Create and Send Envelopes

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:

  1. Create envelope and define its workflow
  2. Designer to place signature and form fields
  3. Send Envelope

You also can save the envelope as Draft or Template.

(1) Create Envelope

When you create a new envelope, you can set at least the following parameters:




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



  1. Defines order in workflow
  2. Address book
  3. Phone number
  4. Task
  5. Personal message
  6. Authentication
  7. 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:

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.



  1. 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
  1. Compact view



  1. Recipients
  2. Tools
  3. Document
Define Signature of Recipient

Please also see the electronic signature guide.

By clicking on a signature field, you can define its setting and behavior. Following options are available:


  1. No required field
  2. Required field (highlighted in red)



  1. Signature settings

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!

Properties and Limitations:

The following screenshot show you how to configure batch signing:


  1. Simple Batch

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

Form Fields

You can add form fields simply by drag and drop and place it on the document or via the advanced tags as predefined fields.

Designer, Form fields, elements

The following form fields are available:

Some of the fields enable an advanced setting, where you can define additional settings (e.g. font family).

(3) Send Envelope

With the last step of creating and sending an envelope you get a summary, document list and notification setting of the envelope.




  1. Summary
  2. Notification settings
  3. General settings
  4. Send the envelope

Document Tags and Placeholders

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 example please see the Advanced User Guide and the advanced tags.

Document Tags

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).

Placeholder for Signature fields

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).

Example of a SigString, which is places as text directly in the document:

`sig,fd=Confirm the General Terms`

If you place this string as normal text in your document, eSAW will replace it with a default signature field. The parameter fd=Confirm the General Terms is the field description. We recommend to place the SigString with the paper color (typically white) in the document, so the string itself is “invisible”.

Following Parameter are supported:


req0: disabled, default / 1: enabled
fnaname of the signature field
fdfield description, gets displayed during signing in WSI
sigTypesignature type, supported: BiometricSignature, Picture (Click2Sign, Type2Sign, Draw2Sign)


Example 1: Simplest SigString, just a optional signature field

`sig`

Example 2: SigString, required, with description, name and as biometric signature

`sig,req=1,fd=myFd,fna=myFna,sigType=BiometricSignature`

Example 3: SigString, not required, as Picture (Click2Sign, Draw2Sign, Type2Sign)

`sig,req=0,sigType=Picture`

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).

Advanced Tags

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.

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

Additional Envelope Features

Bulk Envelopes

For further information please see the Advanced User Guide.

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



  1. Add a bulk as recipient
  2. Information to upload a CSV
  3. Create a bulk CSV for upload
  4. CSV upload


Create a Bulk CSV with a template


  1. CSV recipients

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

FirstName, LastName, Email, Authentication>>Pin, Authentication>>Pin>>Param
Charly, xyzmo, charly@namirial.com, false, 1234
Bob, xyzmo, bob@namirial.com, true, 5555

If the Authentication>>Pin is enabled (true) the authentication is activated.
The last number is an example value for a parameter for the authentication.


  1. Contains all recipients inside the bulk

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.

Automatic Remote Signatures

eSignAnyWhere allows you to use automatic remote signatures to be applied to a document. Details are available in the Advanced User Guide. Please contact your Namirial Sales if you are interested in this feature.

PKCS#7 Signer

This is a feature to allow the signer to sign a document with a PKCS#7 signature. You find details in the Advanced User Guide.

SwissCom On-Demand-Certificate

Please contact your Namirial Sales if you are interested in this feature.

BankId

Please contact your Namirial Sales if you are interested in this feature.

Clipboard & Microsoft Office Plugin

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


  1. Microsoft Office plugin

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.

  1. Add-Ins

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.