EchoSign Customer FAQ
sions of the U.S. E-SIGN Act (i.e., the Electronic Signatures in Global and National Commerce Act (ESIGN, Pub.L.
106-229, 14 Stat. 464, enacted June 30, 2000, 15 U.S.C. ch.96). For many of our customers, this is seen as a simple
and effective worldwide approach. Of course, consult with your legal counsel on all such provisions.
In countries where the courts are given discretion to interpret on a case-by-case basis, do a business benefit
The contracts in these countries will be legally binding for standard commercial transactions, but e-signing
could add some complexity to adjudication. Consider the benefits of expedience, higher close rates, and vis-
ibility against a potential need to persuade a court with detailed evidence in the event of a dispute. EchoSign
provides an automated audit trail for every transaction, including dates, times, parties, and IP addresses.
In addition, EchoSign recommends using our biometric signature option which additionally provides an actual
written signature (via mouse or smartphone) on the document for forensic evidence.
How do I add and apply my signature in EchoSign?
EchoSign supports three methods to apply your electronic signature to your documents. All three of these
signature methods are entirely contained within the EchoSign system.
The first signature style is the default signature script. This is a computer selected font and requires the signer
to simply type their name.
The second option is a biometric signature which refers to a signature that you actually draw on the computer
using your pointer device. If you have a stylus or a touch screen (like an iPad) then you can get very nice results.
Using a mouse can take a little practice but you can get a nice looking signature with a couple tries. Biometric
signatures can be saved once you get a version that you like, and then applied to later documents without
having to draw the signature again. These signatures can only be saved at the time that you are applying a
signature to a document and if the Signer has an active account in the EchoSign system.
The third option is to upload an image of your signature that you have saved on your local system. You must
upload this image prior to signing a document, and just like the Biometric signature, it is stored for all of your
signature applications on future documents.
You can upload this image on your Account tab, in the My Signature section of the Personal Preferences. The
image can be a PNG, JPG, GIF or BMP format, and should be at least 60 pixels tall and up to 600 pixels wide.
How do I upload an image of my pen-and-paper signature to use as my e-signature?
To upload an image of your handwritten signature, go to the Account tab and select Personal Preferences > My
Signature. From there you have the option to either create a signature or initial by drawing it with your mouse
or by uploading an image.
To upload your signature to EchoSign, you must first scan it into your computer to get an image of the signa-
ture. Once you have the image, you should crop out as much of the white space around the signature as pos-
sible. The entire uploaded image will be displayed, and if your image contains a lot of padding on the edges, it
will make the actual signature appear smaller on the final documents.
You can upload your signature image from your Account tab, in the My Signature section of the Personal
Preferences. The image can be a PNG, JPG, GIF or BMP format, and should be at least 60 pixels tall and up to
600 pixels wide.
Where are my EchoSign document templates in EchoSign?
To send a document from the library, you can access the document in one of three possible ways:
• On the Home tab, in the upper le晴 section where you will ﬁnd the Send from Library drop down
• On the Send tab to the le晴 of the Upload bu瑴on you will see a link that says Document Library
EchoSign Customer FAQ
• On the Manage tab at the very bo瑴om of all of your content will be the library documents that you have
created. You will only see your documents so this isn’t the best all around option, but if you have uploaded
library documents, you will ﬁnd them here and there will be a Send link that will let you start a new transac-
tion with that document.
If you need to Edit your library document, you will do this on the Manage tab. The content of the document
will not be editable, but you can edit the form fields and properties if you have uploaded that document with
‘Preview, position signatures or add form fields’ enabled. If the document is editable, then there will be an Edit
link just to the right of the Send link.
Where do I manage my users inEchoSign?
If you are an EchoSign account administrator in EchoSign, you can add and delete users by going to the
Account tab and selecting Users & Groups.
I have several users on my account. Can my Dashboard reports show everyone’s usage?
Your Home page dashboards only shows your data but if you have an Enterprise or Global account, you can
run a report that will show you the volume of usage in the entire account broken up by user, group or docu-
ment for any time range.
Reports can also be exported to a CSV file so you can use the raw data to generate your own reports and
How do I send an agreement to two people that share an email address?
If you need to send a document to multiple signers, you can do so by entering the email addresses of the sign-
ers into the To: field in the order that you want them to sign the document (separated by commas).
By default through the sequential signing process, EchoSign will first send the document to the first signer (and
only the first signer) and wait until they apply their signature. Once their signature is applied, EchoSign will
notify the second signer and wait for them to sign. This sequential process will continue until all signers have
signed, and then EchoSign sends notification to all parties that the agreement is signed and filed. I
f you need to send the same transaction to two people at the same email address, you can enter the email into
the To: field twice. The process is exactly the same, the transaction is just sent to the same email twice.
