DocuSign Connector
eSignatures Made Easy with DocuSign. Integrated to the Temenos LMS Loan Origination Module.
The DocuSign connector allows documents generated in Temenos LMS Origination to be seamlessly transmitted to DocuSign for distribution and e-signature.
Key Features
Seamless Integration
Documents are seamlessly transferred from Temenos to DocuSign for signature using their standard “envelope” concept. DocuSign tracks all signature captures, as well as automatically distributes any necessary reminders and expiration notifications. During the document lifecycle, as well as when all signatures are obtained, DocuSign sends the updated and completed status back to Temenos and the documents are stored in the system or your archiving system for future reference.
Identify Signers
The DocuSign connector allows a financial institution representative to easily identify all appropriate document signers and reviewers within the platform. Individuals not marked as a signer or reviewer by default can be manually selected and added to the distribution list.
Security & Signature Verification
The identity of a signer can be verified using the optional ID Check. This security feature presents a signer with six verification questions, of which four must be answered correctly in order to gain access to the document(s).
Benefits
Single Platform Approach
DocuSign’s e-signature and notification services are fully integrated with Temenos LMS Origination. No longer will financial institution employees need to leave the system to distribute documents or check the status of applicant signatures.
Added Convenience
Using the DocuSign connector provides additional convenience to both the financial institution and potential applicant. Financial institution employees are no longer dependent on an applicant’s ability to visit a branch in order to finalize an account or loan. Applicants receive an enhanced experience through the ability to quickly and easily sign documents anywhere, anytime!”