Signature and workflow preferences

  • Select eSignature or written signature

    Choose whether the recipient should eSign the document or fax in a written signature. Either way, EchoSign will track and store it.

  • Choose who signs and when

    Use custom send pages to specify the roles of stakeholders and determine which stage they need to sign or approve a contract, or whether they should just be notified of the completed transaction.

  • Multiple signers per document

    Have up to 25 recipients sign in any order electronically — or up to 4 sign in any order by fax.

  • Password protect the document

    For additional security, you have the option to password protect a document before sending it for signature.

  • Additional signer security

    Knowledge Based Authentication (KBA), powered by InstantID Q&A provided by LexisNexis Risk Solutions, can provide optional, additional security by requiring recipients to prove their identity by answering questions taken from hundreds of public and commercial databases.

  • Send 1000s of documents with a click

    Send documents for e-Signature to 1000s of recipients in one click with Mega Sign. Full activity reports track who has signed and who hasn't, so, for example, you can see who has signed the new company policy. Also, everyone who hasn't signed can be reminded automatically.

  • Localize signing in 20+ languages

    EchoSign Global supports common and regional languages including: Indonesian, Malaysian, Danish, German, English (UK and US), Spanish, French, Italian, Icelandic, Dutch, Norwegian, Polish, Portuguese (Brazil and Portugal), Finnish, Swedish, Vietnamese, Russian, Korean, Japanese, Chinese (Simplified and Traditional). This option allows you and your customers or partners to read signing instructions in your native language.

  • EchoSign supports the following file formats:

PDF, Microsoft Word (.doc and .docx), Microsoft Excel (.xls and .xlsx), WordPerfect (.wp), Text (.txt), Rich Text (.rtf), Graphics (.jpg, .jpeg, .gif, .tif, .tiff, .bmp and .png), Web (.htm or .html).  You can also upload files directly from your Google Docs, Dropbox, Box.net, or Evernote accounts.

“EchoSign is incredibly easy to use, needing minimal training for staff to start sending contracts.”

Juan Molina, Director of business development

CareCloud