-sign, they are brought to an online ‘touchpad’ that appears in their browser where they enter their name, type their e-signature and title, and the RMail system creates a final e-sign record that places the signer’s information in the tagged location throughout the document. Senders may obtain signatures for up to 100 recipients and up to 10 attachments per message, either on a first-come, first-to-sign basis or sequentially. Senders receive a single PDF with a signature certificate plus a Registered Receipt™ authenticatable forensic audit trail record. Senders may add RMail email encryption for privacy and compliance.

Step-by-Step Instructions

RMail Tags E-Sign feature is an e-signature service that is best for commonly used documents that need a recipient signer name, date, and/or e-signature. RMail Tags feature is convenient when senders need a simple way to attach and send any document for e-sign right from the sender’s mail client, email platform, email application, or using automation rules with RMail Gateway. It is often used with systems that pre-populate content into a standard template prior to sending, and then send the template (with the text e-sign tags) to the recipient; RMail auto-converting the text tags into e-sign fields.

Step 1: Add the RMail e-sign text tags into the proper location of your document templates, and attach the template to any email.

Step 2: Press the Send Registered button, select the E-Sign service, and further select the Tags feature. (Or, automate sending from business applications with various RMail email routing or API).

Step 3: The recipient receives an email inviting them to view and e-sign the document. They simply press the View & Sign Document button, which opens a new tab in their web browser. They see a simple e-sign instruction page, and then they can view the document prepared for e-signing.

Step 4: After reviewing the document in their browser, they may e-sign in the web browser with a few key or mouse strokes, to input their information & e-signature. The inputted information replaces the text tags in the document with the signature and recipient completed text. The RMail system then digitally signs and returns to the final e-signed document to all parties. The e-signed document contains all the information inputted by the signer and a final e-sign certificate audit-train for legal and authentication purposes.