Kategorier: Alle - settings - preferences - templates - subscription

af Salman Ali Ehsan 5 år siden

236

Eversign

A digital signature platform offers a comprehensive dashboard for managing signatures and documents. Users can create new templates, sign documents, and add contacts quickly. The platform provides detailed statistics on documents, including those awaiting signatures and completed ones.

Eversign

eversign

Help Cengtre

Trash

Contacts

Archived
View all
Multiselect

Delete selected

Archive selected

Delete

Archive user

View documnets

New document

Email address
Contact fullname

Manage documents

Search
Standard searchbox
View filter
Documents by user
All docmnets
View documents
Drafts
All

Create copy

Audit trial

Download as PDF

Cancelled

I need to sign

Draft

On date

In progress

Sent to user name

User Menu

Loutout
Connected Apps
Developer
Documentation
API Info
Access graph
API usage and access
Billing
Invoices
Payment methods
Subscription
Select from multiple subscriptions

API plan

Standard plan

Current subscription
Account
Cancel your subscription
Address and company details
Account details

current password

email

last name

first name

Multi-business model
Add initials

(Same options as Ad signature)

Add signature

Upload

Draw

Interesting pen style

Type

Select different designs

Signatures

Default created

User settings

Notification setting

Date and time zone

General

Exit (not logout) from the current buisiness
Add a new business

Business settings

Branding
Colors

4 colour replacement options - (sweet)

Logos

Email logo

Logo

Icons

Expiration and reminders
Reminder setting
Expiration settings
Delivery Preferences
Signer emails
Notifications
Delivery preferences
Signing Preferences
Redirects
Disclaimer
Signers and recipients
Security types
General setting
General preferences
Document setup and management options
Language setting
Date and time/ timezone setting
Default template options
Document setting options
Business name
Delete account

Team

Templates

Premium feature, could not evaluate

New document flow

Step 2 : Hotspots
Send

Options

Edit

Document settings

Expiration

Number of days after sending

A specific date

Require all signers to complete the doc (yes/no)

Reminders (yes/no)

Audit Trial

Download PDF

Document large preview

Full page view of selected thumbnail

Document thumbnails

List of pages within the documnet

Post sending document details

Recipient

Order

Document title

Date created

Status

Quick send

Attach new page at the end with signer details

Date

Signer 2

(same controls as signer 1)

Signer 1

Contextual menu (on the top) for each hotspot

Attachments

Dropdown

Radio button

Checkbox

Title

Company

Text

Date signed

Initials

Setp 1 : Document Setting
Document setting

Expire document after

1 day to 1 year selector

Require all signers to sign to complete

Enable auto-reminders

Title and message

Message

document title

Select users to CC this document

Signer PIN

Language

User role

CC

Signer

Add more

Email

Name

Select document

Preview of uploaded document

Add template

Amazon web services integration

Googledrive

Evernote

OneDrive

box

Upload from system

Signers

Others

Me and others

Me

Dashboard

Quick actions
New contact
New template
Sign
Recent drafts
Most used templates
Document sent this month (graph)
My signatures (created automatically)
Initialls
Sinature
Recent activity
view history log
Documents statistics
Completed
Waiting for othes
Awaiting my signature