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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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