This is an overview of the different settings of the E-Sign module in PDF Architect and how to use them.

  • Sign your Document is the best choice, if you want to get a document signed by a single person. You can use the Sign your Document feature to quickly and safely send a document for signature. After you open a document and click on Sign your Document, there is a little pop up window in which you select your signature type. You can choose between signature and initials. With a simple drag and drop you can place your preferred signature type on your document. Remember to click on Finish.
  • Request signature allows you to precisely define the workflow steps and persons involved in the process:

Request Signature Steps

Step 1

  • You can start by entering a title for the E-sign package. A package is made up of all the documents you want the recipients to sign. Optionally, set a date by which the documents are to be signed and set a message for all signers
  • Then you can select several documents, arrange their order, rename them and add them to the E-sign package (the file size limit is 10 MB).

Step 2

  • Add signers whom you want to sign your document. If you need to sign the document as well, you can add your own name too.
  • Set a signing order if you have added multiple signers to your package and want each of them to sign the documents in a specific order.
  • When you click on the signee’s name you can select a signature field type. There are two options plus additional field types like date, name, e-mail, title and more. You add them for each signee by drag and drop.

Step 3

  • In the list of signers, you can click on Signer Options next to each name. There you can leave a message for each signer and request mandatory attachments (e.g. passport document) Once received, you can either accept the attachment or reject it. If rejected, the signer will be notified by e-mail and will be prompted to upload a new version of the attachment.
  • There are two authentication methods, by e-mail or by questions and answers. The identity of the signer will be verified with your selected method.
  • In the Options settings you can select whether or not the signer is allowed to decline the package and if they are allowed to transfer the signing responsibility to someone else.
  • Your package is now ready to be sent.

E-Sign Manager

  • The E-Sign Manager allows you to manage your signature processes. Within this folder, you can:
    • Send reminders to recipients who have not yet signed your packages.
    • Review, accept and sign documents.
    • Download all signed files.
    • Modify/edit your packages. Please note: If you make changes to a package that has already been sent for signature, it will be disabled and you will have to resend the package for signing.
    • Save a package as a template for future use.
    • Mark your packages as complete.
    • Archive your packages.
    • Delete your packages.
    • Access the summary of all actions associated with a signing process.

Drafts

The Drafts button allows you to modify/delete your saved drafts.

Templates

The Templates button allows you to modify/delete your saved templates.

Signers

The Manage Signers feature allows you to view and edit all your stored signers. You can add/remove them as you please.

Layouts

The Layout feature allows you to save all the fields you’ve added to your active documents to reuse them for future documents.* You can name your layout and add a description.

My Signature

Choose your signature and/or initial appearance. You can choose between drawing your own signature, select from 4 sorts of type appearances or upload an image of your signature.