How to use CDP eSign

This article will cover how to use our eSign platform.

Logging into eSign:

  1. Use the link provided by CDP to navigate to your CDP eSign dashboard or by pressing the Websign button in CDP Manage to launch the eSign dashboard.
  2. Enter in your user login information.  Then, click the ‘Login’ button.

 

Navigating your eSign Dashboard

Signer Tools

  • New Signer - Allows you to create a new signer in eSign

  • Edit Signer - Allows you to edit an existing signer in eSign

  • Remove Signer - Allows you to remove an existing signer from eSign

Document Dashboard

  • Selection - Allows you to select and send multiple documents at once
  • Lock Status - Informs you whether the document is locked or not
  • Document Description - Provides a brief description of your documents
  • Document Type - Informs you where the document originated
  • Member Number – If the document has come from CDPManage there will be a member number.  Otherwise at the time of approving the document, you will be required to add one before it is approved. 
  • eSign ID - Provides you with a unique identifier number once the document is sent
  • Linked - The number of signature boxes currently placed on a document
  • Doc Status - Notes the current status of your document.

    • Not Sent - the document has not been sent yet to collect electronic signatures yet.
    • Pending - the document has been sent and is awaiting and electronic signature(s).
    • Incomplete - the document has been sent and the sender rejected it, or the document needs further attention. Whenever this status is indicated, the document can be resent out again.  It is advisable that you contact the signer to determine the next steps.
    • Complete - the document has been signed and is awaiting approval
    • Sender - Notes the user who sent the document out for signing

Document Actions

  • New - Allows you to add a new document into your eSign platform
  • View - Allows you to view a document
  • Index Fields - Allows you to add or change indexing information of your document
  • Cancel - Cancels the signing process of a document that’s been sent out for signing
  • Preview - Preview your document after it’s returned from signing
  • Attachments - Preview any attachments that your signer attached during signing.
  • Approve - Approves your document, allowing you to save it locally on your computer.
  • Delete - Allows you to delete a document from eSign

Miscellaneous

  • User Settings - Allows you to edit your user information
  • Logout - Allows you to logout of eSign
  • Saved Documents - Shows you any documents that have been saved
  • Docs w/o Signature Boxes - Shows you any documents that do not have a signature box
  • New Template - Allows you to create a new template in eSign
  • Edit Template - Allows you to edit an existing template in eSign
  • Search - Search documents using any identifier

 

User Settings - Email Notifications

In the eSign user settings, you’re able to provide your email address to receive notifications when documents have completed the signing process.  To do this, follow these steps:

  1. On the eSign dashboard, click on the ‘User Settings’ button near the top.
  2. In the Email field, enter the email address that you’d like to receive email notifications.
  3. Press the ‘save’ button.

 

Creating Your Signer

  1. On the eSign dashboard, select the ‘New Signer’ button at the top.
  2. Enter in your signer’s first name, last name, email address, and member number.
  3. Note: The ‘Pin #’ field automatically generates a pin number for your signer.  By default, the signer will be required to enter in this number to start the signing process.
      1. You can generate a new pin number using the ‘generate’ button
      2. You can also disable the PIN number requirement by checking off the ‘No PIN Req’d’ box next to the ‘generate’ button.
  4. If available, enter in your signer’s cell phone number into the ‘phone’ field.
    Then, use the ‘Send PIN to Phone’ button to text the Pin # to your signer.
  5. Once all information has been entered, press the ‘save’ button to save your signer.

Edit Your Signer

  1. On the eSign dashboard, select the ‘Edit Signer’ button at the top.
  2. Select your signer from the list of signers provided.
      1. If you can’t find your signer, try using the white search bar in the box provided.
  3. Change any of the information pertaining to your signer that you wish.
  4. Press the ‘Save’ button to ensure that your changes are saved.

 

Delete Your Signer

  1. On the eSign dashboard, select the ‘Remove Signer’ button at the top.
  2. Select the signer you wish to delete from the list of signers provided.
      1. If you can’t find your signer, try using the white search bar in the box provided.
  3. Once you click on the signer, you’ll be prompted to confirm your decision.
    Press the ‘Ok’ button in the pop-up box to finish deleting your signer.