What do I do if I need to sign an agreement as well?
When sending a document for multiple signatures, you will enter the email addresses of the signers in to the
To: field in the order you want people to sign the document.
This is true if you need to add your signature also. Just add your email into the series of emails in the proper
signature place. For example, if you are the third signer of four signers, then your email address will be the third
one in the To: field.
There is a quick option available if your signature will be either the first or the last in the sequence. You will see
a check box that says ‘I need to add my signature to this document’ just under where the documents are
attached. Checking this box will open a pop-up that will indicate if you will sign last (the default) or first. To
change the order, you just click the Change Order button.
Can my signers sign on a mobile device?
Yes! EchoSign supports web enabled phones and tablet devices. If you can get a connected web browser, then
you can sign documents using the EchoSign service.
EchoSign Customer FAQ
How do I reset my password?
The quickest way to change your password is to log into EchoSign, click the Account tab in the top right corner,
and then select Change Password from the sub-menu options.
You will have to enter your old password and then the new one (twice). Click Update to save the new password.
If you are locked out of your account or cannot remember your password, you can reset your password by go-
ing to www.echosign.com, and clicking the ‘I forgot my password link’ just under the log in fields.
This will prompt EchoSign to send you an email with a link to change your password.
My Account says I can send 5 agreements. What does this mean?
EchoSign Free accounts are based on five transactions in a thirty day rolling window, not a calendar month.
This means that you have five transactions that you use during this time frame. When you use one it will be-
come available again thirty days later.
Transactions include actions like sending an agreement, uploading a document to the library, editing a library
document and creating a widget.
Using a transaction is not reversible. Canceling an agreement or deleting a library document will not undo the
count, and the support staff does not have the ability to roll back the counter. This means that when you have
used all five of your transactions, you will not be able to send agreements until some of your transactions fall
out of the thirty day window.
Another type of account is a Trial account which allows you to trial our Pro, Team, Enterprise, or Global ac-
counts. Trial accounts end after 14 days. The Trial is a free fourteen day unlimited account that does not restrict
your usage during that time. We do not ask for a credit card and you are in no way obligated to pay anything.
To enter into a free Trial, just click the Upgrade link at the top right corner of your EchoSign window. This will
bring you to a pricing page where you can buy the product if you like, but you can also set up the free Trials for
the Enterprise or Global solutions. These service levels highlight the many features that EchoSign offers that
may be of great benefit in your signature workflows. To get a trial account, you can also visit this page: http://
Fourteen days later, when your trial expires, you will have the option to buy the service, or you can email
Support@echosign.com and inform us that your trial has expired, and you would like to be set back to the free
level of service. From the free level of service you can upgrade to any other level of service if you like. Just
remember that your give free transactions are within a thirty day window, so if you used the trial to send a
number of agreements, you may not have access for a few days while those transactions roll out of the thirty
When signing, EchoSign skips through pages and goes directly to the ﬁrst place to sign? My signers want to
review the pages before signing them.
The EchoSign signing experience helps guide the signer through the signing process indicating where the
signatures boxes and form fields are on each page. The signer can also easily read and scroll through each page
at their own pace, filling in the form fields as they appear. You can also set up required signature or initial
blocks on each page of your document if that helps.
How do I edit the information on my EchoSign Account?
Your personal account information is all contained on the Account tab, in the Personal Preferences section.
All of the fields are fully editable, and once you have set the values you want, you can click the Update button
to save those settings.
EchoSign Customer FAQ
How do I change my billing information?
You can update your billing information by logging on to the Account Administrator from your EchoSign ac-
count, clicking the Account tab in the top right corner of the screen, and then selecting Account Settings from
In the sub-menu options for Account Settings, you will see Update Billing Info at the very bottom of the list.
Click this link, and the Billing Information page will load.
Fill in all of your details and click the Update Billing Information button. Accounting will be notified directly
and will ensure that your new billing information is used going forward.
How do I upload a company logo to brand my EchoSign account?
To upload a logo, you need to have at least a Team level of service with EchoSign. Logos are not supported at
the Pro and Free levels of service.
To upload or update the logo, log into your Account Admin account, and click on the Account tab. From the
options on the left, select Account Settings. In the sub-menu items listed under Account Settings, click on the
option ‘Logo Upload’.
You are then prompted to browse for the logo you would like to upload from your computer. Logos can be
60 pixels high, and 200 pixels wide, so a low, wide image will show best. EchoSign supports JPG, GIF and
PNG file formats.
How do I add form ﬁelds and signature blocks to my documents through EchoSign’s drag and drop
To add and place a signature, initials or other form fields on your document, you can use EchoSign’s built in
authoring feature to inform the application where you want those fields to exist. You can also use this feature
to build reusable library documents or to place fields for one time use transactions. The process is very much
To do this, check the box that says ‘Preview, position signatures or add form fields’ on the Send page.
