User Guide

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USER GUIDE................................................................................................... 1

ECHOSIGN OVERVIEW .................................................................................... 3

SEND ..................................................................................................................................... 3
SIGN ...................................................................................................................................... 4
TRACK & MANAGE ................................................................................................................ 5

HOW TO USE ECHOSIGN ................................................................................ 6

WATCH A VIDEO ................................................................................................................... 6

CREATE AN ACCOUNT.......................................................................................................... 6
SEND CONTRACT/DOCUMENT.............................................................................................. 7
POSITION SIGNATURE, INITIALS AND FORM FIELDS ............................................................ 8
MANAGE DOCUMENTS ......................................................................................................... 9

PRODUCT FEATURES.................................................................................... 10

ACCOUNT SHARING, USERS .............................................................................................. 10

ACCOUNT SET-UP, MANAGERS ......................................................................................... 10
ACCOUNT VIEWING, USERS ............................................................................................... 11
ACCOUNT VIEWING, MANAGERS........................................................................................ 11
SUPPORTED FILE FORMATS............................................................................................... 11

TROUBLESHOOTING – SEND ........................................................................ 12

CONFIRMING THE DOCUMENT HAS BEEN SENT .................................................................. 12

RECIPIENT HAS NOT RECEIVED THE DOCUMENT ................................................................ 13

TROUBLESHOOTING – SIGN ......................................................................... 14

ALTERNATE SIGNING PROCESSES..................................................................................... 14

BROWSER ISSUES.................................................................................................................. 14

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 EchoSign Overview

Send

To: Signers’ email addresses

Cc: Anyone who needs a copy
Name your document
Message Use the default text or
modify it with your own language
Attach files from your computer,
from the document library or even
from your Google Docs account.

Check this box to place signature,

initials and form fields in the
document before sending it out for
signature.

Click Change Order to

alter the order in which
the documents need to be
signed.

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 Sign

Electronic Signatures

Click the highlighted

link in the email.

Use the Signing Wizard

to sign, initial or
fill in form fields

Fax Signatures

Print and sign the attached

PDF document.

Fax back using the

coversheet provided.

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 Track & Manage

Signature Status Manage Sub-navigation

 Wait in g f o r Sig n at u r e View . See a t hu m b n ail im age o f
 Ou t f o r Sig n at u r e t h e d o cu m en t - t h en en lar g e,
r eview o r p r in t .
 Sig n ed
 Can celled /Declin ed Share. Fo r w ar d a co p y o f t h e
d o cu m en t t o an yo n e w h o n eed s
 Ar ch ived it - su p er viso r , co lleag ue o r
su p p o r t st af f .

Search Rem ind. Sen d a r em in d er t o

 By Per so n o r Co m p an y
 By Sig n at u r e St at u s
 By Do cum en t Ow n er
 By an y in p u t – em ail, sig n d at e, n o t es
f ield
yo u r self o r t h e r ecip ien t - o n ce,
d aily o r w eekly.
Hist ory. See exact ly w h en t h e
d o cu m en t w as sen t , o p en ed ,
sig n ed an d sh ar ed .
Not es. Ad d ad d it io n al
in f o r m at io n ab o u t t h e d o cum en t .

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 How t o use EchoSign

EchoSign is a secure, web-based signature solution for sending, signing,

tracking and storing documents.

Watch a video
Watch this 3 minute video to get a quick overview of how easy it is to use EchoSign:
http://getstarted.echosign.com

Create an Account

Go to http://www.echosign.com/public/register
Fill in the registration form
Click [I accept, Create my Account]
Check your inbox for a „Please Verify‟ email and click the link

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Send Contract/Document

Go to the Send tab

Input customer‟s email address
Attach document requiring a signature
Select whether the document should be signed with an instant e-signature or by fax.
Click [Send]

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Position Signature, Initials and Form Fields
On the send page, choose to position signatures or form fields.

Drag and drop signature, initial and form fields to their required locations on the document
Click [Send]

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Signed Documents
Once the document is signed it is returned as a PDF via email to all parties to the transaction.
A backup copy is also placed in your EchoSign account.

Manage Documents

Go to the Manage tab

Search for a document using the drop down menus and box
Share a copy of the document with another party
Set Reminders (instant, every day, or every week)
View History (when document sent out for signature; when document viewed by
customer; when document signed)
Add Notes

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 Product Feat ures

Account Sharing, Users

Log into your account and go to the Profile tab

Add email address i.e. manager‟s
Click [Share]
An email will be sent to the address entered which needs to be accepted.

Account Set-up, Managers

Log into your account and go to the Profile tab

Add subordinate‟s email address, first and last name
Check “View Their Agreements” to see their agreements in your account
Click [Create User]
An email will be sent to the address entered. User will activate their account.

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Account Viewing, Users

View what‟s out for signature, what‟s been signed, when and by whom

Account Viewing, Managers

The procedure below is for Managers to view the document status within their team member‟s
accounts.

From the Manage tab:

Select “Filter by Document Owner” and chose the agent whose contracts the
Manager wishes to view

Supported File Formats

EchoSign supports a wide variety of file formats including MS-Word, PDF, Excel, text,
PowerPoint, Word Perfect and more.

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 Troubleshoot ing – Send

Confirming the document has been sent

EchoSign offers two ways to confirm your document was sent for signature:

1. Check your Inbox for an email titled “[Document Name] has been sent for signature”
2. On the Manage tab, highlight the document and check to see if a thumbnail of the
document is visible

3. Click the grey History tab and see if the document was sent

4. If the thumbnail and document‟s historical details do not appear within a minute, try
resending the document. If you continue to receive this error, please contact support
on our web site and your issue will be addressed within one business day.

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Recipient has not received the document
1. Have the recipient check their junk filter to confirm the document was not flagged as
spam. To avoid this issue going forward, have them add echosign@echosign.com to
their white list.

2. Go to the Manage tab and send a Reminder. This will resend the document to the
recipient.

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 Troubleshoot ing – Sign
EchoSign supports all major browsers – Internet Explorer, Firefox and Safari – on
PCs, Mac and Linux. On occasion, you may encounter a customer/signer
with (1) an unusual browser set-up, or (2) with email problems, either of which
can make it harder to sign.

Alternate Signing Processes

EchoSign has two additional solutions for any customers have any trouble signing.

Browser Issues

“Simple E-Sign” For signers with very old PCs or unusual browser configurations:

1. If the customer is having trouble getting the sign page to load in their browser
(e.g., a very old PC over dial-up), let them know there is a second, alternate link
to sign below the default one highlighted:

2. The signer will then be brought to a basic version of the Sign page that better
supports old PCs and slow dial-up:

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