Remote eSign

Your complete user guide

BSE VIEW
STEP 1

In E-Submission Module,
Tick E-Sign checkbox and tap
Remote Signature
STEP 2

Remote Signature pop-up window

will be shown.

The Mobile No. here is based on the

inputted mobile no. in Contact
Module.

Tap OK to proceed.
STEP 3

Another Remote Signature pop-up

window will be shown to remind
BSE that Client should be aware
and agreed to perform remote
signature before sending.

Tap Send
STEP 4

Once SMS link for remote eSign

is successfully submitted, a pop-
up message will be shown.

Tap OK.
CUSTOMER VIEW
STEP 5

Client will receive an SMS from

BPIPHILAM with the Remote
eSign link.

Tap link
STEP 6

Client will land to BPI-Philam page.

Enter password. Password format is

in this format:

First 2 letters of Client’s name in

upper case + DOB in MMDDYYYYY
(e.g. JU01051980).

Tap Submit
STEP 7

Tap Please Select field and select

the correct City from drop-down
values.

Tap Next
STEP 8

Review the Policy Information

details.

Tick the checkbox on giving consent

messaging.

Tap Next
STEP 9

Client will land to E-Sign

Documents page.

Tap the magnifying glass to open

the document.
STEP 10

Selected document will be

opened for review.

Review the document and tap

Accept

After tapping Accept, page will

land back to E-Sign documents
with green check mark for
reviewed and accepted
document.
STEP 11

Review all documents. Once

completed and all documents have
green check mark, tap Next
STEP 12

Client will land to Upload Capture

Documents page.

Client is required to submit 1 ID Card

of Policy Owner. Client may also
upload Other Documents in Other
Forms section if necessary.
STEP 13

Tap + Card (1) to add photo.

Select from options on how they

want the ID Card be uploaded.
STEP 14

Once ID Card is successfully

captured or selected from Photo
Library/Browse, ID Card
photograph will be shown.

Tap Next
STEP 15

Client will land to Remote

eSign page.
STEP 16

Sign in the box provided.

Tick the checkbox.

Tap Next
STEP 17

Client will land to One-Time PIN

page.

Tap Request OTP

An SMS will be received from

BPIPHILAM for the OTP.
STEP 18

Enter the OTP received.

Tap Next

Once done, Client will land to

screen for successful
submission of reviewed and
signed documents.
BSE VIEW
STEP 19

BSE will receive an SMS for the

completed and submitted
documents by the Client.
STEP 20

In E-Submission Module, Tick E-

Sign checkbox and tap Download
Signatures & Documents
STEP 21

Once download is completed, a

pop-up message will be shown.

Tap OK

Note that the documents are now

marked as Half Signed.
STEP 22

Tick E-Sign checkbox and tap

E-Sign to complete the E-Sign
Process.
STEP 23

Once E-Sign is tapped, documents

will be opened automatically.

Complete the E-Sign process by

signing on the BSE signature
boxes/sections.
STEP 24

Once completed, a pop-up

message will be shown for the
completed signature process.
STEP 25

BSE may also check the

documents captured by the
Client in Capture Documents tab.
STEP 26

Tap E-Submission tab.

Tick To E-Submission
checkbox.

Tap E-Submission
STEP 27

Enter portal password.

Tap OK
STEP 28

Once successfully submitted, a

pop-up message with the policy
number generated will be
shown.
AND YOU’RE DONE