Background: RIC customers will receive an email from marketing informing them that the Retail Installment Contract they signed through Docusign is missing the confirmation that it is the “DocuSign Authoritative Copy.”
| Table of Contents |
|---|
Agents will receive calls, emails, or chats from homeowners regarding the Authoritative Copy email they received. It is important for the agent to know:
What is an Authoritative Copy?
An Authoritative Copy is the legally recognized, official version of a document, whether it’s in digital or physical form. It holds the same legal value as a paper document with a handwritten signature. It’s a guarantee that the document is genuine and tamper-free.
Why is confirmation of an Authoritative Copy important?
Legal Validity: Confirms that the document is the valid contract, recognized and enforceable by law, regardless of how many other copies may exist.
Protection from changes: Allows for additional protection from anyone tampering with the document after it’s been signed.
Document history: Maintains a comprehensive record of who signed the document and when.
Certification: Includes a digital certificate that verifies the document’s authenticity.
...
Please see the link below to the “Red and Yellow” spreadsheet for the initial group of customers that was emailed. Columns A and B show the first and last name and column C has the email address. Please note that the list includes both EB and BEAM contracts.
Please add your notes in column D of the spreadsheet as you receive calls, emails, or chats from homeowners.
2023-10-17 AuthCopy email red and yellow list.xlsx
| Info |
|---|
The spreadsheet can also be found in the EverBright Customer Support SharePoint page. |
Authoritative Copy (AC) Acknowledgement via Homeowner Portal
The homeowner has the option of completing the AC acknowledgment in their homeowner portal:
...
When a customer completes the requested action, the system records the data and dismisses the experience for that account. Because the acknowledgement of either co-signer is sufficient, it is to minimize asking customers to take duplicate/unnecessary actions.
The ability to acknowledge is set to impersonate read only so that only the customer can take this action/internal teams cannot take this action on behalf of a customer.
Authoritative Copy (AC) Acknowledgement via Mailed Hard Copy
The homeowner has the option of completing the AC acknowledgment by scanning a QR code. There are 2 copies being mailed to homeowners. The difference is that one mailer references the homeowner portal as an option to complete the AC and the other does not list the homeowner portal as an option to complete the AC.
| View file | ||
|---|---|---|
|
| View file | ||
|---|---|---|
|
If the homeowner states that they have already completed the AC, they can disregard the mailer.
Email Incentive
An email went out to customers with an incentive to acknowledge the authoritative copy. Customers are being offered a $20 Amazon e-card. If the authoritative copy is acknowledged, they will receive their gift card approximately 3 to 5 weeks after the campaign ends on October 30, 2023.
...
Your prompt acknowledgment of this matter is greatly appreciated. If you have any questions, please do not hesitate to reach out to your account manager.
Sincerely,
EverBright
FAQs:
"What is this email really about?"
...