Stage 5 | Lesson 2 | Kinective Sign User Functions
Introduction
The Kinective Sign user interface offers multiple options for customizing the user experience based on the business processes and institutional decisions made by your implementation team. These options have been introduced, addressed, or described to various degrees throughout the administrative training. Depending on user permissions some options may or may not be available to some or all users.
In this lesson we will use short videos to demonstrate the various options.
Key Elements
- Exploration of the process of creating and managing an Kinective Sign session
- Demonstrations of the various functions available to users when working with session
Lesson Videos
Creating Kinective Sign Sessions
Working With Kinective Sign Sessions Part 1
- Navigating the Collected Documents and Session Details pages
- Setting document order
- Index values
- Notes
- Transferring Sessions
Working With Kinective Sign Sessions Part 2
- Adding documents/attachments
Kinective Sign eSignature Management
- In person signing
- Remote signing options
- Requesting remote attachments
Designer
- setting template
- adding/editing parties/signature fields
- adding/editing data fields
Using the Process Function
- data entry
Learning Objectives
- Acquire multiple tools that can be used to create a training program for the end users of the Kinective Sign system
- Clarify end user functions referenced elsewhere in the eSign Onboarding materials
Resources
Kinective Sign Cloud Process Overview
This PDF provides a high level visual and textual overview of the basic process flow for Kinective Sign Cloud.
What's Next
In Lesson 3, the final lesson of Stage 5, we’ll talk briefly about strategies you may want to use to facilitate the training of your end users.