Hello, how can we help?
Here you can learn how to send a document for signing, create templates and teams, manage your account and much more.
Getting started
- How can a user access the carbon footprint information?
- Can the header and footer of email template be updated?
- Can the logos on the dashboard be updated?
- Can a user view important notifications on MSB Web Application?
- Can I give feedback on MSB Web Application?
- How do I design the appearance of my electronic signature?
- How do I change the Language?
- How can I download IOS/Android app links on MSB Web page?
- How do I retrieve my password if I forget it?
- How do I Logout?
- How do I set my profile picture?
- How do I setup my profile and give my contact information?
- How do I login and access my account?
- Can an Admin Invite multiple users over MSB?
- Does a signer need an account?
- How do I create my account?
- What is an ePak?
- What are the different roles in MSB?
- Does MSB support both electronic and digital signatures?
- Does MSB support a PDF with pre-existing form fields?
- Does MSB support documents of any format for signature?
Introduction
Managing Documents as a Custodian
- How do I remove signers from an ePak?
- How do I add a recipient to an existing ePak?
- How do I download a merged copy of documents?
- How can I view the Audit Trail/ePak activities for my ePak?
- How do I add tags for more than one signer in the workflow?
- How do I add signature tags if I have uploaded multiple documents at once?
- How do I delete a tag that I have dropped on the document?
- How do I control the size of a tag?
Managing Documents as a Custodian: Managing Signature Requests
- Can I send a reminder to signatories on my pending ePak?
- Can I assign my ePak to a different custodian to take care of the signing procedure?
- How do I know when signatures for an ePak are complete?
- How do I view any document comments added to an ePak document by a Signer/Reviewer?
- How do I know what ePaks have pending signature/review requests?
- Can I change the signatories assigned to an ePak that has already been sent out for signatures?
- I am not ready to request signatures from Signatories. How do I delay signing of the document?
- How do I know when a Signatory rejects a request to sign?
- Can I manually complete a pending ePak?
- Can I restart a stopped ePak and send it out for signatures again without having to do everything from the scratch?
Managing Documents as a Custodian: Signing Order
Managing ePak as a Custodian: Uploading Documents and creating ePak
- How can a custodian schedule an ePak?
- How can a user merge multiple documents during upload?
- How do I clone an existing ePak?
- How do I add watermark to a Document?
- How do I save an ePak as a Draft?
- Can a custodian associate an epak tag with an epak?
- How do I use ‘CC users’ feature?
- What is ‘Fast Web View’ feature?
- What is ‘Secure Document’ option on the compose page and how do I use it?
- How do I use the ‘Allow Delegation’ feature?
- How do I use the Email Attachment Type feature?
- How do I use the Allow Signer Attachment feature?
- How do I use the Auto-append feature?
- How do I place and resize Tags?
- What are the various types of tags/fields allowed?
- How do I see the progress of a bulk compose?
- How do I bulk compose ePaks with Stamp Paper?
- How do I compose multiple ePaks at once?
- What is 'Batch Compose'?
- Can I upload documents from my OneDrive and get them signed directly?
- How do I create an ePak for signature?
- Can I Copy and Paste Tags on all Pages?
- Can I Replicate Signature/Initials Tag on all Pages?
Managing ePaks - As a Group Manager
- Can a group have multiple managers with the same privilege?
- What is my responsibility as a Group Manager?
- How do I access My Groups?
- How do I view individual group member’s ePaks?
- Can I view the details of ePaks that belong to someone else in my group?
- Can I restart a group members stopped ePak?
- How do I create/Edit/Delete my Group in App?
Managing ePaks as a Custodian: Long Term Storage
Managing ePaks as a Custodian: Understanding the Basics
- How do I Search for an ePak?
- What are my responsibilities as a Custodian?
- What are the different categories of documents?
- How do I know if an electronic document has been altered, or that the Signatures are valid?
- When do I use the Templates page?
- What does an ePak Custodian receive at the end of a signing process?
Managing Workflows as a Document Custodian
- How do I delete an existing Document Template?
- How do I use ‘Minimum Users’ feature in my Workflow?
- How do I View/Edit/Delete my Workflows?
- What are Document templates and why would these be needed?
- How do I create a Document template?
- How do I use an existing Document Template?
- Why do I want to use Workflows?
- How do I create a new Workflow?
- What are Favorite Users?
MSB Features
- Label Creation and Configuration
- How to Edit/Delete an Auto Placement Template?
- How to use an Auto Placement Template while composing an ePak?
- How to create an Auto Placement Template?
- MSB Smart Forms
- Auto Placement
- Live Photo Capture
- Document Management System and Collaborate editing
- Contact List
- MSB can capture geographical coordinates of the signer.
- Perform semantic text comparisons between PDFs.
- Bulk Stamp Paper
- Single Stamp Paper
- What is QR Code?
- Rubber Stamp
- Letter Heads
- Webforms
- Zoom-in and Zoom-out
Signing Documents
- SMS Notification on ePak actions
- Delegation notification email sent when OOO feature is enabled
- View Completed e-Pak details from email notification
- What do Signatories receive at the end of the signing process?
- Can I view all the ePaks I have signed, in the future?
- I need a ‘Secure Document password’ to sign an ePak. Where do I find it?
- When I click on an ePak, I am being asked to enter a secure document password. What does that mean?
- My copy has only a few signatures. Why? How do I get a copy of the ePak with everybody’s signatures?
- Can I View Completed e-Pak details from email notification?
- How do I download a copy of an ePak that I signed?
- What is the difference between a Signature Request and a Review Request?
- There is an “Attach a file” tag on the ePak sent to me, what do I need to do?
- There is an “Attach a file and Sign” tag on the ePak sent to me, what do I need to do?
- Can a Signer drag and drop MSB tags/fields?
- Can I attach a document to the ePak that has been sent to me?
- Can I delegate signing the ePak to another Signer?
- Can a Signer reject multiple documents in an ePak one after the other?
- What if I do not want to sign an ePak?
- How do I add comments to an ePak document when I am signing it?
- Two Factor Authentication (In-Person Signing)
- What are my responsibilities as a Signatory?
- Can I Bulk Sign ePaks that Require Input from me?
- How do I create rules to sign an ePak automatically?
- How do I sign an ePak?
- Is there a deadline for signing an ePak?
- How do I know who asked me to sign and what document I am being asked to sign?
Team Room
- How do I add documents to the Team Room?
- What are the various actions allowed on Team Room Documents?
- Team room documents to have a hyperlink to preview
- Can I access a previous version of a document which has been replaced by a new version?
- Enhanced document security in Teamroom
- How do I add users to my Team Room?
- Can I delete a user from my Team Room?
- How do I update a user’s role in the Team Room?
- How to delete a Team Room?
- How to Clone a Team Room?
- What is a Team Room?
- What are the different roles in a Team Room?
- How do I create a Team Room?
- What are the different settings allowed for a Team Room?
