How do I create an ePak for signature?

MSB gives you an option to create a single ePak or compose multiple ePaks using the ‘Batch Compose’ feature.

To create a single ePak:

1) Click on the Compose tab available in the main navigation bar at the top of the page and choose single or You may also choose the Compose or Quick Compose button on the Dashboard.

2) You can choose to upload a file from Your system, Existing Documents or Document Templates. Once the document is uploaded, you will be navigated to the Manage Documents Page. You may choose to upload multiple files at one time.

3) Upon clicking Next, you will be navigated to Add Recipients screen where you have an option to use an existing Workflow Template. You may add another workflow state to add more signers. You can also select the Signature Policy you would like to use to create an ePak.

Note: When the configuration for a tenant is updated then only the domains listed in this configuration will be visible in user searches on the specified pages like Compose/Workflow state/User Search / Templates / Profile/Out of Office/Signing ePak/Delegate/CC user. If the email of a user excluded from the “IncludeOnly Domain” configuration is known and entered into the search component, the user should be fully accessible without any limitations.

4) Once the Recipients are added, click on Next to drop the Signature Tags on the Document. You may drop Signature tags on each document for each signer. Signature tags will be available on the right side of the preview panel depending on the signing policy in the workflow. MSB requires a signature block per signer in the Workflow, on at least one of the attached documents.

Alternatively, you may select to turn on ‘Auto-Append’ signatures. Doing so will automatically append signatures to a new page at the end of the document for all signers within the workflow. You will not need to place signature tags if you select to turn on ‘Auto-Append’. If configured, Custodians are restricted to place only one signature tag (or any number) per page. This setting can be configured per Signature Policy.

MSB users can drop Radio Buttons as tags on the document while composing an ePak. A radio button can be grouped with others based on the group key. If the Radio button is added or dropped onto the document, it will have the default Group key which is set by the super admin.

Custodians may select an alignment for text tags such as Custodian Text, Custom Text, and Signer Text. Once selected the same alignment should appear while composing and signing the epak, depending on a tag. If the alignment is not selected then the tag should have left alignment by default.

If MSB signer encounters a date reminder tag while composing or signing, users will be able to select a backdate from the date picker provided by the reminder tag. The selected backdate will be filled in the document’s reminder tag and visible on the signed document.

As a custodian and depending on the system configuration, you will have several other settings to choose from for your ePak. Click on the gear icon to view the advanced settings:

-Allow delegation- This feature will allow you to control whether an ePak can be delegated further by the signer in the workflow.

-Email Attachment Type- This feature will allow you to control the type of attachment sent to all users in the workflow upon ePak completion. Every signing policy will have a default value set against it, but a custodian can override it while composing the ePak.

-Archive-In the case of Selective LTS on your instance, this feature will allow you to designate whether the ePak will be archived after it is completed and reaches its retention date.

-FastWeb View- This feature will allow you to designate if you would like an app to maintain FastWeb view for your ePak.

-Smart Tags/Labels: To add a Smart Tag (Keyword Tags) in the form of key value pair. MSB can be configured to provide a list of predetermined smart tags to the Custodian.

-Allow signer attachment: This option will let you control if the signer is allowed to attach supplement documents to the ePak or not.

-Secure Documents: You can add an extra level of security to your ePaks while sending for signatures/review by securing them with a password. The same password will be required by the recipients to access the ePak.

5) Once done, you may click on Send ePak. On the ePak Summary screen, fill in the subject field and add any special instructions for the recipient (if any). To send the signed completed document(s) to an email recipient, enter the email address(es) in the CC field. Custodians may select whether ePak CC recipients receive epak notifications for every action taken on the ePak or only a notification that the ePak has been completed. You may optionally set an expiry date for your ePak. It will not allow you to set the date beyond the Retention period for the ePak.

6) Click on Send and a success message will appear on your screen.

If the system is configured so, you will be able to select a signing policy for each workflow state in your ePak. By default, the ePak level signing policy will be applicable to all workflow states unless selected otherwise. This will give you more power to get the same ePak signed by different signers with the authentication methods apt for each one of them.

If both electronic and digital signing policies have been configured for your instance, you can choose either for different workflow states however selecting a digital policy for any workflow state will prevent custodian to use an electronic policy for any state after that. Application with throw an error in case user tries to do so.

If the auto save toggle is on and the compose process gets halted, ePak will automatically get saved in drafts, ensuring that the work is continuously and securely saved. This option is available in User Profile under User Preferences.