Egnyte Sign allows users to send an electronic signature request for a set of documents stored in Egnyte. Recipients sign in their browser and a legally binding signed copy is saved back to Egnyte as a digitally signed PDF.
Key Capabilities of Egnyte Sign include:
- Legally binding electronic signature process
- Sending requests to anyone with an email address
- Parallel or sequential signature workflows
- Add signature, initial, text, and date fields
- PDF digital signatures with an Adobe Approved Trust List (AATL) certificate with Long Term Validation (LTV) to ensure data integrity
- A signature dashboard to track sent and received signature requests
Learn how to send a signature request
Learn how to sign a signature request
- Egnyte Sign complies with the ESIGN Act and other electronic signature laws like UETA (Uniform Electronic Transactions Act), providing a secure and legally recognized way to manage electronic signatures.
- Egnyte Sign is available as part of the PDF File Handler Add-On. Contact your account manager or Egnyte Sales team to get access to this feature.
Administration
Egnyte Sign offers several configuration options for administrators. Navigate to Settings > Configuration > Signatures to access these options.
The following settings are available:
Setting |
Description |
| Permission | By default, any Administrator or Power User in the domain can send signature requests. To limit who can send requests, choose the Specific Groups option and add up to 10 Egnyte groups. Any Admin or Power User in those groups will be allowed to send a signature request. Note: Standard Users cannot send signature requests |
| Custom Consent | Egnyte provides a default Electronic Record and Signature Disclosure. This option allows you to customize that disclosure. You can enter up to 8000 characters in your custom disclosure. |
| Add Certificate of completion to the signed document | Once enabled, when users download the signed document, the certificate of completion will be appended to the same file. |
Add Certificate of Completion to the Signed Document
Admins can choose to configure the settings to add the certificate of completion to the signed document.
- Navigate to Settings -> Configuration -> Signatures
- Enable the preference to Add Certificate of completion to the signed document.
- Click on Save Changes.
Once enabled, when users download the signed document, the certificate of completion will be appended to the same file. They will continue to have the option to download the certificate of completion as a separate document.
Audit Reporting
Actions performed by users in Egnyte Sign are tracked in the Signature Reports audit report. The report tracks the following actions:
- Request Created
- Request Declined
- Request Completed
- Request Expired
- Request Canceled
- Request Downloaded
- Signed
- Signature Request Opened
- Completed Document Preview
- Completed Document Download
- Certificate of Completion Download
- Signature Consent
- Template Created
- Template deleted
- Template Edited
- Replaced Signer by Requestor
- Forwarded by Signer
- Self-Service Link Created
- Self-Service Link Deleted
Supported File Types and Limitations
Setting |
Description |
| Supported File Types and maximum limit per file type |
pdf, jpg, jpeg, png – 100 MB docx, doc, pptx, ppt, gdoc, gslides, rtf – 50 MB xlsx, xls, gsheet – 5 MB |
| Maximum File Size per signature request | 100 MB |
| Maximum Page Length per signature request | 1000 pages |
| Maximum Recipient Count (Signer + CC) |
20 recipients per request |
| Maximum number of documents | 10 per request |
| Power User permissions required | Editor, Full or Owner |
Creating a signature request is currently not supported on Mobile and Tablet browsers.