Service Center

User Guide

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

Classification	User Manual	Detailed description
Account Management	Registration and Login	It provides users with a simple and seamless registration and login experience, making it easy for them to get started using digital signatures.
	Reset password	Help users reset or retrieve their passwords
	Two-factor authentication	It provides two-factor authentication. Each time a user logs in with a password, they are required to receive a verification code via email to confirm their identity, thus enhancing security.
	Google Login	It provides users with a quick sign-up and login experience via Google, making it easy to get started using digital signatures.
	Log in using Singpass	Supports Singapore users to register and log in using Singpass.
	View and switch workspaces	Users can view and switch workspaces.
	Set the default workspace	You can set a default workspace for each data residence location to receive envelope documents.
	Change login email	Users can change their login email address to ensure account security.
	Change account password	Users can change their login email address to ensure account security.
	My signature	The app provides users with a signature preset function, allowing them to add signatures via templates, hand-drawn designs, or uploaded images for quick and easy signing.
	Contact Management	It provides contact management functionality, supporting the creation, editing, and deletion of contacts. Through the contact management module, you can pre-maintain information on frequently used signatories and CC recipients, and recall this information with a single click when initiating an envelope, simplifying the process and improving efficiency and user experience.
	Contact usage	When initiating an envelope or smart form, users can directly access existing contact information to quickly add signatories and CC recipients, simplifying the process and improving efficiency.
Workspace Setup	Change workspace name	Users can customize their workspace names at any time to ensure orderly team collaboration.
	Deregister workspace	Provides the super administrator with the ability to log out of the workspace. After logging out, all data in the workspace will be permanently deleted and cannot be recovered.
	Brand Logo Settings	Workspace administrators can customize eSignGlobal emails and signature pages using their company logo.
	Stamp Management	It provides users with stamp addition, editing, and deletion services, which users can use when signing documents.
	Seal authorization	Provides the ability to authorize stamps, allowing administrators or super administrators to authorize created stamps to other users within the workspace.
	New members	Workspace administrators have the right to add members to a workspace.
	Member Exit	Provides users with the ability to remove users from a workspace and set a default transferee. When a member leaves a workspace, the administrator can remove the user, and the templates, envelopes, and other resources associated with the departing member will be automatically transferred to the default transferee after the member leaves.
	Add members in batch	Workspace super administrators and administrators have the right to add members to the workspace.
	Member Invitation List	The system provides a member invitation list feature, allowing super administrators and other administrators to view member invitation status in real time, ensuring clear and controllable team member management and improving collaboration efficiency.
	Transfer to super administrator	Provides a super administrator handover function to ensure a seamless transfer of management authority, guaranteeing continuity of team collaboration and stable business operations.
	User Group	Super administrators can set up user groups for users in the same workspace, simplifying authorization management and other tasks.
	Webhook	Event data will be pushed to your specified callback address in real time, ensuring that you can promptly obtain changes in business status and achieve automated process integration.
	Application Management	You can achieve multi-platform interconnection through API interfaces and efficiently build applications.
	Create a new SSO configuration	You can use the standard SAML 2.0 protocol specification to quickly implement secure single sign-on integration between application systems and identity authentication providers.
	Microsoft Entra ID	Supports SAML 2.0-based federated authentication. You can integrate Microsoft Entra ID with eSignGlobal using SAML 2.0 federated authentication, enabling single sign-on for your Microsoft Entra ID account with eSignGlobal without having to create a CAM sub-user for every member in your enterprise or organization.
	OKTA	eSignGlobal using SAML 2.0 federated authentication , enabling single sign-on for OKTA accounts to eSignGlobal without having to create a separate account for each member in your enterprise or organization.
	OneLogin	eSignGlobal using SAML 2.0 federated authentication , enabling single sign-on for OneLogin accounts with eSignGlobal without having to create a separate account for each member in your enterprise or organization.
	Single Sign-On (SSO)	Enter your identity identifier to log in to eSignGlobal with a single click using your identity verification provider , eliminating the need to repeatedly enter your username and password.
	Set the default signing order	Workspace super administrators can set the default signing order when initiating envelopes.
	Specify signature method	The signature method that allows for designation of a signatory is supported, and its validity extends to envelopes issued from this workspace.
	Custom signing time zone	Supports flexible configuration of envelope signing time zone
Plugin Center	Plugin Management	Workspace administrators and super administrators can easily enable features such as digital signatures, signing experience, AI center, and brand center by installing plugins as needed.
Smart Forms	Managing Smart Forms	You can efficiently manage the entire lifecycle of smart forms, flexibly enabling new forms, deactivating expired forms, and editing and adjusting content to ensure that forms always match business needs and optimize process efficiency.
	Create a new smart form	You can use templates to create smart forms to collect information and send out envelopes.
