Archive: eSign Knowledge Articles

Simple Pricing. Flexible Plans. Unlimited Users.At AssureSign, we’ve designed plans to give you the straight-forward pricing you want and the features and functionality your business needs.Need to add more users or subaccounts? You can add unlimited users and subaccounts with any plan, at any time! If you want to speak to one of our sales representatives contact us today!

TopicCan the next steps in a workflow be based on the outcome of the ‘Get a Signature’ action?  InstructionsYes. The outcome of the signing process is stored in the returned workflow object variable. Inside of this object the ‘Envelope Status’ value can be used with actions like ‘Branch by Condition’ to help direct the flow of the workflow.  Additional Information  Related Links  

Using AssureSign Electronic Signature Technology, you have the ability to have documents securely signed electronically. How do I get a document signed?The easiest way to try it out is to use our Simple Setup tool.  Upload your Word or PDF document that needs to be signed, give us contact information for your signers, and drag and drop JotBlocks where you need the document signed.  When you are done telling us the details about your document, your signatory will be emailed easy-to-follow directions about how to sign the document using a computer mouse and keyboard, or a mobile device. You will receive an email notifying you that the document has been signed. A digitized copy is maintained on file with AssureSign for a period of time.  More advanced operations are possible through integration of your systems with our DocumentNOW services, through designing Templates, through configuring AssureSign to send secure communications to remote services with updates and documents via Documen

AssureSign handles the following email failure events by adding a record to the history and notifying the originator via email: Dropped:  Invalid SMTP header, Spam Content (if spam checker app enabled), Unsubscribed Address, Bounced Address, Spam Reporting Address, Invalid, Recipient List over Package Quota   Bounced: Receiving server could not or would not accept message.

Your AssureSign account comes with certain built in “Roles” that help to assign security restrictions and grant rights based on common patterns. A good place to start is to review the restrictions placed on each of the default system roles provided to your account, and build your own roles as needed to allow fast creation of users without compromising security. Note: If at all possible, do not assign all users to the Administrator role. This should be a reserved role just as in your organization’s IT Department. Depending on the size of your AssureSign user group, you may in fact only need one Administrator. In particular, the following user settings are important to consider:Document management - account documentsWhen enabled, a user will have administrative rights over other’s documents within their account as if they were the creator. This can be beneficial for supervisors or managers who may need to access and administer documents owned by their staff, but consider setting to “Deny

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