Evia Sign
  • Welcome to Evia Sign
    • What can Evia Sign do?
  • How to send signature request?
    • How to enable multiple signatories to access and sign documents at the same time?
    • How to add approvers and CC recipients to a signature request?
    • How do you add authentication to your request?
    • How do you send a private message?
  • How to sign documents?
    • Opening a document through Evia Sign inbox
    • Explore the different ways to add your signature
  • How to draft documents?
    • Components of DRAFTS in Evia Sign
  • Explore Evia Sign Inbox
  • How to create and use templates
    • Components of TEMPLATES
  • How to save your signature and initial?
  • How to add date stamp to your signature?
  • How to set up automatic reminders & expiration for signature requests
  • Users
    • How to import O365 users?
    • How to add new users?
    • How to delete users?
    • How to activate and deactivate users?
  • How do I change the current subscription plan of my account?
    • How to cancel and renew plan?
    • How do I purchase additional user licenses?
  • How to work with Enadoc Integration?
  • Terms to be familiar
  • FAQs
    • How to login into Evia Sign?
    • How do I make an account recovery?
    • How do you configure stamps?
    • How do you manually send reminders to signatories?
    • How do you view document history?
    • How do you decline a document?
    • How do you download a document?
    • What is a digitally certified document?
    • How are additional user licenses purchased?
    • How do you send reminders to signatories?
    • How to modify your session duration?
    • How do I monitor the request usage of my Evia Sign account?
  • Release Notes
  • Evia Sign API
    • V1
      • Overview
      • Authorization of the API Access
      • Requests
        • Document Upload
        • Send Requests
      • Request Types
        • Template
        • Fixed Positioning
        • Auto Stamping
    • V2
      • Welcome to Evia Sign API Version2
      • How to Migrate from API v1 to v2 - Beginner Guide
      • Authorization & Authentication
        • How to Register Your Application
        • Requesting the Authorization Code
        • Exchange Authorization Code for Access Token
      • Document Upload
      • Create Signature Request
      • Add Signatories to a Request
      • Add Stamps to a Signatory
      • Send Signature Request
      • Webhook Management
      • Glossary & Common Fields
  • Welcome to the New and Improved Evia Sign
  • How to Use the PDF Commenting Feature in Evia Sign
  • How to Upload Documents from SharePoint in Evia Sign
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  • Sending a Signature Request in the New and Improved Evia Sign
  • Step 1: Upload the Document
  • Step 2: Adding Signatories – A Guide to the Contact List
  • Step 3: Place Signature Stamps
  • Step 4: Send the Document

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Welcome to the New and Improved Evia Sign

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Last updated 2 months ago

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Welcome to the upgraded Evia Sign experience! It’s still the eSigning experience you know and love—just cranked up a notch for an even smoother, smarter, and faster workflow. This manual is your go-to guide for navigating the new and improved experience. Whether you're a seasoned user or just getting started, we’ll walk you through everything that’s new, ensuring you make the most of every signature.

Let's begin

Evia Sign now offers a simpler, cleaner, and more intuitive experience. The interface has been redesigned with a fresh, elegant look, making it easier to navigate and track your document statuses at a glance.

The inbox has been restructured to provide better organization, allowing you to quickly identify pending actions, approvals, and completed requests without unnecessary clutter. The improved layout ensures that everything you need is easily accessible, helping you stay on top of your signing tasks with minimal effort.

With these updates, managing your documents is now more seamless than ever.

Sending a Signature Request in the New and Improved Evia Sign

To begin, click on the "New Sign Request" button—the big blue one—to get started. Once clicked, you’ll be directed to a streamlined, four-step process designed to make sending signature requests easier than ever.

Step 1: Upload the Document

The first step in the process is to upload the document that needs signatures. You have two options:

● Click the "Browse" button to upload a document from your device or select a file directly from OneDrive Business.

Once uploaded, you’ll see a preview of your document, ensuring everything looks good before proceeding.

When your document is ready, click "Next" or the "Process 2" button to move on to the next step—adding your signatories.

Step 2: Adding Signatories – A Guide to the Contact List

As you type the name of a signatory, a contact list will appear.

This list includes:

  • Internal users – All members of your organization who have been added to the Evia Sign platform.

  • External users – Signatories outside your organization, indicated by an external user icon. Whenever you add a signatory outside your organization, they will automatically appear in the contact list with the external user icon.

In the contact book, you can:

  • Sort users alphabetically.

  • Filter internal and external users separately for easy selection.

Adding a Signatory from the Contact List

If the signatory you want to add is already in the list, click the plus (+) icon next to their name to add them as a signatory to the document.

Adding a New Signatory

If you need to add a new signatory, click on the Add More button, type in their name and email address, then click the save icon to store them in your contact list for future use.

Accessing Your Full Contact List

To browse all your saved contacts, click the Contact Book icon. From there, follow the same process to add as many signatories as needed to the document.

Define Signatory Actions & Signing Order

Once you have added your signatories, the next step is to define their role in the document.

Assigning Signatory Roles

Select the relevant signatory and click the sign icon to choose one of the following roles:

○ Signer – Required to sign the document.

○ Approver – Reviews and approves the document without signing.

○ CC Recipient – Receives a copy of the document for reference.

Setting the Signing Order

● Drag and drop signatories to rearrange the order in which they will take action on the document.

● This helps predefine the signing sequence for a structured workflow.

Proceed to Signature Stamps

Once everything is set up, click the "Next" button or "Process 3" to move to the next step—adding signature stamps!

Step 3: Place Signature Stamps

In process 3, you can assign signature fields to the signatories you added in the previous step.

Adding Signature Stamps

Select the relevant signatory.

Drag and drop their required signature stamp into the correct spot in the document.

Once all stamps are placed correctly, click "Next" or "Process 4" to continue.

Step 4: Send the Document

In this final step, you can add a quick message for your signatories before sending the document.

Adding a Message

  1. Type a short message for your signatories. This can include instructions or additional details about the document.

Sending the Document

  1. Click "Send" to dispatch the document to all recipients.

Congratulations! You’ve successfully sent a signature request using the new and improved Evia Sign.

Your signatories will receive an email prompting them to review and sign the document.

New and Improved Evia Sign Interface
Begin Signature Request
Upload Document
Document Preview
Contact List
Internal Users
External Users with Icons
Sort users alphabetically
All Contacts
Internal Users
External Users
(+) Icon
User added
Add More Users
Save New Contact
New User Added
Contact Book
Signatory Action Icon
Define Signatory Action
Drag and Drop Signatories
Signing Order Changed
Drag and Drag Stamps
Stamps Placed In The Document
Message To Be Delivered To All Signatories
Send Document To Signatories
Signature Request Sent Successfully
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