eSign Best Practices
Posted by S2C Staff, Last modified by S2C Staff on 05 April 2018 04:08 PM
eSign Best PracticesAfter beta testing the eSign app we wanted to share some things that we found that will make your experience with eSign easier.
Instructions1. Closing the "File System" window on the left in ICFiles.com will give you more room.
2. Select your document and click the eSign icon.
3. Check the box and click START.
4. The eSign wizard with open.
5. First add Recipients, a recipient can be a signer or someone you would like to get the document or confirm they received it.
6. The Add Recipient box will list fields you can fill out and these field will be available to add to the document.
7. Add Authentication. You can use the Signer email address, text a one time code to the signers cell phone, or ask them questions only they would know.
8. Advanced Options. You can add a message or instructions that will be add to the email notice to the signer. You can add an option to change the signer by the signer and you can authorize eSign to send the signer a copy via email (not recommend)
9. Once the signer is complete you will see them listed in the left Navigation panel.
10. Click on the Signer Name.
11. Click on a field to add to the document, in this case the signature block. Once the signature block is added you will notice that you have more fields you can add to the document.
12. John Smith's Name, Signature and Sign Date have been added to this document. These signing blocks can be resized and moved. They can be placed on the document by clicking the icon or dragging and dropping.
13. A Text Field has been added to the SSN field. When adding fields like this they have to be predefined before "Send To Sign" button is clicked.
14. If you hover your cursor over the any signing block you will see and Edit Gear appear. You can customize the signing blocks with this Gear Icon.
15. You are ready to send your document for to the signer. After clicking "Send to Sign" you can Exit the wizard.
16. Your signer will get and email notice with a link.
15. When they click "Go to Document" the first page they will see is an eSignLive Consent form. They have to "Accept" the consent or the esignpackage will cancel. There is no refund for this, so make sure your signer are familiar with eSign.
16. After signing the signer can download the documents or they can get the documents from ICFiles.com. Signers can be ICFiles Users or non-Users.
17. When all signers have signed both the Sender and the Signers will get email notifications that the esignpackage is complete.
18. All Documents will be returns to the Senders ICFiles account.
19. Document will have an ICFiles Audit Trail and a eSignLive sign audit trail call "Evidence.pdf"
20. In some browser you might not be able to see the digital evidence. Please download the .pdf and view it is Adobe Acrobat or Adobe Reader.
Below you will see the browser view on the left and the Adobe Acrobat view on the right.