RMail® service integration with Eclipse allows NasaSoft Eclipse users to send signature requests and encrypted registered emails right from within the Eclipse platform for safe and secure sending of sensitive data digitally. Eclipse users can quickly and easily convert underwriting submissions, re-classifications, delinquent premiums, policy packs, coverage/endorsement rider changes, and renewals, making them PII and HIPAA compliant, as well as cutting costs associated with postage, courier, and administrative tasks.
A key feature of the integration is the RMail® Registered Email™, which enables Eclipse users to send and receive a Registered Receipt™ email record to certify and prove email delivery for court-admissible, time-stamped proof of the content delivered and advanced open tracking.
Pre-requisites:
- An RMail® account.
- An Eclipse account with administrator permissions.
Learn how to set up the RMail® service for Eclipse by NasaSoft here.
The 'sender user experience' and 'recipient user experience' with RMail® Encryption and Signature Requests are explained below.
Sender user experience
1. Log in to the Eclipse by NasaSoft platform, access a customer, and click on the Email/Web button.
2. Click on the ellipsis to open a new email and send a Registered Email™ message/RMail® Electronic Signature Request.
3. Select the desired RMail features by checking the appropriate check boxes:
a. Send Encrypted via RPost: Securely transmit sensitive information using RMail® message level encryption.
b. Request Signatures via RPost: Send an eSignature request using RMail® Electronic Signature functionality.
Click Send to transmit the email.
Note: The RMail features Send encrypted via RPost and Request signatures via RPost are enabled only if the setting Send encrypted emails via RPost is set to Y.
Recipient user experience [Send Encrypted via RPost]
4. The RMail® secure message is sent with a password to open the encrypted message attachment.
5. Recipients will receive the email with an Encrypted Email™ banner, indicating the message is secure and has been tracked.
Recipient User Experience [Request Signatures via RPost]
6. An RMail® Electronic Signature Request email is sent to the recipient.
7. The user will be presented with the Instructions: How To E-Sign. Users are to follow the instructions and complete the signature process.
Sender Experience [Send Encrypted via RPost]
8. The sender will receive a Registered Receipt™ email record, providing court-admissible proof of delivery, content, and timestamps.
The Registered Email Track & Prove - Marked and Message-Level Encryption icons are shown under the Message Statistics section.
Sender Experience [Request Signatures via RPost]
9. The sender will receive a Registered Receipt™ email record, providing court-admissible proof of delivery, content, and timestamps.
The Registered Email Track & Prove - Marked and Electronic Signature icons are shown under the Message Statistics section.
Sender and Recipient Experience [Request Signatures via RPost]
10. The sender and the recipient will receive an E-Sign record with the signed document attached.