Getting Started Guide
Updated January 2025
TABLE OF CONTENTS
- Standard Sending
- My Packets Status
- Signing
- Bulk Sending
- Templates
- Managing Existing Templates
- Shared Templates
- Using a Template
- Admin Functions
- Enterprise Tab
Features and functions specific to your level of service are noted. To determine your plan type, go to preferences - subscriptions. If you have questions about the features available for your plan, please contact your Customer Success Manager or [email protected]
Get started by personalizing your account under preferences located in the bottom left corner or the landing page. Here you can:
- Locate your MySign account ID
- Upload a photo
- Change your personal information & location settings
- Select the packet attachment type
- Find what plan you are using
- Update security such as change password, cookie settings & copy the public API token
Note: some areas may be locked down if you are under an organization and or are using single sign-on. Please contact the admin on your account for change requests.
Standard Sending
Click the Start Signing button in the upper right
Load a file in the options available or choose a template
Note: An IT administrator can prevent uploads from controlled areas such as Google Drive. If you are prevented from uploading a document and see a permission error, contact your administrator on your account.
After loading the correct file for signature, click continue
Fill out signer details or upload a CSV
Set the signing order if using multiple signers or you are including a copy recipient
Click continue to be taken to the edit form or create document page
Select the form create mode - located on the upper left
If using a form PDF, the section will be automatically selected for filling in
Select a section to be required by signer, use validation (regex) or multiline formatting
Select which signer will fill out the fields by using the dropdown on the right side
Drag and drop a tag from the left side onto a document or use the PDF fields created on upload
To remove a tag, simply highlight and click delete on your keyboard - confirm
All fields must be assigned to proceed
You can remove the fields from the PDF form as well.
Click continue
Fill out the subject & message before sending your packet
Choose the attachment option
Click finish
In the My Packets section you will be able to see the progress of the packet and use options such as resend and prepare
My Packets Status
Waiting on (name of recipient) - One or more of the signers need to action on the packet
Created - Packet is ready to send but has not been sent
Signed - Packet has been fully completed
Cancelled - sender cancelled
You can resend the packet to the recipient if they didn’t receive it or as a reminder
Note: If the recipient has still not received the packet, please be sure the email is not in their spam folder, or their IT is not blocking it. Contact [email protected] for additional assistance
Signing
The recipient will receive an email to initial the signing ceremony or will receive a CC
The recipient clicks on view document
Note: for first time users they will receive the following notification and need to select an option to proceed
Fill out the required or requested fields
Click continue
Click finish
Bulk Sending
From the homepage, click start signing
On the create document page, click on bulk sending
Upload a document or use a template
Click continue
Upload a CSV - button located above the recipient's name box
Download the add_recipients_csv_template.csv
This will give you a guide on how to use a proper file format
Once the file is ready - save as CSV and download
Upload into the Upload CSV button
Note: the required fields are Email & Name
Set the roll and change to CC if applicable
Click continue
Note: Recipient users will show as signer unless changed
Assign the applicable tags as shown above
Click continue
Fill out the review and send message & choose the attachment type
Click finish
Templates
Note: Your plan must include templates. To update your place, navigate to subscriptions
You can save the document as a template at any time by clicking the save as template button above the left-hand fields panel of the document.
You can change the name of the document by clicking the pencil icon at the top of the document just below the progress stepper.
From the dashboard click templates in the left user panel, then click on create template in the top right corner or drag and drop a document to te drop zone in the middle of the screen. You can also click the browse option in the middle of the screen to search for a document.
You have two choices to create a template:
Standard Template - This is the normal signing process. You can choose parallel or standard signing order and create custom roles to use within a standard template.
Bulk Signing Template - This allows you to set up a template for a document that can be sent to multiple recipients and then receive a unique, signed document in return from each participant.
Upload a document from your local drive, Dropbox or Google Drive and click Continue in the top right corner.
In the template setup screen, you can manage recipient roles and types for your packet:
If you only know the Recipient Role and type the document requires, you can simply give the recipient role a name and assign a type (signer, copy, etc.)
If a recipient must always sign in person, you can set this feature in the template by checking the "Sign In-Person"
If someone in the process must always be a signer of the document when the template is deployed, you can enter their name and email address, as well as determine their signing order
If a copy of the completed document must always go to a certain person, you can add that person into the workflow with a copy type.
Setup document fields and assign them to the recipient Roles you created in the previous step. You can also rename the template by clicking the "pencil" icon to the right of the title. When finished, click "Continue." 
Managing Existing Templates
You can manage templates from the Templates module by clicking the three-dot menu to the right of the template. You can also delete the template or use a template any time by clicking the "Use Template" button.
Note: If you are part of a team account, you will not be able to edit templates to locked templates that have been shared with you.
You can view your templates in grid format by clicking the "Grid" icon to the left of the "+Create Template" button.
Shared Templates
If you are part of a team you can create, manage and share templates with your whole team.
Follow the steps above and in the template setup screen, you can lock a template to prevent team members from making changes to the template when it is deployed.
Once created you can share the template by clicking the three-dot menu and selecting share or choosing full information and toggling the share option
Using a Template
To use a saved template, click on the template tab https://app.myesign.com/esign/templates and click on the “use template” button
From there, enter & confirm the recipient roles and details
Click continue and enter the packet send tab
You will receive an error if the users designated on the template are not filled out properly in the use template tab
Click continue
Check that the fields and template are correct before clicking continue
Note: if the template is locked and shared with you, contact the owner of the template if there are requested changes or issues
You can also save templates from use template screen if your plan and or permissions allow
Click continue & finish to send the packet using the template
Admin Functions
From the dashboard page https://app.myesign.com/esign/dashboard click the up arrow located to the right of your profile name (left side of the dashboard page)
Available options will be shown (enterprise is available on certain plans only). For additional information, please contact [email protected]
Enterprise tab (when available) - this is where you can set additional preferences & details for members
- Profile details
- Location settings
- Branding
- Members
- Permissions
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