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  • BTIS Bonds E-Signature Guide - Email to ApplicantInstructions for emailing a request to the signing individual

    Builders & Tradesmens Insurance Services, Inc.

  • BTIS Bonds E-Signature Guide - Email to Applicant

    This Guide

    This guide offers instructions on how to email the e-sign documents to an applicant for completion of the e-signature process for our Victory Contractor Bonds product. Follow these steps if you are sending the documents to an applicant for their e-signature.

    You will find information, reminders and key requirements noted in the navy blue boxes on each page of the guide.

  • BTIS Bonds E-Signature Guide - Email to Applicant

    Beginning from the Bond Submission Page 1

    Emailing the Request from the Bond Submission Page 1,2

    Email Request for E-Signature 3

    Confirmation Email for Request Sender 4

    Issuance Checklist from the Bond Submission Page 5

    Purchase Acknowledgement from the Bond Submission Page 6

    Print Options from the Bond Submission Page 7

    Applicants Email Acknowledgement 8

    Review of Bond Documents 9,10

    Review and E-Signature Acceptance of Bond Documents 10,11

    Download a Copy of E-Signed Bond Documents 11

    Email Confirmation of E-Signature Request Completion 12

    Table of Contents

  • BTIS Bonds E-Signature Guide - Email to Applicant

    1

    Beginning from the Bond Submission Page

    123 Main St.

    Portland

    OR

    97520

    (541)111-2233

    123 Main St.

    Portland

    OR

    97520

    (541)111-2233

    To begin the issuance and E-Signature process, click on the Issue the Bond button.

    Next, you will see options for E-Signature. If your client cant make it into your office to sign the application, you have the option to email the documents straight to your client for signing! Click on the Email to Applicant for E-Signature button to get started.

  • BTIS Bonds E-Signature Guide - Email to Applicant

    2

    Emailing the Request from the Bond Submission Page

    sandy@contractor.com

    sandy@contractor.com

    A new window will pop up. You will need to enter the Applicants email address so we know where to send the paperwork. Click Email to Applicant for E-Signature when done.

  • BTIS Bonds E-Signature Guide - Email to Applicant

    3

    Email Request for E-Signature

    QCBA1234567

    QCBA1234567

    QCBA1234567, all parties will be notified

    AddressQCBA1234567

    From: BTIS [mailto: echosign@echosign.com]Sent: Wednesday, January 06, 2016 2:52PMTo: echosign; Applicants Email AddressSubject: Bond Application Number QCBA1234567 between BTIS and Applicant Name is Signed and Filed!

    An email acknowledgement will be sent to both the Applicants email address that you entered, as well as the Agents contact email address in our system for this submission.

    The Applicant will be instructed to click on the blue link to review and sign the Bond Application. We also provide the option to allow the Applicant to forward this document to another authorized party to sign and complete.

  • QCBA1234567

    QCBA1234567

    QCBA1234567.

    From: BTIS Inc. [mailto:echosign@echosign.com]Sent: Wednesday, January 06, 2016 2:04PMTo: Agents Contact Email AddressSubject: BTIS Inc. has copied you on Bond Application Number QAA1234567

    BTIS Bonds E-Signature Guide - Email to Applicant

    4

    Confirmation Email for Request Sender

    The Agent will receive this email acknowledgement advising that the Applicant has received the request to E-Sign the Bond Application.

    The Agent will also have the option to view the Bond Application if needed, however once the Bond is issued, the final signed copy will be available online.

  • SANDY CONTRACTOR, and verfied its accuracy.

    BTIS Bonds E-Signature Guide - Email to Applicant

    5

    Issuance Checklist from the Bond Submission Page

    After the Agent has sent off the email request to the Applicant to E-Sign the Bond Application, the Agent will be redirected to the Bond Issuance Checklist screen to complete issuance. Verify the submission, select the payment option, review the effective date and click Purchase Bond to finalize issuance.

  • 123 Main St.

    BTIS Bonds E-Signature Guide - Email to Applicant

    6

    Purchase Acknowledgement from the Bond Submission Page

    Before finalizing issuance, the Agent must complete the Agent Acknowledgement. Click Purchase Bond to complete issuance.

