How eSign Works

Discover why eSign is one of the leading and trusted electronic signature service providers

A Guide to How eSign Works

eSign is Used in all Industries

Businesses are benefitting from significant financial savings, achieved through adopting eSignature processes. An electronic signature is a digital indication of a person’s intent to agree to the content of a document or a set of data to which the signature relates. An electronic signature is a legal method capturing the signatory’s intent to be bound by the terms of the signed document. Esign’s high security standards ensure that all digital signatures are verifiable and tamper resistant.

1. Create an E-Sign Account

Esign Registration is FREE & SIMPLE to do.

You can benefit from instantly receive a 14 day free trial to learn the features and functions eSign’s electronic signature technology.

Step 1 Create an eSsign Account

2. Manage Your Account

From your dashboard you can manage your esign account. You have control of the following:

  • Payment and Billing options;
  • Control the Team members who have access to use esign;
  • Add your company logo to your outbound esign emails, plus much more.
Step 2 Manage your Account

3. Navigate the E-Sign Dashboard

The eSign dashboard is the hub of your electronic signature and secure document transaction platform.

Here you can manage your signed, pending, uploaded and template business documents.

Step 3 Navigate eSign Dashboard

4. Sign Your Document

You now have three ways of getting your business documents signed:

  • eSign the document yourself
  • Send it to others to eSign or
  • Both sender and recipient can eSign it.

For a tutorial on each of these workflows refer to our user guide

*Up to 13 people can eSign one document at the cost of One transaction.
For more information on pricing plans see our pricing page

Step 4 Sign Your Document

5. Create and Send Multiple Documents in One Envelope for Signatures

Create document packs within eSign to send to your clients in a secure and efficient process, capturing their signature online and reducing the turn around time of documents.

For a full tutorial on sending multiple business documents in envelope click here

*You can send up to 10 signable digital documents in one envelope, plus 5 attachments at the cost of one transaction.
For more information on pricing plans see our pricing page

Step 5 Create and Send Multiple Documents

6. Create and Store Document Templates

Create document templates compatible with your business processes. Drag and drop the different text and signature fields onto the document where required, making it user friendly and signable for your clients. Store the document templates within your esign dashboard to be used by all employees over and over again, on any device, in any location.

For a full tutorial on creating document templates click here

*You can create unlimited document templates and store them within your esign dashboard.

Step 6 Create and Store Document

7. Send Securely with eSign

Send the document direct from eSign to your clients to capture their online signature and have the process complete in minutes.

Step 7 Send Securely eSign

Contact eSign

For any support or further help please contact us and one of our expert team will be happy to help.
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