Learn how to easily send e-sign requests, save templates, setup reminders, configure access codes and other e-sign options.
To send an electronic signature request, login to your Encyro account and: Click the Compose E-sign button in the top menu, just above your client folders. Click Browse and Upload to select a file sa...
When creating an electronic signature request, or simply a form to be filled without signatures, you must insert the fields that the recipient will complete. Start an e-sign request as normal. When t...
How can I comply with IRS remote electronic signature requirements for forms 8879 and 8878? Is Encyro E-Sign KBA valid for IRS compliance? Do I need credit report based KBA? Why Access Codes (KBA)? [J...
How can re-use frequently used documents for electronic signatures? What does Save Template do in e-sign requests? Types of Templates Encyro E-Sign offers two types of e-sign templates: Standard Templ...
How can I delete a document sent for signature? I sent the wrong document for signature, how can I delete it? I need to send a corrected request, how to delete the older one? NOTE 1: Deleting an e-si...
Can I modify a previously saved template? How to make a change to a previously saved e-sign template, such as to change the reminder settings or add an additional field to fill in? How do I remove the...
If you have a business logo uploaded or other brand settings configured as part of your Encyro account settings (in the Brand section), then those brand settings apply to your e-sign requests as well....
How do I use a previously saved template? If you have previously saved an e-sign template, it will show up when you click the Compose E-Sign button in the top menu to start a new e-sign request. You m...
Saving a draft If you started working on an e-sign request, such as by selecting the file and adding fields, but are not ready to send it just yet, you may save the work done so far by clicking on Sav...
The simplest way to send an e-sign request is to select a file, add fields for signers to fill/sign in, and send it to their email address. However, there are several optional settings that you can ta...