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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
Dashboard for the E-sign planDashboard overview for the E-sign plan
Documents for the E-sign planDocuments overview for the E-sign plan
Contacts for the E-sign planContacts overview for the E-sign plan
Creating documents
Articles about creating a document and how to send documents
Creating a document (E-sign plan)A guide on how to create a document and what you can add to the document and how to send it to your recipients
Adding recipients (E-sign plan)Adding recipients, add to template role, recipient roles (Esign Plan)
Adding and editing fields (E-sign plan)Add fields for editor and PDF (eSign)
Document engagement and interaction (E-sign plan)Engagement, intro video, chat, identify new users (eSign)
Document delivery: Email and link (E-sign plan)Send via email or share document link (eSign)
How to preview a document before sending it (E-sign plan)How to preview a document before sending it (eSign)
Edit expiration date before sending a document (E-sign plan)Set expiration date (eSign)
Document settings for a document in draft (E-sign plan)Expiration date/time, owner, sign by hand, sign by initials, signature transfer, set as private, download as a PDF, delete document (eSign)
Entity settings
Articles about profile, document and entity settings
My profile (E-sign plan)Set up your profile (eSign)
Document settings (E-sign plan)Document settings, Reminder settings, notification settings (eSign)
Entity settings (E-sign plan)Entity set up, communication template, branding, add users, manage users, teams, security settings (eSign)
GetAccept guide for Recipients
Articles about what you as a recipient of a document can do
Opening a document sent to you (E-sign plan)Opening a document sent to you
Document interaction (E-sign plan)
Signing a document sent to you (E-sign plan)