Embed Size (px)
DESCRIPTION
How to get going in seconds with the web's #1 electronic signature service, www.echosign.com. Try it for FREE!
Citation preview
1
User Guide
2
USER GUIDE................................................................................................... 1
ECHOSIGN OVERVIEW .................................................................................... 3
SEND ..................................................................................................................................... 3
SIGN ...................................................................................................................................... 4
TRACK & MANAGE ................................................................................................................ 5
HOW TO USE ECHOSIGN ................................................................................ 6
WATCH A VIDEO ................................................................................................................... 6 CREATE AN ACCOUNT.......................................................................................................... 6 SEND CONTRACT/DOCUMENT .............................................................................................. 7 POSITION SIGNATURE, INITIALS AND FORM FIELDS ............................................................ 8 MANAGE DOCUMENTS ......................................................................................................... 9
PRODUCT FEATURES .................................................................................... 10
ACCOUNT SHARING, USERS .............................................................................................. 10 ACCOUNT SET-UP, MANAGERS ......................................................................................... 10 ACCOUNT VIEWING, USERS ............................................................................................... 11 ACCOUNT VIEWING, MANAGERS........................................................................................ 11 SUPPORTED FILE FORMATS ............................................................................................... 11
TROUBLESHOOTING – SEND ........................................................................ 12
CONFIRMING THE DOCUMENT HAS BEEN SENT .................................................................. 12 RECIPIENT HAS NOT RECEIVED THE DOCUMENT ................................................................ 13
TROUBLESHOOTING – SIGN ......................................................................... 14
ALTERNATE SIGNING PROCESSES..................................................................................... 14 BROWSER ISSUES .................................................................................................................. 14
3
EchoSign Overview
Send
To: Signers’ email addresses
Cc: Anyone who needs a copy
Name your document
Message Use the default text or
modify it with your own language
Attach files from your computer, from the document library or even
from your Google Docs account.
Check this box to place signature, initials and form fields in the document before sending it out for signature.
Click Change Order to alter the order in which
the documents need to be signed.
4
Sign
Click the highlighted link in the email.
Use the Signing Wizard to sign, initial or
fill in form fields
Fax back using the
coversheet provided.
Print and sign the attached
PDF document.
Fax Signatures
Electronic Signatures
5
Track & Manage
Manage Sub-navigation
View. See a t hum bnail im age o f
t he docum ent - t hen en large,
review or p r in t .
Share. Forw ard a copy o f t he
docum ent t o anyone w ho needs
it - supervisor , co lleague or
suppor t st af f .
Remind. Send a rem inder t o
yourself o r t he recip ien t - once,
daily o r w eekly.
History. See exact ly w hen t he
docum ent w as sent , opened,
signed and shared .
Notes. Add add it ional
in f orm at ion about t he docum ent .
Signature Status
Wait ing f o r Signat ure
Out f o r Signat ure
Signed
Cancelled /Declined
Arch ived
Search
By Person or Com pany
By Signat ure St at us
By Docum ent Ow ner
By any input – em ail, sign dat e, no t es
f ield
6
How to use EchoSign
EchoSign is a secure, web-based signature solution for sending, signing,
tracking and storing documents. Watch a video Watch this 3 minute video to get a quick overview of how easy it is to use EchoSign: http://getstarted.echosign.com
Create an Account
Go to http://www.echosign.com/public/register
Fill in the registration form
Click [I accept, Create my Account]
Check your inbox for a „Please Verify‟ email and click the link
7
Send Contract/Document
Go to the Send tab
Input customer‟s email address
Attach document requiring a signature
Select whether the document should be signed with an instant e-signature or by fax.
Click [Send]
8
Position Signature, Initials and Form Fields On the send page, choose to position signatures or form fields.
Drag and drop signature, initial and form fields to their required locations on the document
Click [Send]
9
Signed Documents Once the document is signed it is returned as a PDF via email to all parties to the transaction. A backup copy is also placed in your EchoSign account.
Manage Documents
Go to the Manage tab
Search for a document using the drop down menus and box
Share a copy of the document with another party
Set Reminders (instant, every day, or every week)
View History (when document sent out for signature; when document viewed by customer; when document signed)
Add Notes
10
Product Features
Account Sharing, Users
Log into your account and go to the Profile tab
Add email address i.e. manager‟s
Click [Share]
An email will be sent to the address entered which needs to be accepted.
Account Set-up, Managers
Log into your account and go to the Profile tab
Add subordinate‟s email address, first and last name
Check “View Their Agreements” to see their agreements in your account
Click [Create User]
An email will be sent to the address entered. User will activate their account.
11
Account Viewing, Users
View what‟s out for signature, what‟s been signed, when and by whom
Account Viewing, Managers The procedure below is for Managers to view the document status within their team member‟s accounts. From the Manage tab:
Select “Filter by Document Owner” and chose the agent whose contracts the Manager wishes to view
Supported File Formats
EchoSign supports a wide variety of file formats including MS-Word, PDF, Excel, text, PowerPoint, Word Perfect and more.
12
Troubleshoot ing – Send Confirming the document has been sent EchoSign offers two ways to confirm your document was sent for signature:
1. Check your Inbox for an email titled “[Document Name] has been sent for signature” 2. On the Manage tab, highlight the document and check to see if a thumbnail of the
document is visible
3. Click the grey History tab and see if the document was sent
4. If the thumbnail and document‟s historical details do not appear within a minute, try resending the document. If you continue to receive this error, please contact support on our web site and your issue will be addressed within one business day.
13
Recipient has not received the document 1. Have the recipient check their junk filter to confirm the document was not flagged as
spam. To avoid this issue going forward, have them add [email protected] to their white list.
2. Go to the Manage tab and send a Reminder. This will resend the document to the
recipient.
14
Troubleshoot ing – Sign
EchoSign supports all major browsers – Internet Explorer, Firefox and Safari – on
PCs, Mac and Linux. On occasion, you may encounter a customer/signer
with (1) an unusual browser set-up, or (2) with email problems, either of which
can make it harder to sign.
Alternate Signing Processes EchoSign has two additional solutions for any customers have any trouble signing.
Browser Issues
“Simple E-Sign” For signers with very old PCs or unusual browser configurations: 1. If the customer is having trouble getting the sign page to load in their browser
(e.g., a very old PC over dial-up), let them know there is a second, alternate link to sign below the default one highlighted:
2. The signer will then be brought to a basic version of the Sign page that better supports old PCs and slow dial-up:
