2. HelloSign + CAMS
Lucas Simmons

3. Use Cases HELLOSIGN 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

4. SETUP

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

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

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

8. DEMO