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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.

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Create and Send Envelopes

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 Further reading:

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


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 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.

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  • 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: 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)
  • 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.

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  • 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.

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

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.

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  1. Replace


Info

The buttons “add bulk” and “bulk CSV template” are features, which are not part of every eSignAnyWhere plan. So you may not see these buttons in your eSignAnyWhere.

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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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Info

When you first load the “Document” page no filters are applied. All your envelopes are listed in it. You can easily add multiple filters by selecting them from the menu (left) one after another and set text filters.

  • 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)

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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.

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  1. Download as CSV

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.

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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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) files. So you can open them in e.g. Microsoft Excel for analysis or reporting.

FigureDescription

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  1. Download as CSV

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

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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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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.

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In the following section you find a list of additional features, which are not be part of every eSignAnyWhere plan.

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:

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

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