Product Guides

Our online documentation includes the following product guides:

Guides for SaaS & On-Premises

The documents in the following table are relevant for both supported deployment scenarios — SaaS and on-premises.

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) eSignLive for Microsoft Dynamics CRM; (4) Box; (5) eSignLive Print Driver Administrators (deployment), eSignLive Application users (use), and Application Developers (integration)
MOBILE GUIDES These documents describe various ways of running e-signature processes on mobile devices. Signers, senders, and Application Developers
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.

Senders and administrators of the eSignLive Application
CLASSIC APPLICATION USER'S GUIDE Describes the Classic User Experience for signers, senders and administrators. Signers, senders, and administrators of the eSignLive Application
SAML ADMIN GUIDE

Describes how to enable members of eSignLive accounts to log in to eSignLive using "Single Sign-On" via SAML (Security Assertion Markup Language)

Administrators
PCC ADMIN GUIDE

Describes how to install and administer the Personal Certificate Client, which enables users to sign with a digital certificate that resides on a Smart Card or hardware token

Administrators
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

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.

This website's search bar has a filter that enables you to search a specified subset of the website (e.g., Salesforce-related documents). You can often perform an even more restricted search by opening one of this section's PDFs (e.g., the OneSpan Sign for Salesforce User's Guide).

Integrator Docs

End-User Docs

Administrator Docs

Connector Docs

eSignLive for Microsoft Dynamics CRM v2
eSignLive for Microsoft Dynamics CRM 2015
eSignLive for Microsoft Dynamics CRM 2013
Microsoft SharePoint 2013
OneSpan Sign for SharePoint Online
Salesforce
Salesforce CPQ
Box
Print Driver

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

Guides for On-Premises Only

The guides in the following table are relevant only 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