Training Videos
eSign RTS
The following videos are a critical part of your training curriculum. The members of the institution’s project team should review each video initially in the order presented prior to the training sessions with your IMM Implementation Specialist.
Administrative Topics
New Features Overview: Template Manager
New Features Overview: eSign Client Component
Document Maintenance
Index Fields Maintenance
User & Group Maintenance
General Settings
Imaging System Settings
eSignature Settings
Remote Attachment Template
Status API Settings
(optional – only applies to MeridianLink and TCI currently)
Reporting
Template Manager
Template Manager
End-User
End-User
Remote Sign
The following video links are provided for your usage and should be viewed if your institution will be utilizing Remote Sign. They will be a critical part of your training curriculum and should be viewed prior to the training session with your IMM Implementation Specialist.
Administrator
Add Users
Deactivate User
Create a Shared Document Template
Edit or Delete a Template
Admin Global Settings
Admin Account Sharing
Admin Shared Events & Alerts
Create Report
End-User
Manage, Track & Change Agreements
Set Up Profile Preferences
Adobe Ad Hoc Bonus Features
Send documents for signature with Adobe Sign
Web Form Training
Mega Sign Training