Basic The user guide chapter is providing a basic documentation for envelope senders, registered users and administrators of an organization for the eSignAnyWhere product. After reading this guide you will know how to create and send signature requests and manage all organization related settings.

Create and Send Envelopes

In addition an electronic signature guide is available for further information (also linked at relevant chapters).

Further reading:

For users who want to go deeper into product capabilities, we recommend to consider also the following chapters:

• The eSignAnyWhere Integration Stories, which document both API-related and Web UI typical use cases examples from a usecase centric perspective
• The Application Reference, which documents the different product features from an UI centric perspective

Create and Send Envelopes

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In addition an electronic signature guide is available for further information (also linked at relevant chapters).

To create a new envelope (or documents you want to have signed), just click To create a new envelope (or documents you want to have signed), just click on “New Document” or directly click “Upload” on the Dashboard. In addition, if you upload a document via Microsoft Office Plugin (available in the user menu top-right), you can select it from the Clipboard.

To send an envelope you have to go through three steps:

1. Create envelope and define its workflow
2. Designer to place signature and form fields
3. Send Envelope

You also can save the envelope as Draft or Template.

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When you create a new envelope, you can set at least the following parameters:

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• Recipient Types:
  • Needs to Sign: the recipient must sign the document to continue the workflow
  • Receives a copy: the recipient gets a copy of the documents via email, the workflow continues automatically
  • Needs to acknowledge: the recipient must open the document to continue the workflow
  • Bulk: optional feature to split the document to send a unique document to recipients defined in the bulk
  • Automatic Remote Signers: optional feature to sign with an automatic remote signature (For more information: Beginner Guide)
  • Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Beginner Guide)
• Authentication: define if the recipient has to authenticate
  • Access Code: The recipient has to enter the code to open the envelope (pre-shared code)
  • SMS Code: The recipient receives a SMS with the one-time-password (OTP) to open the envelope
  • Windows-Live Authentication
  • OAuth / SAML / BankID as optional authentication methods (if available and configured)
• Personal Message for recipient and language
• Settings for Digital Remote Certificates, Disposable Certificates and SMS-OTP signature (optional)

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:

1. Create envelope and define its workflow
2. Designer to place signature and form fields
3. Send Envelope

You also can save the envelope as Draft or Template.

(1) Create Envelope

Anchor
CreateEnvelope CreateEnvelope

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When you create a new envelope, you can set at least the following parameters:

• Envelope: Name of the envelope and if you want to prevent the envelope from sharing in your team
• Documents: The documents in the envelope
• Recipients: define recipients and their order (sequential or parallel)
  • Recipient Types:
    • Needs to Sign: the recipient must sign the document to continue the workflow
    • Receives a copy: the recipient gets a copy of the documents via email, the workflow continues automatically
    • Needs to view: the recipient must open the document to continue the workflow
    • Bulk: optional feature to split the document to send a unique document to recipients defined in the bulk
    • Automatic Remote Signers: optional feature to sign with an automatic remote signature (For more information:Envelope structure)
    • Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Envelope structure)
  • Authentication: define if the recipient has to authenticate
    • Access Code: The recipient has to enter the code to open the envelope (pre-shared code)
    • SMS Code: The recipient receives a SMS with the one-time-password (OTP) to open the envelope
    • Windows-Live Authentication
    • OAuth / SAML / BankID as optional authentication methods (if available and configured)
  • Personal Message for recipient and language
  • Settings for Digital Remote Certificates, Disposable Certificates and SMS-OTP signature (optional)
• Message: Define the message and subject for the envelope
• Document Visibility: optional feature, which allows to define the document visibility defined by recipient (only if you use more than one document in the envelope and more than one recipient)

• Meta Data: if enabled, the sender can add metadata to the envelope (e.g. for hybrid use cases)

  To create an envelope following steps are necessary: Name the envelope, upload a document, select one to many recipients, (additional) design a personal message. The next figures will show you exactly how to create an envelope.

