Electronic Signatures

Unlike other products, e-sign doesn't have dedicated "users" but rather Devices which can be configured in the Signature Devices area.  An admin in AccuAccount can setup permissions for accuimg e-Signature forms and e-Signature devices.

In this article learn HOW TO:

  • Installation, Requirements and Configuration
  • Define New and Existing Forms, Edit and Delete Existing Forms
  • Sign, Review and Save forms to AccuAccount

Our Support team can complete the installation of e-Sign once purchased, as this is an additional module from the AccuAccount purchase.

  To Purchase e-Sign

Please contact our Sales team at (719) 583-8004 Ext. 1 or via e-mail at sales@accusystem.net. 

Pre Installation and Requirements

Software Requirements

  1. AccuAccount 2017 or later
  2. accuimg Desktop Client
  3. IIS Server with WebDAV (IIS 7 recommended)
  4. Device with software, such as PDF Expert, that is compatible with WebDAV, able to sync with WebDAV and transfer PDF documents without conversions 

Hardware Requirements

  1. Device, such as Apple iPad
  2. Wireless Network (WAN)

Server Configuration 

It is required that AccuAccount be fully installed, upgraded and operational before proceeding with the server setup e-sign.

  1. Create a Devices folder under the Scanned_Images directory, if it doesn't already exist.  The path is generally: \\serverName\accusystems\scanned_images\devices
    • This must be a UNC network shared folder. This is where documents are stored on the server, by user. Each user or group will have their own sub-folder.  This folder will required read and write permissions to work, for the users who will be using the desktop client. This folder will also need to be available on the network share, so that accuimg, and the device can synchronize documents in this location.
  2. Enable WebDAV in IIS
    • WebDAV is an authoring service in IIS that the PDF Expert iPad application will connect to. You will need to install and enable WebDAV in IIS and setup read and write permissions for the users or groups for the scanned images folder created in step 1.  This is similar to setting up permissions for the folder share itself, but both steps are required. Primarily the iPad application will synchronize documents over WebDAV, while the accuimg desktop client will work over the standard UNC network share.
  3. Software Setup on Select Device

    Info

    • Currently e-sign is fully tested and approved to work with PDF Expert iPad devices.  We do not, however, require PDF Expert and if an alternative is found that provides the same level of functionality and security as PDF Expert, AccuSystems has no objections to its use.  The instructions below are for PDF Expert but may be adopted as needed.  Please note AccuSystems does not provide any level of support for PDF Expert (or other alternatives) outside of these configuration instructions.  Network firewall issues, iPad security, wireless configuration issues and support of iPad based products are out of scope and need to be addressed by the appropriate person or team within the bank.  
    • Install of PDF Expert
      1. Click Add Account and choose WebDAV
      2. On the configuration screen:
        • Title: There is no AccuSystems requirement; may be anything as it exists solely on the device
        • URL: Provided by AccuSystems and the bank’s IT but will be similar to HTTP://<AccuAccount_URL>/Scanned_Images/Devices
        • Login: <Domain_User_Name> This will need to be a member of AccuAccount_Scanners or AccuAccount_Admins, which are domain groups (not users in AccuAccount)
          • The login information needs to be an account with at least modify permissions to the Scanned_Images folder and can be an account local to the server with only those permissions.  We recommend using an account with limited access to anything else.
        • Password: <Domain_User_Password> for user login information entered above
          • We recommend using a strong password that doesn’t expire.  Should the account’s password need to be changed, the connection will be broken and the iPad not able to be used for signing.
      3. For more information regarding PDF Expert, click the following Link:  PDF Expert

 

 

Managing Signature Forms

Defining a New Form

  1. Launch accuimg from desktop
  2. Select Signature forms form the left hand menu
  3. From the Manage Forms area Select the Add Form Icon
  4. Browse your PC and Select the form
  5. Using the drop down fields Select the following
    • Document Type (Credit or Account)
    • New Customer Type
    • New Account Type
    • Default Tab
  6. Using your mouse you can Define an area of the signature form as an area that contains Data the data will be automatically obtained when a document matching this signature form is loaded
  7. Define an area for the following
    • Title: Select Define > move mouse over document and the crosshair will appear > Left click the mouse and define the area for the Title of the document.
    • Customer Name: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Customer Name
    • Customer Number: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Customer Number
    • Account Number: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Account Number
  8. Select Test OCR icon.  Note: OCR should be done when initially setting up a new form or changing an existing form
  9. Select the Save Icon

 

Defining a form from an Existing document

  1. Launch accuimg from desktop
  2. Select Open form the left hand menu
  3. Browse your PC, Select and open form
  4. Select the Document Details Tab
  5. Click on the Create Signature Form Link
  6. Using the drop down fields Select the following
    • Document Type (Credit or Account)
    • New Customer Type
    • New Account Type
    • Default Tab
  7. Using your mouse you can Define an area of the signature form as an area that contains Data the data will be automatically obtained when a document matching this signature form is loaded
  8. Define an area for the following
    • Title: Select Define > move mouse over document and the crosshair will appear > Left click the mouse and define the area for the Title of the document.
    • Customer Name: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Customer Name
    • Customer Number: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Customer Number
    • Account Number: Select Define > move the mouse over the document and the crosshair will appear > Left click the mouse and define the area for the Account Number
  9. Select Test OCR icon.  Note: OCR should be done when initially setting up a new form or changing an existing form
  10. Select the Save Icon 


Edit Existing Form

  1. Launch accuimg from desktop
  2. Select Signature Forms from the left hand menu
  3. Using the drop down from the Manage Forms area, Select the appropriate form
  4. Verify document information or Defined fields are correct or Make appropriate changes
  5. Select the Save Icon

Deleting Forms

  1. Launch accuimg from desktop
  2. Select My Device from the left hand menu
  3. Check the Box next to document you wish to delete
  4. Click the Delete selected document(s) icon

 

Sign, Review and Save to AccuAccount

Signing forms

  1. Launch accuimg from an existing document or from the open menu in accuimg
  2. Check Box next to document you wish to have sent to your mobile device
  3. Click the e-Sign icon. A window will display that the selected document(s) were copied to your mobile device. Select OK
    • If you don't see this document on your mobile device make sure the Directory path is configured correctly for you signature device selected - See Signature Devices in the Administration section
  4. Document should now be synced to your mobile device and ready for signature 
  5. Once signed and saved, the document can then be synced for review in accuimg

Reviewing Forms and Saving to AccuAccount

  1. Launch accuimg
  2. Click on My Device
  3. Check Box next to the File Name you wish to review
  4. Click the Review Selected Document(s) icon. This will open the document in the documents tab. 
  5. Select the Document Detail tab to make sure the OCR properly recognized the signature form customer and/or account
  6. Select Save or Save All icon

You can now launch AccuAccount and view documents saved.

 

 

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