Getting Started with e-SignLive™

This guide walks you step-by-step through how to get started with your new e-SignLive™ account. In just a few minutes, learn how to upload documents, add signers and prepare your documents to be signed. We recommend that you dock this window on one side of the screen and follow along in a separate browser window. 

Please note that we support all modern browsers for all aspects of signing, reviewing and accepting documents.  We support most browsers excluding mobile devices for all aspects of creating and preparing documents for signatures. If you experience any difficulties using e-SignLive™ with your browser, please notify us through the Support page and include the browser name and version (typically found in the About Us section of your browser).

1) Log into your account at https://apps.e-signlive.com/login

2) To get one or more documents signed, you start by creating an e-SignRoom™. Click on Add e-SignRoom™. This will open a new pop over window within your browser.

3) Type in a name for your e-SignRoom™. This name will be visible to your signers. You can include an optional description.

4) Optionally, you can also enter Advanced options, by clicking on the Advanced options tab.

5) You can include a due date for the signature of the documents. e-SignLive™ will use this due date to warn you if documents aren’t signed on time. The room will remain open if it is incomplete by the due date. By clicking in the Due date box, a calendar picker will open. Select the date by selecting the day and month. You can change months and years by navigating through the left and right arrows next to the month and year at the top of the calendar picker.

1. You can also enter an optional email message that will be sent to all your signers.
   
2.  Click on Create Room when you are done.

6) The new room you’ve created is now in the Drafts tab. Here’s a quick overview of your signing room.

a. This section is the name and description you’ve entered for this e-SignRoom™.
b. By checking this box, you can enforce the order in which the documents are signed. This is useful if you need to have several documents signed in a specific order.
c. This button allows you to add documents to the room.
d. By checking this box, you can enforce the order in which the signers receive and sign the documents. This is useful if you need to have several people sign a document in a specific order.
e. This button allows you to add signers to the room. This is the first step you should do when preparing your room.

7) Click on Add Signer to add a signer. This will open a pop over window in your browser.

8) In the Signer’s window, you will be prompted to enter at least the email address and the full name of the signer. You can also enter the signer’s title and company name.

9) The Authentication Method allows you to select how you will ensure the identity of your signer. You can do this by email, secure question and answer, or by SMS texting.

1. Email - Authentication is done using the name and password of the signer when accessing this e-mail account. Select this option if you know the signer and you are sure of the email address.
   
2. Q&A - This option allows you to set up to two secure questions and answers that you agree upon with your signer before sending the documents for signing. You can optionally mask the user input by checking the Mask question’s user input check box.
   
3. SMS - This method sends a passcode to the signer by SMS using the signer’s cell phone. The signer will need to enter in the login page the SMS code received on the cell phone in order to be able to sign the documents.
   

10) The last step offers the option to securely download the documents from the completed e-SignRoom™. Check the box if you wish to enable that option.

11) Click Save when you are done. The signer is automatically added to your list of signers.

12) If you want to change the order in which your Signers sign the documents, check the Define a signer workflow check box. This will allow you to order signers by clicking and dragging on the signer’s icon next to the name and then dropping the signer at the required order in the signing process.

13) The next step is uploading and preparing the documents that require signatures. To start, click on the Add Document button. We support DOC, DOCX, PDF and ODT documents.

14) To upload a document, click on Browse. This will open a dialog box. Navigate through the documents on your computer and locate the document that you want to have signed. Once selected, click on Open.

15) Enter a name and an optional description for the document.

16) If you don’t require a signature for this particular document but need it to be accepted, check the Document to be accepted but not signed. This will expand into the Acceptors. Check those that require an acceptance only. You also have the option to Make this document an ESIGN Consumer Consent by checking the box.

17) When you are done, click Upload.

18) To set the signing areas in the document, hover over the document. The highlighted box will reveal three icons on the upper right-hand side. Click on the icon as shown below to edit the document and set the signing areas. This will open the document in the e-Signature Designer™, allowing you to prepare the document for signing.

19) You can now prepare your document from within the e-Signature Designer™. Each section is explained below.

a. Edit Document Details – click here to edit the document name and description.
b. Pull down menu of signers. To add new signers, click on Add Signer. To select a participant from the menu, simply select and click the name to highlight.
c. Add Signature – Click this to create a signature box that can be set in the document.
d. Add Barcode – it adds a QR Code (Quick Response Code) to the document.
e. The document to be signed.
f. Add Participant – alternate path to add a new signer.

20) To set a signing area, select the signer and click on Add Signature. A colored box will appear in the document. With your mouse, click and drag to the designated area. To add a Date field to the signature, click on the wheel on the right of the colored box and a menu will appear. Select Date field. Place the date box in the correct area. Continue until all signers are included in the document.

Note that not all participants need to sign all documents. In fact, you can include individuals who only need to review or be made aware of the documents.

Although your changes are automatically saved, it is good practice to scroll back to the top of the page and click Save when you are done. Once you’ve prepared all your documents, click on Send to send the documents to all the signers.