CMx ElectroSign provides inbuilt Signature support, follow the below process to send documents  for signature:

Terminologies

Package:  A Signature Package is a set of documents sent to one or more recipients for electronic signature.

Status: Prior to the signature, the status of a document is either created or pending. After Signature it becomes Signed or Executed.

Electronic Signature Security

By default CMx Electronic/Digital Signature offers below forms of security to make sure it's validity across different geographies and global laws. In United States, this process follows the e-sign act :

Pre-Signature Security Considerations

1. In addition to sending links in emails for signature, there are many other multi-factor authentication mechanisms can be configured with CMx including below:
   1. Sending a unique code of very short validation prior to signing to make sure the signing code is retrieved from the user email ( whose email is secured by a password) and it is applied before signing.
   2. Requesting a unique code from MFA (Multi-factor authentication) mechanisms like Google Authenticator prior to signing.
   3. Text or SMS to the users mobile number prior to signature. This depends on which part of the world the user is located.
   4. Terms and conditions for each contract type can be customized and displayed to the user prior to using CMx electronic signature.(Default Behavior)
   5. Request a unique verification code from email prior to signing. So when first time if the user is external,  the external user has to sign up first time, create an external user account with CMx providing basic details like useremail,password , validation of verification code and 2 security questions in case if the user forgets the password. After first time, the user can login to the CMx system every time they want to do electronic signature and every time when they sign a unique verification code needs to be entered after successful login and prior to the signing electronically..(Default Behavior)

Post-Signature Security Considerations

1.  CMx ElectroSign is based on public/private key pair of signatures based on PKI (Public Key Infrastructure) which ensures the signed document cannot be forged or changed after it is signed.
2. Signed documents are sent to the emails of relevant parties and kept in safe records storage for future reference.

Manage Signature Packages

From the left navigation menu, click on Signature menu option to start the send signature process.

All the packages that have already sent for signature by the user are listed in this screen. This page also displays the status of each package, the date sent for signature and the recipients who are signers of the documents in the package.

Starting Signature Process

From the top right section, click on New button to send a new PDF document for signature. In the first screen of prepare for signature, select the PDF document that should be sent for signature by clicking on the Choose button. Once the selection of the document is made,  Click on Upload button so that the document is uploaded to the server.  In the next step, add the recipients who should be signing the document. 

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A new signature package record is created and should be visible in the Manage Signature Packages screen:

Signing Ceremony by Recipients

Each recipient receives an email which looks similar to below:

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