  • 123 Main St.

    Portland

    OR

    97520

    (541)111-2233

    BTIS Bonds E-Signature Guide - Email to Applicant

    7

    Print Options from the Bond Submission Page

    Once the Bond is issued, the Agent will have access to print the Bond Package and Invoice. Click on the applicable buttons to print the desired items. These items will also be available online in the event that the Agent wants to print at a later time.

    The Agent will be notified via email as soon as the Applicant completes the E-Signature process. The Bond Application will be updated with the signature at that time.

    To review the Applicants E-Signature process step-by-step, please continue otherwise, thats it!

  • QCBA1234567

    QCBA1234567

    QCBA1234567.

    QCBA1234567,

    From: BTIS Inc. [mailto:echosign@echosign.com]Sent: Wednesday, January 06, 2016 2:04PMTo: Applicants Email AddressCc: Agents Contact Email AddressSubject: BTIS Inc. has copied you on Bond Application Number QAA1234567

    BTIS Bonds E-Signature Guide - Email to Applicant

    8

    Applicants Email Acknowledgement

    From the Applicants email acknowledgement, click on the blue link to review and sign the Bond Application.

    We also provide the option to allow the Applicant to forward this document to another authorized party to sign and complete.

  • QCBA1234567

    QCBA1234567

    HANDY SANDY

    SANDY CONTRACTOR

    123 MAIN ST.

    PORTLAND

    (541)111-2233

    SANDY CONTRACTOR

    BTIS Bonds E-Signature Guide - Email to Applicant

    9

    Review of Bond Documents

    Once the Applicant clicks the link to review and sign, they will be taken to their online Bond Application. Prior to signing, please have the Applicant review and verify all of their information is correct. If any changes need to be made, contact our Bond Department for correction.

  • BTIS Bonds E-Signature Guide - Email to Applicant

    10

    Review and E-Signature Acceptance of Bond Documents

    SANDY CONTRACTOR

    Agent Jane Insurance Agency

    Agent Jane

    1500 Business Ave.

    SANDY CONTRACTOR

    Sandy Contractor

    Scroll to the bottom of the form and click on the Click here to sign field. The yellow Start/Next flag along the left side of the document to help guide you.

    To E-Sign, the Applicant must type their full name as they would sign it in the field provided. As the Applicant types in their name, it will appear on the signature line below so they can review and approve the signature spelling. There is also an option to draw your signature using your mouse cursor. Once they have signed and verified, click on Apply to continue.

  • SANDY CONTRACTOR Sandy ContractorSandy Contractor

    Agent Jane Insurance Agency

    Agent Jane

    1500 Business Ave.

    QCBA1234567.

    BTIS Bonds E-Signature Guide - Email to Applicant

    11

    Download a Copy of E-Signed Bond Documents

    The Applicant will be taken back to the Bond Application showing the applied E-Signature. To finalize the E-Signing process, click on the Click to sign button at the bottom of the screen.

    The Applicant should receive this confirmation message advising the Bond Application has been successfully signed and completed. The Applicant has the option to print the signed Bond Application, however they can choose to wait for the Bond to be issued. The Agent will have access to the full Bond packet, including the signed Bond Application, after issuance and after the completion of the E-Signature process.

  • QCBA1234567

    QCBA1234567

    From: BTIS [mailto:echosign@echosign.com]Sent: Wednesday, January 06, 2016 2:14PMTo: echosign; Applicants Email AddressCc: Agents Email AddressSubject: Bond Application Number QCBA1234567 between BTIS and Applicant Name is Signed and Filed!

    BTIS Bonds E-Signature Guide - Email to Applicant

    12

    Email Confirmation of E-Signature Request Completion

    Both the Applicant and Agent will receive this confirmation email advising the Bond Application has been E-Signed and filed. This email will also contain a link/option to view the signed Bond Application, but again, this will be a part of the Bond packet after issuance.

    And thats it! The Applicant has successfully completed their part. Please contact the Bond Department to make any adjustments or changes.