User Guide

Our user guide provides a straightforward and clear resource for using PaperSign eSignature. It offers detailed instructions entirely in written form, ensuring you have easy access to all the information you need. From the basics of getting started to advanced usage, our user guide offers step-by-step guidance, making your PaperSign eSignature experience as straightforward as possible.

This guide covers every aspect of PaperSign eSignature in a comprehensive and easily digestible manner. From the initial setup and account creation to the most advanced features and customization options, we've got you covered.

Let's know more about PaperSign.


You can access registration page via signup, Start free trial, or Get started links on the home page. Please provide relevant and correct information, choose a strong password and keep it secret. Follow all standard best practices of password management. Embark on a smooth eSigning journey


You can login via your registered account or via email OTP too. Do not share your computer with anyone and follow the standard secure practices like deleting your cache, history etc. before you sign off.

You can also login via Gmail. Please create your own account with us after logging in via Gmail by filling details in the pop up when you login. It is not mandatory though.

Forgot Password

If you ever forget your password, do not worry. Click on forgot password and reset it from the link you receive in your registered email

User Profile

Fill all relevant details in your account settings by accessing it from your profile icon at the top right corner.


The dashboard gives you a snapshot of all your activity, data and access to features. You can buy envelopes, search info in your account, see document status etc.

We have tried to make the dashboard as simple, intuitive, user friendly and clear as possible.

  1. For Me to Sign: Here you can see the documents that you need to sign which you received from others.
  2. For Others to Sign: Here you can see the documents that you sent to others to sign.
  3. My Portfolio: This has 7 links. Signed, Approved, Rejected, Withdrawn, Cancelled, Expiring, Forwarded. You can think it as the documents “I signed”, “I approved”, “I rejected...” and find those documents etc.
  4. Others’ Portfolio: This is same as the above except that you can see others’ actions here. You can think it as the documents “Others signed”, “Others approved”, “Others rejected...” etc.
  5. Guided Document Builder: This feature let’s you prepare a document collaboratively, online between the stakeholders (one or more). This helps you bring everyone onto the same page before the document is uploaded, prepared, shared for signature - thereby saving a lot of time and eliminating chance for disputes.

    There are 2 sub menus in this. Create Document for creating a fresh document and Document List that shows you the documents that you are already created.

    You can add emails at the beginning and also as you go by (Add More + as needed). Each party can Edit the document and Update it. When someone is in the editing mode, others will not be able to edit it. So please make sure you "Update" the document after you are done editing.

    Once all parties are done making changes, the original sender can Send-to-Canvas (for regular flow) or Send-to-Workflow (for multiple signers) which will automatically display the finished document on the canvas and start the process of preparing (dragging & dropping signature fields) and sending the document.

  6. With Ticket you can raise a ticket and view your tickets and their status.
  7. Signature Vault is a powerful feature which helps you save your signature and other digital assets safely, securely and access it to sign the document in one click.

    Here is how it works. First, you need to register for vault and upload your signature assets (like signature, stamp, photo etc.)

    During registration, you will be asked to choose 10 questions of your choice (both from the ones system offers and/or your own customized questions) and give answers. Since these Q&A are specific to you and your personal aspects, it is difficult for others to copy and misuse. Also, since they are given by you, they are easy to remember. This relieves you from remembering multiple passwords.Try to choose questions so that their answers are only known to you and can be remembered easily

  8. Whenever you want to access your Vault, the system will ask you at random three questions from the 10 questions that are registered by you, that you need to answer. If you answer correctly then you will get access to Vault. You can update your vault Q&A and assets as needed. Please note this is a premium feature and hence needs premium subscription.

  9. Audit Trail is the record of all activities that you performed like logging, uploading document, signing etc. This is mandatory for compliance. Your IP address, Name and email ID are captured. This information is only for you and any compliance audit by Govt and other authorized personnel. Some of this information may be printed in a certificate to show to the sender of signature for authenticity that it is indeed you who signed
  10. Upcoming Events: Here you can prepare any future events so that you have a reminder.
  11. You can Chat with registered members. You can share any offline information with them like the Security Code or exchange any clarifications.
  12. When a person who you requested signatures of, sends the signed document, you can “Forward” it to yourself or others as needed for your own self signature (as approval maybe) or to others for further action.
  13. If any document expires before you could sign, you can always request the sender to re-activate it by changing the expiry date further. This won’t change anything except giving more time for others to sign.
  14. If someone by mistake deletes the email that they receive for signing the document, you can always Resend the document. It won’t change anything but just resends the email.
  15. You can Cancel/void any signed document that you received from the sender.

