Set the Order of Who Can Sign a Document in Egnyte

The best document signing solution for Egnyte
pdfFiller Egnyte integration
Easily edit, combine and eSign documents stored in your Egnyte account from any internet connected device. Transform any document into interactive fillable form with smart digital fields to quickly collect customer information. Add comments and sticky notes to easily collaborate on shared documents. Instantly brand your documents with customizable watermarks and logos.

Set the Order of Who Can Sign a Document

Have you ever needed to send out documents from your Egnyte account for signature?

With pdfFiller you can send your business documents and collect digital signatures on the spot. pdfFiller’s SendToSign feature is an easy way to request signatures that can be added to your PDF or Word document in your Egnyte account.

To get started, click on the required folder on the left and choose a file in the list. Select Edit with pdfFiller on the right sidebar.

pdfFiller integration with Egnyte

You can send the document out for signatures directly from the editor. Make all the required changes in the document and click the Done button. Select SendToSign from the drop-down menu.

pdfFiller integration with Egnyte account

Select your SendToSign Method. There are two options for requesting digital signatures: SendToEach and SendToGroup.

pdfFiller for Egnyte

SendToEach: Send up to twenty unique copies of the document to be individually signed by each recipient. You will receive a confirmation email as each copy is signed. SendToGroup: SendToGroup allows you to send a single copy of the document to up to twenty people. Once all the recipients sign the document, you will receive a confirmation email.

To create your signature request, add the email address and name of the recipient(s).

pdfFiller for Egnyte

Select the signer’s authentication options. If you choose to enable two-factor authentication, move the slider to the right and enter the recipient’s phone number. The recipient will get a unique passcode via text message. To open the document, the recipient will have to enter this passcode.

Set the editing permissions. If you set the editing permissions to Signature Only, the recipient will only be able to sign and date the document. If you select Full Access, the recipient will also be able to edit the document using all our editing tools in addition to signing the document.

Request a photo for signature authentication. If you select this option, the recipient will have to prove their identity by taking a photo with their webcam before returning the signed document.

pdfFiller for Egnyte

You can write a message to a recipient under the Subject line.

pdfFiller for Egnyte

Add more recipients by clicking Add Another Recipient.

If you select to request signatures using SendToGroup, create an envelope name to label your group. Only you will be able to see this label.

pdfFiller for Egnyte

If you want to change or add the fillable fields to your document and assign them to the recipients, click the corresponding orange button.

pdfFiller for Egnyte

Finally, click SendToSign in the bottom right corner of the page.

The recipients will receive an email with your request to sign the document.

pdfFiller for Egnyte

The link will open the document in the editor where the recipient will be able to sign it.

Application Features

PDF Editor
  • Blackout and redact
  • Draw arrows and lines
  • Add comments and sticky notes
  • Add images and watermarks
  • Highlight and search
Form Builder & Merger
  • Add checkboxes, drop-down menus, date and signature fields, formulas and images Define the filling order and add instructional videos to guide clients through the document
  • Merge PDF, Word, PowerPoint and JPEG files into a single PDF
  • Create legally-binding eSignatures with just a click
  • Sign documents when on-the-go on any mobile device
  • Easily add your handwritten signature to a document using a webcam

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