InsureSign

WebMerge is happy to announce our integration with the e-signature service, InsureSign!

https://insuresign.com/

In today’s global marketplace, you need a way to be accessible to your customers anywhere at any time. InsureSign helps to make that possible! InsureSign’s easy-to-use technology makes getting documents eSigned simple and secure. Your customer simply opens an email or text from InsureSign, inserts his or her eSignatures, and submits - all from a mobile device, tablet, or computer.

Add WebMerge to your processes and you can automate all of your paperwork with the click of a button!

Note: You will need a separate account with InsureSign in order to use it as a delivery integration with your WebMerge account!

To get started, we’re going to set up our contract template using a Word document.  Inside our Word document, we’re going to add our contract’s details and then we’re going to add merge fields for the spots in our document that we’d like our deal information to go.

These merge fields are just like any other text in our document and look like {$FirstName}, {$CompanyName}, {$Amount}, etc. 

Here’s what our contract template looks like:

SampleContract_IS.png

Since we will be collecting a signature for this contract using InsureSign, we need to define where we want the signature to go in the document. InsureSign has “Text Tags” that you can use to indicate the spot in the document that you want to place the signature.  

These text tags are just text and they look like: [sig|req|signer1]

Note: You can use white text for your text tags to “hide” them inside of your document.

 

As you can see from the example, the text tags used by InsureSign have three parts: [sig|req|signer1]

  • The first part signifies the “type” of text tag.

InsureSign offers the following text tags “types”:

sig - to require a signature (Example: [sig|req|signer1])

check - for creating a checkbox (Example: [check|req|signer1])

initial - for requiring a signer’s initials (Example: [initial|req|signer1])

date - will auto-populate the date when passed through InsureSign (Example: [date|req|signer1])

text - will provide a short answer text box in place of the text tag (Example: [text|req|signer1])

  • The second part signifies whether the text tag field is required or not - req for a required field and noreq for a field that is not required (Examples: [sig|noreq|signer1], [initial|req|signer1]).
  • The third part signifies which signer will need to interact with that text tag field. You can assign multiple signers to the same document. (Examples: [sig|req|signer1], [sig|req|signer2], [sig|req|signer3], etc.)

 After we complete our template, we can upload it to our Documents. Once we have selected our desired Settings under the Settings tab, we can then select the Deliver tab to set up our InsureSign delivery. Select the +New Delivery button on the Deliver tab:

Screenshot_2019-06-20_15.45.33.png

Select InsureSign in the Create New Delivery pop- up box, as shown below:

IS_createnewdelivery.png

After you select InsureSign, you will be prompted to connect your InsureSign account.

After your account has been connected, the following set up screen will appear:

SendtoIS.png

On this setup screen, we will enter our Subject line for our delivery, the Sender, and the Signee. We can select the + sign to add additional Signees to our delivery.

We can also select the +More Options button to view additional options. The additional options include:

  • select whether to “Always send to InsureSign” or not (this is already auto-selected)
  • we can Customize the email message to the signer - here we can customize the body of the email sent with our InsureSign delivery
  • we can choose to set up an email receipt If an error occurs

After you have saved your InsureSign settings, you’re all done with the setup inside WebMerge and we’re ready to set up the integration with any service that you use to collect your customers’ information.

After your integration is set up, congrats, you’re all done!  You can now automatically populate all types of documents using WebMerge and collect signatures with InsureSign.  

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