Skip to main content

10. ❓ eSignaturesOnline FAQs: Your Questions Answered! πŸš€

FAQ'S

R
Written by ROBIN BAKSHI
Updated over a month ago

New Feature Alerts (Check back regularly for updates!) πŸ“£

  • Auto Reminders! ⏰ (Signature Page Tab) Senders can now set up automatic reminders. (Please note that this may be a paid feature only). Admin has to enable it

  • Admin-Set "Default Days to Sign"! ⏳ (General Tab) Admins can now globally set the expiration time for signatures!

I. General Account Management πŸ‘€

Managing Your Account and Users πŸ”‘

  • Q: How do I log in to my eSignaturesOnline account as an Admin? πŸ”‘

    • A: Use the email address and password you used when the account was created. πŸ“§

  • Q: How can I change my Admin password? πŸ”’

    • A: Go to My Profile βš™οΈ and follow the prompts to set a new password. ✍️

  • Q: How do I add a new user to the account? βž•πŸ§‘β€πŸ€β€πŸ§‘

    • A: Navigate to the Users section (often under Settings βš™οΈ or Admin πŸ§‘β€πŸ’Ό), and click "Add User" βž•. Fill in the required information. πŸ“

  • Q: How do I remove a user from the account? βŒπŸ§‘β€πŸ€β€πŸ§‘

    • A: Find the user in the Users section and select the option to remove or deactivate them. πŸ‘‹

  • Q: What are permission profiles and how do they work? βš™οΈ

    • A: Permission profiles define the level of access a user has in eSignaturesOnline. πŸ›‘οΈ They streamline user management by grouping permissions. πŸ‘₯

  • Q: Can I customize the default permission profiles? πŸ› οΈ

    • A: No, you cannot directly modify the default profiles. 🚫 However, you can copy them to create custom profiles. βœ‚οΈ

  • Q: What is the difference between an Admin, Sender, and Signer profile? πŸ§‘β€πŸ’Όβž‘οΈπŸ“βž‘οΈβœοΈ

    • A: Admin has full control πŸ‘‘, Sender sends documents for signature πŸ“€, and Signer only signs. ✍️

  • Q: Where can I find my account ID or other identifying information? πŸ†”

    • A: This information is often found in the Settings βš™οΈ or Account Details section.

  • Q: What to do if the system has too much storage space. How to clear this? πŸ—„οΈπŸ§Ή

    • A: Check for option such as "Clean Storage" or "Delete some Documents in trash πŸ—‘οΈ".

II. Subscription & Billing πŸ’³

Understanding and Managing Your Subscription πŸ“ˆ

  • Q: Where can I find information about my current subscription plan? 🧾

    • A: Go to the ESign Plan section to view details like usage limits and expiration date. πŸ“…

  • Q: How do I upgrade my eSignaturesOnline plan? ⬆️

    • A: Click on the "Upgrade Plan" button in the ESign Plan section. πŸš€

  • Q: What payment methods are accepted? πŸ’°

    • A: (This information would be specific to your platform. Provide the acceptable payment methods.) e.g., We accept Visa πŸ’³, MasterCard πŸ’³, and American Express πŸ’³.

  • Q: How do I update my payment information? πŸ”„

    • A: Go to the Billing 🏦 or Payment section of your account settings.

  • Q: Where can I view my past invoices? 🧾

    • A: Access the "Invoices" tab within the ESign Plan section.

  • Q: How do I download an invoice? ⬇️

    • A: Click the download icon πŸ’Ύ (or similar option) next to the invoice you want to download.

  • Q: Can I get a refund on my subscription? πŸ”™πŸ’°

    • A: (This depends on your refund policy. Clearly state your refund policy.) e.g., Refunds are subject to our refund policy. Please see [link to your refund policy].

  • Q: What happens if my payment fails? ⛔️

    • A: You will receive a notification πŸ””, and your account may be temporarily suspended ⏸️ until payment is resolved.

  • Q: How do I cancel my eSignaturesOnline subscription? 🚫

    • A: You can cancel your subscription by clicking the "Unsubscribe" button in your account settings.

  • Q: Where can I buy Extra packages 🎁

    • A: You can buy an extra package by clicking the "Extra Packages" button in your account settings.

III. Branding & Customization 🎨

Personalizing Your E-Signature Experience ✨

  • Q: How do I add my company logo to eSignaturesOnline? πŸ’πŸ–ΌοΈ

    • A: Go to the Company section and upload your logo in the designated area. You can also add a Dark Mode Logo πŸŒ™.

  • Q: What are the recommended dimensions for my company logo? πŸ“

    • A: (Provide recommended dimensions for the logo to ensure optimal display.) e.g., We recommend a logo size of 200x50 pixels.

  • Q: How do I change the primary color of the eSignaturesOnline interface? 🌈

    • A: Select a new primary color in the Company section.

  • Q: Can I customize the email notifications that are sent to signers? πŸ“§

    • A: (If this feature exists, explain how to customize email templates. If not, state that customization is not available.) e.g., Yes, you can customize email templates by navigating to the Email Templates section under Settings.

  • Q: How do I add my company's Terms and Conditions to the signing process? πŸ“œ

    • A: Enter the URL in the "Terms and Conditions URL" field in the Custom Configuration Panel.