Configure the rest of the required fields on the page, and then click Send (or Upload if you are making a library
document). This does not actually send the agreement to the signers yet, rather it sends the document to the
authoring page. EchoSign will render the uploaded document with two rows of fields at the top of the window.
This authoring page is for building the template (placing the fields) and NOT for entering content. You with
NOT be able to sign or pre-fill data in this view, you can only place the fields.
The first thing to notice is the Select Role drop down at the top of the window. This Role defines who has
authority to enter content to the field, and will be the default value for any fields you place. Select your signer
from the Select Role drop down. Next, find where you want their signature to be placed. Click on the Signature
field (First row, left most field) and drag the field into position and drop it into place. Do this for all of the fields
you need for the signer to fill in.
If you want to place fields for another signer (or for your counter signature), change the Select Role drop down to
the proper person (such Sender for your signature), and start placing those fields. Do this for all of your signers.
If you need to delete a field, double click the field to open the properties box and there you will see the Delete
field link. You will also notice that the Role is defined in the Properties box if you need to fine tune the field roles.
Once you are satisfied that the fields are all placed, click the green Send button at the top right of the window,
and this time it will actually send to the first signer.
EchoSign Customer FAQ
How do I add form ﬁelds and signature blocks to my documents through EchoSign text tags in my docu-
EchoSign allows you to easily place signatures, initial, check boxes and forms fields in your document simply
by adding special text tags to your document. Tags may appear in any document type such as PDF, Microsoft
Word, PowerPoint, Excel and simple text files (*.txt) EchoSign will convert any text-based document contain-
ing those tags into a powerful EchoSign Smart Form, allowing you to collect data from your signers, position
signature and initials fields in your documents, collect multi-party information from both the sender and signers
View this tutorial here: https://www.echosign.com/doc/TextFormsTutorial.pdf
You can also convert your document to PDF and create your EchoSign Smart Forms in Acrobat Pro. Learn more
about how to do this in Acrobat here: https://secure.echosign.com/doc/SmartFormsTutorial.pdf
How do I adjust the access rights to library documents to users in my organization?
To adjust the properties of a Library document and make it more or less available to your groups or organiza-
tion, you will need to be the originator of the document, and the document will need to be editable.
Assuming you are the originator of the document, log into your EchoSign account and navigate to the Manage
tab. At the very bottom of the content on this page, you will see the Reusable Documents in your Library. The
document will have a Send link and hopefully an Edit link.
The Edit link is enabled when you upload the document by checking the Preview, position signatures or add form
fields option. If this option was not checked during upload, then you will not be able to edit the document.
Click the Edit link and the document will load into the Authoring view where you can manipulate the form
fields. At the top of the screen you will see the Show Properties link just top the left of the green Save button.
Click that link and you will open the distribution permissions for this document. Select the one you need and
click the Save button.
Any users that are logged into EchoSign at the time you make the change will need to log out and back in to
get the new account settings loaded into their browsers.
I am not the one who should sign a document. How do I delegate it to someone else for signature?
If you are being asked to sign something that someone else should be signing, then you will want to delegate
your signature authority to that person. There are 2 easy ways to achieve this so long as delegating the docu-
ment is allowed by the account settings of the sender:
• In the email sent to you, there will be a link under the message that says ‘Do you need to forward this to a
party authorized to sign it? Click here’
• A晴er opening the document, in the lower le晴 corner just to the le晴 of the green ‘Click to eSign’ bu瑴on, there
will be a link that says ‘Somebody else should sign’.
Clicking either of these links will open a new window that will ask for the email address of the suggested new
signer and a message for that signer. Once both are entered, you click the Delegate button, and the new signer
will immediately be notified by email that their signature is required.
Can I add (or remove) a signer to the transaction once it is sent?
Once the transaction is sent, there is no way to adjust the number of signers that EchoSign will require to
complete the transaction. If you define three email addresses (no matter what they are) in the To: field, then
EchoSign will require three signatures on the document to complete the transaction and move it to the Signed
folder on the Manage tab.
If you need to add additional signers, then you can save the signed document to your local system and upload
EchoSign Customer FAQ
it in a new transaction to request those new signatures.
If you need to remove a signer completely, then you will likely want to cancel the transaction and start a fresh
one with the proper number of signers.
If you just need to change one of the signers, you can delegate that signer’s signature authority to another
email address by using the Replace Signer link on the Manage tab
How do I change the signer to another person?
The current signer for a contract can be replaced by the sender of the document only.
