Why Choose Taino Sign?

Taino Sign stands out by offering an all-in-one solution that is both simple to use and highly effective. Since it’s a part of the Taino Solutions family, it benefits from deep integration with the platform, ensuring that agents can generate documents, start e-sign workflows, and automate follow-up actions without relying on external services. This integration leads to lower costs and a more streamlined experience.

Starting the E-Sign Workflow

The process begins with an agent generating a PDF document, either from existing customer or policy data, or by uploading a document directly. Once the document is ready, the agent initiates the e-sign workflow by clicking the "Sign" button.

Setting Up the Document for Signing

After clicking the "Sign" button, the agent is taken to a screen where the e-sign workflow begins. Here, the agent gives the document a name and decides how it will be delivered to the participants—either via email or SMS. The agent also selects the participants and signers on this screen.

Placing Signature Fields and Sending the Document

Once the initial setup is complete, the agent moves on to the next step: placing the signature placeholders within the document. This is done by dragging and dropping the placeholders to the desired locations. The agent can also add other attributes, such as the date and time of signing or the full name of the signer.

This step is repeated for each signer involved in the process. Once all placeholders are in place, the document is ready to be sent out. A secure link is shared with the signers via email or SMS, allowing them to review and sign the document.

Using TainoSign Templates for E-Signing

In addition to creating and setting up documents manually, Taino Solutions allows you to streamline this process by using pre-designed TainoSign Templates. These templates can simplify the e-signing workflow significantly by eliminating the need for repetitive document design steps.

You can learn more about how to design and create templates and how to use existing templates in their respective articles.

Signing and Completion

The customer receives the secure link and can easily sign the document using their mobile device or computer. As soon as the document is signed, the agent receives an instant notification both via email and within the platform. The completed document is then available, fully signed and ready for further use.

Automating Post-Signing Actions

One of the key advantages of using Taino Sign is its ability to trigger automated campaigns once a document is signed. For example, signing a document could automatically create a task, send a follow-up email, or set a reminder. This level of automation ensures that nothing falls through the cracks, allowing agents to focus on what matters most—serving their clients.

Concluding Thoughts

Taino Sign simplifies the document signing process, making it easier than ever for agents to manage their workflows efficiently. By offering an integrated, cost-effective solution within the Taino Solutions family, Taino Sign ensures that you can handle everything from document generation to e-signing and follow-up actions without leaving the platform. This streamlined approach not only saves time but also enhances the overall customer experience, allowing you to focus on delivering top-notch service.

With its intuitive interface and powerful automation capabilities, Taino Sign is a valuable tool for any agency looking to improve their document workflow. By embracing this in-house solution, you can reduce costs and maintain full control over your processes, all while ensuring a seamless and secure signing experience for your clients.