We are implementing eSignature application for our field agents who would solicit electronic signature from their client on their tablet.
Business has provided us a requirement that at the time of signing document XYZ, there needs to be a prompt or a reminder for the agent in Section 3 & 4 of document XYZ.
This prompt should remind the agent to discuss & confirm the selection made in Section 3 & 4 with the customer,
The reminder can be in any form– pop-up or sticky note or red asterisk on that section etc but it should not be present in the final full executed agreement(once all signatures have been obtained).
We are using version 6.2 of eSignLive.
Any help around this is highly appreciated.
Sorry. I didn’t see your previous reply. Yes, I know they will be using a tablet, but are you planning to write an iOS or Android application for the tablet? Or will they be accessing a web application via the browser?
There are a couple options I can think of, for this, off the top of my head.
When a particular field is required, there is a red exclamation point to the left side of the document to indicate this. You could depend on the agent to use this item to discuss the sections of the document. Another possible option would be to utilize the event notifier:
For an embedded session, you can receive notifications from the embedded signing ceremony and this would allow you to do something in the outer frame, like pop up a modal window or something. As you can see from the available events, you wouldn’t be able to place this on a section, but you would be able to catch the ceremony as document switching is going on