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Product Guides

Our online documentation includes the following product guides:

Application Guides

The guides in the following table are relevant if you have a SaaS deployment, or an on-premises deployment that uses the REST Integration Model (for more on that model, see the On-Premises Deployment Guide).

Users on those deployments interact with the product via the eSignLive Application.

Document Purpose Audience
INTEGRATOR'S GUIDE Describes how to integrate a third-party Web application with the eSignLive Application using the REST Integration Model Application Developers
CONNECTOR GUIDES Describes eSignLive connectors to the following applications: (1) Salesforce; (2) Microsoft SharePoint; (3) Microsoft Dynamics CRM; (4) IBM Connections; (5) Box; (6) eSignLive Print Driver System Administrators (deployment), eSignLive Application users (use), Application Developers (integration)
NEW APPLICATION USER'S GUIDE

Describes the New User Experience for senders and administrators. For sender and administrator actions, this experience represents an enhancement over the Classic User Experience. It became available in eSignLive 6.1.

Senders and administrators of the eSignLive Application
CLASSIC APPLICATION USER'S GUIDE Describes the Classic User Experience for signers, senders and administrators. This experience became available in eSignLive 6.0, and is still available. Signers, senders, and administrators of the eSignLive Application
EMAIL CUSTOMIZATION GUIDE Describes how to customize the email templates used by the system to send emails to end-users and administrators eSignLive Account Owners
MOBILE GUIDES These documents describe various ways of running e-signature processes on mobile devices. Signers, senders, and Application Developers

Downloadable PDFs

The links in the above table connect to online documentation. The bulleted links below connect to PDFs that were created from that documentation. These PDFs can be downloaded, and then they can be viewed even when readers are not online.

Integrator Docs

End-User Docs

Administrator Docs

Connector Docs

Microsoft Dynamics CRM v2.0 Beta
Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2011
Microsoft SharePoint 2013 & 2010
Salesforce
Salesforce CPQ
Box
IBM Connections
Print Driver

NOTE: All links in the table below for on-premises guides connect to PDFs that can be downloaded.

On-Premises Guides

The guides in the following table are relevant if you have an on-premises deployment (see the On-Premises Deployment Guide).

Document Purpose Audience
ON-PREMISES DEPLOYMENT GUIDE Describes how to deploy eSignLive on premises System Administrators, Database Administrators
PLATFORM ADMINISTRATOR'S GUIDE Describes how to configure and maintain the eSignLive Platform (using the Administration Console) eSignLive Administrators
e-WITNESS USER'S GUIDE Describes how to find, review, and verify stored e-signature processes Compliance personnel
ARCHIVAL MODULE USER'S GUIDE Describes how to archive data from and restore data to eSignLive's Core Database System Administrators, Database Administrators, eSignLive Administrators
SUPPORTED PLATFORMS Summarizes the software requirements for eSignLive and the eVault Manager System Administrators, Database Administrators
TRANSACTION STATUS API DEPLOYMENT GUIDE Describes how to deploy the Transaction Status API on an Application Server System Administrators, Database Administrators
TRANSACTION STATUS API INTEGRATOR'S GUIDE Describes how to integrate a third-party Web application with the Transaction Status API Application Developers