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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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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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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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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.

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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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