EasySign User Interface (UI)

This is the interactive UI for creating a signature-tool Agent-Clients experience.

EasySign UI - Introduction

The EasySign UI allows users to send “ad hoc” documents for signature.
This can be useful for example when:

• Documents received from a customer via email/fax, but are missing some details or signatures
• Documents that are created specifically for a customer, and not using an automated template (a contract created in MS Word for a specific customer).
• Organizations have no capacity whatsoever for integration. This feature can be effectively used in production without any integration.

How to use the EasySign UI?

1. Use one of the following links (according to the selected environment) to open the UI:
   Dev:
   https://cusomer-id-dev.easysend.app/sign-agent/
   Staging:
   https://customer-id-staging.easysend.app/sign-agent/
   Prod:
   https://customer-id-prod.easysend.app/sign-agent/

Opening Page + Upload Button

2. Click the Upload button.
3. Select a PDF file and click the Open button.

PDF Selection

4. Decides who needs to sign - Me and customers or Customers only
5. Enter the details accordingly.
6. Click the Next button.

Who Needs to Sign

7. Use the left click to mark and define fields on top of the PDF.

Mark and Define Fields

8. Select Who should sign.
9. Repeat steps 7 and 8 as necessary.
10. Click the Next button.

Who Should Sign Selection

11. Click the Add attachment option to add attachments if necessary.
12. Click the Next button.

Attachments

13. Click the "Send" button.

Send Form to Customer

14. From the point of view of the customer, the form is received to fill out details.

Form Received at the Customer

15. For example, the signature of the customer.
16. Once the details are filled out, the customer clicks the Submit button.

Signature

17. The form is being sent.

Sending the Form

18. The Thank You screen appears.

Thank you Screen