	Advanced properties of smart form components	Supports advanced property configuration for custom components when creating smart forms: Using the [Event Configuration] function, you can perform real-time simple formula calculations on the input values of multiple information collection components, and the calculation results will be automatically displayed in the target component; The Action Configuration feature allows you to call generators when a form control performs a specific action, such as performing custom complex calculations and assigning values to the corresponding components, thus implementing your own business logic using JavaScript.
template	New template	You can upload PDF or Word documents to create templates, and set up fill-in controls and signature areas (stamp area and signature area).
	Template Management	It provides users with comprehensive template management services, supporting functions such as renaming, editing, enabling, disabling, and deleting templates, allowing users to flexibly manage the templates they need.
	Use template	You can quickly send out envelopes using PDF or Word templates.
	Template authorization	You can share the template with workspace members and assign usage and management permissions.
	Template import and export	Supports users to import and export templates, facilitating quick and easy cross-environment template migration within eSignGlobal.
	Template Classification	You can set category tags for templates for quick template management.
	Template copying	Supports users copying existing templates
document	Resend the envelope	The provided resend envelope function can be used to remind the signer of tasks that are being signed; or, if a signing notification has not been received, the signing task can be pushed to the signer by resending the envelope.
	Send envelope	You can quickly create envelopes and easily complete the signing process online.
	Set the signing order	When creating a new envelope, the initiator can adjust the signing order to achieve sequential signing. eSignGlobal will send the envelopes to each signer in the set order, ensuring that subsequent signing processes are triggered only after the preceding signing is completed.
	Mobile Initiation and Signing	With the eSignGlobal mobile app, you can easily initiate or sign envelopes.
	Resend the envelope	You can use eSignGlobal's resend envelope feature to remind the signer of tasks that are currently being signed; or, if you haven't received a signing notification, you can push the signing task to the signer by resending the envelope.
	Bulk Sending Envelopes	This service provides users with a bulk envelope sending function. Users can choose to use this function when they need to import the names and email addresses of signatories and CC recipients in bulk.
	Send envelopes at regular intervals	It provides a timed envelope sending function, allowing users to preset the sending time. The time setting can be done on both the initiation page and the specified signature location page.
	Receive notification and sign	It provides an intuitive signing process, allowing signers to complete electronic signatures in minutes.
	Apply to all	This allows signers to apply a single signature to all identical control areas in one or more documents, reducing repetitive operations.
	Envelope Authorization	The initiator can grant viewing and download permissions for envelopes to other members or user groups within the workspace.
	Cancel the envelope	Once the envelope has been sent, the initiator can cancel the envelope during the signing process to terminate the signing process.
	Remove envelope	Workspace super administrators can use the envelope deletion function in the Inbox, Outbox, and All Messages menu.
	Editor's Envelope	Users can edit incomplete envelopes, such as modifying unsigned signatory information or adding envelope copies.
	File List	The feature categorizes envelopes into multiple categories, including Outbox, Inbox, All Envelopes, Scheduled Sending, and Bulk Sending. Users can quickly find the envelopes they need within each category and perform precise searches using the search bar under each category, improving search efficiency.
	Download the signed document	Participants can download the signed documents from eSignGlobal.
	Check envelope details	You can view details of the envelope signing activity, including basic information such as the envelope subject, status, initiation date, participants, and validity period, as well as the envelope documents, attachments, and remarks. Through the activity record function, you can also view participants' records of viewing and signing envelopes.
	Set the signatory access password	The signatory will see a prompt message during verification and will need to enter an access password to verify their identity.
	SMS verification	It supports notifying signatories via SMS and using SMS verification codes for identity verification.
	Smart and convenient verification	With eSignGlobal, you can easily verify the identity of the signer.
	Authentication	With eSignGlobal, you can verify the identity of the signer.
	Email OTP verification	Signers can verify their identity via email OTP.
	Digital signature	To meet the increasingly stringent requirements for the security and legal validity of electronic signatures across different countries, industries, and compliance scenarios, eSignGlobal has fully integrated with Trust Service Providers (TSPs) in multiple countries/regions, supporting various advanced digital signature capabilities.
	Local authentication	Users can use local certificates to complete digital signatures.
	AI Center	The AI Center, provided by eSignGlobal, is an intelligent assistance center that integrates various AI capabilities to help users quickly understand the content, identify risks, and generate contract drafts before signing documents, thereby achieving a more efficient and secure signing experience.
Regulatory Compliance Guidelines	21 CFR Part 11	It is compatible with 21 CFR Part 11 signature compliance requirements, ensuring the legality and validity of electronic signatures in relevant scenarios.
Billing	Order online	You can use eSignGlobal's online ordering function to flexibly select the corresponding package based on your required service scope and usage scale, and conveniently start your subscription service.
	Apply for trial	You can quickly experience the platform's core functions and efficiently start your electronic signature journey by applying for a trial through eSignGlobal .
	Download Invoice	We support you in downloading invoices directly from your order list, making it easier for you to manage your finances and complete expense reimbursements.