E-Sign Help Centre

Categories

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  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

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  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

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  Signing a Document

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

  • Sign a document
  • Sign a document pack

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  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

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  Signer Verification

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

  • Email PIN protection
  • SMS PIN protection

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  Envelope Templates

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

  • Create a template
  • Use a template
  • Create a template for a multi-signer workflow
  • Delete a template

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  Additional Features

  Use payment capture, activate data tags, and more.

  • Use eWitness feature
  • Create web forms
  • Activate data tags
  • Use web forms

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  Integrations

  Integrate eSign with Salesforce, SharePoint, Dynamics, and more.

  • Install eSign for Salesforce
  • Use Microsoft Power Automate integrations
  • Use Salesforce integration
  • Install eSign for SharePoint

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  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

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