Electronic Signature

eSign & Capture

Bluepoint Solutions is the leading innovator in electronic document management (EDM), multi-factor identification and Check 21 solutions for financial institutions. Now, in addition to storing documents, Bluepoint’s latest innovation will enable your institution to automatically capture and store any document with a signature! You can increase security for sensitive documents because the paper does not have to be printed or handled, even if multiple signatures are required and only one signer is available.

Your clients will appreciate the added convenience of signing documents at any branch, at any time. eSign & Capture will track signatures as they are added to the document. Incomplete documents will be held until all signatures are added, and then they will be automatically sent to Bluepoint’s EDM system for storage.

Benefits

  • Eliminates paper document scanning, even for documents that require a signature
  • Improves employee efficiency by expediting the account-opening process
  • Raises client service levels by providing additional signers the convenience of signing loan documents at different times, dates or locations
  • Increases revenue opportunities by creating more time for employees to cross sell
  • Provides immediate enterprise-wide access to all electronic documentation
  • Reduces the cost of back-office paper handling and storage
  • Ensures that all documents remain together in one easily accessible location through Bluepoint’s Electronic Document Management system, FASTdocs

Features

  • Provides an enterprise-wide, fast, highly efficient method for electronically capturing signatures and filing documents
  • Automatically captures Adobe® PDF or PostScript documents from the print stream of your core or third-party processing system
  • Tracks signatures as they are added to any document
  • Provides a document queue for incomplete or partially signed documents
  • Alerts assigned staff when a signature must be obtained before filing
  • Supports multiple signatures on multiple pages
  • Automatically archives to Bluepoint’s EDM system
  • Provides complete integration with Bluepoint’s EDM and archive systems Accepts Adobe® PDF as an input file type

An End-to-End Solution

eSign & Capture allows your institution to capture electronic documents from data housed in your core processing system or separate documentation software. It instantly and automatically identifies the appropriate fields for signature, leaving any other fields open for manual completion. Signatures are captured in the electronic document using a state-of-the-art electronic signature pad. eSign & Capture knows which fields require a signature and tracks those signatures as they’re added to the document. You can have peace of mind with the knowledge that the software will prohibit document archival until all the necessary signatures have been obtained.

How It Works

With eSign & Capture, a new Adobe® PDF or PostScript document is generated through a single point of capture, automatically recognized and presented for signature. Through a simple, streamlined user interface, the document is signed using an electronic signature pad and then automatically archived to your existing Bluepoint document storage system, all with a few simple keystrokes. Without eSign & Capture, this same process requires financial institutions to print a loan document, present it for a signature, open the archive program, select the destination location, and finally, scan the document into the archival database – a much lengthier and more time-consuming process!

Fully Integrated

Once the documents are stored in Bluepoint’s EDM system, the entire package is electronically filed in the individual client’s folder. After that, any additional supporting loan documentation can be scanned, indexed and filed with the original electronic documents. This eliminates costly paper storage and ensures that all documents remain together in one easily accessible location.

The Ultimate in Convenience

Joint signers no longer need to execute their documents at the same time. In fact, they don’t even need to sign them at the same location. Because eSign & Capture is an enterprise-wide solution, signatures can be obtained at any of your locations across town, across the state or across the country.