To assist you in becoming more familiar with eSign’s functionality and features, please choose from our User Guide’s below where you can find step by step guides and tutorial videos to guide you through the process.
Categories
Update your account details, including edit profile, permanent account deletion, sharing mode, subscription as well as the ability to update your profile picture.
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Create your signature digitally, generating an electronic signature with ease through online tools such as uploading an image, manually typing or drawing it.
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Find out how to change permission options on a user-by-user basis with our permissions role-based feature, which can be edited by the Administrator.
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Add multiple team members to your E-Sign account so that your employers can send create their own envelopes and send documents for e-signature.
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Use multi-factor authentication when signing into your E-Sign account, and add an additional layer of security to your important document transactions.
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Easily create your own editable templates that can be saved in your account and are reusable so that you can edit and send documents quicker.
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Avoid unnecessary and repetitive tasks with our ‘add template to envelope’ feature. Add your saved templates to an envelope and send documents quicker.
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Find out how to upload a document, add recipients and how to add labels to make it easy for your signer to follow, as well as how to add your own signature.
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Add labels onto your document, including signature placement, request text, add initials, dropdown option, add QR code and file attachment.
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Find out how to edit an envelope that has already been sent out for signature capture but is still waiting to be signed by the recipient(s).
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Provide an additional layer of security and iD verification with 2FA. Our platform allows you to enable SMS authentication when you send a document for e-signing.
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Send out multiple documents as one complete pack for signing, allowing each signer sign your documents at the same time, for ease of document turnaround.
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Send one document to many recipients simultaneously by uploading a CSV file with your recipients’ email address with our bulk send feature.
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Add an additional layer of security to your important documents by enabling email PIN protection, ensuring a higher level of security.
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Electronic seals can be added to your important documents to ensure authenticity and integrity, which can be updated in your account settings.
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Allow customers to populate and eSign documents on your website, app or via email. Collect all the information you require in an easy and signable format.
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Our payment capture is a fast and easy way to combine payment and signature in simple step. Simply add the payment field to your document and specify the amount.
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Our 21 CFR Part 11 Module allows organizations operating under FDA regulations to achieve and maintain compliance with FDA standards.
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Integrate eSign with SharePoint to streamline your document processes, by sending and storing documents from within the SharePoint library.
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Follow our detailed guide to learn how to install and set up the E-Sign app within your Salesforce account step by step.
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Integrate with Microsoft Power Automate, streamline repetitive tasks and paperless processes so you can focus attention where it’s needed most.
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Add specially formatted text that can be positioned anywhere within the contents of your document specifying the size, location and type of fields.
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Discover why eSign is one of the leading and trusted electronic signature service providers
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Find the perfect document to suit your needs, easily edit to your requirements and send for signing, all within our easy-to-use platform.
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