eSignbold Training
Learn eSignbold step by step.
Short walkthroughs for preparing, signing, and organizing documents. Choose a lesson and follow along at your own pace.
11 lessons · Silent videos with written steps · No autoplay
Getting Started
See the big picture, then find your way around your profile.
Getting Started in 3 Easy Steps
Follow a quick overview: create a file, upload a document, then prepare it to share for signature.
Read the steps for Getting Started in 3 Easy Steps
- Create a file and give it a name.
- Upload a document into the file and open it.
- Prepare the fields, choose a contact, and share for signature.
Find Your Profile Settings
Open your profile from the workspace and locate your information, image, and account-setting controls.
Read the steps for Find Your Profile Settings
- Open your profile using the avatar in the workspace header.
- Review the Information tab and locate Upload Image.
- Find Update Information and Change Password. This clip does not demonstrate changing a password.
Documents & Setup
Create a file, bring in contact information, and prepare your document.
Create a New File
Create a property file using an MLS number, choose its type and status, and explore the autofill and date settings.
Read the steps for Create a New File
- Choose Add Bucket from the workspace.
- Enter the MLS number, choose the file type, status and company-lead setting, then save.
- Open Autofill to review the property, financial, listing and contract-date tabs.
Add Contacts and Autofill Information
Assign existing contacts to buyer and seller roles, review the autofill sections, and save the information into a document.
Read the steps for Add Contacts and Autofill Information
- Select existing contacts for the buyer and seller roles in Autofill.
- Review financial, contract-date and additional-terms sections.
- Save, then inspect the filled fields in the document.
Use the Document Toolbox
Tour the document toolbar and see how a text field is placed on the page.
Read the steps for Use the Document Toolbox
- Inspect the toolbar beside the open document.
- Select the text tool and place a text field on the page.
- Review the other field and document-action icons.
Templates
Keep a document ready to use again.
Create Reusable Templates
Save a document as a template and find it again in the My Templates tab.
Read the steps for Create Reusable Templates
- Choose Create template from the document action menu.
- Continue to Add Documents after the template is saved.
- Open My Templates to locate the saved document.
Sending & Signing
Send a request and explore the signature tools.
Send a Document for Signature
Open the sharing controls and send a signature request to the contacts assigned to the document.
Read the steps for Send a Document for Signature
- Review the prepared document and open Share Document.
- Select the signature-request action for the intended contact.
- Check the confirmation and repeat for the other recipient when needed.
Create or Choose Your Signature
Compare written and drawn signature options, enter initials, and apply a demonstration signature.
Read the steps for Create or Choose Your Signature
- Select the signature field to open Choose your Signature.
- Review Written Signature, then select Drawn Signature and enter initials.
- Draw in the signature area and select Apply. Review the prompt about signing the entire document.
Document Management
Combine pages and organize copies of your documents.
Join and Save Documents
Select two documents, arrange pages in the final document, and save the joined result with a new name.
Read the steps for Join and Save Documents
- Select the documents and choose Join.
- Select pages from the source columns and review their order in Document Final.
- Choose Join/Save, name the result, and confirm. Find it in the document list.
Duplicate and Copy Documents
Create a named duplicate and copy a document into another file using its action menu.
Read the steps for Duplicate and Copy Documents
- Choose Duplicate document from the action menu.
- Name the copy and save it.
- Choose Copy to another bucket and select the destination. This copies rather than deletes the original.
Communication & Review
Prepare a file for its next stage of review.
Prepare a File for Review or Closing
Open the submission dialog, choose review or closing, and review the transaction and commission fields before sending.
Read the steps for Prepare a File for Review or Closing
- Open Submit for review from the file overview.
- Choose the company-lead setting and whether the submission is for review or closing.
- Enter the example transaction and commission values and locate Send. This clip ends before a completed submission is confirmed.
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