To do this, log into your EchoSign account and go to the Manage tab. Here you will find a list of all of your
Agreements. Find the agreement in question and single click it to select it. You will see a thumbnail of the
document appear in the Preview panel just to the right of the list of Agreements. Above the thumbnail of the
document you will see the data associated with the document including the Name of the document, who it
is From, and who it was sent To. Just under the Date you will see the Status, and there you will see a Replace
Signer link. Click this link and you will be prompted to enter the new email address and a message for the new
signer. Once you have these entered, click the Replace Signer button.
EchoSign will immediately send a new email to the email address you provided with a link to sign the document.
Can I mark a transaction complete without all signers signing?
Once the transaction is sent, you cannot adjust the number of signers that EchoSign will require to complete
the transaction. If you define three email addresses (no matter what they are) in the To: field, then EchoSign
will require three signatures on the document to complete the transaction and move it to the Signed folder on
the Manage tab). You cannot force complete a transaction.
Is there a way to re-open a completed transaction for additional signatures?
Once a transactions is completed, you cannot re-open it and have additional parties sign the document. You
can save the PDF of the signed document to your local system and upload it as a new transaction if you would
like, but your new signatures will be applied to a new transaction in the EchoSign system. This is just tracked in
two transaction IDs.
Can you prevent signer delegation?
At the Enterprise and Global levels of service, Administrators can control who has the permissions to delegate
their signature authority. These settings are on the Account tab, in the Account Settings section.
There are two settings that govern this activity:
• Delegation for users in my account (internal) – 周is speciﬁcally refers to the users that are in your EchoSign
account (not necessarily everyone at your company or in your domain).
• Delegation for users outside my account (external) – 周is is every UserID that is not in your EchoSign
Delegation for external users is simple, it’s just yes or no. Can they or can they not delegate their signature? If
external UserID can delegate, they can delegate to any email address that is not specifically prohibited from
signing (like inactive UserIDs).
Delegation for internal users is a bit more granular, allowing you to set parameters for delegating only to other
internal UserIDs, any valid UserID at all (like external delegation), or no delegation.
EchoSign Customer FAQ
What are the two types of password protection when sending a document, and how are they diﬀerent?
When configuring a transaction, you will have the option to set a password for two different authentication
scenarios. You can set none, one or both of these settings, and if you set both, then the same password is
applied to both situations.
The first scenario is “Required to Sign”. This option will ask the signer to enter the password before they can
even see the document, and they will not be able to sign until the password is verified. This option can be used
when you think additional signer authentication is needed for your document.
The second scenario is “Required to View the PDF”. This option will password protect all PDF versions of the
document. Any copy of the document will be encrypted and will not be able to be opened until the password
is supplied. You may want to use this feature if you are collecting sensitive information from your users, and
you intend to distribute the signed PDFs once completed.
How can a Signer fax back a document sent for eSignature?
If you have a signer who would prefer to fax back their document, they should click the ‘I would rather fax in my
signature’ link at the bottom right of the document (just to the right of the green ‘Click to eSign’ button).
This will generate for them a fax cover page with the phone number they will need to send the fax to. That
cover page also has a bar code on it that will inform EchoSign which transaction to associate the fax to. Faxing
the document in without the EchoSign generated cover page will not work, as EchoSign has no reference bar
code to logically associate the inbound fax to your existing transaction in the system. You can choose the fax
area code for your signers by going to the Account tab under Personal Preferences. In the My Profile section,
you can select from a number of Fax Area Codes.
The option for a signer to use a fax back signature instead of an eSignature is configurable by your account
administrator, so if your signer does not have this option, it has been turned off.
What is a Widget and how do I set one up?
A Widget is a signable web form that you can create and embed on your website or link to so that multiple
signers can easily access your document for signature. This is especially useful if you need to post a form up
on your own website for multiple people to fill and sign. Each signer completes the form separately and each
transaction is recorded automatically in EchoSign.
To create a Widget, go to the Home tab and under Additional Functions, click on the Create Widget link. From
there, you can upload a document to create your Widget.
What is Mega Sign?
Mega Sign offers a way to send the same document to many people for signature. Each document is signed
separately by each signer. EchoSign automatically records each transaction and signed document. You can
upload a CSV file with the list of your recipients. Additionally, you can merge signer specific data into the docu-
ment. To learn more, you can reference this document: https://echosign.com/doc/MegaSignTutorial.pdf
To use Mega Sign, go to the Home tab and under Additional Functions, click on the Mega Sign lnk. From there,
you can initiate a MegaSign transaction.
What is Signer Messaging?
For Team, Enterprise and Global customers, signer messaging allows you to personalize the signing experience
for your end customers. You can add a personalized message to your signers and customers after they sign a
document and also add links to your company’s social media sites or other websites if desired. (i.e. Facebook,
Google+, LinkedIn and Twitter accounts).
Documents you may be interested
Documents you may be interested