When your signature is required, emSigner notifies you primarily through an email notification sent to the email address specified by the initiator. The email contains details such as the document name and a secure signing link.
Note: SMS or WhatsApp notifications may also be sent if these channels are enabled and configured for the workflow.
As an external user, you do not need emSigner login credentials.
When you click the signing link from the email, authentication depends on how the workflow was configured by the initiator:
If additional verification is enabled, you may be required to complete one or more of the following:
One-Time Password (OTP) verification
Liveness check
Identity-based verification (for example, ID or demographic verification)
If no additional verification is configured, you are taken directly to the document preview screen.
Once the required verification (if any) is completed, you can access the document and proceed with signing.
When you open the document, you are first shown a full preview of the document.
From the document viewer, you can:
Read the document page by page
View attachments (if provided)
View the signing order
Add comments (if enabled)
Download the document (if permitted)
Once you are ready to act, you can use the Next option to navigate directly to the required signature, initials, or input fields.
The signing methods available to you depend on how the document and workflow are configured by the initiator.
No. Only the signing methods enabled for the specific document and permitted for external users are shown during signing.
Yes. Available signing methods may vary based on:
Regional and regulatory requirements
Account-level configuration
Document or envelope-level settings defined by the initiator
These controls ensure compliance with applicable legal and organizational requirements.
Yes. If multiple signing methods are available for the document, you can switch between the available options before completing the signing process.
Note: Only methods enabled for the envelope and permitted for external signers can be selected.
After you complete your signing action:
Your signature is applied to the document
The document automatically moves to the next participant in the signing order, if any
The signing order diagram is updated to reflect your completed action
Yes. Once all participants in the workflow have completed their actions, the final signed document along with the audit trail is shared with the relevant participants via email.
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