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How to send and manage documents with Tresorit eSign

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Erzsébet Hartung-Marjai
Updated

This feature is available ✔️ for:
Plan: Personal, Professional, Business Standard, Business Plus, Enterprise
Platform: Windows, Mac, Web, iOS, Android

You can manage eSign requests on Windows, MacOS and in your browser. You can review eSign requests on iOS and Android.

Creating eSign requests

  • Windows
  • Mac
  • Web
  1. Click eSign on the left side of your Windows app.
  2. Click Create eSign request.
  3. Add your signers’ email addresses and set up an expiry date. If you are (one of) the signer(s), you should add your email address here (too).
  4. Assign and modify fields for your signers.
    You can add multiple fields to a single signer. You can easily adjust the size of your field; just click and drag the corners of the field.
    Note: If you don’t assign signature field(s) to the signer, the signature will be added on an extra page at the end of the document.
  5. You can review the signers and their corresponding fields before sending the document.
  6. Click Continue and send link.
  7. Copy the link and share it through a secure channel.

  1. Click eSign on the left side of your Mac app.
  2. Click Create eSign request.
  3. Add your signers’ email addresses and set up an expiry date. If you are (one of) the signer(s), you should add your email address here (too).
  4. Assign and modify fields for your signers.
    You can add multiple fields to a single signer. You can easily adjust the size of your field; just click and drag the corners of the field.
    Note: If you don’t assign signature field(s) to the signer, the signature will be added on an extra page at the end of the document.
  5. You can review the signers and their corresponding fields before sending the document.
  6. Click Continue and send link.
  7. Copy the link and share it through a secure channel.

  1. Click eSign on the left side of your Web app.
  2. Click Create eSign request.
  3. Add your signers’ email addresses and set up an expiry date. If you are (one of) the signer(s), you should add your email address here (too).
  4. Assign and modify fields for your signers.
    You can add multiple fields to a single signer. You can easily adjust the size of your field; just click and drag the corners of the field.
    Note: If you don’t assign signature field(s) to the signer, the signature will be added on an extra page at the end of the document.
  5. You can review the signers and their corresponding fields before sending the document.
  6. Click Continue and send link.
  7. Copy the link and share it through a secure channel.

Customizing fields in your eSign requests

You can add the following fields to your documents:

  • Name: For Tresorit users, Name fields get prefilled automatically (these can be modified).
  • Signature: New users need to add their name first, then they can select their preferred signature style. When they adopt their signature, it is applied to the signing field. Otherwise, the signature is applied with a single click.
    Note: If you don’t assign signature fields to a signer, their signature will be added on an extra page at the end of the document.
  • Initials: Just like signing, new users first adopt a signature, and then their initials are applied to the document. This field’s style will mimic the signatures.
  • Date signed: This field is automatically filled in with the date of the signing.
  • Email: This field automatically populates with the recipient's email address.
  • Optional and mandatory checkboxes: This is a standard box for recipients to select one or more options. You can select if the checkbox is optional or required.

🏆 Tip: If you have a scenario where your recipient must indicate explicit agreement, use a single checkbox and select the Required Field option.

Placing and modifying fields can be done either on the web or your desktop application. You can easily adjust the size of your fields, just click and drag any of the corners of the field. You can delete fields by selecting them and pressing delete or backspace on your keyboard. 

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