Do you need legally binding, court-admissible signatures on Documents or Forms like financial agreements, licensing paperwork, waivers, etc.? Enrollsy allows you to upload and design an E-signature Document that makes it easy for you and your customers!

So, what exactly IS an "E-signature Document"? It is a Document provided by you and saved as a PDF. It is then uploaded to Enrollsy and mapped with the fields on your customized Enroll Form. This means you drag and drop fields onto the Document, then choose which field from the Enroll Form goes into that field.

After the mapping is completed, it is sent to your customers (Account Holders) to e-sign using a desktop, tablet, or mobile phone. The signed Document shows up in each Account Holder/Enrollee's account.

In Enrollsy, we partner with Dropbox Sign (formally HelloSign) as an e-signature provider. E-signatures from Dropbox Sign are legally binding under the ESIGN Act of 2000 and have the same legal standing as pen and paper. Affixed to each signature request is a non-editable audit trail to ensure every action is thoroughly tracked and time-stamped.

Dropbox Sign is also the design editor where the Enroll Form fields are "mapped" onto the actual Document. We have an in-depth tutorial about how to design your E-sign Document. We'll talk more about this later.

Any provider who needs a legally bound signature on a Document uses E-sign Documents. Some examples of these Documents are as follows:

The first step in this process is providing a PDF Document that needs to be mapped and signed. Some important information about this Document:

See this support article for more information on creating a new E-signature document.

You will then need to decide if you need just one Signer or more than one. This is an important decision because once you create the E-sign Document, you CANNOT ADD another Signer.

You can include the Primary Account Holder and/or the Secondary Account Holder as signers, or add an additional email field on the Enroll Form for a guardian signature. You can also type in an email address for an administrator who needs to sign off first. Learn how to set up multiple signers in this article.

NOTE ABOUT PRIMARY & SECONDARY ACCOUNT HOLDER SIGNATURES: If you have the primary account holder's and the secondary account holder's signatures, then both of these signatures will be required. Therefore, if you have a single primary account holder, that primary account holder's email address must be in both the primary account holder's email field and the second account holder's email field. This can be the same email address.

The primary account holder will need to sign the same document twice. The document will be emailed the first time and after it is signed, will be emailed again. Once it is completely signed, the primary account holder will receive an email saying the document has been completed by everyone.

You can add an optional expiration date. The purpose of the expiration is to not let Account Holders sign the document past that expiration date. After the document is signed, the expiration date no longer applies.

Next is mapping the Document in the Design Editor. Field IDs help you correctly identify fields in your Enroll Form during the design process. The Design Tool opens up in a Dropbox Sign window, where you will be adding pink and blue fields.

See "How to design an E-signature Document" for detailed steps in mapping and designing the E-signature Document.

After mapping all the fields in the Document and designing them as you see fit, it's time to test it. See "How to test your E-signature Document" for detailed instructions.

There are two ways that an E-sign Document gets sent to a Customer:

After sending out your E-signature Documents to be signed, of course, you will want to be able to see who has and who has not signed. For instructions, head to "How to view who has signed or submitted Documents."

After the E-signature Document is sent out, you might encounter some of these most common issues:

Suppose you need to edit something in your current E-sign Document or replace it entirely. See this support article for more information. NOTE: DO NOT delete any E-signature Document until you have read this article.