You can replace documents. The signature fields are kept, except they can not be applied (e.g. page in new document doesn’t exist any more). If a recipient is replaced his/her fields get unassigned, except there is only one recipient. 

If you open a template or an envelope, where you have already set signature and form fields, but you need to replace the document without losing the configuration, just click after loading the template or envelope, on the replace icon of the document.

Meta Data: if enabled, the sender can add metadata to the envelope (e.g. for hybrid use cases)

To create an envelope following steps are necessary: Name the envelope, upload a document, select one to many recipients, (additional) design a personal message. The next figures will show you exactly how to create an envelope.

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1. Envelope
2. Documents
3. Recipients
4. Message

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• Recipient: which recipient has to sign the field
• Label: the label of the signature field
• Required: define if the recipient has to sign it or if the field is optional. If a signature field is required it is highlighted with a red border.
• Signature Type: you have to select at least one type. You can select more, if you want to give the recipient the option to choose a specific type. You can also define a preselect type (favorite, click on star-icon). Please note, that not all types are available for all customers.
  • Click to Sign: the recipient has just to click on the signature field to sign it
  • Draw to Sign: the recipient can draw his signature (e.g. with finger on touch screen)
  • Type to Sign: the recipient can type his name for signing
  • Biometric Signature: this stores the biometric data of his recorded signature (x,y coordinates; pressure [if available] and time). For that signature type the recipient has to use the SIGNificant SignOnPhone App on his Smartphone or Tablet for recording. The Signature is asymmetrically encrypted and highly secure.
    • withinField: the recorded signature must within the signature field
    • onPage: the recorded signature must be on the page (can be written outside of the signature field)
    • intersectsWithField: the recorded signature must be partly within the signature field (default)
  • Local Certificate: the recipient can use a locally on his device installed certificate for signing.
  • Digital Remote Signature: the recipient uses a remote certificate for signing
  • Disposable Certificate: The recipient will receive an email as usual and when the recipient wants to sign a disposable certificate signature field he/she will get a one-time-password via SMS. The counter on the disposable certificate starts by signing the first signature. (For more Information please have a look into the Beginner Guide)
  • SMS-OTP Signature: The recipient receives a SMS with the one-time-password (OTP)

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• The signer is asked, if he wants to sign all fields at once or one-per-one.
• Per envelope only one multi-signature-field can be defined via the Designer (with one to many fields and even within different files)
• You see the batch-signature-type with the icon
• If you select a batch-signature field, it adds its properties to the multi-signature-field (e.g. first field ist Click to Sign and second field will be added with Draw to Sign. So the multi-signature-field has two properties: Click to Sign and Draw to Sign). If you change the settings of a batch-signature field, it is applied to all fields of the batch-signature-set.
• You can use the batch-signature with limited signature types, because not all are able to be supported
• Changing the recipient of a batch signature causes that this signature field does not remain as a part of the batch anymore
• If you are using biometric signature as multi-signature, it is just able to use it on one physical document (e.g. contract.pdf in your envelope); because of legal aspects.

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• Simple Batch
• Signature List (unselected) Image Modified
• Signature List (preselected)Image Modified
• Signature List (selected, required mandatory) Image Modified
• Signature List (unselected, required mandatory)Image Modified

Form Fields

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• Summary
  • Envelope Name
  • Recipients and Tasks: by clicking on a recipient you see the message which will be sent to the recipient
• Documents: List of documents in the envelope
• Notification Settings
  • Expiration Date of the envelope Image Modified
  • Automatic Reminders: configure reminders for the recipient if he has not fulfilled his tasks
• General Setting: To use a qualified timestamp server for all recipients

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For more information about the api configuration please also see the beginner guide.

