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Esubmit Guide

Citi's eSubmit service allows clients to electronically submit signed documents for processing without requiring wet ink signatures. It offers benefits like eliminating physical signature hassles and enhanced security through encrypted email. Clients can use eSubmit across regions by sending eSigned documents from DocuSign, Adobe Sign, or approved local vendors to designated Citi email addresses. The service supports account maintenance, opening, and cash product documents. Clients new to eSubmit should contact their account manager to get started with the encrypted email setup and eSubmit footprint.

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112 views1 page

Esubmit Guide

Citi's eSubmit service allows clients to electronically submit signed documents for processing without requiring wet ink signatures. It offers benefits like eliminating physical signature hassles and enhanced security through encrypted email. Clients can use eSubmit across regions by sending eSigned documents from DocuSign, Adobe Sign, or approved local vendors to designated Citi email addresses. The service supports account maintenance, opening, and cash product documents. Clients new to eSubmit should contact their account manager to get started with the encrypted email setup and eSubmit footprint.

Uploaded by

stareagle858
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Treasury and Trade Solutions

eSubmit At a Glance

eSubmit
With eSubmit, you can send eSigned Supports eSigned
documents to Account Services for final documents across
submission — no need for wet-ink-signatures.
all regions

Benefits Features Key Information

• Eliminates the hassles of • Two encrypted email options — • Clients must use DocuSign,
wet-ink signatures* Mandatory Transport Layer Adobe Sign, or a Citi-approved
Security (MTLS) or Secure PDF local vendor for eSignatures**
• Reduces the need for
document deferrals • Designated Citi email • Account Maintenance, Account
addresses in each region for Opening, and Cash Product
• Provides enhanced security
fast document processing documents are in scope
with encrypted email
• Clients new to eSubmit should
contact their Account Manager
to get started

* In the markets where eSignatures are available. ** Click here for client-managed eSignature instructions.

Encrypted Email Set-up


Citi leverages Mandatory Transport Layer Security (MTLS) or Secure PDF to encrypt email communications.

MTLS Secure PDF


• Mandatory Transport • With Secure PDF, encrypted emails are delivered to a regular
Layer Security (MTLS) mailbox as a PDF document that is opened by entering a private
creates a secure, password. Both the message body and any attached files are
private email encrypted. A private password can be set up upon receipt of the
connection between Citi first Secure Email received from the Citi Secure Messaging Server.
and the external party.
— You will receive an email from Citi with a link to a registration site
An email transmitted
where you need to set up a Secure PDF password.
using this channel is
sent over the Internet — Once you have completed the initial registration process and set
through an encrypted up your Secure PDF password, Secure PDF email messages are
TLS tunnel created by sent directly to your regular email account. Simply click to open
the connection. the attached file and enter your Secure PDF password. The email
from the Citi representative opens as a PDF document.
• To establish MTLS with
Citi, please contact your — To reply to a Secure PDF email, you should always use the Reply
Account Manager. link within the PDF itself. When you use the Reply link, your reply
message will be sent as a secure, encrypted email, ensuring that
the communication, as well as any confidential data contained in
it, are sent securely back to the sender.
• Please notify your Account Manager or Documentation Specialist if
you are selecting Secure PDF to help you get started.
• For technical help, please contact [email protected]

eSubmit Footprint
eSubmit supports eSigned documents using DocuSign or Adobe Sign. In addition, wet-ink scans are accepted in some markets.

View CitiDirect Digital Onboarding Capability Map


for up-to-date eSignature availability, options, and local restrictions.

© 2022 Citigroup Inc. All rights reserved. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.
2040053 03/22

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