eSignature is a feature in Revver that allows users to request electronic signatures, initials, and other approvals from any individuals on specified documents. This can be used for documents that require the signature of multiple parties such as tax documents, lease agreements or Business contracts

This feature is available in both the Revver Web Interface, and the Revver Desktop App.

If you would like to use Docusign instead of our eSignature platform please see this article.

In order to use the eSignature feature you will need to have eSignature envelopes available on your account. You can check and see if you have envelopes available in your account settings in the 'Account Features' section:
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If you need additional envelopes or would like to add the eSignature feature to your account, contact your account manager here at Revver. If you need help finding your account manager's contact information, select the chat bubble in the lower right hand corner of this web page to speak with a representative.

In order to send an eSignature transaction your user will need to have the 'eSignature' user permission assigned to your user under the 'User Permissions' section in the 'User Settings' menu:
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Please note that the eSignature function only supports the PDF file type

In this section we will cover how to request an eSignature from the Documents Menu in Revver
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In the documents menu, select a file. Then right click it and select 'Sign with eSignature':
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This will open the eSignature preparation menu:
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Within the eSignature preparation menu we will want to select select the 'plus' icon next to 'Signers' to add a signer to the transaction:

This pulls up an 'Add Signer' menu. If the signer already is a user on your Revver account you can select them in the 'Select Existing User' list by selecting the arrow and typing in their email. If you are requesting an eSignature from someone outside of your Revver account you can add their email, first and last names manually in the boxes provided:
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When you are ready to proceed, select the 'Add' button. Repeat this process for any additional signers.

If you have multiple signers and would like the transaction signed in a particular order you can do so by checking the 'Set signing order' box in the 'Signers' section:
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You can change the order number for any of the signers on the list. They will be sent out in numerical order. If you want any of the signers to happen at the same time, simply assign them the same number. For example, all of the signers set with the number 1 will be sent first. When those are complete, all of the signers set with the number 2 will be sent, and so forth:

If you do not set a signing order, the transaction will be sent to all recipients at once.

If you would like to send multiple documents in the transaction you can select the 'plus' icon in the 'Documents' section of the preparation menu to do so:
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Once you have validated the Signer and Document details in the preparation menu, select submit to begin adding, signature, initial, date, and other fields:
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When working with multiple documents and signers you can change between the documents by selecting the 'Documents' drop down and the signer you are adding fields for under the 'Signers' drop down.

To add a field for your selected signer click and drag your desired field onto the document:
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Once added a field can be moved and resized to fit within the desired space of your document. You can add a label to the signature and make the field optional by selecting the gear icon next to the field:

When you have added all of your desired fields select the 'Next' button to continue with the transaction:

Selecting 'Next' will bring you to the 'Send' tab. From here you can set the subject line and message of the email that the signers will receive. Please note that there is a combined 100 character limit for the 'Title' and 'Email Message' boxes:
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You can also configure the expiration and reminder notifications in the 'Send' tab by using the slider:

After Finalizing your transaction, you can select 'Send' to begin the transaction and send the request to the signers:
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To get in contact with our technical services team for assistance select the chat bubble in the lower right corner of this web page. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".

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