Validate and Lock Data 3 Print and Wet Signature 4 Post Submission Email Set Up screen 4 Signature Method screen 5 Producer Statement screen 6 Print and Wet Sign screen 7 Signature Method Face to Face 9 Post Submission Email Set Up screen 10 Post Submission Email 11 Signature Method screen 13 eSignature Disclosure screen 14 Welcome Consent Proposed Insured screen 16 – Apply eSignature Proposed Insured screen 17 – Welcome Consent Insured screen 18 – Apply eSignature Other Insured screen 18 – Welcome Consent screen 18 – Apply eSignature Owner screen 20 – Producer Statement screen 21 Welcome Consent Producer screen 23 – Apply eSignature Producer screen 24 – Apptical question and messages 27 Signature Method Email 29 Post Submission Set Up screen 10 Signature Method screen 30 Cardholder’s Email 32 Credit Card 33 Apply eSignature screen 35 Producer Email to Access Case email sent to Producer 35 Producer Statement screen 21 Welcome Consent Producer screen 23 – Apply eSignature screen 24 Producer Notification 35 Client’s Email 37 Decline Email 38 Finger Signature 39 TLA underwritten was converted from Classic to NGSD on 7/23/2017. Living Promise will be converted from Classic to NGSD on 12/16/2017. If the case is locked prior and not unlocked the producer can continue using the classic signature screens. If the case is locked prior and unlocked after install the producer will be forced to select Promise (Current Version)’ product and ‘Living revalidate each screen and select a signature method using the new NGSD screen.
Validate and Lock Data 3 Print and Wet Signature 4 Post Submission Email Set Up screen 4 Signature Method screen 5 Producer Statement screen 6 Print and Wet Sign screen 7 Signature Method Face to Face 9 Post Submission Email Set Up screen 10 Post Submission Email 11 Signature Method screen 13 eSignature Disclosure screen 14 Welcome Consent – Proposed Insured screen 16 Apply eSignature – Proposed Insured screen 17 Welcome Consent – Insured screen 18 Apply eSignature – Other Insured screen 18 Welcome Consent – screen 18 Apply eSignature – Owner screen 20 Producer Statement screen 21 Welcome Consent – Producer screen 23 Apply eSignature – Producer screen 24 Apptical question and messages 27 Signature Method Email 29 Post Submission Set Up screen 10 Signature Method screen 30 Cardholder’s Email 32 Credit Card 33 Apply eSignature screen 35 Producer Email to Access Case email sent to Producer 35 Producer Statement screen 21 Welcome Consent – Producer screen 23 Apply eSignature screen 24 Producer Notification 35 Client’s Email 37 Decline Email 38 Finger Signature 39 TLA underwritten was converted from Classic to NGSD on 7/23/2017. Living Promise will be converted from Classic to NGSD on 12/16/2017. If the case is locked prior and not unlocked the producer can continue using the classic signature screens. If the case is locked prior and unlocked after install the producer will be forced to select ‘Living Promise (Current Version)’ product and revalidate each screen and select a signature method using the new NGSD screen.
MOO-ipipeline-tla-underwritten-signature-user-guide.docx