On Edusign, you can import, customize, and sign any type of PDF document. This system allows you to easily send agreements, contracts, or certificates of completion to your learners, speakers, or external partners, securely.
Why use this feature?
This feature allows you to:
Centralize training documents (agreements, contracts, certificates, etc.)
Automate the sending and secure electronic signing
Save time through data integration (first name, last name, dates, etc.)
📌 Note: Document signing requires specific credits, separate from those used for attendance.
Steps to send a document for signing
1. Create or import a document
Go to the Documents tab
Click on Send a document
Choose an existing template or import a PDF file via Add a document
✅ Maximum size: 10 MB
➕ You can use Edusign templates offered under My document templates.
2. Set up the document
Drag and drop the dynamic variables (name, first name, email…) from the right side menu
Add custom fields for signatories to fill in
Add an external signatory if necessary (e.g. alternating company)
⚠️ If another administrator needs to sign, add them as an external contact.
3. Add appendices (optional)
You can add one or more appendices to the document
They will be accessible via a link in the signature email
4. Select recipients
Choose one or more learners
Enable bulk sending to address a document to multiple people
Define a signature order if necessary
Add people in carbon copy (CC)
📌 A unique document per learner is generated with data filled in automatically.
5. Finalize and send
Customize the email content (subject and message)
Enable automatic reminders
Enable SMS code validation (if a number is provided)
Set an expiration date for the signature link
✅ Check the number of credits used, then click on Send.
6. Monitor the sending and retrieve the documents
All signatories receive an email containing the signature link
Once signed, each document is archived in the Documents tab
The signed PDF is accompanied by a timestamped proof file
7. Real-time signature tracking
Click on a document to see the sending and signature dates
Use the Overview to view live status
From the side panel: resend, download, or delete the document if needed
Frequently asked questions
Can multiple different documents be sent at one time?
No, each sending concerns only one unique document. However, group sending allows the same document to be sent to multiple recipients.
What if a signatory does not receive the email?
Check the email address in their profile
Resend from the document interface
If needed, contact our support via chat
Is SMS required?
No, SMS authentication is optional. It enhances security if the number is provided in the recipient's profile.
Consult other articles in our help center or contact us directly via chat if you have specific questions. 💬