Getting Started

When you investigate, adopt, and implement any new technology or business process, learning the terminology, or vocabulary, is critical to your team’s understand, training and use of this new service. The same goes for adopting eSignature technology.

There are a few industry terms that are commonly used for the basic features by all providers, while there are other features that might be the same, or similar, but could have differing names depending on the vendor.

To help you and your team quickly and easily get to know AssureSign’s Electronic Signature Software, we’ve prepared the top 14 terminology FAQs received from new and learning users, just like you:

  • Electronic Signature (esignature) – any sound, symbol or process that is electronically associated with a contract or record that is adopted by the signer, indicating his or her intent to sign, as defined by the ESIGN act
  • AssureSign Envelope – a virtual container allowing multiple related documents to be presented to signatories for signing
  • JotBlocks – areas in templates or documents that indicate where data will be applied or where data will be entered by a signer
  • Template – an underlying document with applied JotBlock areas to help users quickly send the same document out for signature, without the hassle of adding these details each time (Includes email settings, workflows, and defines signing assignments, order, communication and timing)
  • Signers – the individuals or representatives required to sign a document
  • Signatory – Just a bigger word for “signer”; see humorous knowledge base definition here.
  • Signature Pads – peripheral computer device used to capture the signature of a signer. For example, the device used in a retail store on which you sign for a purchase using an electronic pen connected to the device
  • LocalSign – AssureSign’s desktop app that interfaces with external signature device (signature pad) desktop
  • Bulk SendAllows users to effortlessly send the same document(s) to multiple contacts by uploading email addresses with a .CSV file.
  • Immediate Presentment –  the concept of presenting documents for signatures inline within an existing business flow. For example, online sales in which a signing session is automatically initiated following order entry or pre-qualification and an email invitation to sign need not be sent to the signer
  • SendToAssureSign – Windows application that allows you to print files for upload to AssureSign
  • Trigger App – a lightweight companion app for the AssureSign service and uses defined document templates available to a validated AssureSign user to be listed, generated and signed on a mobile device or sent via email.
  • DocumentNOW – a bundle of services made available as web service methods utilizing SOAP and or http POST operations
  • DocumentTRAK – configured communications (also known as Web Hooks) that are triggered by certain events in the document workflow.
  • Digital Signature – different from an electronic signature, this method of signing documents electronically which requires a secure, individual, digital certificate provided by a certificate authority to the individual signer.

While not an exhaustive list of definitions, the above list is a good primer for any new eSignature user. All of these definitions, as well as every other resource you might need to implement and integrate AssureSign eSignatures into your organization can be found in our knowledge base.

 

 

 

Michelle Cloninger

Michelle Cloninger

Director of Sales and Marketing at AssureSign
As Director of Sales and Marketing, Michelle is responsible for employing tactical brand awareness and lead generation strategies to promote growth and increase overall company revenues. When away from the office, Michelle enjoys playing with her canine companion, Chandler or heading to a summer festival in the city with good company.
Michelle Cloninger