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Overview

Difference Between eZsign Subscription Types
Differences between eZsign and Docusign
Download a Link to All Your Documents from eZmax or eZsign
eZsign Tutorials: Web Users
FAQ - New ticketing system (eZsign)
Form and Signature Fields Merge
How to navigate in the eZsign Knowledge Base (for eZsign Web users)
New Ticketing System (eZsign Web)
Permissions Granted to Users in eZsign
Visual Signature and Digital Signature: What Truly Guarantees Integrity

Electronic Signature

Downloading Multiple Signed Documents Into a Single PDF
How to Sign a Document Received via the New eZsign
Optimization of form field groups
eZsign Folders
- Actions in the "Signatures Status" Section of an eZsign Folder/Edit a sent document
  Add a Form in an eZsign Folder (eZsign Web)
  Adding an "Attachments" Field in a Document
  Adding/Editing/Apply a Stamp
  Adding/Editing/Deleting a Document in an eZsign Folder
  Batch Download of Documents From a Bulk Send
  Configuration of personalized reminders in folders
  Copying an eZsign Folder
  Create a Bulk Send (eZsign Web)
  Create a Bulk Send
  Creating an eZsign Folder
  Delay Between Email Notifications
  Difference between a Personal Folder and a Shared Folder
  Document Dependency
  Document Management in an eZsign Folder
  eZsign Folder List - Where to Find My Folders?
  Managing CC Recipients
  Managing Communications in an eZsign Folder
  Modify the signature deadline of a document
  Premature Completion of an eZsign Folder (eZsign Web Version)
  Sending Attachments by Email Along With the Signed Document
  Sending Documents to Sign
  Sending Signed Documents by E-mail
  Status of eZsign Folders
  Synchronization and Automatic Step Association
  View Folders as a Signer
  Viewing/Editing/Archiving/Deleting an eZsign Folder
Signatories
- Add/Edit/Delete a Signatory Group in an eZsign Folder
  Adding/Editing/Deleting a Signatory in an eZsign Folder
  FAQ - For Signatories
  Order in Which Signatories Will Sign
  Signing a Document as an External Signatory
  Signing a Document as a User
  Types of Signatory Authentication
Signatures
- Attachment Validation
  Delegation of Signature
  Document Viewing Option in eZsign
  Document Viewing Option
  Electronic Evidences
  Fill Out a Form as a User (eZsign Web)
  Filling In a Form as an External Signatory
  Filling Out a Form as a User (eZsign Web)
  Pending Signatures
  Personalized Signature
  Reassign the Signature to Someone Else
  Signature in Person (eZsign Web)
  Signing a Document Containing an "Attachments" Field as an External Signatory
  Signing a Document Containing an "Attachments" Field as a User
  Tips: Signature/Form Field Types
  Types of Form Fields (eZsign Web)
  Types of Signature Fields
Templates
- Add/Use/Edit a Template Group
  Adding/Loading/Editing/Duplicating/Deleting a Template
  Adding/Using/Editing a Standard Document
  Content Templates
  Favourite templates
  List of Templates
  Shared eZsign Links

Administration

Add/Edit an External User Group
Add/Edit a User (eZsign Web)
Add/Modify a User Group – Administration (eZsign Web)
Adding/Editing a Type of Shared Folders
Configuration of the Reminder Frequency
Configure the Sending of the Signed Document
Create/Edit/Remove an External Authentication – Administration (eZsign Web)
Create/Modify/Regenerate an API key
Create/Modify a Webhook
Difference between a Personal Folder and a Shared Folder
Microsoft Entra Integration Guide
SSO Activation and Configuration
SSO/SAML Configuration – WatchGuard AuthPoint
Timestamping Authority - Administration (eZsign Web)
Timestamping Authority

Real Estate Agents

Answering a PP or CP (eZsign Web Version)
"Completed" Folder: Available Actions (eZsign Web Version)
Creating an eZsign Folder: Start Here (eZsign Web Version)
Expired eZsign Document (eZsign Web Version)
Modify the Signatory's Information (eZsign Web Version)
Send Documents from InstanetForms to eZsign (eZsign Web version)
"Sent/Partially Signed" File: Available Actions (eZsign Web Version)
Set up InstanetForms for real estate brokers (eZsign Web version)
Signatory No Longer Wants to Sign: Complete Prematurely the Document (eZsign Web Version)
Signature : Steps for the client (eZsign Web Version)
Tips: Signature/Form Field Types (eZsign Web Version)

General

Account Management
Add/Modify Credit Card Information and Activate Auto-Renewal (Individual Account)
Add/Modify Credit Card Information (Corporate Account)
Automate PDF/A validation
Can an XFA PDF form be signed electronically?
Colleague Access Management
Communication status (eZsign Web)
Dashboard – Home Page
Download the eZmax application
FAQ - Frequently Asked Questions eZsign Web
How to Resolve Broken E-Signature Links?
Sending emails with a personalized domain
Subscribe or Renew Your Subscription to eZsign (eZsign Web)
Why Can I Not Make 1 Single PDF with All Signed Documents in My eZsign Folder?

On this page

eZsign Tutorials: Web Users

Logging in/out

Home Page - Menu - Preferences

Creating a Folder

Creating a Template

How to Apply eZsign Templates

Edit eZsign Templates

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