EchoSign-User-Guide_001

8/7/2019 EchoSign-User-Guide_001

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User Guide


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USER GUIDE................................................................................................... 1

ECHOSIGN OVERVIEW .................................................................................... 3SEND..................................................................................................................................... 3SIGN...................................................................................................................................... 4TRACK &MANAGE ................................................................................................................ 5HOW TO USE ECHOSIGN ................................................................................ 6WATCH A VIDEO ................................................................................................................... 6CREATE AN ACCOUNT.......................................................................................................... 6SEND CONTRACT/DOCUMENT.............................................................................................. 7POSITION SIGNATURE,INITIALS AND FORM FIELDS ............................................................ 8MANAGE DOCUMENTS ......................................................................................................... 9PRODUCT FEATURES .................................................................................... 10ACCOUNT SHARING,USERS .............................................................................................. 10ACCOUNT SET-UP,MANAGERS ......................................................................................... 10ACCOUNT VIEWING,USERS ............................................................................................... 11ACCOUNT VIEWING,MANAGERS........................................................................................ 11SUPPORTED FILE FORMATS

............................................................................................... 11TROUBLESHOOTING SEND ........................................................................ 12CONFIRMING THE DOCUMENT HAS BEEN SENT .................................................................. 12RECIPIENT HAS NOT RECEIVED THE DOCUMENT ................................................................ 13TROUBLESHOOTING SIGN ......................................................................... 14ALTERNATE SIGNING PROCESSES..................................................................................... 14BROWSER ISSUES.................................................................................................................. 14


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EchoSign Overview

Send

To: Signers email addresses

Cc: Anyone who needs a copy

Name your document

Message Use the default text ormodify it with your own language

Attach files from your computer,from the document library or even

from your Google Docs account.

Check this box to place signature,initials and form fields in thedocument before sending it out forsignature.

Click Change Order toalter the order in which

the documents need to besi ned.


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Sign

Click the highlightedlink in the email.

Use the Signing Wizardto sign, initial orfill in form fields

Fax back using thecoversheet provided.

Print and sign the attachedPDF document.

Fax Signatures

Electronic Signatures


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Track & Manage

Manage Sub-navigation

View. See a thu m bn ail im age of

t he docum ent - t hen enlarge,

rev iew or pr in t .

Share. Forw ard a copy of t he

docum ent t o anyone who needs

it - sup ervisor , colleague or

supp ort st aff .

Remind. Send a rem ind er t o

your self or t he recipient - once,

daily or w eekly.

History. See exact ly w hen t he

docum ent w as sent , opened,

sign ed and shared .

Notes. Add addi t ional

in fo rm at ion about the document .

Signature Status

Wait ing f or Signatu re

Out f or Signat ure

Signed

Cancelled/Declined

Archived

Search

By Person or Com p any

By Signat ur e St at us

By Docum ent Ow ner

By any in pu t em ail, sign dat e, not es

fie ld


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How to use EchoSign

EchoSign is a secure, web-based signature solution for sending, signing,

tracking and storing documents.

Watch a video

Watch this 3 minute video to get a quick overview of how easy it is to use EchoSign:http://getstarted.echosign.com

Create an Account

Go tohttp://www.echosign.com/public/register

Fill in the registration form

Click [I accept, Create my Account]

Check your inbox for a Please Verify email and click the link
http://getstarted.echosign.com/http://getstarted.echosign.com/http://www.echosign.com/http://www.echosign.com/http://www.echosign.com/http://getstarted.echosign.com/


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Send Contract/Document

Go to the Send tab

Input customers email address

Attach document requiring a signature

Select whether the document should be signed with an instant e-signature or by fax.Click [Send]


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Position Signature, Initials and Form Fields

On the send page, choose to position signatures or form fields.

Drag and drop signature, initial and form fields to their required locations on the document

Click [Send]


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Signed Documents

Once the document is signed it is returned as a PDF via email to all parties to the transaction.A backup copy is also placed in your EchoSign account.

Manage Documents

Go to the Manage tab

Search for a document using the drop down menus and boxShare a copy of the document with another party

Set Reminders (instant, every day, or every week)View History (when document sent out for signature; when document viewed bycustomer; when document signed)Add Notes


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Product Features

Account Sharing, Users

Log into your account and go to the Profile tabAdd email address i.e. managers

Click [Share]An email will be sent to the address entered which needs to be accepted.

Account Set-up, Managers

Log into your account and go to the Profile tabAdd subordinates email address, first and last name

Check View Their Agreements to see their agreements in your accountClick [Create User]

An email will be sent to the address entered. User will activate their account.


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Account Viewing, Users

View whats out for signature, whats been signed, when and by whom

Account Viewing, Managers

The procedure below is for Managers to view the document status within their team membersaccounts.

From the Manage tab:

Select Filter by Document Owner and chose the agent whose contracts theManager wishes to view

Supported File Formats

EchoSign supports a wide variety of file formats including MS-Word, PDF, Excel, text,PowerPoint, Word Perfect and more.


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Troubleshooting Send

Confirming the document has been sent

EchoSign offers two ways to confirm your document was sent for signature:

1. Check your Inbox for an email titled [Document Name] has been sent for signature 2. On the Manage tab, highlight the document and check to see if a thumbnail of the

document is visible

3. Click the grey History tab and see if the document was sent

4. If the thumbnail and documents historical details do not appear within a minute, tryresending the document. If you continue to receive this error, please contact supporton our web site and your issue will be addressed within one business day.


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Recipient has not received the document

1. Have the recipient check their junk filter to confirm the document was not flagged asspam. To avoid this issue going forward, have them add [email protected] totheir white list.

2. Go to the Manage tab and send a Reminder. This will resend the document to therecipient.
mailto:[email protected]:[email protected]


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Troubleshooting Sign

EchoSign supports all major browsers Internet Explorer, Firefox and Safari on

PCs, Mac and Linux. On occasion, you may encounter a customer/signer

with (1) an unusual browser set-up, or (2) with email problems, either of which

can make it harder to sign.

Alternate Signing Processes

EchoSign has two additional solutions for any customers have any trouble signing.

Browser Issue s

Simple E-Sign For signers with very old PCs or unusual browser configurations:

1. If the customer is having trouble getting the sign page to load in their browser

(e.g., a very old PC over dial-up), let them know there is a second, alternate linkto sign below the default one highlighted:

2. The signer will then be brought to a basic version of the Sign page that bettersupports old PCs and slow dial-up:

Date post:	08-Apr-2018
Category:	Documents
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