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E-signature
33 articles
Mainflow E-Signature Default Page
Last Updated: February 18, 2025When you install Mainflow E-Signature for the first time, the system automatically creates a blank page and sets it as the default page for eSignature. This page operates in the background, facilitating essential system functions without requiring any manual intervention. Manually Creating and Assigning the E-Signature Default Page
Adopting Your eSignature and eSign Contract
Last Updated: February 18, 2025To adopt your signature and sign a document, click Sign Here to open the signature pop-up. When signing a document in Mainflow E-Signature, you can create your signature using either the Drawn or Typed option. Drawn Signature To draw your signature: Typed Signature To use a typed signature: After selecting Adopt & Sign, you must...
Excluding E-Signature Pages from Caching in Mainflow
Last Updated: February 18, 2025Enabling caching on your site can enhance speed and performance, but caching should be disabled for all Mainflow E-Signature document pages to prevent issues with signing and document access. Steps to Exclude E-Signature Pages from Caching: How to Exclude Pages Based on Your Setup: 💡 Pro Tip: If your signers see the error message “You...
Hiding the E-Signature Menu for Unauthorized Users in Mainflow
Last Updated: February 18, 2025If you want to restrict access to the E-Signature dashboard menu, you can easily hide it from users who do not have permission to access it. Steps to Hide the E-Signature Menu: Once enabled, only authorized users will see the E-Signature menu, keeping your dashboard clean and secure.
Creating and Sending a Basic Document in Mainflow
Last Updated: February 18, 2025In Mainflow, you can create two types of documents: Basic Documents and Stand-Alone Documents. This guide will walk you through creating a Basic Document, which allows you to send signing invitations directly to your signers via email. What is a Basic Document? A Basic Document is designed for specific signers, meaning you create it and...
Syncing Mainflow E-Signature Documents to Google Drive
Last Updated: February 18, 2025When a document is successfully signed in Mainflow, a PDF copy is automatically generated. You can enhance your workflow by saving all signed PDFs directly to Google Drive using third-party automation tools. How to Connect Mainflow E-Signature to Google Drive 1️⃣ Enable Dropbox Sync in Mainflow 2️⃣ Sign Up for Zapier 3️⃣ Set Up a...
Open a Support Conversation
Last Updated: February 18, 2025If you’re experiencing any technical difficulties with Mainflow or just need general guidance, weunderstand that it can be frustrating, and we are here to help you. You can quickly open a supportconversation by either clicking on the beacon icon at the bottom of the page or by filling out the formbelow.
Custom Fields in Mainflow E-Signature
Last Updated: February 18, 2025What Are Custom Fields in Mainflow E-Signature? Custom fields allow you to collect essential signer input such as initials, address details, radio buttons, file uploads, checkboxes, date fields, and more. This feature streamlines document signing by enabling you to place input fields directly within the document content. Signers will be required to complete these fields...
How to Attach Signed PDFs to Emails
Last Updated: February 18, 2025Mianflow E-Signature gives you the option to automatically attach a PDF of the signed document to the confirmation email that is sent to the signer(s), document creator, and any CC’d users. To set up this feature, navigate to E-Signature > Add-ons > find Attach PDF to Email > Enable > find Save as PDF > Enable....
Mainflow E-Signature Billing
Last Updated: February 18, 2025How to Update Billing Details for your Mainflow E-Signature Account If you’d like to update billing information for your Mainfloe.com account, follow these easy steps. 1. Log in to your Mainflow E-signature profile page 2. Hover over My Documents > Account Settings 3. Enter your new information in Billing Address fields > then select Save Changes.
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