Displaying 1-20 of 124
  1. Can I use EchoSign from within Salesforce.com?

    Yes, EchoSign is integrated with Salesforce.com and you can download it from AppExchange.  EchoSign for Salesforce solution enables clients to send contracts for signature either electronically or by fax directly from their Salesforce account and then track their rea...

  2. 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 the...

  3. What are Electronic Signatures?

    Electronic Signatures, also known as e-signatures, are a simple, easy and legal way to get documents and agreements signed.The most relied upon definition of an electronic signature is “… an electronic sound, symbol, or process attached to or logically associated with a r...

  4. SFDC Feature - Send on Behalf

    Below are the instructions for enabling the Send on Behalf feature in Salesforce: This only works for background sending which is triggered through an update of the field 'Background Actions' or through the "Auto Send" option in Agreement ...

  5. Creating Forms with Acrobat (PDFs)

    Creating Forms with Acrobat (PDFs)

  6. Creating Forms with Text Tags (Editable Documents)

    Creating Forms with Text Tags (Editable Documents)

  7. A button or link is missing or not working properly

    If you are logging into the EchoSign web portal, and you find that a button or link is completely missing from your interface (like the Upload button on the Send tab), then the problem you are encountering is likely that  your Flash player is out of date, corrupted, or th...

  8. Add your Counter Signature

    Add Yourself as a Counter Signer If you need to add your signature to the document you’re sending, make sure to check the option “I need to add my signature to this document”. This will reveal the option to choose whether you sign first or last. ...

  9. Adding Multi-line / Note fields

    If you are creating your fields with the drag and drop interface or text tags, then you will not be able to create a multi-line input field. If you need to create multi-line fields, then you have to create your form in Acrobat Pro. Acrobat allows for the creation of ...

  10. Adding Recipients and CCs

    Adding Recipients and CCs to Your Transaction When sending an agreement, you will need to add recipient’s email addresses in the “To:” field. As you enter an email address, auto-fill options may appear. This data is linked to the recipients you have previou...

  11. API Code Support

    Currently EchoSign does not offer general API code support.  The API documentation can be found here: http://www.echosign.com/public/static/api.jsp and you should have access to code samples from the SDK that was sent when the API Key was generated.  ...

  12. Archiving a Document

    Archiving a Document To add a document that exists outside of EchoSign to your Archive, click the “Archive a Document” link from the Additional Functions section on the Home tab. This will take you to the upload screen. ...

  13. Are electronic signatures enabled by the Adobe EchoSign Service auditable?

    Yes. Compared to traditional signatures (“wet signatures”), electronic signatures enabled by the Adobe EchoSign service provide greater assurance as to who, when and how electronic signatures are created in electronic transactions. This assurance is created by...

  14. Are electronic signatures legal in the EU?

    The 1999/93/EC Directive on Electronic Signatures was signed in December 1999 to establish a common framework for electronic signatures, and was subsequently complemented by the Electronic Commerce Directive. All principal member states have since incorporated EU e-S...

  15. Add a Document to Your Library

    Add a Document to Your Library Click here to see a quick video of this process To add a document to your library, click the “Add Document to Library” from the Additional Functions section. You will be taken to the page where you will upload the...

  16. Are electronic signatures legal?

    e-Signatures represent an inexpensive and automated way to finalize contracts and conduct business amongst trading partners. This technology empowers those who want to expediently close legally compliant business deals, as customers can sign on the “virtual dotted li...

  17. 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 doc...

  18. Can I send the document to someone and not require them to sign?

    Adobe EchoSign as an application will require that all signers supply at least one full signature on any document they are sent to sign. There is no option to have a signer ONLY provide initials, or have nothing but optional signatures. If you create a documen...

  19. Configuring EchoSign for Salesforce Installation

    If you are using a previous version of EchoSign for Salesforce and would like to upgrade to the Version 12.x release, please use our  EchoSign for Salesforce Upgrade Guide. Each version of EchoSign for Salesforce has new features and enhancements that could be very b...

  20. Can I use EchoSign from within SugarCRM?

    Yes, EchoSign is integrated with SugarCRM and you can download it from SugarExchange.  EchoSign for SugarCRM solution enables clients to send contracts for signature either electronically or by fax directly from their SugarCRM account and then track ...

Displaying 1-20 of 124

Still Have a Question?

Open a case and our support team will research the issue and reply as soon as possible.