Get the most of AssureSign by leveraging the customization and branding tools that are standard with all implementations.   AssureSign, the most flexible and easy to use electronic signature solution, enables users to customize the look and feel of the signing process to seamlessly replicate existing business processes.

Immediate Presentment
The simplest way to transparently get documents signed in a self-service application is to deploy AssureSign via immediate presentment. Web services and XML allow AssureSign to easily become a part of your customers’ existing web experience.  From your web-portal, you can create dynamic documents to be signed while signatories are still on your site.  You can use existing web pages, data collection pages or documents, and bring them up in the same web application for signature – no emailing required.  The ‘landing page’ for signatures can be branded with custom text, instructions and graphics, such as your logo.  During the signing process the header can be customized to maintain a uniform look and feel while keeping branding consistent.  You can even chain multiple documents together for signing in a single signing ceremony.

Email Presentment
The more traditional method for obtaining electronical signed documents is to send email notification of a document available for signature.  AssureSign offers sophisticated workflows allowing all signatories, document creators or just about anyone who needs to know, where a document is in the workflow.  Each step of the workflow process can be reported on via the AssureSign web portal or can be exported to external applications via the AssureSign DocumentNOW® API.  A high level overview of the email possibilities includes:

  • Document sent for signature (notifies all interested parties that a document was sent)
  • Document available to sign (recipient receives email notification of document available to sign and requests signature)
  • Document under review ( notifies all interested parties that a signatory has opened the document for signature)
  • Completed signature (notifies all interested parties of a multi-signature document that someone has signed)
  • Completed Document (notifies all interested parties that all signatories for the document have signed) 

Each of these email notifications (and more) are completely customizable for internal and external use.  The email content and graphics can be modified to reflect custom instructions and display customer logos and branding.

To learn more about how to customize your AssureSign implementation, select ‘Help’ from the upper right of your AssureSign main application page and select ‘Quick Reference Guide’ or visit the Video Classroom and view the 2.0.2 Feature Introduction video.  You may also contact the Support Team at support@assuresign.com if you have any questions.