Configure Forms & Templates With E-Signature

This is best suited when the sending organization prefers to configure forms and templates with e-sign rules, logic, dependencies, reminders, encryption, and more; and then transact using REST APIs.

  1. Authenticate sending server with RSign system
    1. Authenticate sender address with RSign (IP authentication, domain verification, SPF, and DKIM set up).
  2. Authorize sending address with RSign service plan for sending address.
  3. Create E-Sign Template
    1. Use RSign web interface or iFrame RSign Create interface into sending application
    2. Upload form
    3. Drag-and-drop fields, rules, settings
    4. Save as a template
  4. Send
    1. Use RSign APIs to send the template for e-sign to recipients
  5. Prepare for return signed contracts and data reports.
    1. Use RSign APIs to receive e-signed PDF and enhanced meta data