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Hi. We are an eSignature user and have questions about providing the documents in a “durable medium” to customers. Have any other financial institutions had similar and what did you do to overcome it? Many thanks.
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Are they just looking for a printed copy? We insist that those requesting such either print them out themselves, or visit a local branch where we will print a copy for them and add the request to their customer file.
Otherwise, we do copy all of our eSignature pdfs to our document management system so that it is easily retrievable, and attached to the other internal records attached to that loan/account/product and customer.
What do they mean by “durable medium?”
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