Electronic Signatures

• Send an Encyro E-Sign Request

  To send an electronic signature request, login to your Encyro account and: Click the Compose E-sign button in the left menu, just above your client folders....

• Insert fields to fill or sign in

  When creating an electronic signature request, or simply a form to be filled without signatures, you must insert the fields that the recipient will complet...

• Use access codes by text (or knowledge based authentication) on e-sign requests [Video]

  How can I comply with IRS remote electronic signature requirements for forms 8879 and 8878? Is Encyro E-Sign KBA valid for IRS compliance? Do I need credit...

• Save templates for Electronic Signature requests

  How can re-use frequently used documents for electronic signatures? What does Save Template do in e-sign requests? Types of Templates Encyro E-Sign offers ...

• How to Delete an E-Sign Request

  How can I delete a document sent for signature? I sent the wrong document for signature, how can I delete it? I need to send a corrected request, how to de...

• How to Edit an E-Sign Template

  Can I modify a previously saved template? How to make a change to a previously saved e-sign template, such as to change the reminder settings or add an add...

• Branding for E-Sign Requests

  If you have a business logo uploaded or other brand settings configured as part of your Encyro account settings (in the Brand section), then those brand se...

• Send an e-sign request using a saved template

  How do I use a previously saved template? If you have previously saved an e-sign template, it will show up when you click the Compose E-Sign button in the ...

• Save as draft to send later

  Saving a draft If you started working on an e-sign request, such as by selecting the file and adding fields, but are not ready to send it just yet, you may...

• Configure E-sign Options: Reminders, Login types, and more

  The simplest way to send an e-sign request is to select a file, add fields for signers to fill/sign in, and send it to their email address. However, there ...

• 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 t...

• 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 signatur...

• 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. ...

• Order of Signing

  The order of signing only matters if there are more than one signers. When enabled, signers who are first in the order are notified to sign first. After 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' scr...

• 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-repu...

• 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 ...

• 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...

• Same email address for multiple signers

  Can I use the same email address for two signers, such as spouses? Legally, the signature must be associated with an actual person. Currently, in Encyro E-...

• What are the different fields in an e-sign request?

  What is the difference between Date and Sign. Date? How can the date of signature be filled automatically rather than the signer having to fill it manually...

• How to modify the date format in an e-sign request?

  How can I change the format of the date or the signature-date in an e-sign request? Can I get date in a different format in the e-signed file? How to chang...

• Download an E-sign file before all signers have signed

  Can I download an e-signed file before all signers have signed? How do I see what I filled in an e-sign request before all signers have signed? Can I see w...

• How to Sign an E-Sign Request [Video]

  If you have received an e-sign request via Encyro, you will receive an email with a a link or a button that says Review and Sign. If you have an Encyro acc...

• Draw your signature on your phone when signing on a computer

  A hand-drawn (a.k.a. finger drawn) signature is the most natural looking signature. In certain cases a hand-drawn signature may be required by the sender w...

• Sign or fill with access codes by text (KBA) [Video]

  The signature request requires an access code: how do I proceed? How do I get the SMS access code? My phone number is not correct, what do I do? In your em...

• Can I print and sign?

  If you have received an Encyro E-Sign request for electronic signatures, but you wish to sign on paper instead: First contact the sender to check whether t...

• What are electronic signatures? Why should I use them?

  Are electronic signatures legal? Is a digital signature as good as a pen and ink signature? Are electronic signatures secure?  What are electronic signatur...

• How to send an e-signature request?

  How do I request an electronic signature? Can multiple signers be added to an e-signature request? Encyro E-Sign lets you send a file for electronic signat...

• Can Encyro Essentials (free) users send e-sign requests?

  Can I send electronic signatures without a paid Encyro account? Yes. To sign an e-sign request that you received: You do not need a paid Encyro account to ...

• Electronic Signature vs. Digital Signature

  Are electronic signatures same as digital signatures? What is the difference between digital signatures and electronic signatures? Digital Signatures are a...