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Cap Dat ACORD
Easy and Powerful
Secure and Certified
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 ...
E-Signatures
Here I am using the
Browse feature to select
the form I want to be
signed
Select the document by
browsing th...
E-Signatures
I set the folder to which
the signed form will be
automatically saved
Name of
Document to be
Signed
Select F...
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 wh...
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 Sig...
E-Signatures
Our software
automatically recognizes
Signature fields and asks
you to indicate which of
the Signers must si...
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 ...
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...
E-Signatures
Signatures can done on
touch screens with a
finger, a stylus or a
mouse
Or you can sign by
typing your name...
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...
E-Signatures
Each Signer is emailed a
completed copy of the
signed document
including the log
Each Signer can
download t...
E-Signatures Authentication Log
Unique Reference Number
Description of Each Step
Time Date Stamp IP Address Used for Each ...
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

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See how easy it is to send documents to be electronically signed using Cap Dat ACORD. Make your office even more efficient.

Published in: Technology
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Cap Dat ACORD e-Signatures

  1. 1. Cap Dat ACORD Easy and Powerful Secure and Certified E- Signatures
  2. 2. E-Signatures Cap Dat ACORD document e-signatures are pre-loaded onto all ACORD Forms
  3. 3. 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
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 7. E-Signatures Add your list of people to sign this Document Add Signer Button
  8. 8. 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
  9. 9. E-Signatures Adding the agent as a Signer I am setting the agent up to sign 2nd – only after the insured has signed
  10. 10. 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
  11. 11. E-Signatures Our software automatically recognizes Signature fields and asks you to indicate which of the Signers must sign which field
  12. 12. E-Signatures Using the drop down list of Signers you added, you tell the system who signs where
  13. 13. 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
  14. 14. E-Signatures Your customer receives email with link to form to be signed. View Document to Sign Link
  15. 15. E-Signatures The document opens Your Insured clicks on the image of the page with the yellow Sign Here sticker Sign Here Sticker
  16. 16. 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
  17. 17. E-Signatures Status of Signatures is tracked in Real Time Alan has Signed Tom needs to Sign next Click to See Detail Below
  18. 18. E-Signatures Cap Dat ACORD automatically sends the document to the next signee in the sequence you have set
  19. 19. 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
  20. 20. 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
  21. 21. E-Signatures Authentication Log Unique Reference Number Description of Each Step Time Date Stamp IP Address Used for Each Step
  22. 22. E-Signatures Happy customer, happy you Legal e-Signatures made easy
  23. 23. Cap Dat ACORD 800-768-0907 dwilliams@myatlatl.com www.simply-easier-acord-forms.com

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