How E-Sign Works

Learn how the E-Sign electronic signature process works.

E-Sign is used by organisations across many sectors

Businesses are benefitting from dramatic time and therefore financial savings, achieved through accelerated e-signature processes associated with their day-to-day business processes.

An electronic signature is simply 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. Like its handwritten counterpart in the offline world, an electronic signature is a legal concept capturing the signatory’s intent to be bound by the terms of the signed document.

E-sign’s incredible security means that all digital signatures are verifiable, as the E-Sign platform and website are 100% secure via 256bit SSL encryption, meaning your data is protected and your signatures above suspicion.

1. Create account

Registration is FREE & SIMPLE to do. Instantly receive a 14 day free trial to learn the features and functions E-Sign’s electronic signature technology.

create-account

2. Manage 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 E-Sign;
  • Add your company logo to your outbound E-Sign emails, plus much more.

Manage-your-E-Sign-Account

3. Dashboard

The E-Sign 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.

4. Signature Creator

Before putting your signature on any documents, use the signature creator tool within your dashboard. Create or upload your own personalised advanced online signature that you will use on all documents you esign, so make it a good one!

For a full tutorial on how to create an electronic signature click here

5. Secure Document Upload

To securely upload your documents, you can either click the upload button on the dashboard, or drag and drop the document anywhere on your esign dashboard. Once complete, the document automatically stores in your Uploads folder.

For a full tutorial on how to upload a document click here

6. Sign it

You now have 3 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 1 transaction.
For more information on pricing plans see our pricing page

Sign-it-Send-it-or-Co-Sign-it

7. Create and send multiple documents in one envelope for signatures

Don’t waste time and money printing and posting documents to your clients for them to sign. 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 4 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

8. 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.

9. Secure send

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

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Try E-Sign FREE for 14 days.

Take E-Sign for a test drive for 14 days.

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Seamless Integration

E-Sign integrates with leading software platforms to improve and simplify your transactions

Why use E-Sign?

E-Sign Allows Staff To Work Their Core Job More Productively.

Efficiency

The key to good workflow is optimum efficiency. E-Sign allows staff to work their core job more productively, utilising streamlined secure document processes.

E-Signatures Are Very Cost Effective, Spend Less Time On Administration And Traditional Paper-Based Expenses.

Cost Effective

Spend less time on administration and traditional paper-based expenses. Save on mail and associated expenditure.

Electronic Signatures Are Fast, With Instantaneous Delivery And Rapid, Secure Authentication.

Speed

With instantaneous delivery and rapid, secure authentication, there’s no need to wait days for document turnaround with E-Sign.

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