IV. Custom Configuration (General Tab) βš™οΈ

Fine-Tuning General Settings πŸ”§

  • Q: What does "Color Bookmark Complete" mean? πŸ“Œβœ…

    • A: It determines the color of the bookmark displayed after all signatures are complete on the document.

  • Q: How do I adjust the preview image quality? πŸ–ΌοΈ

    • A: Change the setting in the "Preview Image Quality" in the General Tab. This determines image quality when using image-based preview.

  • Q: What does "Preview Mode" refer to? πŸ‘€

    • A: Select how documents load during preview (e.g., images, faster loading).

  • Q: How can I set the number of days before deleted documents are permanently removed? πŸ—‘οΈ

    • A: Change the "Days to Clean Trash" value in the General Tab.

V. Custom Configuration (Signature Page Tab) ✍️

Optimizing the Signature Experience ✨

  • Q: What does "Generate Signed Document When Last Signer Signs" mean? πŸ“„

    • A: Automatically generate the signed document when the last signer completes their part.

  • Q: What is the "Auto-Finish Signature Process" setting for? πŸ€–

    • A: Automatically save the signature without asking the user to hit the finish button.

  • Q: What will happen if I set the "Show Popup on Finishing Signature Process" setting active? πŸ’¬

    • A: Display a popup when finishing if the auto-finish signature process is not active.

  • Q: What is the "Same Style on Signature and Initials" setting? 🎨

    • A: If unchecked, will allow a user to choose different styles for signature and initials.

  • Q: What is the purpose of "Remove Events Page on Signed Documents"? πŸ“–

    • A: Can choose whether to remove the events page at the end of the signed document.

  • Q: How do I remove the certificate from Signed Documents? πŸ“œ

    • A: By setting "Remove Certificate on Signed Documents" at the active state.

VI. Custom Configuration (Styles Tab) 🌈

Defining the Visual Identity 🎨

  • Q: How do I change the color of the bookmark? πŸ“Œ

    • A: Choose the most suitable color according to the company/brand in the "Color Bookmark" tab.

  • Q: How do I change the color when the documents are signed? ✍️

    • A: Choose the most suitable color in "Color Bookmark Signed" in the Styles Tab.

  • Q: Can the primary color be overwritten in Styles Tab? πŸ’™

    • A: Yes, the primary color can be overwritten. Choose whatever color you prefer.

VII. Troubleshooting πŸ› οΈ

Resolving Common Issues ⚠️

  • Q: What should I do if I forget my Admin password? πŸ”‘

    • A: Use the "Forgot Password" link on the login page. πŸ”—

  • Q: I'm not receiving email notifications. What could be the problem? πŸ“§

    • A: Check your spam folder, verify your email address in your profile πŸ‘€, and ensure that notifications are enabled in your notification settings βš™οΈ.

  • Q: A user is unable to log in. What should I do? πŸ”‘

    • A: Ensure that the user account is active βœ…, and that the user is using the correct credentials. πŸ“

  • Q: I accidentally deleted a document. Can I recover it? πŸ—‘οΈ

    • A: (Check if there's a trash or recycle bin feature. If so, explain how to recover. If not, state that deleted documents cannot be recovered.) e.g., Check the Trash bin. Documents in the Trash can be restored within 30 days. After that, they are permanently deleted.

  • Q: The system is running slowly. What can I do? 🐌

    • A: Clear your browser cache, ensure you have a stable internet connection 🌐, and close any unnecessary applications πŸ’».

VIII. Data Security & Retention πŸ›‘οΈ

Ensuring the Safety of Your Documents πŸ”’

  • Q: How long are signed documents stored in eSignaturesOnline? ⏳

    • A: Signed documents are stored in your account for as long as your account is active and in good standing.

  • Q: How do I delete documents from eSignaturesOnline? πŸ—‘οΈ

    • A: Select the document and choose the Delete option.

  • Q: What happens when I delete a document? βž‘οΈπŸ—‘οΈ

    • A: Deleted documents are moved to a designated "Trash" area. Documents in the Trash area are permanently deleted after 20 days.

  • Q: How do I manage data retention in eSignaturesOnline? πŸ“…

    • A: eSignaturesOnline automatically deletes files in the "Trash" area after 20 days. As such, administrators should ensure that appropriate deletion is done.

  • Q: What is the standard storage limit for my business plan? πŸ’Ύ

    • A: The business plan provides a standard storage limit of 500MB.

  • Q: Can I purchase more storage if I need it? πŸ’°

    • A: Yes, Enterprise customers can purchase additional storage space as needed to accommodate their document volume. Contact our sales team or support for details on purchasing additional storage.

IX. Extra Packages 🎁

Subtitle: Getting Even More Power! πŸ’ͺ

  • Q: What are Extra Packages, and why would I need them? πŸ“ˆ

    • A: Extra packages provide additional signatures, storage, and other features beyond your plan's limits. They add more functionality to your plan. 🌟

  • Q: What kinds of Extra Packages are available? πŸ›οΈ

    • A: Extra signature credits, SMS credits, and other features. Check out our "Extra Packages" Page.

X. Other Questions ℹ️

Need More Help? 🀝

  • Q: Where can I find the eSignaturesOnline API documentation? πŸ’»

    • A: API access is currently available only under the Enterprise plan and involves custom development. Please contact us at support@esignaturesonline.com to discuss your API integration needs. Note: We do not have an open API available at this time.

  • Q: How do I contact eSignaturesOnline support? πŸ“žπŸ“§

Did this answer your question?