To set up a sender license, please review the following video tutorial:
Each Sender License created is tied to the email address provided and can later be selected as the sender for a PDF document that you want to get signed. If you need to send PDF documents from multiple email addresses or from multiple companies, each one requires a separate Sender License.
The following settings can be configured on the Sender Settings Screen on the Sender Wizard.
Certify Copy For
Enabling this feature certifies all PDF documents delivered or downloaded from EchoSign with an Adobe CDS Certificate. Certified PDF documents opened via Adobe Acrobat or Adobe Reader provide a visible indicator guaranteeing that the document hasn't been tampered with. Note: Certified document will be compliant with at least PDF version 1.6 or beyond.
Defines which pages will have the eSignature stamp applied in the final document
Attach audit report to completed documents. Learn how to view a documents Audit Log here
Attach a PDF copy of the signed document in emails sent to
Send an extra copy of every signed agreement to these email addresses. Enter one or more email addresses, separated by commas
Require signers to provide their job title when eSigning
When you select this option, the signer will be asked to enter their job title
Require signers to provide their company name when eSigning
When you select this option, the signer will be asked to enter their company name
Allow signers to return a written signature by fax instead of eSigning
With this option selected the user will have the option to print, sign and fax in the document
Allow external signers to delegate their signature
The signer will have the option of forwarding the request to sign to another individual for signing
Adding your Logo
You can upload your logo when creating a Sender License and we encourage you to do so. Note that when uploading your logo, it may take up to 24 hours before the logo is applied to your account. This is because it is done via a manual process. During PST business hours you should expect this to be done faster, typically within the same day.
Specifying the TimeZone
When setting up your Sender License, you can specify the time zone that you would like used on all audit log and event notifications. We recommend that you set the time zone setting on your form to the same time zone so that the datesubmitted and lastmodified dates are in sync with the values shown from EchoSign©.
Access to the EchoSign WebSite
Logiforms has a special version of an EchoSign Enterprise Account (through our partnership with Adobe© EchoSign©). Each Sender license is a sub-user within our EchoSign Account. While some emails you receive from EchoSign will ask you to log-in to your account at EchoSign there is no need to do so because Logiforms provides a wrapper around the available functionality. Doing a password reset or otherwise gaining access to the direct sub-user account via the EchoSign website will break the integration for your Sender License.
Changing the Registered Email Address
If you wish to change the EchoSign Sender Email Address, you can edit the sender profile to do so. You will receive an email from EchoSign asking you to validate the new email address. You must follow the link to validate the new email address before any documents can be sent for signature. Also, note that you should try to avoid changing the email address while you still have documents OUT FOR SIGNATURE.