Adhoc Envelope

Signing the documents in 3 simple steps using Adhoc Envelope.

Ad hoc Envelope processes are dynamic and flexible, designed to handle tasks and decisions on an as-needed basis rather than following a predefined, structured sequence or Envelope. The Envelope can be initiated or modified in response to specific situations, requirements, or user preferences.

Step 1: Log in to the emSigner account using your Admin User Name and Password

Login Page of emSigner

Enter the password to login into the account.

Password Page

Step 2: You can initiate the signing process in 3 simple steps as mentioned below,

1. Upload Documents

2. Specify Participants

3. Sign & Send

Upload Documents:

Step 3: Click on “Create an Envelope” from the left side panel.

Create an Envelope from Dashboard

You will be navigated to the screen where you can upload one or more documents for signing. Click “+ Upload” and start uploading documents.

Document Upload

Step 4: Once the document is uploaded, the status of the document is shown as uploaded along with the other details like the name and size of the document. Envelope Name and Reference Number are two optional fields which can be used to keep a track of the document. The user has to select the type of the workflow and then proceed to adding the details of the participants in the envelope.

Envelope Details

Step 5: The initiator of the envelope has to select the role and provide the email address to add them as either a reviewe/Signer/CC Recipient in the workflow. The user can click on "+ Add Signer/Reviewer" to add another participant in the envelope. Once all the signatory details are added click on "Continue"

Adding Signer/ Reviewer

Specify Participants:

Step 6: In this step, you will be able to view the documents that were uploaded. On the right-hand side of the panel, click on “+Add Existing” Signatory to add the participants, then drag and drop the colored box for the signatory wherever necessary.

Adding Participants

Step 7: Workflow Type: In “Select Signing Type” accordion, you will see couple of options. 1. Serial 2. Parallel and 3. In-Person Signing, select the appropriate signing type that suits your requirement.

Post which, you can add additional documents using "Attach" option on the left side panel.

Defining type of workflow

Step 8: Set Password

If you want to protect your document with a password, then click on “Optional Settings” to set a password to protect the file.

Note You will see an additional feature like applying a watermark. It is completely optional. The above-mentioned additional features are displayed only when the Template initiator is also in the signing Template.

Optional Settings

Step 9: Setup Remainder for Signing

In this step, by clicking “Reminder” you can set reminders to users who have documents pending for signing.

Defining reminder

Step 10: QR Code

QR code and QR Code Disclaimer can be enabled for the document based on your requirement. You can add the same in the document by adding the respective tags highlighted below.

Adding QR Code to a document

The default QR Codes will have a following information about the document. The user scanning the QR code can only see the Document details and the signatories and in addition to that they can download the completion certificate. The users will not have an option to view the completed document from the QR code.

Details after scanning a QR Code

You can also add the additional information to QR Code from the Flexi fields used in that specific document. Click on the setting tag for the respective Flexi fields and enable the check box, highlighted in the right side panel.

Option to include details in QR Code

Hybrid QR Code: Creating a hybrid QR code for eMsigner (a digital signature solution) that can be read both online and offline involves embedding both static and dynamic information within the QR code. Here's how you can create such a QR code:

• Online Mode: When users scan the QR code with an internet-connected device, they are directed to the eMsigner platform or a relevant webpage where they can log in or access their eMsigner account.

• Offline Mode: In situations where users need to sign documents offline, they can use the QR code scanner(emSigner Scanner App) on their mobile devices to access the document(s) stored locally.

Enabling Hybrid QR

Step 11: Selfie Capture for Ad hoc Users:

The feature that allows individuals, particularly those who are not part of a organization, to capture selfies (self-photographs) while signing and also provides a simple and user-friendly way for individuals to take selfies, typically using their smartphones or Laptops.

Step 12: Demographic Data validation using Aadhaar:

While initiating the Template the initiator can now enable Demographic Data validation which enables the emSigner application to verify the Name of the Ad hoc user, Year of Birth and Gender as per the Aadhar while using eSignV2 mode of signing.

Sign & Send:

Step 1: Click on the colored Signature box on the document to begin the signing procedure.

Step 2: Here, Choose the mode of Signing as “eSignature” and enter your full name. To continue, choose a font from the samples given below and click on “Apply and Preview“.

Step 3: Once you have reviewed the document for sending click on “Sign and Send”.

Your document has been signed and sent successfully!