Archive: eSign Knowledge Articles

Accounts are a mechanism for bundling users and settings into discrete units. Accounts may be configured to mirror your corporate structure, or accounts may be configured to delineate sales units that should be branded uniquely. Each sub-account in the accounts section may inherit your own account's settings (the parent account), or you may select which specific settings may be uniquely configured. Users are assigned to an account and they will operate under the permissions that that account allows.Create a new account Click on New and enter the account name Assign an Account Group (created in Account Groups) If you would like to populate the account settings from a template, select an account template beneath "Automatically copy account settings from an account template?" Configure an administrator user account, which will be the first active user within the account Save the accountNote: As an administrator creating a sub-account, you may configure the settings and users. However, in

TopicCreating new users and accounts is a basic but essential step in learning how eSign will work for you and your organization. In this video, we will look at how to create new users and accounts.  

You may run reports on the status of documents, and can also view some rollup statistics.Note: The quickest way to get to a specific document may be to use either the Document Search or the Completed Documents reports. When results are returned, click on the Document Name to view document details, document tasks, signatories and document history.Available reports include ...Document Search Minimally, to perform a  document search, you must enter a From and To date, and Advanced View allows you to add filters, and also save your filter Document Envelope Search This report will be present if your account is using the Envelope feature for sending multiple documents Incomplete Document Setups The Incomplete Document Setups report shows pending document sends that were edited but have not yet been sent out for signature Completed Documents Similar to the Document Search, this report will display only completed documents Daily Totals The Daily Totals report provides per-day total statist

  Getting Started with AssureSignNintex AssureSign is optimized to work across industries, geographies, and high-volume use cases. We optimize what happens before, during and after the eSign event – helping you automate all your business-critical processes. Nintex AssureSign meets security and privacy industry standards, provides custom-branding experiences, and is cost effective – all without overage penalties that you would incur with other providers. Let's look at what you need to get started using Nintex AssureSign.  How to Navigate in AssureSignBasics ...AssureSign is launched from a Browser, and the address can be saved in your Favorites or accessed via an icon on your Desktop. When you see a ? icon, you may mouse over it to receive help with the section you are viewing. A lock symbol on a setting indicates that it is an item that may be edited. In settings sections and reports, you may often click on column headers to sort information alphabetically, numerically, ascending or de

A number of downloadable tools for desktop, mobile devices, or plug-ins for various platforms are available here.*Link to be updated

Yes, AssureSign supports sending SMS text messages to signers.  SMS for document and envelope communications is an add-on feature.  Please contact support if you are interested in finding out more. AssureSign SMS message content may not be altered, due to the constraints of the length of SMS messages and the need to include a URL in the content.   An invitation to sign will include the following content: Document to sign from [Company Name]: [Link - Document Signing]. Reply STOP to unsubscribe.[Company Name] is replaced with the name of your company as defined in your account settings. The SMS message sent for document or envelope complete events isSigned document from [Company Name]: [Link - Final Document]. Reply STOP to unsubscribe.Click here to see how SMS is configured on one time document submissions.Click here to see how SMS is configured on document templates.Click here to see how SMS is configured on envelope templates. AssureSign customers using SMS services are responsible f