When a customer sends back a signed response to your undertaking request (both the request and the response must be in PDF format), the eStrataHub system sends a Notification email to inform you that the response is waiting. Make sure to note the order number in the email, as you might have more than one order response waiting for your review.
The customer's response can be either a reply letter or a digitally signed copy of your request in PDF format. If the lawyer or notary digitally signs your request to indicate acceptance, their name and Juricert number will appear on the page. If you don't have Adobe Acrobat, we recommend that you install the free Adobe Reader XI to view digitally-signed documents (available at http://get.adobe.com/reader/).
If the signature is valid, a message will appear in the top of the Acrobat screen.
A digitally signed document is actually better than a reply letter with a "pen and ink" signature because Juricert digital signatures are backed up by "The Law Society of BC" and the "Government of BC".
If the order you want to work with is not currently open, click the Orders tab and use the "Order#" field to find the one you want quickly. You can also select the order from the list, then click View Order Details, or double-click the order. In any case, you will end up on the "Order Details" page.
In the example below, the customer has sent a signed undertaking PDF document.
- From the "Order Details" page, click Undertaking.
- In the "Undertaking Summary" section, you can click:
- View Request to see the document you sent the customer, and
- View Undertaking to view the document the customer sent back.
- After reviewing the undertaking carefully, click Accept Undertaking or Reject Undertaking.
If you reject an undertaking, you will be prompted to provide a reason. The eStrataHub system delivers your rejection to the customer so they can correct mistakes and re-submit the undertaking.
When you accept the customer's undertaking, you can proceed to the "Order Assembly" screen.
When you accept an undertaking, the order's status changes back to "In Progress."