Difference from eSign Classic

When you start a new process, the design view looks a little different from eSign Classic. You will navigate through the following tabs to set up your document: Parties, Document and Settings.

Add who will participate in the process, how they are to be contacted as well as authentication settings. New features which are not available through eSign Classic are Notifications, Hide personal number, Sign success and sign reject URL.

You will also see the updated feature Bulk send which makes it easier to send the same document to multiple parties individually at the same time.

This is where you upload your PDF and have the option to add fields. In addition to the same field types which are available through eSign Classic, you can also add a Multiline text field and a Date field.

The settings tab presents all additional settings you can add for your document process in a more user friendly view. In addition to the settings available through eSign Classic, you can also choose to Enable form under Signing page settings.

New to the updated eSign experience, Dashboard offers an overview of your account's activity. You can for instance see statistics on sent documents, transactional service usage and closing time of documents.

In addition, you have the option to export data from the dashboard.

The E-archive, found through the menu to your left stores all documents which you have access to. In addition, saved templates, attachments and trash is also stored in the E-archive.

The templates overview presents the same updated design as for all of the E-archive. In addition, the updated eSign experience offers a new feature, Set default template.

The same settings and information can be edited through Account in the updated eSign experience, including My info, Users & groups, Branding and Data retention.

A new feature available through Account in the updated eSign experience is the option to connect your email provider through Contact book. This makes it possible to quickly access and automatically add contact details when setting up a document for signing.

Unlike eSign Classic, the updated eSign experience offers another additional page in the main menu: Settings. This is where you can access integration settings as well view your API requests.

New for the updated eSign experience is also the option to set up automatic Offboarding of documents.