2 Page PDF Guide for eSigner

Getting Started

Create an Account

1. Go to esigner.com and click any of the Start free buttons.
   
   
2. Fill in all the required fields to create your SSL.com Account. These fields include username, First Name, Last Name, email address, and password. Take note of the requirements for an acceptable password. Click the CREATE ACCOUNT button to proceed.
   
   
3. A new login session will appear. Place your username and password. Check the box for REMEMBER ME. Finally, click the Member Login button. You can now proceed to create your signing profile and customize your preferred signature. 
   

Create your Signing Profile

1. Click Signing Profiles on the menu.
   
2. Click the Create Profile button to create a Signing Profile.
   
   
3. Place your First Name and Last Name in the allotted fields and then click the Save button.
   
4. Select your choice for your signature.
   1. Choose
      The Choose option provides a set of signature templates bearing your First and Last name. Pick the font style that you want and click the Save button to confirm your choice.
      

   2. Draw

      The Draw option enables you to use your mouse to generate your customized signature. This option is good for users who wish to replicate their handwritten signatures on the eSigner app. Should you wish to replace the drawn signature, simply click the trash bin icon to start over.
      

   3. Upload

      The Upload option allows a user to use an image as their signature preview. Click the Choose File button to upload the image then click the Save button. Compatible image file types include png, jpeg, and svg.
      
      
      

Enable Your Verified ID Badge On Signed Documents

eSigner is integrated with Jumio to provide an automated process for identity verification. Jumio is an AI platform that allows for identity verification on a computer and/or mobile device using artificial intelligence and biometrics. Successful verification will grant the user a Verified ID Badge which will be displayed on a document signed on esigner.com. Since only valid government-issued photo IDs can be used to acquire this badge,  the person whose name and signature appears on the document can provide an additional strong proof of identity.   

To enable your Verified ID Badge, please prepare the following:

• An active account on esigner.com. 
• A valid government-issued photo ID such as your passport, driver’s license, or an identity card.
• A mobile phone or computer with a web camera      

After the requirements have been prepared, refer to the instructions below to enable your verified ID badge on esigner.com.

1. Click the Signing Profiles tab.
   
   
2. Click the Enable Your Verified ID Badge On Signed Documents link.
   
   
3. You will receive a message stating that the identity verification is being processed.
   
   
4. A prompt to begin the verification through Jumio will then appear. Check the box confirming your consent to Jumio collecting, processing, and sharing your personal information. Afterward, click the Start button.
   
5. Specify the country where your ID is issued then select which type of government-issued ID you will use for the verification process. If you are not sure if your ID is acceptable, you can click this link: Have you checked if your ID is supported? Upon clicking the link, Jumio will show a list of IDs that it does not accept.
   
   
6. Choose if you want to proceed on desktop or mobile. If your mobile phone can capture higher-quality images than your desktop web camera, it would be better to proceed on mobile. 
   
   
7. For mobile users, there are two options you can choose to continue the Jumio verification process. First option is to send a verification link to your email by placing your email address and clicking the Send button. Second option is to scan a QR code using your mobile camera or QR code app. For this demonstration, the email method was chosen.
   
8. You will then be prompted to check your mobile for the verification link. If you do not see it, check your spam folder or click the resend link. Take note to keep this page open on your computer. 

Create and Sign a Document

1. To create and sign a document, click Documents on the menu. Select the folder where you want the document to be stored and click the Create Document option.
   
   
   
2. Click Choose File to upload the document from your computer and finalize the name you want for it. Finally, click the CREATE button.
   
   
3. You will be notified that the document for signing has been created, and that you have to add content fields like signature boxes or text fields.
   
   
4. A preview of your document will appear. Click the ADD ESIGNERS button to select a signing profile that you can use to sign the document.
   
   
5. Under Select Recipients, click the drop-down arrow to choose the signing profile you want to use for signing. Afterwards, click the SAVE button.
   
   
6. Click the particular field on the left side of the screen and drag it to the document preview. The available fields include the Signature you created; Date of signing; your First and Last name; a unique QR code; and an alpha numeric series termed eSigner Document ID. You can drag the content field to any position in the document preview by clicking and moving it with your mouse.
   
7. You also have the option to add Terms and Conditions to the signing process. Click the SET TERMS AND CONDITIONS button and attach the terms and conditions either by typing it in the alloted text box or uploading a file by clicking the Choose File button. Proceed to tick the check box if you wish the text/file to be added to the signed document. Once finalized, click the Save Terms and Conditions button.
   
8. Once you have placed all the fields you want, click the SIGN THIS DOCUMENT button. If you have added a set of Terms and Conditions, you will be shown a preview of it so you can confirm. You can also click the link to Terms of Service for using esigner. Afterwards, tick the check box beside: I agree with these terms and to use electronic records & signatures. Finally, click the Continue button. 
   
   
9. Click the START HERE button to initiate the signing process. Proceed to click each of the fields you have added for your document to permanently set them. Fields that are not yet set will have a shimmering light on their edges. Fields that have been successfully set will be watermarked into the document preview. 
   
   
10. You can use the NEXT button to locate all the fields that need to be set. Once all fields have been set, click the FINISH button. 
    
    
11. A brief loading screen will appear indicating that the digital signature and timestamp are being added to the document.
    
    
12. Upon successful signing, you will see a check mark beside the word Signed.
    

Invite Multiple Signers to Sign a Document

It is possible for an eSigner account owner with an active signing profile to invite multiple persons who will apply their signatures to an electronic document. Below are the steps on how to do this.

1. Go to https://app.esigner.com/ and login to your eSigner account.
2. Click the Get Started button or the Documents tab to upload the document that will be signed.
   
   
3. After uploading the document, set a title for it. Optionally, you can also add a note for the persons who will be invited to sign. Once finalized, click the CREATE button.
   
4. You will receive a notification indicating that you can now prepare the document by adding eSigner and content fields.
5. Click the ADD ESIGNERS button.
   
   
6. Click the Invite tab. Fill in the First Name, Last Name, and email address of the signer to be invited. Once finalized, click the ADD RECIPIENT button. This step is the same both for signers who have active SSL.com or eSigner accounts and for those who do not have any of these accounts.
   
   
7. You can also include your own name as one of the signers by clicking the Select tab and choosing your signing profile.
   
   
8. Double check the list of invited signers. After finalizing your list, click the ADD RECIPIENTS TO DOCUMENT button. 
   
   
9. Click the radio button assigned to each signer and select which content fields you would like to associate with their signature. Drag each field to the preview screen and finalize their positions. Optionally, you can include terms and conditions in signing the document by clicking the SET TERMS AND CONDITIONS button. After finalizing, click the FINISH AND SEND MAIL INVITES button.
   

Options for Signed Document

There are several options you can do to a document signed on esigner.com. These options are listed below: 

1. 1. Download eSealed Document: Clicking this will download the signed file to your computer.
   2. Audit Page: Clicking this will download a Certificate of Signature and Timestamp which displays key information, including the name and email address of the document owner; name of the document and date when it was created; details of the document signing certificate that was used; and number of signatories.
      
      
   3. Combined File and Audit Page: As the label suggests, clicking this will download a single pdf copy containing both the signed file and the Audit Page.
   4. Signed and Audit ZIP: This will download a ZIP file which contains distinct copies of the signed file and the Audit Page.
   5. Copy Link: This allows you to generate a download link for the signed document and audit page that you can share to your contacts.