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 do I change the Language?
- How do I setup my account to receive real-time browser notifications?
- Does it support Real-time Browser Notifications?
- Password reset during eSign of document?
- How do I retrieve my password if I forget it?
- How do I Logout?
- How do I design the appearance of my electronic signature?
- How do I set my profile picture?
- How do I setup my profile and give my contact information?
- Login Redirection (Configurable)
- Login via OTP (Configurable)
- Login via SSO (Single Sign-On)
- Login via Email
- How do I login and access my account?
- I have been invited over App. How do I create my account and setup the role that I want?
- Does the person I’ve asked to sign a document need an account?
- How does free trial work?
- How do I create my account?
- What is a signing process from beginning to end?
- Uploading documents from Local with Submitter role (Configurable)
- What are the roles?
- Does it support a PDF with pre-existing form fields?
- Does it support documents of any format for signature?
- What is an ePak?
Managing Documents as a Custodian
- 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?
- How do I Search for an ePak
- How I can search the Group and Admin level ePak.
- How do I add tags for more than one signer in the workflow?
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?
- Can I restart a stopped ePak and send it out for signatures again without having to do everything from the scratch?
- 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?
Managing Documents as a Custodian: Signing Order
Managing ePak as a Custodian: Uploading Documents and creating ePak
- What is ‘Secure Document’ option on the compose page and how do I use it?
- What is ‘Fast Web View’ feature?
- How do I use ‘CC users’ feature?
- How do I use the Auto-append feature?
- How do I use the Allow Signer Attachment feature?
- How do I use ePak Tags?
- How do I use the Email Attachment Type feature?
- How do I use the ‘Allow Delegation’ feature?
- What is 'Batch Compose'?
- How do I compose multiple ePaks at once?
- How do I create a .CSV file for Batch Compose?
- What are the various types of tags/fields allowed?
- How do I place and resize Tags?
- Can I upload documents from my OneDrive and get them signed directly?
- Can I email a document directly to my account and send it out for signatures?
- How do I attach a Workflow to an ePak?
Managing ePaks - As a Group’s manager
- How do I reassign a group member’s ePak to another custodian?
- Can I restart a group members stopped ePak?
- 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?
- How do I change a signer on a pending ePak in my group?
- How do I create my Group in App?
- Can I view all the groups that exist?
Managing ePaks as a Custodian: Understanding the Basics
- What does an ePak Custodian receive at the end of a signing process?
- 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?
- ePhotocopy Validation Report
- When do I use the Templates page?
Managing Workflows as a Document Custodian
- How do I create a Document template?
- How do I use an existing Document Template?
- How do I modify an existing Document Template?
- How do I delete an existing Document Template?
- What are Favorite Users?
- How do I use ‘Minimum Users’ feature in my Workflow?
- How do I view all my Workflows?
- How do I edit an existing Workflow?
- What are Document templates and why would these be needed?
- Why do I want to use Workflows?
- How do I create a new Workflow?
Others
- View all ePak level activities – in the ePhotocopy audit trail
- Sign a “21 CFR Signed attachment” tag using SSO credentials
- Custodian can associate an epak tag with an epak
- Email notification when epak is deleted/rejected
- Delegation notification email sent when OOO feature is enabled
- Enter security code to view an epak
- Users can use the new Initial+Timestamp+UUID Tag
- Signature request email with signing code text
- Download IOS/Android app links on MSB Web page
- SMS Notification on ePak action
- Use the Signature pad during In Person signing
- Print button available inside the document tab
- Single Stamp Paper
- OTP, fingerprint, and IRIS Scanner option for Aadhaar signing
- Import DocuSign Templates
- ePak column sorting
- Aadhar signing policy tag update
- Bulk Stamp Paper
- Source information of uploaded document
- Bring Your Own Certificate
- Two Factor Authentication (In-Person Signing)
- What is QR Code?
- Rubber Stamp
- How can ePak details (audit trail) can be seen via easy signing link (Configurable).
- EasySign Registration (Configurable)
- Copy and Paste a Tag
- Bulk Downloading of Documents
- Letter Heads
- Limit Signature Tags (Configurable)
- Consent Configuration
- Webforms (Configurable)
- Inviting multiple users over MSB
- Printable Activities/Audit Trails
- Capturing the IP address of users in Audit trail and Epak Activities:
- Admin can see the user category – Internal and External – and change it
- Phone number can be made mandatory field while inviting new users:
Signing Documents
- 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?
- How do I contact the ePak Custodian?
- 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?
- How do I download a copy of an ePak that I reviewed?
- How do I download a copy of an ePak that I signed?
- Signer can drag and drop MSB tags/fields
- What is the difference between a Signature Request and a Review Request?
- There is an “Attach a file and Sign” tag on the ePak sent to me, what do I need to do?
- There is an “Attach a file” tag on the ePak sent to me, what do I need to do?
- Can I attach a document to the ePak that has been sent to me?
- Replicate Signature/Initials Tag on all Pages (Configurable)
- Signer can exist without a Signature Tag
- Can I sign the document in Acrobat instead?
- Can I delegate signing the ePak to another Signer?
- What if I do not want to sign an ePak?
- How do I add comments to an ePak document when I am signing it?
- How do I sign an ePak?
- Is there a deadline for signing an ePak?
- How do I know what document I am being asked to sign?
- How do I know who asked me to sign?
- What are my responsibilities as a Signatory?
Submitting document(s) to an ePak(s) Custodian
Team Room
- 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 update a user’s role in the Team Room?
- How to delete a Team Room?
- How to Clone a 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
- How do I create a Team Room?
- What are the different settings allowed for a Team Room?
- How do I add users to my Team Room?
- Can I delete a user from my Team Room?
- What is a Team Room?
- What are the different roles in a Team Room?
