Vault CRM: Secure Sign Overlays - Video

Learn how to use overlay templates with the MRI Vault CRM and Secure Sign integration to streamline your digital signing process. In this video, you'll discover how to create overlay templates in Secure Sign, apply them to documents stored in Vault, and automate the placement of signatures, initials, and other signing fields without manually configuring them for every document.

Upon completion of this video, you will be able to:

• Understand what an overlay template is and when to use it
• Create and configure overlay templates within MRI Secure Sign
• Add signature, date, and initial fields to an overlay template
• Apply overlay templates to documents stored in the Vault filing cabinet
• Send documents for digital signing using the Vault and Secure Sign integration
• Track signed documents and access fully executed copies within Vault CRM