 

Starting your Document

  1. To import a new document into eSign, select the ‘New Document’ button at the top.
  2. Use the file browser to select the file that you’d like to import into eSign.
  3. Once selected, your document will be imported into eSign and will be available to begin preparations for the signing process.

 

Adding Signature Boxes

  1. To add a signature box to your document, start by viewing the document.
  2. In the upper left corner, select the ‘Add Signature’ button.
  3. Left-click anywhere on your document to place your signature box.
  4. Repeat this process to add as many signature boxes as needed.

 

Assigning Signature Boxes

  1. Once your signature box is placed, click on the middle of the signature box itself.
    This will generate a list of all available signers that you can assign to the box.
  2. Select the signer that you wish to assign to the signature box.
      1. To collect signatures, select the signers name in the signer list.
      2. To collect initials, select the initials of the signer in the signer list.
  3. Once you select the signer, their name or initials will fill the signature box depending on whether you’re collecting signatures or initials.
  4. Note: All signature boxes that are placed on a document MUST be assigned to a signer before the document can be sent.

 

Moving Signature Boxes

  1. If you need to move your signature box, click and drag on the top bar of the signature box.  This will give you the ability to drag your signature box(es) around the document.

 

Deleting Signature Boxes

  1. To delete a signature box, click on the red ‘x’ in the upper right corner of the signature box.  This will prompt a pop-up asking you to confirm your decision.
  2. Press the ‘Ok’ button and your signature box will be removed.

 

Advanced eSign Settings - Signing Order

You’re able to change the order of which a document is viewed and signed.

  1. Click on the ‘Advanced’ button in the upper right corner.  This opens the advanced settings menu.
  2. Use the signing order dropdown to select the type of signing order you’d like to use:
      1. Non-sequential - All signers will receive the document at the same time and be able to sign at any time.
      2. Sequential - Signers will only be able to sign in the order that you determined. Additionally, signers will not receive the document until it’s their turn to sign.
  3. If you select sequential signing, you can change the signing order by editing the numbers to the left of each signer.
  4. Once any changes are made to advanced settings, be sure to press the ‘save’ button.

 

Advanced eSign Settings - Uploading Attachments

In eSign, you’re able to request additional attachments from your members during the signing process.  Here’s how you do it.

  1. Click on the ‘Advanced’ button in the upper right corner.  This opens the advanced settings menu.
  2. Next to your signer, look for the field titled ‘Total Documents to Upload’.  This refers to the maximum amount of documents/attachments that you’ll allow your signer to attach.
  3. Next, move to the ‘Required Documents to Upload’ field.  This refers to the minimum number of documents that a signer must submit before moving forward to the signing process.  This number should be less than the total amount of documents to upload.
      1. Note: If you don’t want to require an attachment, leave number as 0.
  4. Finally, you can leave instructions for your signer so they know what to attach.  To do this, select the ‘Edit’ button underneath instructions.
      1. Note: Each signer has unique instructions, so you’ll need to add multiple instructions for multiple signers.
  5. Once any changes are made to advanced settings, be sure to press the ‘save’ button.

 

Sending your Document

Once your document is prepared and ready to go, all you need to do is press the ‘send’ button in the top right of the document screen.  This will process the document and send it off to your signer(s) email address(es)!

 

Cancel Signing

  1. Navigate to the eSign dashboard.
  2. Next to the document you wish to cancel signing for, select the ‘cancel signing’ button.  This will return the document to eSign and allow you to make edits to the document or send for resigning.

 

Deleting a Document in eSign

  1. Navigate to the eSign dashboard.
  2. Next to the document you wish to delete, select the ‘delete’ button.  Depending on your permissions, you may be required to enter a password to delete documents.

Reviewing Signed Documents

Once the document has been fully signed, the document will appear in the documents list of eSign with an ‘Approve’ button next to it.  However, we highly recommend reviewing the signed document and any additional attachments before approving the document.

  1. Next to your document, select the ‘preview document’ button.  This will open your document in a new tab and allow you to see any signatures that have been placed.  This way, you can verify that all signatures are collected and that all signatures are placed properly.  If the document appears to be correct, simply close the tab with the document.
  2. To the right of the preview document button, select the ‘preview attachments’ button.  This will open a new tab and show you any additional attachments that your signer submitted during the signing process.  Verify that these are indeed the documents you were requesting.  If the attachments appear to be correct, simply close the tab.