Buy envelopes.

You need to have "envelopes" in your account to be able to send documents, after uploading and preparing them for signatures, to the recipient for signing. An envelope is much like a physical envelope that you use to enclose physical documents after marking where to sign etc. and send them to recipient.
You get 10 envelopes for $6 which is a regular subscription and Premium subscription for $12.

Here are the premium features that you get access to when you are a premium subscriber.

  • Bulk recipient upload
  • Signing via Vault
  • Forward after signature
  • Guided document builder
  • OCR
  • Templates (Global & User created)
  • Selfie signing
  • Workflow

Except bulk upload feature and workflow which deducts your envelopes from your premium account, all other premium features require that you have one or more envelopes active in your premium account.

If you are sending one document to multiple recipients, then number of envelopes deducted will be equal to number of recipients. If you are sending a workflow document for multiple recipients’ signature, still as long as it is one document only one envelope will be deducted.

If you are using premium features (other than bulk upload and workflow) your envelopes will be deducted from regular account until they are exhausted. Once the regular envelopes are exhausted your premium envelopes will be deducted, even if you use regular features.

Buy Aadhaar Credits

Sender or Recipient needs to have "Aadhaar credits" in their account to be able to send documents for the recpient to sign via Aadhaar verfication. These credits are not part of envelopes. You need to purchase those separately. The pricing is given in the billing page which you can access by clicking on Buy Aadhaar credits.

The sender of the document can select who should pay it (either sender or recipient) from the drop down in the add recipients page after uploading the document. If he chooses recipient, then recipient should have account and Aadhaar credits. If the sender sends the document to a recipient who may not have account with us, then sender needs to choose the payer as sender.

Send Docs

Uploading, preparing and sending a document (regular mode)

Click in “Send Docs Now” and attach your documents. You can select multiple documents, types as mentioned up to 3 MB size together.

You can change the name of the document if you want. Choose the document name appropriately such as offer letter, acceptance form, merchant consent etc. as it will be shown on the signing document.

Once you press Upload button, you will be taken to prepare document, where you can drag and drop fields as per your requirement. Please avoid dropping the fields close to the border as possible because sometimes when the user signs or uploads assets it may get cut, though we have taken enough care to avoid it.

There are 2 icons at the top left corner. One is, custom fields, using which you can drop text field and image. You can enter text as needed and also can move it around to place it appropriately. Same with image too. The other one is, regular fields, using which you can drag and drop fields like signature, stamps, photo, selfie etc. and send the document to the recipient as mentioned below

Once you prepare (given down the document how to do) and send doc, it will take you to adding recipients and all other fields as per your need.

You can send to multiple recipients up to 10 using the add more feature. If you want to send to more than 10 use the bulk upload feature

Expiry Date indicates the date after which the document cannot be opened for signing.

Alert Frequency indicates the reminders that need to be sent at that time interval.

Details are any additional details that you can add which will appear at the top of the document say for ex: home address of the candidate etc.

Secret Key is the key that you share with the recipient offline (via phone or chat etc.) which he/she needs to enter to access the document to sign.

Sign without Mark means when the recipient clicks on fields and signs or uploads asset, the indicator or dropped field will be replaced by the sign or asset. Meaning, the field will disappear.

Sign with Mark means the fields where you indicated the recipient to sign or drop assets will still be there and above that the sign or asset will be placed. This is more like retaining the proof/indicator where sender asked the recipient to sign or place assets like photo, stamp, selfie etc.

By default, sign without mark will be active.


You can Carbon Copy (CC) anyone and they will receive the links which when clicked will let them know of the status of the document. The person CCed won’t be able to do any action on the document but can only just view it.

Preparing the document.

Once you upload the document, it will display for you to drop the fields as needed. Simply, drag and drop the fields onto the document wherever you want the recipient to sign and provide other assets as required.

You can always reposition the fields after dropping by dragging them around. If you want to delete a field, select it and then press the X on right top corner.

