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Send E-Sign Requests

Learn how to easily send e-sign requests, save templates, setup reminders, configure access codes and other e-sign options.

  • Send an Encyro E-Sign Request

    To send an electronic signature request, login to your Encyro account and: Click the E-sign button in the top menu, just above your client folders.  Click Browse and Upload to select a file saved on y...

  • Insert fields to fill or sign in

    When creating an electronic signature request, or simply a form to be filled without signatures, you must insert the fields that the recipient will complete.  Start an e-sign request as normal. When t...

  • Use access codes by text (or knowledge based authentication) on e-sign requests [Video]

    How can I comply with IRS remote electronic signature requirements for forms 8879 and 8878? Is Encyro E-Sign KBA valid for IRS compliance? Do I need credit report based KBA? Why Access Codes (KBA)? [J...

  • Save templates for Electronic Signature requests

    How can re-use frequently used documents for electronic signatures? What does Save Template do in e-sign requests? Types of Templates Encyro E-Sign offers two types of e-sign templates: Standard Templ...

  • How to Delete an E-Sign Request

    How can I delete a document sent for signature? I sent the wrong document for signature, how can I delete it? I need to send a corrected request, how to delete the older one? NOTE 1:  Deleting an e-si...

  • How to Edit an E-Sign Template

    Can I modify a previously saved template? How to make a change to a previously saved e-sign template, such as to change the reminder settings or add an additional field to fill in? How do I remove the...

  • Branding for E-Sign Requests

    If you have a business logo uploaded or other brand settings configured as part of your Encyro account settings (in the Brand section), then those brand settings apply to your e-sign requests as well....

  • Send an e-sign request using a saved template

    How do I use a previously saved template? If you have previously saved an e-sign template, it will show up when you click the E-Sign button in the top menu to start a new e-sign request. You may click...

  • Save as draft to send later

    Saving a draft If you started working on an e-sign request, such as by selecting the file and adding fields, but are not ready to send it just yet, you may save the work done so far by clicking on Sav...

  • Configure E-sign Options: Reminders, Login types, and more

    The simplest way to send an e-sign request is to select a file, add fields for signers to fill/sign in, and send it to their email address. However, there are several optional settings that you can ta...