Sending and Managing Signature Requests

Egnyte Sign makes it easy to send a document for electronic signature and automatically save back the signed document to your Egnyte account.  Follow the steps in this guide to send and manage signature requests.

Sending Signature Requests

Users with permission to send signature requests can send a request by following these steps:

1. Select the file or right-click on any supported file.

2. Click Send for signature in the context menu.
   
   

   
   
   
3. Users can also open the file and click on the Send for signature button to get redirected to the document preparation interface.
   
   
   
   
4. Create the E-Sign in the following interface by adding signer(s), choosing the Formatting, and selecting the desired Fields.
   
   
   
   
5. Add one or more signers. User can send requests to both domain users and anyone else with an email address.  When adding multiple signers, choose whether they should sign in parallel (the default) or sequentially. To sign sequentially, enable the Sequential Signing toggle and then drag and drop the signers in the desired order.
   
   
   
6. Click on Formatting to choose one of the following signature styles and its size:
   • Light
   • Regular
   • Bold
   • Italic
     
     
     
     
7. Add fields for each of the signers. Select the signer's name from the dropdown menu and then drag fields to the document at the desired location.  Double-click a field to edit the signer or to mark it as optional.
   
   
   
   
   • • The user has the option to add fields such as Signature, Initials, Name, Company, Date Signed, Title, and Text field to the document. 
       
       
       
       
     • Once selected, each field is displayed at the chosen location, and there are Edit and Delete options available for each field added. For instance, on adding initials and signature, the fields will appear as shown in the screenshot below.
       
       
     • Adding the Dropdown field additionally shows the Edit Dropdown field option. It enables the requester to add a Field label and Dropdown options. The user can choose a default option by selecting Show this as selected radio button.
       
       
       
       
8. Add one or more CC’s. User can add CC for both domain users and anyone else with an email address.  When adding CC’s, add them like any other signer, go to their settings and change them to CC. A CC user gets the final signed copy after the request is completed.
   
9. Click Send Signature Request in the top-right corner of the screen.
   
10. The user will be able to verify all the details filled in the signature request through the request verification screen. Click on Send to create the request and send it to all signers. All signers will receive an email with a link to sign the document and all CC’s will get the final signed copy after the request is completed.
    
    
    

Optional Steps

1. Add a customized message for the email notification sent to signers.
   
   
2. Change the expiration date (defaulted to 30 days) and the destination folder for the signed document (defaulted to the current folder).
   
3. Requesters can turn on reminders by going to Settings tab. The reminders can be configured based on a timetable, with two specific configurations:
   a. First reminder after - The initial reminder will be sent out 'x' days following the submission of the request.

   b. Subsequent reminder frequency – This determines the interval between subsequent reminders after the initial one has been issued.

   

Manage Signature Requests

The Signatures dashboard allows you to track the status of your active and completed signature requests.

Viewing Sent Requests

• Click Workflows & Signatures in the left navigation. 
• Click the Signatures tab.
• Click Sent Requests section to see the signatures requests sent.

By default, Sent Requests shows In Progress requests. To see already completed or canceled requests, change the Request Status filter.

Details of each signer and their status can be seen by expanding each row. 

Canceling a Request

If a signature request is no longer needed, you can also cancel the request. To cancel the request, hover over a row of an In Progress request and click the Cancel request button.

In the cancel dialog, you can add a message for the signers and then click the Cancel Signature Request button. All signers will receive an email notifying them of the cancellation.

Supported File Types

Egnyte Sign supports a number of file types including:

• Pdf 
• Docx 
• Doc 
• Pptx 
• Ppt 
• Xlsx 
• Xls 
• Gdoc 
• Gsheet 
• Gslides 
• Rtf 
• Jpg 
• Jpeg 
• Png

Additional Resources 

• Managing Signature Requests
• Create Signature Requests using Templates