eSign Help Centre

Categories

• 

  Account Management

  Update your account details, edit user permissions, create your eSignature and more.

  • Create a free trial account
  • Update your account details
  • Create your eSignature
  • Edit user permissions

  View all →
• 

  Envelope Creation

  Upload a document, create an envelope, add folders to your account and more.

  • Create an envelope to send to a recipient(s)
  • Upload a document
  • Apply fields to a document
  • CC a person in a signed envelope automatically

  View all →
• 

  Signing a Document

  Sign a document and sign a document pack with our guides.

  • Sign a document
  • Sign a document pack

  View all →
• 

  Document Management

  View pending envelopes, search for documents, set up MFA, and more.

  • Add folders to your account
  • View pending envelopes
  • View recent user activity
  • View the certificate of completed documents

  View all →
• 

  Signer Verification

  Verify your signer's identity with PIN protection by email or SMS.

  • Email PIN protection
  • Enable SMS PIN protection

  View all →
• 

  Envelope Templates

  Create a template, use a template, delete a template, and more.

  • Create a template
  • Use a template in an envelope
  • Create a template for a multi-signer workflow
  • Delete a template

  View all →
• 

  Web Forms

  Effortlessly collect eSignatures and data with interactive forms on your website, app, or via email

  • Create web forms
  • Use web forms

  View all →
• 

  Additional Features

  Use payment capture, activate data tags, and more.

  • Use eWitness feature
  • Activate data tags
  • Set up payment capture
  • Send a document using bulk send

  View all →
• 

  21 CFR Part 11

  Learn how to send and sign documents with the 21 CFR Part 11 module.

  • Send documents with 21 CFR module
  • Sign documents with 21 CFR module

  View all →
• 

  SharePoint

  Get secure, legally binding eSignatures for your SharePoint documents.

  • Install eSign for SharePoint
  • Use SharePoint integration

  View all →
• 

  Salesforce

  Send documents for signature without leaving Salesforce.

  • Install eSign for Salesforce
  • Send a document from an opportunity in Salesforce

  View all →
• 

  Dynamics 365

  Send sales documents for signature without leaving Dynamics with eSign's secure integration.

  • Send a document for signature from Dynamics 365

  View all →
• 

  HubSpot

  Speed up your sales and client processes by sending documents for signature inside HubSpot.

  • Send a Document for signature from HubSpot
  • Set up eSign in HubSpot

  View all →
• 

  Microsoft Power Automate

  Automate your document workflows with secure eSignatures integrated with Power Automate.

  • Use Microsoft Power Automate integrations

  View all →