Startseite / Blog-Center / How to Send a Document with a Digital Signature via Email (The Complete eSignGlobal Envelope Guide)

How to Send a Document with a Digital Signature via Email (The Complete eSignGlobal Envelope Guide)

Shunfang
2025-10-26
3min
Twitter Facebook Linkedin

When you receive a contract or form by email (usually as a PDF) and want a fast, compliant e-signature, this guide gives you a standard path from email attachment → eSignGlobal envelope → completion & retention, covering single/multi-file packets, time-zone delivery, and approval routing. Overview

Table of Contents

1) When to use this guide

  • You received a PDF that needs signing (or you’ll export your document to PDF first).
  • You want to bundle the main contract with annexes to improve completion and auditability.
  • You need time-zone-aware delivery or must follow a strict approval/signing order.

2) Core flow: from email to “Send Envelope”

Step A: Upload & organize files

  1. Download the PDF attachment from your email.
  2. Sign in to eSignGlobal → open the Send Envelope page.
  3. Add documents: upload PDFs (≤30MB per file; up to 10 files per envelope).

Step B: Add recipients & basics

  1. Add recipients: enter Name + Email for each signer (up to 10 per envelope).
  2. Basics: set Subject (shows in the signer’s inbox) and Remark (internal note).

Step C: Advanced settings & field placement

  1. Advanced: set deadline (≤90 days), CC (≤10), attachments (≤10) → click Next.
  2. Add Fields: drag Signature, Date, Text, Checkbox/Radio to the page → click Send.
  3. Recipients are notified; track status and download the final file & certificate.

3) Key limits & parameters (cheatsheet)

  • Files: PDF; ≤30MB each; ≤10 files per envelope.
  • Recipients: ≤10 per envelope; supports ordered (serial/parallel/mixed) signing.
  • Advanced: deadline ≤90 days; CC ≤10; attachments ≤10.

4) Advanced features: Bulk Send / Scheduled Send / Signing Order

4.1 Bulk Send (one template × many recipients)

Use cases: onboarding packets, policies, partner agreements, annual compliance.
How-to: Install Bulk Send → choose Bulk Send on the Send page → upload a template/file, configure recipients & verification → download sample CSV and fill recipient/CC, subject, remark per row → upload CSV → place fields → Send → monitor progress and export status in Bulk Files.
Bulk Send

4.2 Scheduled Send (time-zones & orchestration)

Use cases: cross-time-zone teams, business-hour delivery, coordinated launches.
How-to: Install Scheduled Send → on the launch page, dropdown next to Direct Send → Send Later (pick date/time) → or on the field page, dropdown next to Send Now → Send Later (pick date/time).
Scheduled Send

4.3 Signing Order (serial/parallel/mixed routing)

Set signing order when adding recipients: same order = parallel, different order = serial. The system triggers steps sequentially; supports ordered/unordered, multi-step per signer, and multi-file re-ordering.

5) SES legality & compliance model (EU/US/HK/SG)

What is SES: Simple Electronic Signature such as typing a name, tick-box consent, a drawn signature, or an uploaded image (not meeting AdES/QES certificate/device requirements).
Key factors: consent, intent to sign, document integrity, auditability (timestamps, IP/UA, action logs), and retention.

Jurisdictions (high level)

  • EU (eIDAS): e-signatures shouldn’t be denied legal effect for being electronic/non-QES; QES has strongest presumption of equivalence.
  • US (E-SIGN/UETA): records can’t be denied effect due to electronic form; consumer cases add e-delivery/consent rules.
  • Hong Kong (ETO): private transactions accept reliable signatures with consent; government matters often require a recognized digital signature.
  • Singapore (ETA): recognizes e-signatures; digital/specified secure signatures carry stronger standing.

When to upgrade: high-value/high-risk/regulated use; when legal presumption is needed; or when counterparties/regulations require qualified certs and controlled devices.

eSignGlobal practice: use SES for most commercial agreements; for higher risk, add access code/OTP (ID/face), certificate/seal, timestamps & hashes, and a complete evidence package.

6) FAQ

Q1: Can I sign non-PDF files? Export to PDF first, then upload.
Q2: Can I bundle the main contract & annexes? Yes—up to 10 files/envelope for a single, complete audit trail.
Q3: How do reminders work with scheduling? Use Send Later plus deadline + auto reminders; use Resend to nudge pending signers.
Q4: How do I balance approvals & speed? Use Signing Order (parallel/serial/mixed) and assign multiple steps to one signer if needed.

7) About eSignGlobal: positioning & advantages

eSignGlobal = Asia-first localization · A great DocuSign alternative · Lower price

  • Localization & compliance aligned to HK ETO, SG ETA, and regional practices.
  • Better TCO with competitive subscriptions and add-ons.
  • Scale features: Bulk, Scheduled, Signing Order, templates, roles/permissions, API & webhooks.
  • Identity & evidence: access code/SMS/ID/face, timestamps & hashes, full audit/evidence packages.

avatar
Shunfang
Leiter des Produktmanagements bei eSignGlobal, eine erfahrene Führungskraft mit umfassender internationaler Erfahrung in der elektronischen Signaturbranche. Folgen Sie meinem LinkedIn
Erhalten Sie jetzt eine rechtsverbindliche Unterschrift!
30 Tage kostenlose Testversion mit vollem Funktionsumfang
Geschäftliche E-Mail-Adresse
Starten
tip Nur geschäftliche E-Mail-Adressen sind zulässig