Stage 1 Overview | Introduction to Kinective Sign & SignPlus
Overview
Here we will provide you with a ground level of understanding. The lessons in this stage are intended for all institution employees who will be part of the implementation project team or need to understand the implementation at a high level. These may include IT staff, managers, directors, C-level decision makers, and subject matter experts. Much of the detail covered in the lessons for this stage will also be included in the User Preparedness stage which will be used primarily by end users who are not in a project or decision maker role.
Key Elements of this Stage
Lessons ➟ Customer Profile ➟ Kickoff Meeting
This stage consists of six lessons each of which contains a video and supporting material. Please fill out the Customer Profile, which can be downloaded using the link in the Resources section below. Once you have submitted the Customer Profile, your Kinective Sign Project Manager will schedule your kick-off call.
Objectives
The lessons in this stage will enable you to:
- Have a good understanding of what Kinective Sign is
- Understand how Kinective Sign fits in your business process(es)
- Be able to describe the essential functions of Kinective Sign to someone else
- Feel comfortable having discussions about how your institution will use eSign
- Understand what the steps are in the implementation process
Activity Checklist
- Identify members of your implementation team
- Complete all lessons
- Download and complete Customer Profile
- Participate in Kickoff meeting
Resources
Customer Profile
Download this PDF and complete it to the best of your ability. Please rename the Customer Profile to include your institution’s name (e.g., ABC Institution Customer Profile.PDF).
PLEASE NOTE: If your Kinective Sign Project Manager sent you a Customer Profile in your welcome email, please use that version instead.
Introduction to Kinective eSign Guide
This PDF serves as a summary guide for all lessons in Stage 1.
Contact Support
Use this link to access the Onboarding Support Request email. Your Kinective Sign Project Manager will receive the details from your email, and someone will be in touch with you in 1-2 business days.
