ESign Genie Quick Start Guide

#1 Easiest and Most Collaborative Esignature Software

Solution Highlights

1. Electronic Signature Scenarios and User Processes

2. Create Reusable Templates and Send

3. Create Document from PDF and Send for Esignature

4. Recipient Esignature Process

eSign Genie

Quick Start Guide

About eSign Genie

eSign Genie is a robust end-to-end solution that allows businesses to create documents/templates collaboratively and obtain esignatures online. eSign Genie is both feature rich and a very user friendly application. Key features include: Contract creation, reusable templates, document creation and collaboration, single or multiple esignatures on document, online web link distribution for esignatures, embedded online forms for website integration, application programming interfaces to get documents electronically signed from your website or application, bulk signatures and more. If you need custom solutions, our team can work with you to fulfill your requirements.

For more information on eSign Genie software, please contact us at info@ or visit

Quick Start Guide ? Template Creation to Obtaining Esignatures

Quick Start Guide

The #1 easiest and most affordable esignature solution. You can obtain esignatures online from multiple signers using eSign Genie. You can use online link, embedded signing or integrate with the website using the APIs.

This guide's first section outlines all the electronic signature use cases enabled by eSign Genie and the steps required to achieve core use cases. Additional use cases are outlined in the premium features user guide.

Important note before getting started:

eSign Genie offers PDF and online editor capabilities. We recommend using PDF document upload (95% of our users use this) unless you require multiple version of document tracking during esignature process in which case you will need the online editor.

Functionality and User Process Mapping

The below table shows the steps required for the associated functionality:

Functionality

Required Steps

Account Management (Optional but recommended for productivity)

My Profile: Update your password, notification preference. Account Settings: Default date format and control user signature

behavior Account Users: Add users if more than one user in the company Address Book: Add if you want to send documents to the

predefined set of users in the address book. Notification Template: Create your default email template for

your customers/signers.

Reusable Templates

Create Reusable Templates: Create templates with placeholder

Save templates to expedite sending of

fields/tags to be filled out and signatures assigned to parties

commonly used documents/contracts. Send One or More Templates for Esignature: Templates are

Signers can add attachment during filling out and signing.

automatically converted into documents during this process.

Assign names of parties that need to esign and also assign them

privileges such as `Fill Fields and Sign', `Sign and View only' etc.

Resend Notification(s) if Required: If document is not signed in a

timely manner, you can remind the signers.

Esign Documents Online: Fill and sign documents

Signed Documents Storage: Create labels and assign documents

to labels with eSign Genie or transfer your signed

documents/contracts to the cloud such as Dropbox and Google

Drive (Optional)

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Quick Start Guide ? Template Creation to Obtaining Esignatures

Document Esignatures Flow If document/contract is completely unique each time.

Upload/Create Document: Create documents with fields and signatures assigned to specific users. Create new users if not added to address book.

Send for Esignatures Resend Notification(s) if required: If document is not signed in a

timely manner, you can remind the signers. Recipients Esign Documents Online: Fill and sign documents Signed Documents Storage: Create labels and assign documents

to labels with eSign Genie or transfer your signed documents/contracts to the cloud such as Dropbox and Google Drive (Optional)

Once you establish which steps you need to do in order to enable the functionality for your company, you can navigate to the specific section in this document to understand the process.

Settings

Account settings are an optional setup for all accounts. Account settings enable you to

personalize eSign Genie field value such as the default date format, apply your company

logo/branding (only Business Premium and Enterprise Plan subscribers), create notification

templates and manage your billing information.

Important

Company Name and date format are important as these settings will be used in

Hint

all the email comunictions and reusable templates/documents.

Field

Description

Account Settings Navigation: Settings> Account Settings Person who creates account by default becomes a Super Administrator and account owner.

Account/Organization Name: Name of the company or individual. Used on email sent to your signer. Address: Informational purposes

Time Zone: Informational Purpose

Date Format: This date format defaults while you create the document or reusable template. You can select the date format for your document differently if you are using them for different countries or regions. Document Access Preference: Default is `No'. If you want to make the document more secure, changing this option to `Yes' will ensure that your signer creates a login if he/she has not done so already (recipient/signer does not need to sign up or pay for eSign Genie) before getting access to the document. This feature is for companies requiring an extra security measure for their documents. Attach Certificate to Document PDF: Select the option based on whether you want a separate certificate or you want to attach the esignature certificate to the end of the document.

Company Logo: Company logo upload is displayed only for `Business Premium' account customers. Logo can be your uploaded branding. Your eSign Genie account pages will display your logo.

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Quick Start Guide ? Template Creation to Obtaining Esignatures

Account Users Navigation: Settings > Account Users Person who creates account by default becomes a Super Administrator. Super-admin can see all the documents for any account user and create users, assign roles and manager hierarchy.

All emails will have your logo displayed in place of eSign Genie logo on the emails also. Document Pre-Defined Fields: This option on setting page are required if you intend using online editor. For all businesses using PDF based documents, this section is not valid. Define the account users, set password, and assign roles and managers to the users.

Super Administrator Role: In addition to all the document, template and esignature functions, the Super admin can setup a reporting hierarchy (assign managers to users) while creating users. Those higher up in the hierarchy can view their subordinate's documents and progress. Super admin can perform any function in the account.

Contract Admin Role: Can create, edit documents/reusable template and obtain esignatures. Additionally, the contract admin can setup their own account users and setup notification templates. Contract admin can view their subordinates' (contract admin and regular users) documents.

Address Book Navigation: Settings > Address Book Create address book to add frequent users you send the contract to. Recipients of the document automatically get added to the address book.

Notification Templates Navigation: Settings > Notification Templates

Regular users can simply create reusable templates, document and obtain esignatures. Address book contains the frequent users. You can download the Excel template and bulk upload the account users.

If you are a Premium or bulk user, the email group functionality is available to you. You can create email group name and bulk assign/upload email address to the email group.

Email groups can be setup under: Navigation: Settings > Email Groups Notification templates language can be updated to suit your requirements. You can also create a new template by clicking on `Create New' under All Invitation Email Template. Add email template name, description, email subject, email body. You can use pre-defined fields in the template header and body. Select `Mark this template as default` to make the new template you create as your default template.

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Quick Start Guide ? Template Creation to Obtaining Esignatures

How to Create Reusable Templates by Uploading a PDF

All the steps below assume you are logged in with an active account on . 1. Log in to the application and click on `Template` under `Create a New' box on the homepage.

2. You can now choose the required PDF file from your computer to create a template.

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