Capture Later

Lending Lending Capture Later

1. Introduction

“Capture Later” is a feature within the Flex system designed to facilitate the collection of multiple signatures for a single form. This functionality allows signatures to be captured independently and stored for later printing, enhancing flexibility in document processing.

2. Purpose

The “Capture Later” feature enables users to:

  • Capture multiple signatures for the same form.
  • Store signatures for printing at a later time.
  • Manage signatures independently, allowing for a phased collection process.

3. Signature Capture Interface

When capturing signatures, you will interact with the “Signature Capture” screen, which includes the following options:

  • Preview: Allows you to preview the signature.
  • OK: Confirms and accepts the signature.
  • Cancel: Discards the current signature capture.
  • Capture Later: Stores the current signature for later printing.
  • Skip Signature: Skips the currently requested signature.
  • Skip Remaining: Skips all remaining signatures for the document.
  • Clear: Clears the current signature input.

4. Archiving Documents for “Capture Later”

For “Capture Later” to function effectively and allow for additional signatures to be added at a later time, the document must be archived.

  • Manual Archiving: If auto-archive is not active, you will be prompted with the question: “Would you like to archive the document?”
    • Select “Yes” to archive the document.
    • Select “No” to not archive the document (this will prevent additional signatures from being added later using “Capture Later”).
  • Auto-Archive: If auto-archive is active, this feature will automatically be available, and the document will be archived without a prompt.

5. Accessing Documents with Pending Signatures

Documents that have been archived using “Capture Later” and are awaiting additional signatures can be accessed through the “Print Forms” section:

  1. Navigate to Print Forms: Access “Print Forms” from the main system menu.
  2. Pending Tab: Documents requiring additional signatures will appear in the “Pending” tab.
    • Example: A “LOAN APPLICATION” with an ID of “APP1” and a date of “2/5/2018” might appear here.
  3. Form Details: You can view “Form Details” for each pending document.
  4. Actions: Options available for pending documents typically include:
    • Preview
    • Print/Archive (if not already archived)
    • Add to Envelope
    • Refresh

6. Collecting Additional Signatures

Additional signatures for an archived document can also be collected through the Document Manager:

  1. Access Document Manager: Navigate to the Document Manager.
  2. Locate Archived Document: Right-click on the specific archived document.
  3. Select Option: Choose “Collect Additional Signatures” from the context menu.

7. Finalizing Signature Collection

Once all necessary signatures have been collected for a form:

  • The form will be automatically archived with all collected signatures.

8. Confidentiality Notice

Please be aware that this document is published by Computer Marketing Corporation/FLEX and is intended solely for its contracted clients. It may contain information that is privileged, confidential, or otherwise protected from disclosure. Dissemination, distribution, or copying of this document and any accompanying attached information by someone other than the intended recipient(s) is strictly prohibited.