What is the new electronic signature solution?
Class's new Electronic Signatures solution enables customers to send and sign documents electronically.
Developed in partnership with DocuSign, the eSignatures feature integrates Class with DocuSign to facilitate the electronic signing of Reports and Documents. The seamless integration with DocuSign means users will enjoy a range of additional features such as contact information porting to DocuSign, branded email templates and notification plus a signature tracker at the Class end to manage and monitor document status.
What are the main features of the Class electronic signatures solution?
The key features of the Class Electronic signature solution are:
- Pre-populated Class reports with signatory tags
Save time by using pre-populated Class Reports with signatory tags updated in the right places.
- Efficient porting of contact details to DocuSign
Our integration with DocuSign helps you to add personalised email messages, carry over important information, making it easy to send communications to every client.
- Follow your progress with our Signature Tracker
You can see the status of your documents in real-time at a business and fund level.
- Two-factor authentication for high levels of security
With DocuSign's global security standards, you'll be using the strongest data encryption technologies available for your client documents.
- Branded email templates
Ability to add branding to email templates, including logo and color
I already have a DocuSign or other license, can I integrate this with Class?
No. Class eSignatures leverages the Class Docusign license and BYO license capability is not available at this time.
How secure is the electronic signature solution?
DocuSign meets some of the most stringent US, EU, and global security standards, and uses the strongest data encryption technologies available. DocuSign also maintains around-the-clock onsite security with strict physical access control that complies with industry-recognized standards, such as SOC 1, SOC 2, and ISO 27001. Their isolated production environment is protected by industry-leading network management systems, anti-virus software, and malware detectors.
For more details please visit:
https://www.docusign.com/trust/security/esignature
What are the time-savings in using electronic signatures?
According to DocuSign's Forrester Consulting study
- Internal process becomes 90% more productive when you don’t have to pin down busy executives for their signatures
- Electronic processes meant that 84% of agreements were completed in just 1 day
Can I add external reports and documents into the signing pack/envelope?
Yes. Clients are able to use the "upload" document capability once in DocuSign to add any additional documents to the signing envelope.
How will I know the envelope has been signed by all parties?
Class has implemented notification capabilities that allow contacts under the business to be notified via email on completion and for any errors needing attention.