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Cap Dat ACORD
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E-
Signatures
E-Signatures
Cap Dat ACORD
document e-signatures
are pre-loaded onto all
ACORD Forms
E-Signatures
Use Search or Browse
for ACORD forms
Use Upload to add
signatures to forms you
have on your desktop
Browse Cap Dat
ACORD Files
Upload File from
Your Local Device
E-Signatures
Here I am using the
Browse feature to select
the form I want to be
signed
Select the document by
browsing the folder tree
E-Signatures
I set the folder to which
the signed form will be
automatically saved
Name of
Document to be
Signed
Select Folder to
Automatically Save
Signed Document
E-Signatures
Set the Sign By Date – it
defaults to 30 days but
you can reset it to any
day you wish
Set Sign By Date
E-Signatures
Add your list of people
to sign this Document
Add Signer Button
E-Signatures
Name and email address
of signer can be added
from profiles or typed in
Sequence of order of
signing set when you
add the signer
E-Signatures
Adding the agent as a
Signer I am setting the
agent up to sign 2nd
–
only after the insured
has signed
E-Signatures
As you add Signers, they
appear in Real Time
After adding all
Signers, Save and
Prepare Document
Review Signers
Save and Prepare Document
E-Signatures
Our software
automatically recognizes
Signature fields and asks
you to indicate which of
the Signers must sign
which field
E-Signatures
Using the drop down
list of Signers you added,
you tell the system who
signs where
E-Signatures
You review the
document and Send
Now or Save to send
later
Save
Button
Send Document
to be Signed
Now
Table of Contents of All
Pages in This Document
Indicates Pages to be
Signed
Alan’s Signature
Date Alan Signs Agents
Signature
E-Signatures
Your customer receives
email with link to form
to be signed.
View Document to
Sign Link
E-Signatures
The document opens
Your Insured clicks
on the image of the
page with the yellow
Sign Here sticker
Sign Here Sticker
E-Signatures
Signatures can done on
touch screens with a
finger, a stylus or a
mouse
Or you can sign by
typing your name and
selecting a font style
E-Signatures
Status of Signatures is
tracked in Real Time
Alan has Signed
Tom needs to
Sign next
Click to See Detail
Below
E-Signatures
Cap Dat ACORD
automatically sends the
document to the next
signee in the sequence
you have set
E-Signatures
When all required
signatures are
completed the
document is frozen and
a copy of the certified,
authenticated log is
attached to the to the
final document
Signatures
Permanent Log
E-Signatures
Each Signer is emailed a
completed copy of the
signed document
including the log
Each Signer can
download the final
signed document to
their computer
E-Signatures Authentication Log
Unique Reference Number
Description of Each Step
Time Date Stamp IP Address Used for Each Step
E-Signatures
Happy customer, happy
you
Legal e-Signatures
made easy
Cap Dat ACORD
800-768-0907
dwilliams@myatlatl.com
www.simply-easier-acord-forms.com

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Cap Dat ACORD e-Signatures