Continued from page 2.
Now that you understand the basics of the value of eversign services, let's get started using them!
Sign Up for Your Account
To begin, click the Sign Up Free button. You'll be asked to provide your email and password:
In step two, you'll be asked to provide information about you and your company:
Then you'll be shown the pricing and asked to select a plan. If you wish to try the free trial, click the upper right Skip for Now button:
Next, you can provide a vanity URL for your organization's signature website. Your requests to sign documents will use links with your vanity URL:
Then, check your email and verify your account:
Learn How to Use the eversign Dashboard
Once you're in the eversign Dashboard, you can begin to explore:
How to Configure a Template
Now, I'll walk you through uploading a sample template and configuring its fields. You'll be able to both send individual iterations of this template for signature or to use the API for automation:
There's also a video tutorial here
Click Quick Actions in the upper right and select New Template. Then, take any sample blank contract you wish to use, scan it and upload it from Choose Files:
I'm using the sample agreement below. I've manually highlighted for you areas that would require signatures and data:
First, we'll add the roles for the document e.g. a buyer, a seller, a customer and a business. In my example, I'm setting up a Committee Manager and a Contractor. The Contractor in this case is part of our staff and we know her email.
For increased security, eversign also supports pins for signers to further verify their identity.