Creation of an Envelope

How can the users upload a document and initiate an envelope?

Below are the steps for the users to upload a document and initiate an envelope for signing.

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

Step 2:Enter the password to login into the account.

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

Step 4: Click Browse File to upload the documents that needs to be sent to the Signatories for signing.

• Upload up to 10 documents (PDF, DOC, DOCX, XLS, XLSX) with a combined size of up to 20 MB.

• Password-protected or encrypted files are not supported.

• Optionally, add an Envelope Name and Reference Number.

Step 5: After uploading documents, users can review the document details before proceeding. The page count is displayed for each document, and options are available to edit, delete, or merge documents as needed.

For India-specific workflows, eStamping can be enabled using the toggle.

Click Next to continue with adding participants.

Step 6: The initiator can select one of the following signing options: Only I will sign, I will sign with others, or Only others will sign.

Step 7: Add participants for signing by selecting users from the existing participant list or by adding a new ad hoc (external) participant.

Step 8:Users can search for participants by entering the first four letters of a user’s name. Matching users are displayed in a list, from which the required participant can be selected and added to the workflow.

Step 9: When adding an ad hoc participant, enter the participant name and email as mandatory details. Mobile number, company, and identification number are optional and can be provided if required, then add the participant to the signing workflow.

Step 10:Once a participant is added, click on the participant to configure their signature and related settings.

Step 11: Once all signatories are added, the initiator can configure the signatory-level settings based on the workflow. This includes selecting the Workflow Type, Role, and Signature options.

Workflow Type:

• Serial – Participants sign in a defined order, one after another.

• Parallel – All participants can sign at the same time.

• In-Person – Participants sign on the same device.

Roles:

• Signer → Must sign (can delegate if unavailable).

• Reviewer → Reviews but does not sign.

• CC Recipient → Receives a copy for reference.

Optional configurations such as Search Text for automatic signature placement, demographic data verification, and signatory authentication methods like OTP verification, Liveliness check, or ID verification can also be configured.

After completing the signatory-level configuration, the initiator can save the changes and click Next to proceed to the next stage.

Step 12: Drag and drop the different form fields from the left panel.

Step 13: Select the second signatory from the dropdown and drag and drop the relevant fields on to the document.

Step 14: Once all the relevant placeholders are dragged and dropped on to the document, click on 'Next'. If any signatory needs to be modified click on 'Modify Participants'.

Step 15: Provide the other relevant details like the Envelope Name, Envelope Number and attach the supporting documents if any. Once the envelope is ready, click on 'Next' to initiate the envelope.

Step 16: The success page is shown to the initiator indicating that the document is sent to the signatory for their signing.