Archives

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”.
    9
  3. Confirm the account is created.
    10
  4. Check the mailbox of the address that is registered for a confirmation email and click on the link to activate your account.
    11
  5. Confirm the account is activated by pressing “OK” on the confirmation popup.
    12
  6. Navigate back to rsign.com and login with the registered account credentials and start using the service.
    13
  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.
15


User Statistics

  1. Expiring Soon: This section gives you the count of contracts which are about to expire.
    16
  2. Sent for Signature: This section gives you the count of contracts which are sent out and pending signature.
    17
  3. Terminated: This section gives you the count of contracts which rejected by the signers.
    18
  4. Completed: This section gives you the count of contracts which are completed.
    19
  5. Additional Stats: This section gives you detailed information about the contracts sent out to date.
    20

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.
    8
  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
37

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
55          39

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
56

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
79
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.
43       58

65  Text Box:  Drag this control on the document where you want the recipient to enter text.
44
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.
45
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.
46
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.
46
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.
49

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.
75   74

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.
76
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.
77

73  Dropdown: Drag this control on the document where you want the singer to select one option from a group.
78

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.

34


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.

35    36

Templates

Template tab allows you to create new and modify existing templates if you wish to re‐use the same document more than once.
80

  1. Create Template : You can create new templates by clicking the Create Template button.
    23
  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.
    24       25
  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.
    27
  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.
    33


    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.

26

  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.