Easy document assembly and signing for CoSign Central and CoSign Click

CoSign and WebMerge.me

What is WebMerge?

WebMerge is an online platform that enables you to easily collect data,

merge it with a document and send it to any contact automatically.

Document templates + data PDF Documents Signed documents

WebMerge with CoSign CentralForm Sign via Web Agent PDF

WebMerge with CoSign Click

Template document: Upload a Fillable PDF, a customized Word, or Excel, or build one within WebMerge

Choose CoSign Click to sign the completed documents

Send data from another cloud service, upload via CSV, or through an API integration.The documents will be created and signed via CoSign Click

Foreground or Background Signing: Your Choice!Foreground Signing Background Signing

Signing Service CoSign Central or Cloud CoSign Click

Signer categories Internal, Partner signers External signers

Software Glue software is needed. Free example available.

No extra software required beyond WebMerge & Click

User Experience Complete form, then sign Initiator completes form; Signer receives email and signs via CoSign Click

Supports mass customization of documents?

No Yes, upload csv file to WebMerge; multiple signers will be sent personalizeddocuments to be signed.

WebMerge with CoSign Central

Easily integrate WebMerge with CoSign Web Agent and CoSign Central,

CoSign Cloud, or CoSign Private Cloud

Example integration is available from the CoSign Developer Portal.

It enables form data to be merged via WebMerge and then signed via

CoSign Web Agent. Try it out at: eg1.arx.com

Fill out a form

using

JotForm,

GravityForms, etc

Data is merged

with a template

by WebMerge to

create a PDF

PDF is signed

using CoSign

Web Agent

Applications

Back-office applications

Use modern SAAS Form systems (JotForm, Gravity Forms, FormStack, etc)

to capture form data and the submitter's signature

Easily create signed, customized documents

Mid-office, Partner applications:

Partners can submit and sign information

Partners can create and sign requests via forms

Demonstration

eg1.arx.com

Use a form to create and then sign an official

salary increase letter

Examples for Jotform and GravityForms

WebMerge and CoSign Click for External Signers

WebMerge Supports CoSign Click for External Signers

CoSign Click authentication

Signer’s Information. Can be taken from the current document being merged.

Mobile number is optional

Signed document is stored on CoSign Click. Optional notification email can be sent.

Data sources for new documentsForm data from WebMerge forms, FormStack, GravityForms, Formsite,

TypeForm and more.

Oracle SalesCloud

Salesforce Contracts

Application data via the WebMerge Webhook url—an easy integration.

CSV files—each spreadsheet row becomes its own merged document

And many more

In all cases, the merged documents can be sent to CoSign Click for signing

Examples and Business Benefits 1

Problem: Customers need to sign an agreement letter. The letters’ content

and content length vary. A customer’s signature should appear right after

the end of the letter’s content.

Answer: Use WebMerge to merge the data to create the letter. The

WebMerge template includes a CoSign Signature Field Locator.

CoSign Click will automatically prompt the customer to sign in the right

location on the page.

Benefit: Quick solution with no programming!

Examples and Business Benefits 2

Problem: A bank needs all of its employees to sign a Regulations

Acknowledgement once per year.

Answer: Use an Excel employee list with WebMerge and CoSign Click to

automatically send signing requests to the employees.

Each employee signs a personalized acknowledgement.

Benefit: Quick solution with no programming!

Expanding the solution: write a small program to retrieve the signed

agreements and store them in SharePoint or another ECM

Examples and Business Benefits 3Problem: A CRO wants trial participants to complete and sign a form.

Some of the form’s fields are prefilled with data from the CRO’s portal.

Answer:

1. The portal redirects the participant to a form service (eg JotForm,

FormStack) that supports “prefilled” fields with data from the CRO’s portal

2. The participant completes the form online

3. The Form service sends the data to WebMerge

4. WebMerge creates a PDF and sends it to the participant for signing via

CoSign Click

Benefit: Problem solved with no programming!

Status: WebMerge and CoSign Click

WebMerge has been integrated with CoSign Click as a Delivery Method for

merged documents

The integration is available now to select WebMerge accounts.

Contact WebMerge to add CoSign Click to your WebMerge account

Demo: eg1.arx.com – Sending a Conflict of Interest form for signature

Configuration Information

WebMerge and CoSign Central for Internal and Partner Signers

WebMerge, Jotform, and CoSign Central

Glue software

See www.arx.com/api for free example

Signer

Co

rpo

rate

Fire

wall

JotForm

WebMerge

The glue software connects

JotForm, WebMerge, and the

CoSign Web Agent

CoSign Central appliance

CoSign Web Agent

WebMerge and CoSign Click for External Signers

WebMerge and CoSign Click

Initiator

Co

rpo

rate

Fire

wall

WebMerge

WebMerge includes integration

with CoSign ClickCoSign Click

Signer

Image credit: www.iconsmind.com

Using WebMerge with CoSign CentralExample integration via Wordpress CoSign Forms Support plugin

1. User enters data using JetForm or GravityForms

2. PDF document is created via WebMerge

3. The signer views and signs the PDF via CoSign Web Agent.

4. The signed PDF is downloaded and filed or distributed

Benefits: Tight integration provides a smooth user experience for filling in the form

and signing the PDF. The connector example software runs on WordPress and is

easily expandable by customers, VARs, or ARX Professional Services