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Our office is a paperless office and all documents are scanned to an online server through our agency management system. At the closing interview we are currently printing applications and clients sign the hard copy. We then scan the documents to a .pdf file and upload the file to the server. pdf files seem to be the smallest documents that we could find so that we are not eating up to much online real estate with each client upload.
I am trying to see if it is possible to print the applications directly to the .pdf file and have the clients sign them with a signature pad/capture pad and then upload this directly to the server. This would remove the printing and hard copy step completely. We then could allocate the office expense of paper and ink to something more worthwhile. Not to mention the time spent (after the close) scanning the applications to the .pdf format and attaching to the server.
I am sure questions of legality will arise in this forum. That's ok. In this modern age of (for example) Progressive e-signatures and other carriers moving in that direction. Not to mention computer screens that you can sign a document by touching the screen with your fingers. There has to be a way that the signature pad and software that comes with it can work.....?
We are looking into Adobe Acrobat products and will try to solicite information from their CSR's and Tech support for the most compatible and cost effective combination of the two technoligies.
The questions for this forum are:
1. Has anyone tried this with success?
2. If so, what products or combination of technologies are being used? Is the .pdf format the smallest document format that could be used?
3. Anyone know the legalities or E&O exposures?
4. Or am I just crazy and need to go to the nearest Staples and buy some grey five drawer beauties that make the office look so professional?
I am trying to see if it is possible to print the applications directly to the .pdf file and have the clients sign them with a signature pad/capture pad and then upload this directly to the server. This would remove the printing and hard copy step completely. We then could allocate the office expense of paper and ink to something more worthwhile. Not to mention the time spent (after the close) scanning the applications to the .pdf format and attaching to the server.
I am sure questions of legality will arise in this forum. That's ok. In this modern age of (for example) Progressive e-signatures and other carriers moving in that direction. Not to mention computer screens that you can sign a document by touching the screen with your fingers. There has to be a way that the signature pad and software that comes with it can work.....?
We are looking into Adobe Acrobat products and will try to solicite information from their CSR's and Tech support for the most compatible and cost effective combination of the two technoligies.
The questions for this forum are:
1. Has anyone tried this with success?
2. If so, what products or combination of technologies are being used? Is the .pdf format the smallest document format that could be used?
3. Anyone know the legalities or E&O exposures?
4. Or am I just crazy and need to go to the nearest Staples and buy some grey five drawer beauties that make the office look so professional?