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Knowledge BaseKnowledge Base
  • General
    • Creating a New Account

      Creating a New Account

    To set up a new end-user RSign account, follow the steps below:

    1. Navigate to rsign.com
    2. Enter you information under the “Create a new account” section, select the default language and press “Sign Up”.
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    3. Confirm the account is created.
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    4. Check the mailbox of the address that is registered for a confirmation email and click on the link to activate your account.
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    5. Confirm the account is activated by pressing “OK” on the confirmation popup.
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    6. Navigate back to rsign.com and login with the registered account credentials and start using the service.
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    7. Once logged in, you will view the Home tab and dashboard.
  • Home

    Under Edit Profile, you can add a profile picture and save a default signature for your account.
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    User Statistics

    1. Expiring Soon: This section gives you the count of contracts which are about to expire.
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    2. Sent for Signature: This section gives you the count of contracts which are sent out and pending signature.
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    3. Terminated: This section gives you the count of contracts which rejected by the signers.
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    4. Completed: This section gives you the count of contracts which are completed.
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    5. Additional Stats: This section gives you detailed information about the contracts sent out to date.
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  • Send

    RSign does allow users to send their eContracts securely. In the future, RSign’s encryption service will be shown as “Encrypt”, but for now, use the steps below to encrypt an eContract.

    1. Select the “Send” tab.
    2. Add the recipients to the email, the document you wish to get signed, and the email body.
    3. On the left-hand side of the page, ensure that the “Access code required to sign”, and the “Access code required to open signed document” are both set to Yes. This will ensure the RSign eContract is secure both to and from the signer.
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    4. Ensure to add the access code(s) that will be used to open the email. Do not leave this blank, as the email will be open without inputting a unique password.

      How to Send Document for Signing

    Step 1: Envelope
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    The recipient(s) name and email address should be entered in this section.

    Order: Enter the order in which the signer would receive the document for signing.
    Type: Represents the role of the recipient. Recipient can be of type “Signer” or “Cc”.
    Signer: Would be required to sign the document. Cc: Would receive only the final signed contract once all the signers have signed.
    Name: Enter the name of the recipient.
    Email: Enter the email address of the recipient. + Recipient: Click this button to add additional recipients.
    Add Me: Click this button if your information needs to be added as recipient.

     

    Step 2: Attach Files and Message Body

    Attach Files
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    The contract(s) to be signed should be added from this section.
    + Document: Click this button to add documents from your local machine or any other drives.
    + Template: Click this button to add a previously saved template.

    Add Message
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    The subject and email body information should be added to this section.
    Subject: Enter the subject for the signing email.
    Message body: Enter the email body and other information as required in this section.

     

    Step 3: Prepare
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    Prepare the uploaded attachment with the information to be collected from the signers along with their signature. For more information on each individual option, see the next article titled “Send Options”.


    Send Options

     

    57  Signature:Drag this control on the document where you want the recipient to sign. From the dropdown select the signer you want to assign this control to.
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    65  Text Box:  Drag this control on the document where you want the recipient to enter text.
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    Label: Assign a name to the text box.
    Signer: Select the signer you want to assign this control from the dropdown.
    Required: Select Yes/No to make this field required or optional.
    Text Type: Select the option if the field should accept only numeric or text.
    Text Formatting: Select how the entered information should be formatted along with the font type, size, and color.

    64  Name: Drag this control on the document where you want the recipient to enter his/her name.
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    Signer: Select the signer you want to assign this control from the dropdown.
    Required: Select Yes/No to make this field required or optional.
    Text Formatting: Select how the entered information should be formatted along with the font type, size, and color.

    66  Title: Drag this control on the document where you want the recipient to enter his/her Title.
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    Signer: Select the signer you want to assign this control from the dropdown.
    Required: Select Yes/No to make this field required or optional.
    Text Formatting: Select how the entered information should be formatted along with the font type, size, and color.

    67  Company: Drag this control on the document where you want the recipient to enter his/her Title.
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    Signer: Select the signer you want to assign this control from the dropdown.
    Required: Select Yes/No to make this field required or optional.
    Text Formatting: Select how the entered information should be formatted along with the font type, size, and color.

    68  Date: Drag this control on the document where you want the recipient to enter the date. From the dropdown select the signer you want to assign this control to.
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    69  Checkbox: Drag this control on the document where you want the recipient to check the box. From the dropdown select the signer you want to assign this control to.
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    70   Initials: Drag this control on the document where you want the recipient to enter his/her Initials.

    71  Label: Drag this control on the document where you want to enter text on the document for information purpose.
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    Label: Enter the text in the box which will be printed on the document, and visible to all signers.
    Text Formatting: Select how the entered information should be formatted along with font type, size, and color.

    72  Radio Button: Drag this control on the document where you want the singer to select one option from a group.
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    73  Dropdown: Drag this control on the document where you want the singer to select one option from a group.
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  • Manage

    The delivery and signing of any document sent for eSignature using RSign can be tracked under the Manage tab. Under the manage tab, locate the email in question, expand the email, and you will be able to locate this information under “Document History”.

    manage tab


    Retrieving Signed Document

    Once all the signers have signed the document, you will receive the signed contract by email. You can also download the executed contract from the Manage tab at a later time, if required.

