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E-sign plan
Articles about our E-sign plan, how to navigate, send document and settings
25 articles
Platform overview
Dashboard, Documents, Contacts, Content library, Archive
DashboardDashboard overview for the E-sign plan
DocumentsDocuments overview for the E-sign plan
ContactsContacts overview for the E-sign plan
Creating documents
Articles about creating a document and how to send documents
Creating a documentA guide on how to create a document and what you can add to the document and how to send it to your recipients
Adding recipientsAdding recipients, add to template role, recipient roles (Esign Plan)
Adding and editing fieldsAdd fields for editor and PDF (eSign)
Document engagement and interactionEngagement, intro video, chat, identify new users (eSign)
Document delivery: Email and linkSend via email or share document link (eSign)
How to preview a document before sending itHow to preview a document before sending it (eSign)
Edit expiration date before sending a documentSet expiration date (eSign)
Document settings for a document in draftExpiration date/time, owner, sign by hand, sign by initials, signature transfer, set as private, download as a PDF, delete document (eSign)
Sent documents
Articles about what you can do with a document that has been sent
Document settingsShare document link, create new version, upload signed document, download as PDF, Mark as lost, Delete document, document info (eSign)
Document Management: Preview, Edit expiration, Adjust Values, Set RemindersDocument preview, edit expiration date, update document value, set reminders (eSign plan)
Document management for recipients: Adding, Signature Transfers, Role change, and Reminder SendingAdding recipients, Signature Transfers, Role Switching, and Reminder Sending (eSign plan)
Entity settings
Articles about profile, document and entity settings
My profileSet up your profile (eSign)
Entity settings - eSignEntity set up, communication template, branding, add users, manage users, teams, security settings (eSign)
Document settingsDocument settings, Reminder settings, notification settings (eSign)
GetAccept guide for Recipients
Articles about what you as a recipient of a document can do
Opening a document sent to youOpening a document sent to you
Document interaction
Signing a document sent to you