Feature Guides

eSignLive offers many features that you might find useful when building your solution. We’ve got you covered with some great examples that will help you get the most out of eSignLive in your application.

Packages

Attachment Requirements

This guide will show you how to request, download, and accept/refuse file attachments with eSignLive.
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Authentication Tokens

The following guide shows you how to create user, sender, and signer authentication tokens.
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Configure Package Language

The following guide shows you how to configure the language for a package/transaction.
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Create a Package From a Template

This following guide shows you how to create a package from a template.
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Designer

This guide shows you how to create a designer session.
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Get Package Config

The following guide illustrates how to retrieve contact information for eSignLive's Technical Support on a particular package.
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Get Thank You Dialog Content

The following guide shows you how to retrieve the Thank You Dialog content.
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Modify Status Of A Package

The following guide demonstrates how to modify the status of a package.
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Package Attributes

This guide shows you how to add custom data to your package.
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Package Management

This guide shows you how to retrieve, update, archive and delete your packages in eSignLive.
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Reminders

This guide will cover how to setup reminder schedules.
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Retrieve e-Notary entries

The following guide shows you how to retrieve e-Notary Journal entries.
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Session Fields

This guide shows you how to store extra data as part of the evidence summary.
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Sign Documents

This guide shows you how you can sign all documents in one call.
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Signing Status

This guide shows you how to retrieve the package and signer status.
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Signers

Bulk Sign For a Signer

This guide shows you how to sign all documents in a transaction on behalf of a signer.
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Change Signer

This guide shows you how to allow a signer to be changed during the ceremony.
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Deliver Signed Documents By Email

The following guide shows you how to enable delivery of signed documents through email to your signers.
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Email Message

The following guide shows you an example of how to customize the e-mail message received by a signer when a package is sent for signing.
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Fast Track

This guide shows you how to use the eSignLive FastTrack feature.
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Notify Signers

The following guide shows you resend the signing invitation email.
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Signer Management

This guide covers how to manage your signers in your eSignLive packages.
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Signer Session

This guide will cover how to create a signer session in eSignLive.
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Signer Workflow

This guide covers how to create and update a signer workflow in your package.
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Signing URL

This guide shows you to get the signing url for a signer.
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Unlocking Signers

This following guide shows you how to unlock a signer from a Signing Ceremony.
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Signer Authentication

This guide will go over how to add additional authentication to verify the identity of the signer.
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Reports

Completion Report

This guide shows you how to retrieve the completion report.
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Delegation Event Report

The following guide shows you how to retrieve the delegation event report.
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Field Values

This guide covers how to retrieve field values after they have been entered by your signer.
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Get Application Version

The following guide shows you how to retrieve the current application version of eSignLive.
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Handling Exceptions

The following guide shows you how to handle eSignLive exceptions.
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Opt-out and Declined Messages

This guide will show you how to retrieve the opt-out and declined messages.
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Retrieve Packages Within Date Ranges

The following guide shows you how to retrieve packages with a range of dates.
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Usage Report

The following guide shows you how to retrieve the usage report.
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Audit Service

This guide will cover how to use the audit service to get the audit information for a completed package.
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Callback Notifications

This guide will show you how to setup callback event notifications.
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Documents

Create Consent Document

This following guide shows you how to create a consent document.
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Custom Fields

This guide covers how to manage custom fields in eSignLive.
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Document Extraction

This guide will go over how to use the document extraction feature to extract the fields in your document.
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Document Attributes

The following guides shows you how to add custom data attributes to your documents.
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Document Management

This guide will show you how to manage documents in your eSignLive packages.
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Document Visibility

The following guide shows you how to configure the Document Visibility feature.
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Document Workflow

This guide covers how to create and update a document workflow in your package.
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Field Injection

This guide shows you how to inject fields on your PDF document with eSignLive.
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Field Validators

This guide covers how to validate fields in eSignLive.
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Fields

This guide shows you how to add, update, and delete fields.
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Position Extraction

This guide shows you how to use the position extraction feature in eSignLive.
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Retrieve All Signatures

The following guide demonstrates how to get all signatures for a package.
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Retrieving Documents

This guide shows you how to retrieve your documents.
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Sign On Mobile

This following guide shows you how to allow signers to use their mobile phones to sign capture signatures.
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Signatures

This following guide shows you how to add, update, and delete signatures on your documents.
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Text Anchors

This guide will cover how to use text anchor extraction to position your fields on your document.
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Account Settings

Delegate Access

This guide will show you how to delegate access your eSignLive account to your senders.
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Group Summary

This guide shows you how to retrieve your group summaries.
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Senders

This guide covers how to manage your senders in your eSignLive account.
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Groups

This guide will cover how to create/manage groups and add a group signature on your document.
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Templates and Layouts

Placeholders

The following guide shows you how to add, update, and remove placeholders in templates.
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Template Management

This guide shows you how to retrieve, update, and delete your templates.
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Templates

This guide will show you how to create a template from scratch and from an existing document package.
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Layouts

This guide will cover how to create, retrieve, and apply layouts on documents.
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Customization

Proxy Configuration

The following guide covers how to make API calls to eSignLive through a proxy server.
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Signature Image Extraction

This guide shows you how to extract a sender's capture signature from an account and a signer's capture signature from a package.
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Signing Ceremony Customization

This guide covers how to customize the eSignLive signing ceremony.
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