EasySign Overview

Article Overview

The following article describes what is EasySign and the structure of an eSignature request.

What is EasySign?

EasySign enables you to turn any document into a digital experience by automating link sending and form signing while streamlining your data collection and file generation. Using EasySign you can:

• Assign roles for each step by detecting text and signature fields
• Add as many signees as needed 
• Choose if they sign at the same time or one after the other 

EasySign Options

(See Figure 1 to Figure 3)

To access the EasySign options, click the EasySign tab (1).

Figure 1: EasySign Tab

After clicking the tab, two options appear:

• Create New (2) - to create a new eSignature request
• Templates (3) - to create a new eSignature request using a template

Figure 2: EasySign Tab Options

eSignature Request Structure

After clicking the Create New option, the Create New screen appears. Figure 3 and Table 1 describe its structure.

Figure 3: Create New Screen

Table 1: Create New Screen

Number	Icon	Name	Description
1		Add Documents Tab	Enables to upload documents to the signing process  NOTE For a detailed description, see The Add Documents Tab article
2		Invite Signers	Enables to invite signers to the process NOTE For a detailed description, see The Invite Signers Tab article
3		Edit Documents	Enables to Edit the documents that were uploaded using the Add Documents tab NOTE For a detailed description, see The Edit Documents Tab article
4	-	Display Area	Displays content according to the selected tab
5		Back	Enables to navigate back NOTE The button will not appear while displaying the Add Documents tab content
6		Next Step	Enables to navigate forward NOTE The button will not appear while displaying the Edit Documents tab content
7	-	Discard	Enables to delete the work currently displayed without the possibility to restore it
8		Send	Enables to send the eSignature request NOTE If a document is not uploaded before clicking the button, an error message will appear.