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.