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02. πŸ“ˆ Admin: Understanding Your eSignaturesOnline ESign Plan: Stay on Top of Your Subscription! πŸ”‘

Monitoring Your Subscription and Usage πŸ”Ž

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Written by ROBIN BAKSHI
Updated over a month ago

Summary Table:

Feature

Description

Recommendation

Plan Details

Summary of your subscription limits (employees, documents, signatures, etc.). πŸ“„

Review this regularly to understand your plan's capabilities. βœ…

Usage Tracking

Real-time monitoring of your current usage. πŸ“Š

Monitor your usage to avoid overages or consider upgrading your plan if necessary. πŸš€

Introduction:

This article describes how to access and understand the details of your eSignaturesOnline subscription plan. Knowing the details of your plan helps you optimize your usage and avoid unexpected charges! πŸ’°

Steps to Review Your ESign Plan:

  1. Access Your ESign Plan: Log in to your eSignaturesOnline account and click on "ESign Plan" in the left-hand navigation panel. (As seen in the attached image)

  2. View Plan Details: πŸ“„ The "Plan Details" tab will most likely be selected by default, providing a summary of your current plan, including:

    • Max Employees: πŸ§‘β€πŸ€β€πŸ§‘ The maximum number of users allowed on your account. (e.g., 5 in the image)

    • Max Documents: πŸ“ The maximum number of documents you can send for signing. (e.g., 100 in the image)

    • Max Signatures: ✍️ The total number of signatures allowed per month. (e.g., 100 in the image)

    • Max SMSs: πŸ’¬ The number of SMS credits included for sending notifications via text message. (e.g., 100 in the image)

    • Max Storage: πŸ’Ύ The total storage space allocated to your account. (e.g., 500 MB in the image)

    • License Expires On: πŸ“… The date on which your license will expire (e.g., 03-01-2030).

  3. Track Usage: πŸ“Š Monitor your usage of documents, signatures, SMS credits, and storage to ensure you stay within your plan's limits.

    • Progress bars provide a visual representation of your current usage for Documents, Storage, Signatures, SMSs and Employees

  4. Cleaning Storage: πŸ—‘οΈ Clean Up storage by clicking the "Clean" button

    • **Clicking on "Upgrade Plan" will navigate to " Buy Extra Packages" where you can extend the plan

Please Note: ⚠️ The image may look different from the actual image. This image is only added for illustration purposes only.

Why Review Your ESign Plan?

  • Stay Within Limits: Avoid unexpected overage charges. πŸš«πŸ’°

  • Optimize Your Subscription: Ensure you're getting the most out of your plan. πŸ‘

  • Plan for Growth: Upgrade your plan as your needs evolve. πŸš€

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