 

Approving a Document

If your document and additional attachments look correct, we can move forward with approving your document!

  1. To the right of your document, click on the ‘Approve’ button.
      1. Note: Depending on your permissions, you may require a password to approve documents.
  2. You’ll be asked to provide a member number to associate to the document.  Enter the member number into the ‘Number’ field and press the ‘save’ button below.
  3. Your document will be packaged together and downloaded to your default downloads location for your web browser.
  4. Locate your document and move it to the appropriate home for your electronic files.

 

Creating a Document Template

If you’re sending out a lot of documents that have the same signature box placement on each document, you can use a template to drastically speed up the document preparation process.

  1. On the eSign dashboard, click on the ‘New Template’ button near the top of the page.
  2. Select the document that you would like to use for your template.
  3. Place your signature box(es) on the template document.  This will save the location of the signature box(es) so that it can apply them to your future documents.
  4. Once your signature boxes are placed, click on the signature boxes to begin assigning them.  However, rather than assigning them to a specific signer, you’ll be assigning them to placeholder signers such as signer 1, signer 2, etc.
  5. Once all your signature boxes are placed, go to the top of the page and click the ‘rename’ button.  This will allow you to name your template for use later.
  6. Once your template is named, click on the ‘Back to documents list’ to return to the eSign dashboard.

 

 

Editing a Document Template

  1. On the eSign dashboard, click on the ‘Edit Template’ button in the upper right corner.
  2. Select the template that you’d like to edit from your list of available templates.
  3. Make any changes to the template that you’d like.
  4. Click on the ‘Back to documents list’ to return to save your changes and return to the eSign dashboard.

 

Applying a Document Template

Once you’ve created a template, you can apply this template to documents that require the same signature box positioning as your template document.

  1. On the eSign dashboard, click on the ‘New Document’ button at the top of the page.
  2. Select the document that you wish to apply your template to.
  3. Once the document opens for document preparation, click on the ‘Apply Template’ button in the upper left corner of the page.
  4. Look through the list of available templates and choose which you’d like to use.
  5. Once you select your template, you’ll be asked to assign individual signers to each of the different signers on your template.  Use the dropdown menu(s) to select your signer(s).
  6. Next, click the ‘Apply’ button at the bottom of the pop-up.  This will automatically place signature boxes in the same locations as on your template and will automatically assign the boxes to the signers you chose.

 

 

What the Signer Sees - Accessing Document

Once you send your document to the signer, they’ll receive an email letting them know that action is required on the document.  The email will come with your branding on it, so the signer knows that it’s coming from you.

  1. Click on the ‘Access Your Electronic Document(s)’ button to begin the signing process.  This will open up a web browser and navigate you to begin the signing process.
  2. If your signer has PIN numbers enabled, they’ll be required to enter this PIN in order to move forward in the signing process.
  3. Once the PIN number is entered correctly, your signer will be given a disclosure agreement.  Your signer must agree to this disclosure before they can move forward in the signing process.

 

What the Signer Sees - Uploading Additional Attachments

  1. Once your signer has signed their disclosure agreement, they’ll be asked to upload any additional attachments that you had requested from them.
  2. Your signer can click the ‘Choose File’ button to search through local computer files for the attachments that they’d like to upload.  Once the file is selected, press ‘open’.
  3. Once all attachments have been uploaded, click on the ‘Upload & Continue’ button below the attachments.  This will take your signer to the signing step of the process.

 

What the Signer sees - Signing your Document

  1. Once your signer has uploaded their attachments, they’ll be taken to the document to begin signing.  They can use the bar at the top of the window to navigate through the document or to go to the next signature box.
  2. Once your member finds a signature box, all they have to do is click on the ‘Click Here to Sign’ button.  This will automatically generate a signature for your signer and place it within the signature box.  Have your signer go through the document and ensure all signature boxes have been signed.

 

What the Signer sees - Saving your Document

Once your signer has finished signing their document, they’ll be taken to a page that allows them to download a copy of their signed document, or view and print the signed document.