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    Resend Document for Signing

    If the contract has not been completed, you can re‐send a contract to all signers or only to pending signers by clicking the “Re‐Send” button available on the Envelope details screen.

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  • Templates

    Template tab allows you to create new and modify existing templates if you wish to re‐use the same document more than once.
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    1. Create Template : You can create new templates by clicking the Create Template button.
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    2. Create/Add Role: You should add the roles based on the signers/Cc recipients of that document. Examples of Roles can be:Tenant, Owner, Agent, Manager,Employee etc.
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    3. Attach Files : The contract(s) to be signed should be added from this section. Click the + Document button to add documents from your local machine or any other drives.
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    4. Template Options: Click and drag the selected fields onto the desired locations in the document. See the article “Template Options” below for more details on each option.
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      Template Options

    You can set the options for the Templates which would take effect when you send the document for signature using the template. Set individual options, if required, for the contract to be sent.

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    1. Expires in: Set the expiry date for the contract. The signers won’t be able to open and sign the contract after the entered number of days.
    2. Date Format: Set the date format to be printed on the signed contract.
    3. Send reminder in: Set the number of days after which the reminder email will be sent by the system if the contract is not executed.
    4. Then send reminder in: Set the frequency of the reminder email to be sent.
    5. Access code required to sign: Enter a password which will be required by the recipient to sign the document.
    6. Access code required to open signed document: Enter a password which will be required by all parties to open the contract after it is signed.
    7. Name: Enter the name for this template.
    8. Description: Provide the details of the template indicating what it is.
    9. Enable Content Editing: If selected as Yes, it will allow the sender to add/remove controls while preparing the contract on the Send tab.
  • Send

    The process of sending documents for eSignature is exactly the same for both Admins and Users in RSign.  Please click here to move over to our User knowledge base page,and learn more about sending documents in RSign.

  • Manage

    Administrators in RSign can locate and access signed document send by any user within their organization. The search can be done using the date, the user’s email address, or by the unique RSign envelope code.

    1. Select the Manage tab
    2. At the top of the page, use any information you have regarding the signed document you are looking for to input into the search boxes.
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    3. Select “Submit”
    4. All signed documents matching the search information will be shown.
  • Templates
    • How to Share a Template

      How to Share a Template

    As an Administrator in RSign, you can create and share templates with all RSign users within your organization, or in your list of current users (see Admin tab). If you are looking for steps on how to create an RSign template, click here.

    1. Select the Templates tab
    2. Locate the desired template, and select “Share”
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  • Stats

    The Stats tab for an Admin represents statistics for all documents sent for eSignature within the Admin’s company, or current list of users. Not to be confused with the user statistics represented on Home page, which only show the statistics for the individual user.

    On the Stats tab, the Admin can view the current number of RSign documents that are currently waiting to be signed by the recipient. how many documents are soon to expire, how many have been completed, and how many were terminated.

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  • Admin

    As an Administrator in RSign, you will have the ability to enable and disable users from the Admin page. If you do not see an employee listed on this page, please email support@rpost.com to ensure that person is added to the list.

    1. After logging in to RSign, select the Admin tab.
    2. Locate the user in question, and to disable the user, deselect the “Is Active” box next to their email address.59
    3. Select “Update” to complete the process.
    FAQsFAQs
    • Can I access signed documents at a later date?

      Any document sent for eSignatures using RSign can be accessed at any time under the Manage Tab. For more information on this, please see some of our Knowledge Base related to managing signed contracts.

    • If I have questions about the document, who do I contact?

      RSign sends email notifications on behalf of its users, so replying to an email sent to you through RSign will be returned to RPost Support. RSign can be compared to a mail carrier in the way that we deliver the emails, but we have no part in the contents itself. Make sure to contact the original sender of the email, not RSign.

    • Will emails I send in RSign expire?

      Emails sent using RSign will eventually expire, but our customers can select whether or not they want their email to expire in 7, 14, 30, or 90 days. RSign templates can also have a given expiration time based off these increments. The knowledge base article Editing Email Expiration explains how to change this setting.

    • Is RSign supported by all web browsers?

      Yes, RSign is compatible and can be used with any web browser.

    • Can I use RSign with TAM Online?

      RSign can be utilized inside of Applied’s TAM Online environment, along with any other Remote Desktop environments.

    • Can the recipient sign on mobile device?

      Yes, RSign recipients can sign any eContract on any mobile device or tablet.

    • What are RSign templates?

      RSign templates allow users to save eContracts they have previously constructed, so that the same eContract can be sent at a later date. RSign administrators have the ability to share templates with all users within their corporation, allowing users to select from a range of previously created templates. To learn how to create a template, see the knowledge base article How to create a template.

    • What is sequential signing?

      Sequential signing is a setting that is used by RSign customers to have a document electronically signed in a specific order by their email recipients. The document is sent to each recipient once the previous previous recipient has completed the signing process. This order is based upon the placement of the recipients’ addresses in the email’s To field.

    • When I send an agreement for signature to multiple signers, can I track who has signed the document?

      RPost’s RSign service allows senders to track, archive, and manage all the eContracts they send all in one location. Standard RMail plans include the eContracting service, but for contract management RSign is superior to all other eSign services.

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