User Guide

This collection of user guides provides detailed instructions and best practices for using the DocGen & eSign application. The guides cover the complete document lifecycle—from creating templates and generating documents to electronic signatures, digital signatures, document sealing, vaulting, and workflow management.

This centralized documentation is designed to help users, administrators, and support teams efficiently navigate and utilize the full range of DocGen & eSign capabilities. It promotes a consistent user experience, reduces manual effort and errors, and provides clear guidance throughout the document generation, signing, and management process.

Use this guide to learn how to generate a document from a template or send it for signature.

Follow this guide to How to Send a Reminder Email manually for pending requests.

Learn how to track a document’s workflow status and description throughout its lifecycle.

Learn how to send a document for eSignature without a predefined template.

Learn how to view or download the signing certificate for a completed document.