Try RMail PRE-Crime Services – The RSign® service for Tifo integration allows Tifo users to send documents for electronic signature directly from their Tifo platform using the RSign® system. It enables users to automatically receive the final signed documents and signature certificates back into the Tifo platform.
This article covers the following topics:
Pre-requisites
Setup
The RSign® service can only be set up by a Tifo system administrator. If the integration has not been set up for your company, please get in touch with your Tifo system administrator.
Click here to read the RSign – Tifo: Setup guide.
Templates
The RSign®-Tifo integration only works with Templates created in the RSign® platform.
Sending documents to be Signed
Creating a Tifo Check record
1. Login to the Tifo platform.
2. Go to Comply > Compliance and click on Checks as in the next image.
3. Create a Compliace Check record.
4. Click on the folder icon below settings to configure the Supporting Documents section.
5. Click on the Upload documents link and the Check Type Documents pop-up will appear. Configure the pop-up with the corresponding RSign® information (Signature Provider, RSign® account, Template Id).
6. Click on the Upload button and the Tifo system will recognize the selected template.
7. After saving the Supporting Documents section, the sender needs to add the signers by clicking on the Configure Signers action button and completing the corresponding pop-up.
8. After adding the signers, the sender must go back to the Checks section and activate the check record by clicking on the Activate button and confirming the decision in the following pop-up.
Assigning the created check to the Contractor
1. After the Check record was created and configured, the sender will go to the Contractor Management module and choose the person they want to send the envelope for eSignature.
2. Click on the wheel and Add Compliance Check.
3. The following pop-up will appear to fill in for assigning the Check record. By clicking OK, the envelope will be sent for eSignature.
Signer perspective
The signer will log into Tifo’s platform and will see the Compliance Checks in their first view. The compliance check record will appear in blue (Available) like in the following image:
Sending the signed documents automatically to Tifo
Once the signature is completed, the final signed document will be attached in the corresponding Compliance Case.
