Cap Dat ACORD e-Signatures

Cap Dat ACORD

Easy and PowerfulSecure 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 Cap Dat ACORD

Files

Upload File from Your Local

Device

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

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

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 when you add the signer

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 Signers

Save and Prepare Document

E-Signatures

Our software automatically recognizes Signature fields and asks you to indicate which of the Signers must sign which field

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 Butto

n

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

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 Sticker

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

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 log is attached to the to the final document

Signatures

Permanent Log

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

E-Signatures Authentication LogUnique Reference

Number

Description of Each Step

Time Date Stamp

IP Address Used for Each Step

E-Signatures

Happy customer, happy you

Legal e-Signatures made easy

Cap Dat ACORD

[email protected]

www.simply-easier-acord-forms.com