Hello Sign CAMS Lucas Simmons HELLOSIGN Use Cases

Hello. Sign + CAMS Lucas Simmons

HELLOSIGN Use Cases Financial Aid – Sign Financial Aid documents Electronic Business Agreements – Student sign documents upon entering portal Admissions – Students fill out/sign documents before moving to next status 3

SETUP

HELLOSIGN The Hello. Sign setup is a drag and drop tool that allows you to This integration also allows custom fields to be sent over from manage your templates with little input or assistance from 3 D or CAMS so students do not need to fill out information like their ID Hello. Sign or Name 5

CAMS 2018 The CAMS setup also requires very little assistance from 3 D once We also have the option to have multiple signature documents be the initial setup is done. sent out from CAMS. In the normal flow, a student would sign the document in the portal. However, with multiple signature Document types are linked to Hello. Sign templates. Whenever the requests, the student enters the other email address and emails go appropriate document type with the corresponding status is added out to the signers and then the documents are uploaded into to CAMS, the student will have the option to sign it in their portal. CAMS automatically. 6

TEXT BLOCK Reporting & Notifying We also offer reports that allow you to review documents. Some institutions prefer to review the documents after they are submitted via Hello. Sign. Notifications – We have multiple ways of notifying students including SMS and Email. For more information, you can check out the Automated Notifications session happening later this week. 7

DEMO