For version 15.01, the Framework has been enhanced to support IMM TotaleAtlas 2015. With this enhancement, the look and feel of the IMM site has changed. The IMM Connector Guide has been updated to display the site changes associated with this enhancement.
In addition to the look and feel changes associated with the TotaleAtlas upgrade, the following functionality is now available using the IMM connector:
Document Delivery Method
The Framework has been enhanced to obtain document signatures electronically using Lights Out or through a Remote Signature Provider such as DocuSign using DropSpot.
Lights Out
The IMM Lights Out functionality allows applicants to sign application documents within Virtual Capture's IMM Documents panel or by accessing an emailed link.
DropSpot
IMM's DropSpot functionality allows applicants to use a Remote Signature Provider, such as DocuSign, to sign document sets. DropSpot compiles a document set into a zip file containing pdf documents and places it at the DropSpot Location Out location. Once the documents are signed using a remote signature and uploaded into the Framework, a second zip file is produced at the DropSpot Location In location to archive documents in TotaleAtlas.
Create Document Set and IMM Documents Screen Enhancements
In 15.01, the IMM Documents screen now lists the document sets previously generated for the application, separated into groups based on application type.
Upon clicking 
, the Create Document Set window appears, which now includes a Product drop-down to provide users with the ability to relate the application type to the identified document set.
In addition to the aforementioned enhancements, the Create Document Set window and IMM Documents screen have also undergone the following functional enhancements to accommodate the Lights Out functionality:
Delivery Method
Within the Create Document Set window, Framework users are now able to select how document signatures are to be obtained by selecting the Document Delivery Method. This field contains the following options:
| Value | Description | ||
| In Person |
Indicates that the documents are to be printed and signed within the financial institution, using either a pen or a signature pad.
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| Postal Mail |
Indicates that the documents are to be printed and mailed to the applicant's current address for signatures.
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Indicates that the documents are to be electronically generated using Lights Out functionality and emailed to the applicants.
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| Online |
Indicates that the documents are to be electronically generated using Lights Out functionality and delivered to the applicants using Virtual Capture.
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. Users must generate and print the documents from the IMM website.
Once the Document Delivery Method is selected, the selected method is reflected in the IMM Documents screen.
Status
Within the IMM Documents screen, Framework users are now able to identify whether document signatures have been obtained. This field may contain the following statuses:
| Value | Description |
| Not Signed | Indicates that the documents have not been signed by the applicant(s). |
| Partially Signed | Indicates that at least one applicant has signed the documents, but one or more applicant signature is still required. |
| Signed | Indicates that all applicant signatures have been received. |
| Opted Out | Indicates the applicants do not want to sign the documents electronically. This value populates if "I will not e-sign" is selected by the applicant. |
| Expired |
Indicates the applicants did not sign the documents within the allotted time frame. |
Based on the Document Delivery Method, the Status may automatically update:
- If the Delivery Method is set to Email or Online, clicking
automatically updates from "Not Signed" to "Partially Signed," "Signed," "Opted Out" or "Expired" based on the changes to the signature status.
If the Delivery Method is set to "Email" or "Online," users are unable to manually update this field.
- If the Delivery Method is set to "In Person" or "Postal Mail," users must manually update the Status from "Not Signed" to "Partially Signed" or "Signed."
Open
From the IMM Documents screen, users are able to access the document set on the IMM site by clicking 
.
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If the Delivery Method is set to "Email" or "Online," this button is unavailable. |
Once the IMM website opens, users are able to perform various document processing actions.