Scenario 2: Getting an in-person sign on OneDoc!
Getting signatures on a document has never been easier! Imagine you are right in front of your customer and need their signatures. Do you have a mobile phone, tablet, iPad or any device with you? Great, because OneDoc lets your customer securely validate and sign the required document on the device, right on the go!
Watch here:
Transcript:
so much for tuning in welcome to bispa
BizTBaa! first video in which we cover scenario
one where you're able to send a document
to your customer for their review or
reference and typically no interaction
is requiredrequired. i'I've covered a lot of
features in that video so do not miss
out the link is available in the
description belowbelow. forFor today's instance
you could get a document approved and
signed just in case you were available
right in front of your customer
customer. an ipadiPad or a tablet or for that matter
any devicedevice, all you need to do is get
your customers signature they need to
scribble on the screen and that's your
work donedone, we term this as an in-person
objects todaytoday, remember one docOneDoc does not
restrict you to any particular object so
let's jump right inin. weWe are on our one
created for this demodemo, let's quickly go
to one docOneDoc from herehere. nowNow for this video
again let's assume my document has
already been reviewed and authorized by
my manager the next step is to get the
signature from the client so imagine the
rep is available right in front of the
customer with an ipadiPad tablet or any
device we are looking to get the nda
NDA signed here and you see it's already
selected by default and when iI clicked
on the drop down here iI was able to see
the actors involved in the process
how this is going to look throughout the
process and you can also see the in
person and actor is checkedchecked. onceOnce your
required templates are selected let's
click on preview to see how that's going
to look before we send it ahead
ahead. version of the documentdocument, weWe have the zoom
feature available to youyou, you also have
the download and print functionalities
on the one docOneDoc search engine to search
for any particular word or page that you
wish to review so if everything seems to
be all right you can go ahead and click
on the fill or sign on the top right
button here to initiate the processprocess. it'It's
going to bring me to this page here to
obtain the sign
now notice that during this process the
customer is going to receive a passcode
onto his or her provided email to
authenticate their signatures like you
see here
this typically provides an added layer
of security to ensure and validate that
it is the required person signing on it
or no signatures were forged during the
quick
as you see on this email the signer
receives a passcode to enter in order to
proceed for their signaturessignatures.
so to sign the documentdocument, the customer
could either do it on their device or
the reps device once they've
authenticated it with a passcode we'll
assume it's the reps device here so i
I will straight away click on the pen icon
here that will pull up the document to
initiate his signature for the president
president. show you how that's going to look once
we complete signing
signing, this is the page to enter the passcode
so i'I'll do that right away
and we'll click on proceed
in this pagepage. youYou could insert any
message or information you need to
convey to your customers before they
sign or review and then they could click
on start
this page here lets the sign up review
the document on the left you already
have the search and the zoom features
features, additionally you also have the three
dash icon that gives you a bird's eye
view of the pages
you have some options below as well that
let the signer perform other actions
like reviewing the document saving it or
delegating it to another useruser. ifIf he or
she needs somebody else to sign you also
have the option to reject or decline
signing in case a particular document
has some changes that are needed to be
made after review assuming it's okay to
move ahead the rep is gonna click on the
next sign here which will take him to
where he's supposed to signsign, clicking on
the highlighted here will allow the
signer to scribble in a given space and
choose a color of their preferencepreference. ifIf he
or she does not wish to scribble they
could also go ahead and type their name
out with an appropriate font size and
click on ok
ok, once everything seems to be all right
one can go ahead and click and accept
and enter any comments if needed and
then proceed
this really completes the in signing
process here
here. see the status is completed
completed, you could view the document from the i
eye icon herehere, download it and share it as an
attachment or
you could also send it directly to your
users or contacts by clicking on the
email button here
here. send it to myself so you can see how
that looks
we'll click on the send button right
here
received my documentdocument, we'll review how
the signatures look here
you can see that there is a timestamp
attached to it based on the user's local
and that's itit... i'I'll take you back to our
after signing you can also view it in
and attachments for any documents that
you've been sending to your clients
clients. quickly you were able to get an
in-person sign in a very secure manner
manner. can send a document online and have
someone securely sign and send it back
back. don't forget to likelike, subscribesubscribe, comment
or reach out to usus. seeSee you in the next video!