Help Centre and How to Guides
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.
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Discover our features and create eSignatures easily with our easy to follow User Guides.
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Update Account Settings
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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Personalising your Signature
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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Edit User Permissions
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 Users to Team
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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Create and Save Templates
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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Add Template to Envelope
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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Send & Sign a Document
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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How to Add Labels
Add labels onto your document, including signature placement, request text, add initials, dropdown option, add QR code and file attachment.
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Edit Pending Envelopes
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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Enable SMS PIN Protection
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 Multiple Documents
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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Bulk Send Documents
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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Enable Email PIN Protection
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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How to add an eSeal
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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How to Use Web Form's
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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Add Payment Capture
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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21 CFR Part 11 Module
Our 21 CFR Part 11 Module enables organisations that operate under FDA regulations to maintain and meet FDA compliance.
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How to Use E-Sign for SharePoint
Integrate E-Sign with SharePoint to send and sign documents from within your SharePoint library, and store your documents in one central location.
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How to Install E-Sign for Salesforce
Follow our step-by-step guide to discover how to install and configure the E-Sign app to your Salesforce Account.
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How to Use E-Sign for Salesforce
Watch our video tutorials to learn how to get the most out of your Salesforce investment with E-Sign.
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Microsoft Power Automate
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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How to use Multi-Factor Authentication
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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How to Add Data Tags
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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How eSign Works
Discover why eSign is one of the leading and trusted electronic signature service providers
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Edit and Use Pre-Built Templates
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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How to Enable Device Lock
Add an additional layer of security to your important documents by enabling our Device Lock feature.
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How to Add an eSignature to a PDF
E-Sign's electronic signatures are compatible with a wide range of document types. One of the most commonly used formats, of course, is the PDF.
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