Help Guide

🚀 Getting Started

Signing In

Go to esign.optric.com and click "Sign in with Microsoft". You'll be redirected to the Microsoft login page — use your Optric email and password. Once authenticated, you're taken directly to your Dashboard.

The Dashboard

Your home screen shows four stat cards at the top:

Below the stats, you'll see your most recent documents. Click any document to view its details.

Navigation

The sidebar on the left has four sections:

• Dashboard — your home screen with stats and recent docs
• All Documents — searchable, filterable list of every document
• Team — manage users (admin only)
• Settings — app configuration (admin only)

Automatic Sign-Out

For security, you'll be automatically signed out after 30 minutes of inactivity. Just sign in again — no work is lost.

📄 Sending a Document for Signature

Click + New Document in the top right corner. A 4-step wizard guides you through the process:

Step 1: Upload

1. Enter a document title (e.g., "Master Services Agreement — Acme Corp")
2. Upload your file — click the upload area or drag and drop. Accepts PDF and Word documents up to 25MB. Word files are automatically converted to PDF.
3. Click Next: Add Signers →

Step 2: Add Signers

1. Fill in the signer's first name, last name, and email (required)
2. Optionally add their phone number, title, and company
3. Click + Add Another Signer if multiple people need to sign
4. Click Next: Place Fields →

Step 3: Place Fields

1. Click Open Document & Place Fields to open the full-screen field placement overlay
2. Select the signer (color-coded buttons at the top) and the field type (Signature, Initials, Date, etc.)
3. Click the field type to "arm" it (it will pulse), then click on the document where you want it placed
4. Drag fields to reposition them — grab the label area and move
5. Click the × on any field to remove it
6. Click Done — Save Fields ✓ when finished

Step 4: Review & Send

Review your document details, signers, and field count. Then configure:

• Signing Order — Sequential (one at a time, in order) or Parallel (everyone signs at once)
• Phone Verification — Optional extra security. Signers must confirm the last 4 digits of their phone number.
• Message — An optional note included in the signing invitation email

Click Send for Signature ✓ and the first signer (or all signers in parallel mode) will receive an email invitation.

📋 Managing Documents

Document Statuses

Sending Reminders

Click the Remind button on any pending document. This re-sends the invitation email to the current pending signer and resets their link expiry clock.

Cancelling a Document

Click Cancel on a pending document. You can optionally provide a reason. All pending signers will be notified by email that the document has been cancelled. This cannot be undone.

Downloading Signed PDFs

Once a document is completed (all signers have signed), click the green PDF button or go to the document detail view and click Download Signed PDF. The PDF includes all signatures stamped on the document plus a Certificate of Completion page.

Document Detail View

Click any document to see its full details: document info, all signers with their status, and the complete audit trail showing every action taken on the document.

✍️ The Signer Experience

Here's what your signers see when they receive a document:

1. The signer receives an email from esign@optric.com with an orange "Review & Sign →" button
2. Clicking the link opens the document in their browser — no account or app needed
3. If phone verification is enabled, they confirm the last 4 digits of their phone number
4. They see the document with highlighted fields. Click each field to type their signature, initials, etc.
5. After the first signature, subsequent signature fields pre-fill automatically — they just click "Accept" instead of retyping
6. Date fields auto-fill with today's date
7. Once all fields are completed, they click Submit Signature →
8. When all signers have completed, everyone receives the fully signed PDF by email

Declining to Sign

Signers can click "I decline to sign this document" at the bottom of the signing page. They can optionally provide a reason. You'll be notified by email, and all other pending signers will be cancelled.

🏷️ Field Types Reference

❓ FAQ & Troubleshooting

The signer says their link expired

Click the Remind button on the document. This sends a fresh email with a new link and resets the 72-hour countdown.

The signer didn't receive the email

Have them check spam/junk. The email comes from esign@optric.com. If they still don't see it, verify the email address is correct, then send a Reminder.

A signer declined — what now?

The document is marked Declined and all other pending signers are cancelled. You'll need to create a new document to re-send. Check the decline reason in the document detail view.

I cancelled the wrong document

Cancellation cannot be undone. Upload the document again, add signers, place fields, and re-send.

Where is the signed PDF?

Go to the document detail view and click Download Signed PDF. This is only available after ALL signers have completed. You'll also receive it by email automatically.

Can I sign my own document?

Yes — add yourself as a signer with your email address. You'll receive the signing link just like any other signer.

Is this legally binding?

Yes. All signatures are legally binding under the U.S. ESIGN Act (2000) and UETA. Every action is logged in a tamper-proof audit trail. A Certificate of Completion is attached to every signed PDF.