Table of Contents

Create and Send Envelopes

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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 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: Advanced User Guide)
    • Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Advanced User 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.

  Create_envelope.mp4

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Envelope Documents Recipients Message

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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Defines order in workflow Address book Phone number Task Personal message Authentication Additional details

Additional information to the phone number of the recipient: The phone number of the recipient is connected with the following three phone number settings:

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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.

Image Modified Authentication settings phone_settings.mp4 (2) Designer The Designer helps you to assign predefined signature fields of the document to the recipients and define additional signature fields and form fields. Recipients: Select a recipient for placing signature or form fields by drag and drop. Every recipient has its own color to be easily visible at the document preview. Form fields and predefined fields: signature field and form fields (e.g. text form, checkbox, radio button) and predefined field (e.g. initials of the recipient) Document: The document shows the pages of the envelopes documents and the placed elements (signatures and form fields) can be easily moved, edited (by clicking on it) and deleted (except predefined form fields of the uploaded PDF document). The next figures show you how to add for example signature fields and textfields in the eSignAnyWhere viewer. In the video you see how you can position the fields and how you can change the settings of the form fields. For example we changed the settings of the first signature field in the video from Click2Sign to Draw2Sign (if you select more than one type, the signer can choose his signing method). Signature_Fields.mp4

Compact view

Define Signature of Recipient

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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 Advanced User Guide)
  • SMS-OTP Signature: The recipient receives a SMS with the one-time-password (OTP)

Batch-Signature

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:

In the drop down for the batch signature (highlighted with the arrow) you have the following options:

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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
  • 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

Document Tags and Placeholders

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Following Parameter are supported:

Example 1: Simplest SigString, just a optional signature field

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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.

Design the Workflow

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Add a bulk as recipient Information to upload a CSV Create a bulk CSV for upload CSV upload

Create a Bulk CSV with a template

The import CSV (with PIN authentication) should have the following parameter, where the first line is required as column identifier:

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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.

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.

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You find the Microsoft Office Plugin for download in the top right account menu:

Download the plugin and install it:

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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.

You can find the plugin in “Add-Ins”

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