Configuring Verifast Devices

Verifast tablets can be used as a method of capturing in-person signatures at your financial institution. To install, configure, and use a Verifast device, refer to this procedure:

1. Install and configure the Verifast Agent on the server. Refer to the eReceipts Agent Guide for details.

2. Install the Verifast Tablet App and sync it with the workstation. Refer to the documentation provided by Verifast for details.

   Note: When a workstation is added to Verifast's Devices page, the Windows workstation name must match the Name field, the Device ID field, or both the Name and Device ID fields depending on your environment. Confirm that the applicable fields match the Windows workstation name before proceeding.

3. After the Verifast Agent is installed and configured on the server and the Verifast Tablet App is installed and synced with the workstation, the Verifast Agent must be added in the Admin Portal. Refer to Agents for details about adding the Verifast Agent.

4. If desired, make Verifast the default signing method. In addition, change the amount of time (in seconds) that the signer has before the Verifast device automatically times out. The default is 30 seconds. Set the default signing method and Verifast device timeout for the entire financial institution, the branch, or each individual workstation. Non-administrators can also modify the default signing method for their workstations; however, they cannot adjust the timeout setting. Refer to Settings Overview for details about configuring settings across your institution.

5. The FI representative must sign in to the Verifast Tablet App on the Verifast device before capturing signatures. Refer to Sign In to the Verifast Tablet App.

6. Capture signatures using the Verifast device. Refer to Get Signatures.