There are 2 icons at the top left corner. One is, custom fields, using which you can drop text field and image. You can enter text as needed and also can move it around to place it appropriately. Same with image too. The other one is, regular fields, using which you can drag and drop fields like signature, stamps, photo, selfie etc. which get activated once you press sign now button and then start updating the fields as appropriate

Signing the document

Once as a recipient you receive the document, you can sign the document either as an unregistered user via the email link or go to your account and select the document from the portfolio and sign it.

To sign you simply need to click on the field and it will let you sign via typing the name or draw or upload a signature from your computer.

When you sign at one place, all signature fields will be signed automatically. If you want to reset the fields, you can do so. If you want to modify the signature, click on the signed field again and it will let you modify it.

Same is the case with all other assets. If you click on the field, for example, rectangular stamp, you will be able to select a stamp image from your computer or make your own by typing your company name or whatever you find it relevant.

You can attach any document. You can always discard changes or reset the fields to sign again. Selfie is a great feature where the recipient’s selfie will be captured from the computer or the device, he/she is signing on. Please be aware of the privacy aspects before you request the selfie.

Once you are done signing and updating all fields as appropriate, click on the 3 bars at the top right corner of the document for the menu to save changes to complete the signing process. The sender will be updated.

Reject Document

As a recipient, you have the feature to reject any document that you received from any sender. You will be asked to give a reason which is optional though it helps the sender to know why you rejected and also for historical information purposes.

Withdraw document

Once the recipient signed it and sent it to you, you can always approve it by signing it over that document. You can forward that signed document from recipient to yourself and sign it.

Please note that this is just a feature that we provided for your convenience and not a legal advice or guidance. If you are voiding/cancelling the document after the recipient signed it, it would be as per your prior agreement on the process with the recipient or as per your legal allowance.


Workflow feature allows sender to drop multiple signatures which are assigned to different recipients. Recipients will receive the document at once but they will only be able to sign as per assignment and the order.

For example, if recipient one R1 has the order 1 and R2 has order 2 and R3 has order 3, then R2 and R3 can sign only after R1 has signed. Even if R1 has order 1 and If R1 tries to sign R2 and R3 it will say you are not allowed since those are assigned to R2 and R3.

This is called sequential or conditional signing. In another scenario, assume R1 has order 1, R2 has order 1 and R3 has order 2, then R1 and R2 both are allowed to sign at once but R3 can only sign after both R1 and R2 have completed signing. This Is partial parallel signing.

If R1, R2 and R3 all have order 1, all can sign at once in a parallel signing. When assigning order R1 if assigned order 1, you won’t be allowed to assign order 2 to R1 and so on.


Self-Signing feature allows sender to upload a file, prepare it (drag & drop signature fields) as needed and sign it himself/herself by clicking on the "Sign Now" button. Once done, click on the 3 bars at the right top corner to "Send Document" to the intended recipient.

There are 2 icons at the top left corner. One is, custom fields, using which you can drop text field and image onto the document. You can enter text as needed and can also move it around to place it wherever you want. Same with image too. The other one is, regular fields, using which you can drag and drop signature fields like signature, stamps, photo, selfie etc. which get activated once you press sign now button and then start updating the fields as appropriate

You can find the documents that you sent for signature in "Sent Docs" and the self signed documents by someone and sent to you in "Received Docs". You can either Approve or Reject the document


Templates are reusable documents that you use frequently. It has 4 sub menus.
All Templates (this contains the system provided templates),
My Templates (this has the templates created by you),
Create Templates (to create your template),
Ready to Use Docs (These are the documents that you already prepared by dragging and dropping signature fields onto the document and sent to the recipient. You can reuse these docs without again preparing. You can even add additional fields as needed to any ready to use document)


You can check for any new notifications here and click on them to act.


You will receive emails as a reminder and to click links in emails (only in the cases where you need to act, like reset password, sign document etc.)

Bulk Upload

You can send document to multiple recipients in one go using bulk upload feature. Choose "Send to Bulk Recipients (CSV)" button in add recipients screen, Download the sample CSV template by clicking the button, "Download CSV Format", Do not delete the top row which has headings and start giving recipient information from the next row. After filling recipient details, upload this file to send to multple bulk recipients


You can always download files as necessary. Please make sure you do not share any documents or sensitive information that is private/confidential to you.


OCR is Optical Character Recognition. We have given this optional feature which alerts the recipient of any critical/important words in the document like penalties, severance, termination clauses so that he/she can focus more on such clauses.

The user can add his/her own keywords that will be found in the document by OCR and alert the user, by going to OCR keywords in Account Settings