eSignature
eSigning is easy on DocuX. But, if you need help, we have you covered. Learn how to create your electronic signature, send a document for eSign or eSign a document yourself on DocuX.
📄️ Create your eSignature
Draw, upload or use our font-based eSignature. Learn how to use our native eSignature generator to create beautiful signatures.
📄️ Create an eSign document
Step-by-step guides to help you create eSign documents on DocuX. You can eSign any existing document or start from scratch.
📄️ Dashboard walkthrough
A walkthrough of the different elements on the eSign dashboard. See where your eSigned, in progress, and voided documents are stored.
📄️ eSign editor
Meet the eSign editor, it’s toolbar, and control panel. eSign documents are treated as PDF and the editor is different from the document editor.
📄️ Envelope
Exhaustive guides on creating and managing envelopes. Envelopes are bundles of up to 10 documents that can be sent together for eSigning.
📄️ Add and manage eSigners
Learn how to add, edit and remove eSigners on your document. You can add an unlimited number of external eSigners on DocuX.
📄️ Add stamps to eSigns
Add stamp fields for your eSigners to fill in when they sign. Choose from over 10 different fields, including name, date, and, of course, signature.
📄️ eSign document settings
Allow or restrict what approvers and eSigners can do on your document. Set passwords to view or download for added confidentiality.
📄️ Attachments on eSigns
How to add and remove attachments, explained. Attachments stay with the eSigned document for all future reference on DocuX.
📄️ Chat with eSigners
Start conversations with other eSigners on the document. These conversations can be one-on-one or with all internal and external eSigners.
📄️ eSign approval workflow
Create, edit, and cancel approval workflows. Learn to approve and decline. The approval workflow is initiated before the eSign workflow.
📄️ eSign audit trail
Learn about the audit trail on eSign documents and what it records. Audit trails are a part of all eSign documents created on DocuX.
📄️ eSign document properties
All eSign document properties explained. Includes document name, description, added eSigners, labels, attachments, and more.
📄️ Send for eSign
Once you add eSigners and stamps, it's time to send your document for eSignatures. Learn how to do that in this quick guide.
📄️ eSign a document
How to eSign a document and what happens next. A helpful step-by-step guide for all internal and external eSigners.
📄️ Decline eSign
How to decline to eSign a document and what happens next. You will need to specify the reason for declining.
📄️ Actions on eSign
All the actions owners, approvers, and eSigners can take on eSign documents, who is notified when that action is taken, and what happens next
📄️ Search and filter
How to find the eSign document you are looking for—step-by-step guide on using the search functionality in the header
📄️ Delete an eSign document
Step-by-step guide on deleting an eSign document and what happens next, who loses access, and where you can find that document again, if needed
📄️ Sort eSign documents
Order eSign documents in one of four ways for ease of access—alphabetically, by priority, by when it was last edited, or by last activity
📄️ eSign global settings
For team and enterprise admins. How to set eSign reminders, message to eSigners and more—platform-wide, applies to the entire team
📄️ eSign certificate
Where to find the eSign certificate issued by DocuX for eSign documents and how to verify its authenticity