Welcome to the New and Improved Evia Sign

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.

New and Improved Evia Sign Interface

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.

Begin Signature Request

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.

Upload Document

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

Document Preview

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.

Contact List

This list includes:

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

Internal Users

• 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.

External Users with Icons

In the contact book, you can:

• Sort users alphabetically.

Sort users alphabetically

• Filter internal and external users separately for easy selection.

All Contacts

Internal Users

External Users

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.

(+) Icon

User added

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.

Add More Users

Save New Contact

New User Added

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.

Contact Book

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.

Signatory Action Icon

Define Signatory Action

Setting the Signing Order

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

Drag and Drop Signatories

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

Signing Order Changed

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.

Drag and Drag Stamps

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

Stamps Placed In The Document

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.

Message To Be Delivered To All Signatories

Sending the Document

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

Send Document To Signatories

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

Signature Request Sent Successfully

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