Tips & Tricks: Boost Your Productivity with the eSignLive Print Driver

Dilani Silva, August 2, 2016
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Interested in sending documents for e-signature even faster to your recipients? The eSignLive Print Driver gets your important contracts sent for signing – from virtually any application. The Print Driver eliminates the need to manually upload your documents to eSignLive for preparation. It acts like a printer by preparing any printable document for e-signing directly to the eSignLive service. So whether you’re creating a sales contract in Microsoft Excel or a confidentiality agreement in Word, the Print Driver lets you ‘print’ to eSignLive directly from your Windows-based application.   Let me show you how easy it is to use the eSignLive Print Driver: [promotion id="16808"]  

How to Use the eSignLive Print Driver

 

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  • Open the document you would like to send to your signer. The eSignLive Print Driver can be used in documents created in applications like Microsoft Word, Microsoft Excel, Acrobat Reader, or Google Docs. In this example, I’m sending an NDA document from Microsoft Word to my customer, David Cobb.

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  • From the Microsoft Word menu, select ‘File’, then ‘Print’. Once you’ve installed the Print Driver, the option for ‘Send to eSignLive’ will appear on your list of available printers. In the drop-down menu, select ‘Send to eSignLive’. Click the "Print" button to start the process.

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  • For your first time use, the Print Driver will prompt you for your eSignLive credentials. You only need to enter your credentials once; the Print Driver will remember your credentials for future use.

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  • In the pop-up dialog box enter a name for your transaction. You also have the option to apply a layout to your document which includes pre-defined locations for your signature blocks and data fields within your document. Click the "OK" button to send your document directly to eSignLive.

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  • Now that you’re inside the e-signature service, all you need to do is add your signers and select your user authentication methods.

PD GIF 3   What’s more, you can add multiple documents to a transaction with the Print Driver. Simply go to the document you want to add to the transaction and follow the same steps illustrated above. In the pop-up dialog box, select "Existing transaction" and click "OK".   Have a spreadsheet that needs to get signed? With the Print Driver, your Excel spreadsheet will be automatically converted to a PDF and sent directly to the eSignLive service. Place your signature blocks and click the "Send to Sign" button to send your document to your signer.   PD GIF 4 PD GIF 5   The eSignLive Print Driver helps accelerate the process of preparing and sending your e-signature transactions by forwarding them directly to eSignLive from virtually any application.   Try eSignLive for free and download the eSignLive Print Driver to see for yourself how easy it is to use. Check out the video tutorial below to watch how you can easily get up and running with our Print Driver.  

Video: How to Use the eSignLive Print Driver

Dilani Silva is a Product Marketing Manager at OneSpan. In her role, she manages and executes the go-to-market strategy, positioning, messaging and sales enablement for OneSpan’s e-signature solution, OneSpan Sign.