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DocEndorse
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  • Getting Started
    • Account Opening
    • Purchasing A Plan
    • Set Up Account
    • Adding A Digital Signature and Initials
    • Setting Permissions
    • Sending Your First Document Out For Signature
    • Self-Signing A Document
    • How A Recipient Signs A Document
    • How Does This Work
  • General
    • Managing Notifications
    • Handling PDF Copies
    • Customize date format and time zone
    • Set Up Branding
    • Set Acceptable Signature Types
    • How To Upload Documents
    • Password Protect Signing
    • Requesting Signer Attachments
    • Adding An Attachment To Requests
    • Ewitnessing A Document
    • Getting Documents Signed In Person
    • Tracking E-sign Requests
    • Handling Audit Trails For E-signatures
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Creating A Template
    • Using A Template
    • Send Bulk Signature Request
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Sign, Date, or Initial a Document
    • Setting Editor Layout
    • Approve or Disapprove A Document
    • Responsiveness of the Editor
    • Live Search Document
    • AI Powered Field Detection
  • Integrations
    • Integrations
    • Google Workspace Integration (DocEndorse Connect)
    • Connect With Office 365
    • Signing/Redacting Documents Within Microsoft Outlook
  • Collecting Payments
    • Connecting to Your Bank Account
    • Managing Your Payment Transactions
    • Preparing Documents To Collect Payments
    • Setting Up payments On Your Account
  • Managing Contacts
    • Adding A Contact
    • Editing or Deleting A Contact
  • Reports And Analytics
    • Get Reports
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Documents
    • How to Redact A Document
    • Quickly Find and Redact Text
  • Managing Documents
    • Managing Your Documents
  • Using The Ai Agent
    • About Our AI Agent
    • Our Document Intelligence
    • Using the Ai E-sign Assistant

How Does This Work

DocEndorse facilitates remote transactions with one or more recipients by enabling the electronic signing of documents, the collection of supporting documents, and the collection of payments by anyone, anywhere at any time. Documents can be signed electronically by the author, or be dispatched to one or more third parties for them to approve or sign.

To simplify the process of a creating and send out e-signatures we also facilitate the creation and use of templates. Templates are objects created within our platform that remove the repetitive work involved in preparing documents for e-signatures. Templates can be re-used an unlimited number of times while doing little to no preparation. You can also download and import templates that you have created, custom template created by our team, or those created by third party specialists.

Our platform also allows you to purchase add-ons that extends the capability beyond e-signatures.

  • See Self Sign a Document if you want to sign a document yourself and share it with someone.
  • See Sending Your First Document For Signatures if you want to get a document signed by one or more people.
  • See Creating a Template if you want to know how to create a template
  • See Using a Template if you want to know how to use a template to send out an e-sign request.
  • See section on Redacting Documents for how to redact documents.
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Whether you're handling 10 documents or 10,000, our AI-powered signing assistant will save you time, reduce errors, and close loops faster.

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