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Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Lacey Jackson
January 28, 2020
|
Min Read

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about eSignature software? Check out the link below for the best practices to use when using eSignature software.

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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