User Guide

Learn how to get the most out of eSignGlobal with step-by-step guides and practical tips.

Classification

User Manual

Detailed Description

Register and Login

Register and Login

Provides users with a simple and seamless registration and login experience, making it easy for them to start using electronic signatures.

Reset Password

Help users reset or retrieve passwords

Two factor authentication

Provide two factor authentication function. Every time users log in with a password, they need to receive a verification code through their email to confirm that it was their own operation, which enhances security

View and switch workspaces

Support users to view and switch workspaces

Member Management

Add Member

You can add members to the space

Member exits

Provide users with the ability to remove users from the workspace and set default referrers. When a member exits the workspace, the administrator can remove the user from the workspace. The template, envelope, and other resources of the exiting member can be automatically handed over to the default handover person after the member exits

Signature and Stamp

Stamp Management

The user provides stamp addition, editing, and deletion services, which can be used when signing documents.

My signature

Provide users with signature preset function, allowing them to add signatures through templates, hand drawing or image uploading, making it convenient and quick to complete the signing process

Template Management

New Template

You can upload PDF or Word to create templates, set up filling controls and signature areas (stamp area and signature area)

Template Management

Provide users with comprehensive template management services, supporting functions such as name modification, editing, enabling, disabling, and deleting templates, making it convenient for users to flexibly manage the templates they need

Use Template

You can quickly initiate envelopes using PDF or WORD templates

Template Sharing

You can share the template with workspace members and assign usage and management permissions

Send envelope

Send envelope

You can quickly create an envelope, send it to the signatory, and quickly complete the signing process online

Scheduled envelope sending

Provide a timed envelope sending function, allowing users to preset the sending time. Both the initiating page and the designated signing location page can complete the time setting

Resend envelope

The function of resending envelopes provided provides reminders for tasks that are currently being signed; Alternatively, without receiving the signing notification, push the signing task to the signatory by resending the envelope

Send envelope directly

You can quickly create an envelope and initiate it directly. During the signing process, the stamp and signature can be freely placed in the desired location

Delete Envelope

Users can use the envelope deletion function in the inbox, outbox, and all messages menu

Batch send envelopes

The user provides a batch initiated envelope service. When users need to import the names and email addresses of signatories and cc recipients in bulk, they can choose to use the bulk envelope sending function

Cancel Envelope

After the envelope is sent out, the initiator can cancel the envelope during the signing process and terminate the signing process

Identity Verification

Set Signatory Access Password

When sending the envelope, you can choose to use an access password to enhance the authentication of the signatory's identity

SMS verification

Support notifying signatories via SMS and using SMS verification codes for identity verification

Authentication

When sending an envelope, you can choose to enhance the identity authentication of the signatory through methods such as ID verification and facial recognition

Smart Convenience Verification

When sending the envelope, you can choose to verify the identity of the signatory through Smart Convenience

Document Signing

Sign Document

Provides an intuitive signature process that allows signers to complete electronic signatures within minutes

Download signed document

After completing the signing process on eSignGlobal, users can download the signing document, which includes the signing file, attachments, and certificates

Digital Signature

 

We have fully integrated with Trust Service Providers (TSP) in multiple countries/regions, supporting various high-level digital signature capabilities, including:

  • Qualified Electronic Signature (QES)
  • Advanced Electronic Signature (AES)

Smart Form

New Smart Form

You can use templates to create smart forms, collect information, and initiate envelopes

Developer Services

Application Management

You can achieve multi platform interconnection and efficiently build applications through API interfaces

Webhook

The asynchronous event notification service provided by allows users to receive various event notifications that occur in the system by configuring callback URLs. When a specified event occurs, the system will send an HTTP POST request to the URL configured by the user, containing detailed information about the event. Users can choose to subscribe to events from different triggering sources.

Other

Brand Logo Settings

Workplace administrators can customize eSignGlobal's email and signature pages using the company logo.

AI Center

Integrated with various AI capabilities, it helps users quickly understand the content, identify risks, and generate contract drafts before signing documents, thereby achieving a more efficient and secure signing experience