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• Status
  • Drafts, Completed, Active (Action Required, Waiting for Others, Expiring Soon), Rejected, Canceled and Expired
• Sent | Signed
  • By Me
  • By a team member
  • By team
• Sender Date
  • Yesterday, Since last 7 Days, 30 Days, 90 Days, 6 Months, Year and Custom Date
• Bulk (if feature is available)
  • Exclude bulk children
  • Bulk parents only
• Text
  • Filter by a text you have entered (at the top bar)

The applied filters are listed at the top and you can remove specific filters by clicking on the “x” or reset all filters.

Download as CSV

You can also download CSV (comma-separated values) files. So you can open them in e.g. Microsoft Excel for analysis or reporting.

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1. Download as CSV

Download as CSV

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You can also download CSV (comma-separated values) files. So you can open them in e.g. Microsoft Excel for analysis or reporting.

The CSV contains:

• ID of the envelope
• Name
• State
• Sender
• Sending Date
• Expiration Date
• Subject
• Document(s) as CSV
• Recipient(s) as CSV

Templates

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Templates can be used for recurring documents or workflows. You can prepare them and directly use them from the template page. When you use or edit the template the procedure is similar to create envelope, except the prepared configuration is used.

Features:

• Use: directly use the template as a new envelope (same function also available in creation of an envelope in the document section as "add a template"
• Details: show details about template
• Edit: modify template
  • recipients
  • settings

Image Added
 

The CSV contains:

• ID of the envelope
• Name
• State
• Sender
• Sending Date
• Expiration Date
• Subject
• Document(s) as CSV
• Recipient(s) as CSV

Templates

Templates can be used for recurring documents or workflows. You can prepare them and directly use them from the template page. When you use or edit the template the procedure is similar to create envelope, except the prepared configuration is used.

Features:

• Use: directly use the envelope
• Details: show details about template
• Edit: modify template
  • recipients
  • settings
  • documents: you can replace documents. The signature fields are kept, except they can not be applied (e.g. page in new document doesn’t exist any more). If a recipient is replaced his/her fields get unassigned, except there is only one recipient.

Image Removed
 

If you open a template, where you have already set signature and form fields, but you need to replace the document without losing the configuration, just click after loading the template, on the replace icon of the document.

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Document Tags and Placeholders

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Here you can download a PDF which contains one recipient with a Click2Sign signature field by using the tags. For a complex example please see the Text Placeholders Use Case.

Document Tags

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This section will show you how you can use documents with eSAW. eSAW will work with PDF documents. To generate PDF documents you can use Microsoft Office, Open Office or most of the typical document suites. If your document suite does not export PDF documents you can install a PDF printer on your computer. Instead of printing a document it will be exported as PDF file. There are many different printers available (open source to commercial).

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Following Parameter are supported:

Example 1: Simplest SigString, just a optional signature field

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`sig,req=0,sigType=Picture`

Example 4: SigString, required, with description and positioning
`sig,req=1,fd=myFd',positioning=onPage`

As position for a signature field, the lower left beginning of the sig-string will be taken. In case the string part of a word, the beginning of the word will be the position.

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Advanced tags support you with more flexible tags, such as form fields (radio buttons, check boxes, text fields, …), styling and workflow features. Even an input validation is available. If you want to use the advanced tags, please go to the Text Placeholders Use Case.

Additional Envelope Features

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Bulk Envelopes Image Modified

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For further information please see the Bulk Sending Use Case.

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Automatic Remote Signatures Image Modified

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eSignAnyWhere allows you to use automatic remote signatures to be applied to a document. Details are available in the Beginner Guide. Please contact your Namirial Sales if you are interested in this feature.

PKCS#7 Signer Image Modified

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This is a feature to allow the signer to sign a document with a PKCS#7 signature. You find details in the Beginner Guide.

SwissCom On-Demand-Certificate Image Modified

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Please contact your Namirial Sales if you are interested in this feature.

BankId Image Modified

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Please contact your Namirial Sales if you are interested in this feature.

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Configure the user token:

Image RemovedImage Added

If you use eSignAnywhere on premise you also can configure the endpoint (URL).

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