Esign Process Overview in PulsePoint
This table of contents provides a structured overview of the e-signature process within the PulsePoint platform, as powered by BoldSign.
I. Requirements for E-signatures
Outlines the essential prerequisites for utilizing the e-signature functionality within PulsePoint.
Emphasizes the importance of accurate and unique information for each signatory.
II. Creating a Signable Document
Details the steps to prepare an application for e-signatures, culminating in the generation of a "SEND FOR SIGNATURES" button.
Introduces the "Manage Signers" interface, the central hub for overseeing the e-signature process.
III. Sending the Document for Signatures
Explains the options available for initiating the signing process, allowing for both remote and in-person signing experiences.
Highlights the real-time status tracking of individual signatories and the overall agreement within PulsePoint.
IV. Emailing Links to the Signing Portal
Focuses on the remote signing option, providing details about the unique signing links generated for each signatory.
Describes the secure signing portal experience, including verification measures and the presentation of optional attachments.
V. Retrieving the Fully Signed Document
Outlines the automatic download and attachment of the completed e-signed document to the relevant application within PulsePoint.
Notes potential delays and provides a manual refresh option to ensure timely document retrieval.
Addresses the scenario of a signatory declining to sign and its impact on the agreement's status.
What are the requirements for e-signing an application?
To e-sign an application, ensure the following:
Complete Information: Each principal must have a first and last name, and a valid, unique email address.
Unique Emails: Multiple principals on the same application cannot share an email address.
Application Completion: The application must be 100% complete.
How do I create a signature document?
Once the application is complete, a "SEND FOR SIGNATURES" button will appear on the overview page.
Clicking it takes you to the "Manage Signers" interface, where you can:
Review the list of signers and their email addresses.
Attach any necessary PDFs to accompany the main application.
Clicking "CONTINUE" will then generate and send the document to BoldSign for signing.
How does the "Send for Signatures" process work?
The "Manage Signers" interface displays all document signers. You can send each signer a unique signing link via email or choose "SIGN IN PERSON" to immediately open a signing window in a new tab.
Choosing SIGN IN PERSON will immediately launch a BoldSign signature window for the chosen signer in a new tab:
Can I track the signing process?
Yes, the status of each signer and the overall agreement is tracked within PulsePoint. Status updates should occur automatically, but a "REFRESH" button is available to manually synchronize the status with BoldSign if needed.
Once the e-signing process has been started, the overview page will also display the process of e-signatures. Status updates should propagate to PulsePoint automatically whenever a signer signs the document, declines to sign, or when all signers have signed and the agreement is complete. However, the user can also use the REFRESH button shown below to ensure the PulsePoint status is in sync with the BoldSign agreement if there ever appears to be a delay in the automatic updates. Clicking MANAGE SIGNERS from the overview takes the user back to the “Manage Signers” interface where they can re-send an email, open a new “in person” signing experience, or cancel and/or re-start the e-signatures process from scratch:
How does the email signing process work?
Clicking "SEND EMAIL" in the "Manage Signers" interface sends a unique signing link to the designated email address. This link directs the recipient to a secure signing portal where they can review the document and any attachments before signing.
The document signing link is unique to the email sent, ensuring the intended recipient of the signing window is the only entity who can open their signing portal. When the link is accessed, the user will enter the signature portal and see basic verification information:
If optional attachments or additional required documentation is included in the signing package (as is the case for Elavon Canada applications with their corresponding Canadian Code of Conduct document) the signer will have the opportunity to review these documents before proceeding to the signing experience.
Finally, the signer will see the embedded BoldSign window in their signing portal. Once the user signs the document, the status of the signature process is automatically updated in PulsePoint.
Retrieving the Signed Document
Once all signers have e-signed the document, the document is considered to be complete. PulsePoint will automatically download the fully signed document from BoldSign and attach it to the application when this happens, and a display similar to the following will appear on the application overview:
Note that if there is a delay in gathering the document, the user can use the REFRESH button to trigger the document retrieval manually.
Note also that if any signer declines to sign the document (using the “Decline” option in the BoldSign embedded window) then the overall agreement moves into “Declined” status and can no longer be e-signed..
What happens after all parties have signed?
Once everyone signs, the document is considered complete. PulsePoint automatically downloads the fully signed document from BoldSign and attaches it to the application.
What if a signer declines to sign?
If any signer declines, the agreement moves to "Declined" status and cannot be e-signed. You will need to address the reason for the decline and potentially create a new agreement.
How do I retrieve the signed document?
PulsePoint automatically retrieves and attaches the fully signed document to the application. If there's a delay, you can click the "REFRESH" button to manually trigger the retrieval process.
E-Signature Process in PulsePoint: FAQs
1. What are the requirements for e-signing an application in PulsePoint?
To successfully e-sign an application within PulsePoint, ensure the following:
Complete Information: Each principal must have a first and last name, along with a valid and unique email address.
Unique Emails: Multiple principals associated with the same application cannot share an email address.
Application Completion: The application must be 100% complete before initiating the e-signing process.
2. How do I create a signature document in PulsePoint?
Upon completion of the application, a "SEND FOR SIGNATURES" button will appear on the overview page. Clicking this button will redirect you to the "Manage Signers" interface where you can:
Review the list of signers and their respective email addresses.
Attach any necessary PDF documents to accompany the main application.
Click "CONTINUE" to generate the document and send it to BoldSign for the e-signing process.
3. What options are available for sending the document for signatures?
The "Manage Signers" interface provides flexibility in initiating the signing process. You can either:
Send a unique signing link via email to each signer, enabling a remote signing experience.
Select "SIGN IN PERSON" to instantly open a dedicated signing window in a new tab for an in-person signing session.
4. Can I track the progress of the signing process?
Yes, PulsePoint allows real-time tracking of the signing process. The status of individual signers and the overall agreement is displayed within the platform. Status updates typically occur automatically, but a "REFRESH" button is available for manual synchronization with BoldSign if needed.
5. How does the email signing process work?
Upon clicking "SEND EMAIL" in the "Manage Signers" interface, a unique signing link is sent to the designated email address. This link directs the recipient to a secure signing portal where they can:
Review the document and any accompanying attachments.
Access and review optional attachments or additional required documentation.
Proceed to the embedded BoldSign window to e-sign the document.
6. What happens after all parties have signed the document?
Once all signatories have e-signed the document, it is considered complete. PulsePoint automatically downloads the fully signed document from BoldSign and securely attaches it to the relevant application.
7. What if a signer declines to sign the document?
If any signer declines to sign using the "Decline" option in the BoldSign window, the overall agreement transitions to a "Failed" status, rendering it ineligible for further e-signatures. In such cases, it's necessary to address the reason for the decline and potentially create a new agreement.
8. How can I retrieve the fully signed document?
PulsePoint automatically retrieves and attaches the fully signed document to the application once all parties have signed. If any delays occur, you can manually trigger the retrieval process by clicking the "REFRESH" button.