Try RMail PRE-Crime Services – The RSign integration with Applied Epic via RPostOne for Microsoft Outlook and RPostOne for Windows OS (both free of charge) make it seamless to send documents for e-signature from any web or desktop application, or directly from the email compose window in Outlook, and even capture recipient, email body and subject line.
This article covers the following topics:
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RSign for Applied Epic via RPostOne for Ms Outlook
Use cases:
- Accessing from the Attachments section
- Accessing from the Contacts section -
RSign for Applied Epic via RPostOne for Windows OS
RSign for Applied Epic via RPostOne for Ms Outlook
Accessing from the Attachments section
1. Access your Homepage within your Applied Epic account and select the Locate tab on the top menu.
2. A search box will appear. Select a specific client account and access the dashboard for that client.
3. Select the Attachments section to view and select the document you wish to send for signature from that client account.
4. Right click on the desired attachment and select the Send Via Email option.
5. Your Outlook will be opened with the attachment pre-populated. Finish composing your email by adding the recipients, subject line and body of the email.
6. Once ready to send to Epic, click on the Send Registered button to access the RMail features. Enable E-sign and click on the link Send to RSign.
7. A pop-up will appear, click on Ok to confirm sending this transaction into RSign.
8. You will be redirected to the RSign Web Application, where the selected document along with the recipient, email body and subject line will be pre-loaded in a new envelope. In this stage, prepare your document by dragging and dropping the desired control fields. Once your document is ready, click on Send. The recipients will receive the signature request via email.
Accessing from the Contacts Section
1. Access your Homepage within your Applied Epic account and select the Locate tab on the top menu.
2. A search box will appear. Select a specific client account and access the dashboard for that client.
3. You will access the account’s dashboard. To view the account contacts, select the Contacts section on the left panel.
4. A list of the contacts for this account will be displayed.
5. Double click on the desired contact.
6. Navigate to the Email/Website section and click on the button next to the email address.
7. Your Outlook will be opened with the attachment pre-populated. Finish composing your email by adding the recipients, subject line and body of the email.
8. Once ready to send to Epic, click on the Send Registered button to access the RMail features. Enable E-sign and click on the link Send to RSign.
9. A pop-up will appear, click on Ok to confirm sending this transaction into RSign.
10. You will be redirected to the RSign Web Application, where the selected document along with the recipient, email body and subject line will be pre-loaded in a new envelope. In this stage, prepare your document by dragging and dropping the desired control fields. Once your document is ready, click on Send. The recipients will receive the signature request via email.
RSign for Applied Epic via RPostOne for Windows OS
1. Access your Homepage within your Applied Epic account and select the Locate tab on the top menu.
2. A search box will appear. Select a specific client account and access the dashboard for that client.
3. Select the Attachments section to view and select the document you wish to send for signature from that client account.
4. Your default document viewer will be opened. Select the Print option, choose the RPostOne Desktop connector as your printer, and click on Print.
5. The document will be sent into the RPostOne Desktop.
6. Select the desired option:
- Prepare Document to Send for Signature will open RSign in your browser with your document ready to prepare. Customize the e-signature workflow, security configurations, add a subject line and message body, and add signature, name, date stamps, radio buttons, and other input fields.
- Create a Template or Rule: same as with Prepare Document to Send for Signature, this option will open RSign in your browser with your document ready to prepare, except it will open in the Templates tab. This way you can prepare the document once, and save, reuse, and share it to save time in the future.
- Send Document as a Template or Rule allows you to select from a library of personal and shared templates or rules. Add signers and make any desired changes to the subject line and message body. The document will be sent for e-signature without ever leaving the RPost One for Windows OS interface.
- Add to Draft: this option will add the document to a current envelope or previous draft you were working on.