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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In addition an advanced guide and an electronic signature guide are 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.
To send an envelope you have to go through three steps:
You also can save the envelope as Draft or Template.
When you create a new envelope, you can set at least the following parameters:
Further reading:
For users who want to go deeper into product capabilities, we recommend to consider also the following chapters:
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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.
To send an envelope you have to go through three steps:
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:
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 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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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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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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Additional information to the phone number of the recipient: The phone number of the recipient is connected with the following three phone number settings:
If you enter a phone number for the recipient, these three fields are also filled out. You can then either accept the phone number (default) or change the phone number for, for example, SMS-Authentication (custom). For more information please also see the video below. |
(2) DesignerThe Designer helps you to assign predefined signature fields of the document to the recipients and define additional signature fields and form fields.
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Please also see the electronic signature guide.
By clicking on a signature field, you can define its setting and behavior. Following options are available:
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To increase the recipient’s user experience, you can use the batch signature. This allows the recipient to sign more than one signature field at once. Therefore, you have to select a first signature field and add the “Batch Signature” option. You can add more signature fields to the multi-signature field. So a signer is optionally able to sign all fields at once!
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The following screenshot show you how to configure batch signing:
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You can add form fields simply by drag and drop and place it on the document or via the advanced tags as predefined fields.
The following form fields are available:
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Some of the fields enable an advanced setting, where you can define additional settings (e.g. font family).
A more detailled explaination of the different Form Elements and their properties is contained in the Designer Page chapter of the Application Reference.
Anchor SendEnvelope SendEnvelope
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With the last step of creating and sending an envelope you get a summary, document list and notification setting of the envelope.
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Regarding the expiration date of the envelope:
Before sending you have to choose between the following two options:
On the last page (envelope summary) of creating and sending an envelope you can find the settings for the absolute, relative date and also the configuration for the reminders. Please see the next figure for detail information:
Please see the following figure which shows the configured reminders in a timeline. Note that the use case one shows the exact configuration which is configured above in the envelope expiration settings. The difference in the second use is that the "warn signers before request expires (in days)" is 5 days instead of 4 which is shown in the configuration above. Summing up the configuration: The point 
is the first reminder after the envelope was sent. After this first reminder the continuing reminders 
start. Therefore, as it is configured in the settings above, every second day after the first reminder the recipient will get a reminder for signing the document. If also a reminder is configured before expiration 
the continuing reminders will orient themselves on this reminder. This is shown in the second use case. If such a reminder is used, the continuous reminder can be postponed by one day (referring to the last continuous reminder). Overall, the recipient will receive a reminder again two days after the additional reminder .
For more information about the api configuration please also see the beginner guide.
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In addition an electronic signature guide is available for further information (also linked at relevant chapters).
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Documents will list your sent envelopes & drafts and envelopes you have to sign (sent by someone else). It also shows you the envelope status and allows you to filter and manage the envelopes.
Features
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In addition an advanced guide and an electronic signature guide are available for further information (also linked at relevant chapters).
Documents will list your sent envelopes & drafts and envelopes you have to sign (sent by someone else). It also shows you the envelope status and allows you to filter and manage the envelopes.
Features
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This list shows you the available document status icons, a textual representation is next to the icon in eSignAnyWhere. |
| Envelope is finished |
 | Envelope is canceled by one of the recipients |
| Envelope is rejected by one of the recipients |
| Envelope is a Draft |
| Waiting for signing |
| Waiting for acknowledge |
| Caution (e.g. email bouncing) |
| Envelope is expired |
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Note: If you select an envelope you can select all available actions from the top bar (Sign, Remind, Restart, Cancel, Delete, Unlock). The action-button in the list of envelopes shows the typical required action. |
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To modify an envelope just click on it to load the envelope details page. On this page you can see the defined workflow with recipients, the document(s) and basic information about the envelope (e.g. start and expiration date). Moreover, you are able to enable or disable, if the envelope is shared with your team members.
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Document Detail Page with highlighted envelope and recipients area.
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Finished envelopes will allow you to download the finished documents and audit trail (log document). If you have the developer mode enabled, you can download the envelope configuration as XML and JSON. The next screenshot shows where you can download the finished document and the audit trail:
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The audit trail shows all information about the envelope e. g. the general information (status of the envelope, the creation date and more). Moreover, it shows the recipients and all changes made to the document e. g. which signature fields were placed on the document, the information about the time when the workstep was finished and more.
