Help Centre and How to Guides

To assist you in becoming more familiar with eSign’s functionality and features, please choose from our User Guide’s below where you can find step by step guides and tutorial videos to guide you through the process.

Resources for Help Centre and How to Guides

Discover our features and create eSignatures easily with our easy to follow User Guides.

Categories

  • All
  • Account Settings
  • Templates
  • Create Envelope
  • Signer Verification
  • Add Ons
update-account-settings-1
Update Account Settings

Update your account details, including edit profile, permanent account deletion, sharing mode, subscription as well as the ability to update your profile picture.

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personalising-signature
Personalising your Signature

Create your signature digitally, generating an electronic signature with ease through online tools such as uploading an image, manually typing or drawing it.

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update-user-permissions
Edit User Permissions

Find out how to change permission options on a user-by-user basis with our permissions role-based feature, which can be edited by the Administrator.

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adding-team-users
Add Users to Team

Add multiple team members to your E-Sign account so that your employers can send create their own envelopes and send documents for e-signature.

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Create and Save Documents
Create and Save Templates

Easily create your own editable templates that can be saved in your account and are reusable so that you can edit and send documents quicker.

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Add Template to Envelope Guide
Add Template to Envelope

Avoid unnecessary and repetitive tasks with our ‘add template to envelope’ feature. Add your saved templates to an envelope and send documents quicker.

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eSigning Documents
Send & Sign a Document

Find out how to upload a document, add recipients and how to add labels to make it easy for your signer to follow, as well as how to add your own signature.

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adding-labels
How to Add Labels

Add labels onto your document, including signature placement, request text, add initials, dropdown option, add QR code and file attachment.

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edit-pending-envelopes
Edit Pending Envelopes

Find out how to edit an envelope that has already been sent out for signature capture but is still waiting to be signed by the recipient(s).

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SMS Protection Pin
Enable SMS PIN Protection

Provide an additional layer of security and iD verification with 2FA. Our platform allows you to enable SMS authentication when you send a document for e-signing.

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send-multiple-documents
Send Multiple Documents

Send out multiple documents as one complete pack for signing, allowing each signer sign your documents at the same time, for ease of document turnaround.

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Bulk Send Documents
Bulk Send Documents

Send one document to many recipients simultaneously by uploading a CSV file with your recipients’ email address with our bulk send feature.

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enable email pin protection
Enable Email PIN Protection

Add an additional layer of security to your important documents by enabling email PIN protection, ensuring a higher level of security.

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how to add an electronic seal
How to add an eSeal

Electronic seals can be added to your important documents to ensure authenticity and integrity, which can be updated in your account settings.

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add-payment-capture
Add Payment Capture

Our payment capture is a fast and easy way to combine payment and signature in simple step. Simply add the payment field to your document and specify the amount.

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power-automate-esign
Microsoft Power Automate

Integrate with Microsoft Power Automate, streamline repetitive tasks and paperless processes so you can focus attention where it’s needed most.

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esign data-tags
How to Add Data Tags

Add specially formatted text that can be positioned anywhere within the contents of your document specifying the size, location and type of fields.

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How eSign Works Guide
How eSign Works

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

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Create and Save Documents
Edit and Use Pre-Built Templates

Find the perfect document to suit your needs, easily edit to your requirements and send for signing, all within our easy-to-use platform.

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signer device lock
How to Enable Device Lock

Add an additional layer of security to your important documents by enabling our Device Lock feature.

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Contact eSign

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

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