Electronic Seal (eSeal)

Available with: Custom Plans      Role(s): Team Admin, Super Admin

Electronic Seals give a recipient the authority to place an electronic seal on the document that represents your organization’s department.

Adding an Electronic Seal

1. Navigate to the Admin Console, and under the settings dropdown on the left navigation menu, go to the Seals page.
2. Select the Add Seal button to bring up the Add Seal pop-up.
3. Add the following settings:
   • • Name: Name of the electronic seal
     • Email: The email of the person (signer) who can apply the electronic seal on to the document
     • Password: The signer will require this password to apply the seal.
     • Graphic:
       • File: PNG or JPEG of the electronic seal
       • Display Subject: Seal Name
       • Display Date: Date that the seal is applied
       • Display Time: Time that the seal is applied
       • Display Reason: Reason for seal being applied
     • Users/Teams: Select the users/teams that can request that an electronic seal be applied to their documents. You may select either an individual or a  team. If you select a team you do not have to select the individuals within the team.
       Note: When you select a team, the whole team will have the ability to request an eSeal, even though the box beside each team member is not checked.
4. Click OK when you are done.

The seal will now appear on the Electronic Seals page. To edit the Seal, click the pen icon button to the right of the seal.

Activating/Deactivating Electronic Seals

Electronic seals are automatically active once they are made. However, if you wish to deactivate or reactivate them, you can do so by clicking on the “Active” or “Inactive” Buttons under the Status column on the Electronic Seals page.

Adding an Electronic Seal

1. Begin by creating a new document, then upload your documents or go straight to the add recipients page.
2. On the recipient’s page, select the Electronic Seal button.
3. Using the dropdown, select which electronic seal you wish to use.
4. Add the rest of your recipients and then proceed to the document editor page.
5. Select the electronic seal recipient on the left menu, and the Electronic Seal tag will appear.
6. Drag and drop the Electronic Seal onto your document.
   Note: An overlay of the Electronic Seal will appear to show how the seal will look once it is applied
7. Finish setting up your document and then click Send.

The email associated with the electronic seal will be sent an email when the document is ready for them to apply the seal.

Applying an Electronic Seal

1. Open the document for signature.
2. On the “Document for your Secure Access” popup, enter the password for the electronic seal.
3. Agree to the terms of use and click next.
4. Click on the Electronic Seal tag to stamp the seal.
5. Click Finish.