We now offer native document signing, a more seamless experience without the confusion of leaving the applicant portal. And you don't need a separate contract with another company! Pricing information is in your Company Settings.

Creating Signature Templates

  1. Navigate to your Company Settings. 
  2. Click on 'Signature Templates' on the left hand side and click "Create Template":
  3. The next page will have you create your Signature Template:

    1. Template File - select the file(s) you would like for the applicant to sign
    2. What roles need to sign? - applicant role is required, additional roles are optional
  4. Click "Prepare Template."
  5. The next window will have you add fields such as signature, initials, etc. and specify the signer role for each:
  6. To save you time, some text fields can be automatically populated with the correct info when you use your template. Text fields that support this include:

    • Applicant Name
    • Applicant Email
    • Applicant Phone Number
  1. To do this, click on the menu for Who fills this out? and select "Fountain":
    Screen_Shot_2017-07-14_at_12.11.04_PM.png
  2. Then, specify what the field should be pre-populated with.
  3. Press "Continue" and your template will be created!
  4. You'll be redirected to the Signature Templates page, where you can view all of your existing templates:

Setting Up a Document Signing Stage

  1. Navigate to the Workflow Editor.
  2. Click 'Add stage' at the top left corner and select 'Document Signing' as the Stage Type.
  3. In the document signing stage, select the template you set up under Company Settings.
  4. If you specified a second signer role in your template, select the user for the role:
  5. Add an automated message to the document signing stage using either the [PORTAL_LINK] or [PORTAL_URL] merge key to direct applicants to the applicant portal to sign the document:
One last note - our document signing is completely secure and compliant with all major eSignature laws, including ESIGN, UETA, European Union eIDAS (EU No.910/2014). Additionally, all access is over HTTPS and all documents are encrypted at rest. A secure Audit Trail is also provided that includes access times and IP addresses.
 
Applicant Experience
Once applicants land in the Document Signing stage, they will be prompted to sign the templates selected in the stage right from the Applicant Portal. They'll see something like this:
 
Once the applicant clicks the 'Review & Sign' button, a window containing the document will pop up and prompt the applicant to fill out fields and/or sign:
 
If you have any further questions regarding this, please feel free to send us an email at support@fountain.com.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.