Getting Started with E-sign

1. In this tutorial, we will show you how to -

a. start an E-sign transaction,

b. process an E-sign transaction, and

c. view the status of an E-sign transaction.

2. Crimson eContracts uses DocHub’s E-sign service to execute your contracts.

a. E-sign complies with the US ESIGN and European Union regulation for electronic signatures.

b. Complete your document in Crimson eContracts, save it as a PDF on your local drive, and access E-Sign from the Crimson eContracts application ribbon. It is best to open a separate window to perform your E-Sign transaction.

3. After you open an E-sign window, the Home page appears. The Home page is a public facing page that allows you to publicly share documents with anyone (if you chose to). This feature is useful if you provide standard templates for colleagues and customers to use.

a. The left column lists the Home icon and folders for publicly available documents and templates. The main column allows you to search these folders.

b. The Login button is located in the upper right corner. Once selected, chose the “Sign in with email address” button. Use the user ID that the Crimson Econtracts administrator sent you. After successful login, you will see the DocHub Dashboard.

4. In the DocHub Dashboard, you can select these actions in the left column:

a. New. This allows you to generate or upload a document for a new e-sign session.

b. Dashboard. This displays your recent e-sign activity.

c. Sent. After you send an e-sign document, you can view the status of the document here.

d. Documents. Here you can annotate, edit, sign, and share your documents.

e. Public. See above.

f. Templates. These are private template documents that you can reuse for bulk document sending.

g. Fax Inbox. This feature is not available.

h. People. This is a list of Crimson Econtract subscribers that enrolled in the DocHub application.

i. Settings. This displays the page view within DocHub and is controlled by the DocHub administrator.

5. Creating a New DocHub Document. Use the back space arrow to navigate to the New button. Once selected, the main column allows you to drop in a file, or upload it from your local computer, Dropbox, Google Drive, One Drive, or a URL.

a. The Privacy option allows you to keep your document private (default), make it public, or share it with the Crimson Econtracts community.

b. The Type option allows you to designate the document as a Document or a Template.

c. Owner is you. It should be the default selection.

6. Preparing a Document for E-sign.

a. If you selected a document and uploaded it, it will appear in the main column. At the top of the page is the header ribbon. On the left is the document’s name. On the right are options to share (send) the document, download the document, or view an expanded menu of options.

b. The second ribbon from the top is the editing ribbon. From the left, the following icons are available”

I. Page Controls. Shows or hide an icon of each page in the document.

II. Managed Fields. These are field you use to add e-sign content to your document including fields for texts, paragraphs, checkboxes, drop down menus, signatures, initials, and dates.

III. Print. To your local printer.

IV. Undo and Redo.

V. Pointer

VI. Add Text

VII. Draw Freehand

VIII. Highlight

IX. Comments

X. White Out – erase portions of the documents

XI. Stamp (e.g., Confidential, Draft Only – Do Not Sign)

XII. Insert Image, and

XIII. Sign (create a persona signature or request signatures from others)

c. Adding Fields to a Document.

I. To add a field do a document, click on a field from the Managed Fields menu and navigate to the position in the document where you want it.

II. A pop up column for each inserted field will appear in the right column. For each entry will have a unique field title, whether is is required or not, and who the field is assigned to. Select the People tab to add the list of persons’ email addresses that are going to sign the document.

III. Above the field entry, a control box appears. There are five characteristics available to you for this field. Starting from the left:

A. Move (or drag). Allows you to navigate the field within the document

B. Sign. Allows you to create a custom signature.

C. Not Assigned (NA). You assign the field to a person. NA means that it is not yet assigned.

D. Required. Toggle whether the field is required to get completed.

E. Delete. Delete the field.

7. Sending Your Document. Once you finish preparing your document, select the Prepare Sign Request button in the right column. Be sure to check the email addresses for each signer before sending. You have two additional document options, Permissions and Options.

a. Permissions allows you to determine who get final versions on the document. You can add persons who you want to send copies to.

b. Options allows you to send automatic reminder for signer to view and sign your document. You can also expire a document if there is no activity.

c. You can track you document’s progress in the Sent menu in the DocHub Dashboard.

8. Finally click the icon in the upper right corner and select Sign Out to exit the system.

9. In this tutorial, we showed you how to -

a. start an E-sign transaction,

b. process an E-sign transaction, and

c. view the status of an E-sign transaction.

10. For more information, visit CrimsonEcontracts.com.