👤 User Guide

Complete guide for end users on how to use EasySign.

Getting Started

Creating an Account

  1. Go to the login page and click "Create Account"
  2. Enter your name, email, and password
  3. Choose "Personal" for individual use or "Business" to create an organization
  4. If creating a business account, enter your organization name
  5. Click "Register" - you'll be logged in automatically

Dashboard Overview

After logging in, you'll see your dashboard with:

Sending Documents for Signature

Upload a Document

Click "Upload Document" from the dashboard or sidebar. Select a PDF file (max 50MB).

Add Signers

In the Designer, click "Add Signer" and enter each signer's name and email. You can add multiple signers.

Place Signature Fields

Select a signer from the dropdown, then drag signature fields onto the document. Available fields:

  • Signature - Full signature
  • Initials - Short initials
  • Date - Auto-filled date
  • Text - Free text input

Configure Settings (Optional)

Click the ⚙️ Settings icon to set due dates, reminders, or enable sequential signing.

Send for Signature

Click "Send" to email all signers. They'll receive a link to sign the document.

Tracking Documents

View all documents in the Documents page. Filter by status:

Document Actions

Action Description
View Open the document to see current status
Track See detailed signing progress and history
Download Original Get the unsigned PDF
Download Signed Get the signed PDF (when completed)
Certificate Download audit certificate
Resend Send reminder to pending signers
Delete Move to trash

Using PDF Tools

Access tools from the sidebar. Each tool has a specific function:

Merge PDFs

  1. Select multiple PDF files
  2. Arrange them in desired order
  3. Click Merge to combine

Split PDF

  1. Upload a PDF
  2. Enter page ranges (e.g., "1-3, 5, 7-10")
  3. Download split files

Compress PDF

  1. Upload a PDF
  2. Choose compression level
  3. Download optimized file

PDF Editor

Edit documents non-destructively:

  1. Open a document and click "Edit"
  2. Use the toolbar to add text, shapes, or annotations
  3. Double-click elements to modify them
  4. Use Ctrl+Z to undo, Ctrl+Y to redo
  5. Click "Save & Exit" to save changes
Non-Destructive: Edits are stored separately. Click "Original PDF" to download the unedited version.

Templates

Save time with reusable templates:

Creating a Template

  1. After adding signers and fields to a document, click "Save as Template"
  2. Give it a name
  3. The template saves the field positions (not signer names)

Using a Template

  1. Go to Templates page
  2. Click "Use" on a template
  3. Upload a new document
  4. Fields are automatically placed

Account Settings

Manage your account from the Account page:

Signing a Document (as Signer)

When someone sends you a document to sign:

  1. Click the link in the email
  2. Review the document
  3. Click on each signature field
  4. Draw, type, or upload your signature
  5. Click "Submit" to complete
No Account Needed: External signers don't need to create an account. They sign via a secure link.

Declining a Document

If you cannot sign a document:

  1. Click "Decline" at the bottom
  2. Enter a reason (optional)
  3. The document owner will be notified