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Preliminary Remarks
On this page, the subsequent chapters and their sub pages we are providing the documentation of Namirial's eSignAnyWhere Workflow product. Within the documentation, we are following the story-telling approach, starting to explain the product from a beginners level and getting more into details in later chapters. In addition, in the WebUI Application Reference, we are following an explainatory approach where we are structuring the information as you find them within the user interface of the product.
Target Audience
The documentation should satisfy all audience, from business level to technical integrators. It covers both sides, the envelope sender view and the signer view. Also the system integrator's view is contained, including API documentation and sample integration scenarios. Some documentation (mainly administrative content required only in case of On-Premise installation, or for complex integration scenarios) will be invisible for readers that are not logged in or do not have an account. When accessing the documentation via the servicedesk platform, the content presentation will be filtered for the most relevant functionality in the SMB scenarios.
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What is eSignAnyWhere?The eSignAnyWhere Platform is offering signature workflow capabilities based on the signing features of SIGNificant Server Platform combined with the eSignAnyWhere Workflow components. Users of Namirial eSignAnyWhere can
Signatories are enabled to review, fill and sign documents from anywhere anytime on any device. They do not require to open an account with Namirial. They will be authenticated using their email address (and optionally additional authentication methods) and, if available, their local digital certificates are enabled to sign in typing their name or pasting their signature as an image into the document. Signatories may also delegate signing requests in case they are not entitled to sign a particular document. Namirial eSignAnyWhere is delivering complete evidence of a legally binding digital transaction. Any interaction is looplessly documented in an audit trail file: Who was signing which version of a document at which point in time. eSignAnyWhere can be integrated in enterprise business applications via its REST API and callback (webhook) mechanism. The platform is available as On-Premise deployment option, as Private SaaS or as Shared SaaS offering. |
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Section | Basic ConceptsOrganization and other Core DataWhen creating an account or trial account on eSignAnyWhere, you are already creating an organization entity (i.e. a tenant). The first user account is created within that organization. This is a design principle of eSignAnyWhere Workflow solution, as it is designed as a multi-tenant platform. Within that eSignAnyWhere organisation, following administrative objects exist:
EnvelopesBasic Idea: Send a document via eSignAnyWhere to a signer (recipient) and collect the signed document later. With eSignAnyWhere you are creating envelopes, which define the signing workflow. An envelope can contain one or many documents (all related to the same business case). Those documents are sent to the recipients to collect signatures, to get a receiving confirmation or just to deliver a copy. The workflow can contain sequential or parallel activities. This allows to design your own signing workflows from very basic to complex. In addition, the product supports sending bulk envelopes - a concept where copies of the same envelope are sent to a list of recipients, and all need to sign their independent copy. Also the use of automatic remote signing certificates (stored in an HSM in the premises of the trust service provider) or hiding certain documents from some recipients within a workflow is supported. The simplest possible signing workflow would be sending one document to one recipient, who has to sign the document. You can use eSignAnyWhere for simple signing tasks and for complex tasks e.g. signing a project order, which has to be signed by some managers. A lot of features allow you to design many different signing ceremonies and use cases. In addition you can use our SIGNificant product suite to extend your use case possibilities (e.g. use native iOS/Android apps and SDKs, Signature Pads or even biometric signature verification options). Workflow Capabilities:
Recipient Types:
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Examples of Signing WorkflowsSimple Workflow (1 Signer): Workflow (1st Signer, Reviewer, 2nd Signer) Bulk Workflow (1st Signer, Bulk Signers) Simple Automatic Workflow (1st Automatic Signer)
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Quick-Start GuideWith this basic introductions of the quick-start chapter you should be able to register for a trial account, send your first envelope and collect the signed document. Please see the Web UI Guide for more information about how to create and send an envelope here. Registration and LoginThe login page requires your email address and your password to login. If you have too many false login attempts an additional captcha (“i am human”) will appear due security reasons. If you have forgotten your password, you can reset it via the “Forgot your password?” link. Moreover, you have the link for the registration page to create a new account/organization. On-Premise and private SaaS customers will see the LDAP/SAML option for login if it is configured. |
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Sending your first Envelope
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Bulk Workflow (1st Signer, Bulk Signers) Simple Automatic Workflow (1st Automatic Signer) Automatic Workflow (1st Signer, 2nd Automatic Signer)Registration and LoginThe login page requires your email address and your password to login. If you have too many false login attempts an additional captcha (“i am human”) will appear due security reasons. If you have forgotten your password, you can reset it via the “Forgot your password?” link. Moreover, you have the link for the registration page to create a new account/organization. On-Premise and private SaaS customers will see the LDAP/SAML option for login if it is configured. User InterfaceThe eSignAnywhere user interface, with standard appearance of a user having "Power User" and "Administrator" role:
Compact ViewIf you want to have more space for designing documents, you can enable a compact view by collapsing the menu. Just click on the arrow symbol in the menu bar at the top.
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