Learn how to easily send e-sign requests, save templates, setup reminders, configure access codes and other e-sign options.
If you have certain forms that you need your clients to fill out, such as a new patient form or other informational forms, you may use the e-sign feature to send out those forms to patients or clients...
While Encyro E-Sign allows you to upload some file formats other than PDF for requesting signatures, those files are auto-converted to PDF for the signature process. Automated conversion may sometimes...
If the e-sign request you previously sent has expired, and some or all signers have still not signed, you may use the re-send option to extend the expiry. When you re-send: Expiry date is set using th...
The order of signing only matters if there are more than one signers. When enabled, signers who are lowest in the order are notified to sign first. After signer (or signers) at the lowest order have s...
You may opt to automatically remind signers or yourself, if the e-sign request has not been completed. Remind Signers On the 'Configure E-Sign Request' screen, find the heading Expiry and Reminders. C...
Encyro provides you multiple login settings to help increase the security of the documents being sent for electronic signatures and to enhance the non-repudiation protection for each signer. Requiring...
The type of signature may be changed on the 'Configure E-Sign Request' screen under the heading Allowed Signature Types. You may select one or more of the following types of signatures: Hand-drawn (to...
How can I change the expiry duration of an e-sign request? To change the expiry for an e-sign request that you already sent, see how to re-send. For a new e-sign request, you may change the expiry du...
Can I use the same email address for two signers, such as spouses? Legally, the signature must be associated with an actual person. Currently, in Encyro E-Sign email acts as an identifier for a person...
What is the difference between Date and Sign. Date? How can the date of signature be filled automatically rather than the signer having to fill it manually? The different fields available for use in a...