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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.

  • Sending custom forms to clients

    If you have certain forms that you need your clients to fill out, such as a new patient form or other informational forms, you may use the e-sign feature to send out those forms to patients or clients...

  • Convert your file to PDF

    While Encyro E-Sign allows you to upload some file formats other than PDF for requesting signatures, those files are auto-converted to PDF for the signature process. Automated conversion may sometimes...

  • How to Re-Send an E-Sign request?

    If the e-sign request you previously sent has expired, and some or all signers have still not signed, you may use the re-send option to extend the expiry. When you re-send: Expiry date is set using th...

  • Order of Signing

    The order of signing only matters if there are more than one signers. When enabled, signers who are lowest in the order are notified to sign first. After signer (or signers) at the lowest order have s...

  • E-Sign Reminders

    You may opt to automatically remind signers or yourself, if the e-sign request has not been completed. Remind Signers On the 'Configure E-Sign Request' screen, find the heading Expiry and Reminders. C...

  • Login Requirements for E-Sign

    Encyro provides you multiple login settings to help increase the security of the documents being sent for electronic signatures and to enhance the non-repudiation protection for each signer. Requiring...

  • E-Sign: Types of Signature

    The type of signature may be changed on the 'Configure E-Sign Request' screen under the heading Allowed Signature Types. You may select one or more of the following types of signatures: Hand-drawn (to...

  • E-Sign Expiry Duration

    How can I change the expiry duration of an e-sign request? To change the expiry for an e-sign request that you already sent, see how to re-send.  For a new e-sign request, you may change the expiry du...