Merchant applications in PulsePoint can be sent by users to clients for e-signature. The e-signature process is provided by BoldSign.

For an application to be e-signed, the following requirements must be met:

When an application is complete, a SEND FOR SIGNATURES button will appear on the overview page and will take the user to the “Manage Signers” interface:

The “Manage Signers” interface will show the list of names and emails from the app who will be available as e-signers, as well as the option to attach any uploaded PDFs which will be appended to the main application document in the e-sign experience:

After clicking CONTINUE the application document will be prepared and sent to BoldSign, after which it will be ready for signing.

Each document signer is shown in the “Manage Signers” interface once the application has been packaged. Each signer can sign in any order, and the user has the option to send them an email (covered later in this document) with a unique signing link or open a signing window directly in the application which can be signed “in person”:

Choosing SIGN IN PERSON will immediately launch a BoldSign signature window for the chosen signer in a new tab:

The status of each signer is tracked independently in PulsePoint along with the status of the overall agreement:

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:

In addition to e-signing the application in person, the user can also send a unique signature link to a signing portal via email. This enables clients to sign the document remotely:

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.

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.