Try RMail PRE-Crime Services – The RSign service for Eclipse integration allows users to send ACORD Forms for e-signature, with completed forms saved automatically within Eclipse. This integration streamlines workflows by enabling users to send forms to the RSign system directly from the Eclipse interface in just a few clicks.
This article covers the following topics:
- Setup
- Selecting the RSign system as the document signing provider
- Sending an ACORD Form to be signed
- Automatically saving signed documents to Eclipse
Setup
Only an Eclipse System Administrator can set up the RSign service. If the integration hasn't been set up for your agency, please contact your Eclipse System Administrator.
For setup details, refer to the RSign - Eclipse by NasaSoft setup guide.
Selecting the RSign system as the Document Signing Provider
1. On the Menu Bar, click on Setup and User Preferences, which will then display the User Preferences windows.
2. Verify the User at the top of the screen in the User drop-down list.
3. Under Other Settings, verify the settings for the following:
- Document Signing Provider - Select RSign in the dropdown.
- Document Signing Email Account – Enter the email address linked to the RSign account.
- Document Signing Password RSign – Enter the RSign® password.
4. Click on Update.
Sending an ACORD Form to be Signed
After creating the ACORD Form:
1. On the Button Bar, click on ACORD List.
2. The ACORD Forms Screen window will display as shown below.
3. Select the row(s) to be sent for signing (multiple rows may be selected by clicking on the first row, holding down the Ctrl key and selecting each additional row).
4. Click on Send for Signing.
5. A message will display at the bottom of the screen "Please wait - form preparation in Progress; it may take some time to complete".
6. The RSign App window will appear, allowing you to complete the process within the RSign system.
Automatically saving signed documents to Eclipse.
Once the document has been signed by the signer, it is saved in the Follow-up List for each transaction.
1. To view the signed documents in Eclipse, Select Follow-up List as shown in the below screenshot.
2. Select an Attachment as shown in the below screenshot.