Originating a document
The emSigner mobile app allows you to originate documents for signing by creating an envelope. An envelope defines the document(s), participants, signing order, and signature configuration required to complete a signing workflow.
This section walks through the complete end-to-end flow—from creating an envelope to initiating it for signing.
Accessing Envelope Creation
From the Home screen:
Tap the ➕ (Plus) button at the center of the bottom navigation.
Choose one of the following options:
Create an envelope – start from scratch
Use templates – initiate using a pre-configured template
This section focuses on Create an envelope.
Step 1: Enter Envelope Details
You are prompted to provide basic information about the envelope:
Envelope name A descriptive name to identify the signing request.
Reference number (optional) Used for internal tracking and reporting.
Tap Proceed to continue.
Step 2: Upload Documents
Next, add the document(s) that need to be signed.
Available options:
Upload document – select a file from your device
Scan document – scan document using the camera
Key points:
Uploaded documents are previewed in the envelope.
Documents can be removed or replaced before proceeding.
Multiple documents can be added if required.
Tap Proceed once documents are added.
Step 3: Add Participants
Participants define who will sign, review, or receive a copy of the document.
Adding Participants
You can add participants in two ways:
Search existing users (by name or email)
Add external participants by entering their name and email
Participant Configuration
For each participant, you can configure:
Role
Signer
Reviewer
CC recipient
Workflow type
Serial – participants act in sequence
Parallel – participants act simultaneously
Participant details are listed clearly, and you can:
Remove participants
Add more participants
Adjust order or roles before proceeding
Tap Proceed to move to document configuration.
Step 4: Configure Signatures & Fields
The document opens in edit mode for field and signature configuration.
Placing Signature and Field Components
For each participant, you can place required components such as:
Signature
Name
Department
Designation
Mobile number
Key behaviors:
Placeholders are linked to the selected participant.
You can navigate across pages while placing fields.
Each participant’s fields are configured independently.
On-screen guidance helps ensure all mandatory placeholders are completed.
Step 5: Review & Edit Envelope Details
At any point, you can tap the Edit (✏️) icon to:
Modify envelope details
Revisit participant configuration
Adjust document setup
This flexibility allows corrections before final submission.
Step 6: Optional (Advanced) Settings
Before initiating the envelope, you can optionally configure additional settings:
Envelope expiry Define how long the envelope remains active.
Watermark Apply a watermark to the document.
Reminders Enable or disable automated reminders.
Workflow language Select the language for signer notifications.
Attachments Add supporting documents for reference.
Additional message Include a custom note for participants.
These settings are optional and can be skipped if default behavior is sufficient.
Step 7: Initiate the Envelope
Once all configurations are complete:
Tap Initiate the envelope
The envelope is sent to participants based on the defined workflow
A confirmation screen indicates that the envelope has been successfully initiated.
What Happens After Initiation
After initiation:
Participants receive notifications to review or sign.
The envelope appears in the Envelopes section for tracking.
Signing progress can be monitored in real time.
Once all required actions are completed, the envelope moves to Completed status.
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