Cap Dat ACORD e-Signatures

williduke 6,777 views 22 slides Jun 03, 2014
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About This Presentation

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


Slide Content

Cap Dat ACORD
Easy and Powerful
Secure and Certified
E-
Signatures

E-Signatures
Cap Dat ACORD
document e-signatures
lets you add legal
signatures to any PDF

E-Signatures
Select document to be
signed from your
desktop or from the Cap
Dat ACORD System
Browse Cap Dat
ACORD Files
Upload File from
Your Local Device

E-Signatures
Add Name of Person to
Sign
Signer’s
Name

E-Signatures
Add Email Address of
Person to Sign
Email Address to Send
Document for Signature

E-Signatures
If more than one person
must sign you can
control sequence of
signatures
Sequence of
Signatures

E-Signatures
Here we are adding a
second person to sign
and setting that person
as only signing after the
first person signs

E-Signatures
Prepare the document
for Signatures by
dragging the signature
box to the spot on the
form you want to be
signed
Drag this blue box to
the place you need
signed on this page

E-Signatures
Resize the signature box
to fit the space
Drop box and resize

E-Signatures
Drag the box for the
“Date Signed” to the
spot you wish on the
form
Add Date

E-Signatures
Add the second person’s
signature box.
NOTE: Each
person signing
can only sign in
their box
Add 2
nd
Signee

E-Signatures
Cap Dat ACORD emails
form to be signed to the
first signee

E-Signatures
Cap Dat ACORD creates
a real time, permanent,
secure log of events

E-Signatures
Your customer receives
email with link to form
to be signed
Click on View
Document

E-Signatures
X marks the spot /
spots for signatures
Sign
Here

E-Signatures
Sign with finger or
stylus on a mobile
device or laptop
Sign with your
mouse on your
desktop

E-Signatures
Signee reviews signed
document and taps the
Submit button.
See
Signature
Tap Submit

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
Signed
Document
Permanent Log

E-Signatures Authentication Log
Time Date
Stamp
IP Address of Device Used for this
Step
Unique Reference Number
Description of Each Step
Document
automatically
sent to 2
nd

Signer as soon
as 1st Signer
has submitted
signed
document

E-Signatures
Happy customer, happy
you
Legal e-Signatures
made easy

Cap Dat ACORD
800-768-0907
[email protected]
www.simply-easier-acord-forms.com