The finished document shows the PDF including the signed signature fields. Please also have a look at the signer guide.
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It is possible to edit or delete a recipient after the envelope was sent. Therefore, you just click on “edit” to change user details (First Name, Last Name, Email), set the personal message, change authentication method, set digital remote signature or set SMS-OTP signature. You can just change details of recipients, who did not yet fulfill their assigned task. Finished recipients are shown via icon in the Document detail view. “Delete” will delete the recipient’s envelope, as long his signing task was not yet finished.
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The “Clipboard” “Copy Viewer Link” link will show you a window with a link (to copy) to the recipients envelope for signing. In case the signer has a problem with receiving the email, you can send the link to the recipient via other channel (e.g. instant messenger).
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The document preview will show you a small and, by clicking on it, a large preview of the document.
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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. |
The applied filters are listed at the top and you can remove specific filters by clicking on the “x” or reset all filters.
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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The CSV contains:
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:
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The applied filters are listed at the top and you can remove specific filters by clicking on the “x” or reset all filters.
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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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The CSV contains:
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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:
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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We offer to make the document generation easier or support dynamic document length a possibility of document tags (signature fields) and advanced tags (signature fields, workflow, input fields).
Here you can download a PDF which contains one recipient with a Click2Sign signature field by using the tags. For a complexer complex example please see the Advanced User Guide and the advanced tags Text Placeholders Use Case.
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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).
To place signatures fields via workstep configuration can be a little bit “overhead” in some simple cases. Therefore we offer you the possibility to place signature fields directly in the document via tags. These tags are called SigStrings (SignatureStrings).
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Following Parameter are supported:
| req | 0: disabled, default / 1: enabled |
| fna | name of the signature field |
| fd | field description, gets displayed during signing in WSI |
| sigTypesignature type, supported: BiometricSignature, Picture (Click2Sign, Type2Sign, Draw2Sign) | signature type, supported: BiometricSignature, Picture (Click2Sign, Type2Sign, Draw2Sign) |
| positioning (biometric signature only) | Defines if the signature can be placed outside of the signature field (onPage, intersectsWithField) or will be placed into the signature filed (withinField). possible values
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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.
These SigStrings are also supported via API (use AdHoc configuration to modify them). So you can dynamically place signature fields on the document (e.g. sometimes on bottom of page 3, sometime on top of page 4).
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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 Advanced User Guide. 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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For further information please see the Advanced User Guide Bulk Sending Use Case.
This feature allows you to send an envelope to multiple signers. The workflow will be split at this order into unique envelopes for each bulk recipient. This allows you to create a workflow, where the first signer (e.g. head of a department) signs the document and then each of the bulk recipients (e.g. employees of the department) receives a unique document for signing.
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If the Authentication>>Pin is enabled (true) the authentication is activated. The last number is an example value for a parameter for the authentication.
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After creating your CSV, you can upload it. Afterwards you can continue the standard process of creating an Envelope. For further information please see the Advanced User Guide Bulk Sending Use Case.
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eSignAnyWhere allows you to use automatic remote signatures to be applied to a document. Details are available in the Advanced User Beginner Guide. Please contact your Namirial Sales if you are interested in this feature.
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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 Advanced User Beginner Guide.
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Please contact your Namirial Sales if you are interested in this feature.
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Please contact your Namirial Sales if you are interested in this feature.
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You find the Microsoft Office Plugin for download in the top right account menu:
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Download the plugin and install it:
The plugin directly uploads the document in the clipboard of your eSignAnyWhere account. After the installation, you can use in Microsoft Office the eSignAnywhere Plugin, but first you have to configure it with your user token. The user token can be found in your Settings/Account page.
If you upload a file, it appears in your clipboard. A uploaded clipboard file can be used for one envelope. Therefore, if you click on the button “start envelope” the file will be deleted from the register clipboard. If the retention period is enabled, the clipboard files are deleted automatically after 24 hours.
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You can find the plugin in “Add-Ins”
Configure the user token:
If you use eSignAnywhere on premise you also can configure the endpoint (URL).
By clicking “Upload to Clipboard” the document will be uploaded to the clipboard. To use the uploaded file, just go to your clipboard and click on “Start Envelope”. A clipboard file can only be used for one envelope.
If you want to create your own “upload-to-clipboard” application, you can easily do it via API (UploadUserFile_v1 [SOAP]). Only the user token and a file XML, similar to the upload data structure (UploadTemporarySspFile_v1) and an optional source of the file.
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