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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.
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You also can save the envelope as Draft or Template.
(1) Create Envelope
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When you create a new envelope, you can set at least the following parameters:
- 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 view: 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: Envelope structure)
- Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Envelope structure)
- 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)
- Recipient Types:
- 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.
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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. |
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(2) Designer
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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).
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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). |
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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!
Per envelope it is also possible to define more than one multi-signature field by configuring different id's for the different batch signatures. 
Properties and Limitations:
- The signer is asked, if he wants to sign all fields at once or one-per-one.Per envelope only one multi-signature-field can be defined via the Designer (with one to many fields and even within different files)
- You see the batch-signature-type with the icon
- If you select a batch-signature field, it adds its properties to the multi-signature-field (e.g. first field ist Click to Sign and second field will be added with Draw to Sign. So the multi-signature-field has two properties: Click to Sign and Draw to Sign). If you change the settings of a batch-signature field, it is applied to all fields of the batch-signature-set.
- You can use the batch-signature with limited signature types, because not all are able to be supported
- Changing the recipient of a batch signature causes that this signature field does not remain as a part of the batch anymore
- If you are using biometric signature as multi-signature, it is just able to use it on one physical document (e.g. contract.pdf in your envelope); because of legal aspects.
- If you are using a-trust signature as multi-signature, only one a-trust signature per physical document is allowed
The following screenshot show you how to configure batch signing:
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In the drop down for the batch signature (highlighted with the arrow) you have the following options:
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A more detailled explaination of the different Form Elements and their properties is contained in the Designer Page chapter of the Application Reference.Anchor
(3) Send Envelope
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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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Automatic Remote Signatures 
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eSignAnyWhere allows you to use automatic remote signatures to be applied to a document. Details are available in the Beginner Guide. Please contact your Namirial Sales if you are interested in this feature.
PKCS#7 Signer 
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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 Beginner Guide.
SwissCom On-Demand-Certificate 
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Please contact your Namirial Sales if you are interested in this feature.
BankId 
BankId
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Please contact your Namirial Sales if you are interested in this feature.
Clipboard & Microsoft Office Plugin
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