Index

Keyword Index

Every keyword in the help, A to Z, with the topics that cover it.

A B C D E F G I K L M O P Q R S T U W Z

A

Account holder
Accounts and Users
Account management
Logging In and Account Management
Accounts
Accounts and Users
Add recipient
Configuring E-sign Sessions
Addenda
Riders and Addenda
Adding more text
Entering Text and Dates
Adding users
Managing Users
Address on forms
Form Header
Admin portal
Logging In and Account Management, Managing Users, Renewals
Allow delegation
Signer Options
ALTR
Opening a File
Appearance
Font Size and Appearance
Archiving PDF files
Printing and Generating PDFs, Deleting Files
Arial
Font Size and Appearance
Authorization
Starting E-sign Sessions
Auto-save
Saving and Auto-save

B

Basic Edition
Strikeout
Blank form
Step-by-Step Example
Browser close warning
Saving and Auto-save
Browsers
Browsers and Devices

C

Calendar
Entering Text and Dates
Categories
Selecting a Form
CC recipient
Signer Options
Change password
Logging In
Clause library
Clause Library
Clauses
Clause Library
Colour
Font Size and Appearance
Compatibility
Browsers and Devices
Configure session
Configuring E-sign Sessions
Continue session
E-sign Status and Logs, Editing a Session
Copy/paste text
Entering Text and Dates
Copyright
Store and License Policies
Create default entries
Default Entries
Credit
Terminating a Session and Credit Policy
Current transaction
Transaction History
Custom PDF
Adding Custom PDF, Adding Signing Locations
Customer
Accounts and Users
Customer ID
Accounts and Users
Customer support
Contact Support

D

Data retention
Store and License Policies
Dates
Entering Text and Dates
Default entries
Default Entries
Default form
Selecting a Form
Delete
Deleting Files
Deleting files
Deleting Files
Designate signers
Configuring E-sign Sessions
Disable edit name
Signer Options
Display size
Moving Around the Form
Document review
Signer Options
Document upload required
Signer Options
Download PDF
Printing and Generating PDFs
Draft session
Editing a Session

E

E-sign
E-sign Overview
E-sign agreement
Starting E-sign Sessions
E-sign button
Starting E-sign Sessions
E-sign guide
E-sign Overview
E-sign History
E-sign Status and Logs, Editing a Session
E-sign overview
E-sign Overview
E-sign session status
E-sign Status and Logs
Edit session
Editing a Session
Electronic signatures
E-sign Overview, Starting E-sign Sessions, Configuring E-sign Sessions, E-sign Security Options, Signer Options, Adding Custom PDF, Adding Signing Locations, E-sign Status and Logs, Editing a Session, Terminating a Session and Credit Policy
Electronic signatures expiration
Store and License Policies
Email address on forms
Form Header
Email support
Contact Support
Emailing forms
Emailing and Revising PDFs
Emailing PDFs
Emailing and Revising PDFs
Entering dates
Entering Text and Dates
Entering text
Entering Text and Dates
Error messages
Contact Support
eSignOnline
E-sign Overview, Configuring E-sign Sessions
Example
Step-by-Step Example

F

FAQ
Frequently Asked Questions
File locking
Sharing Files
Firm address
Logging In and Account Management
Firm name
Form Header, Accounts and Users, Logging In and Account Management
Fitting more text
Entering Text and Dates
Font
Font Size and Appearance
Font size
Font Size and Appearance
Font style
Font Size and Appearance
Form groups
Groups of Forms
Form header
Form Header
Forms Group
Groups of Forms
Forms Online basics
Forms Online Basics
Frequently asked questions
Frequently Asked Questions

G

General program usage
Forms Online Basics
Generate PDF
Printing and Generating PDFs
Get from Cloud
Adding Custom PDF
Getting started
Quick Start Guide, Forms Online Basics, Step-by-Step Example
Groups of forms
Groups of Forms

I

Include attachments
Signer Options
Incomplete session
E-sign Status and Logs
Initials tag
Adding Signing Locations
Insert text
MarkupMaster
Internet Explorer
Browsers and Devices
Introduction
Forms Online Basics
Invite signers
Configuring E-sign Sessions
iPad
Browsers and Devices

K

KBA
E-sign Security Options

L

LexisNexis
E-sign Security Options
License
Accounts and Users
License agreement
Store and License Policies
Licenses
Renewals
Licensing
E-sign Overview
Linking information in related forms
Riders and Addenda
List of forms
Selecting a Form
Logging in
Logging In
Login
Logging In
Login names
Managing Users
Lost password
Logging In

M

Manage Users
Managing Users
Managing users
Managing Users
Markup
MarkupMaster
MarkupMaster
MarkupMaster
MicroFit
Entering Text and Dates
Moving around the form
Moving Around the Form
Multi-page addendum
Riders and Addenda

O

Online store
Logging In and Account Management
Open
Opening a File
Open signing session
Starting E-sign Sessions
Opening a file
Opening a File
Orders
Renewals

P

Page selector
Moving Around the Form
Password
Logging In
Paste
Entering Text and Dates
Paused session
Editing a Session
PDF
Printing and Generating PDFs
PDF options
Printing and Generating PDFs
PIN
E-sign Security Options
Policies
Store and License Policies
Portal login
Logging In and Account Management
Pre-fill
Default Entries
Premium Edition
MarkupMaster, E-sign Overview
Preparing riders
Riders and Addenda
Preserving PDF files
Printing and Generating PDFs, Deleting Files
Preview
Configuring E-sign Sessions
Preview page
Adding Signing Locations
Print
Printing and Generating PDFs
Print groups
Groups of Forms
Printing
Printing and Generating PDFs
Propagate information
Riders and Addenda

Q

Quick Start Guide
Quick Start Guide

R

Recipient
Sharing Files
Refund policy
Store and License Policies
Refunds
Store and License Policies
Renew licenses
Renewals
Renewal term
Store and License Policies
Renewals
Renewals
Replace text
MarkupMaster
Requirements
Browsers and Devices
Reviewer
Signer Options
Revise PDF
Emailing and Revising PDFs
Revising PDF files
Emailing and Revising PDFs
Riders
Riders and Addenda

S

Save
Saving and Auto-save
Save As
Saving and Auto-save
Saving a File
Saving and Auto-save
Scroll
Moving Around the Form
Security
E-sign Security Options
Security options when e-signing
E-sign Security Options
Select Form
Selecting a Form
Selecting a form
Selecting a Form
Send
Configuring E-sign Sessions
Session edit mode
Editing a Session
Session log
E-sign Status and Logs
Session termination
Terminating a Session and Credit Policy
Sessions allowed
E-sign Overview
Set transaction
Transaction History
Settings
Default Entries
Share files
Sharing Files
Shared by Others
Sharing Files
Sharing
Sharing Files
Sign in person
Signer Options
Signature tag
Adding Signing Locations
Signer authentication
E-sign Security Options
Signer options
Signer Options
Signer roles
Configuring E-sign Sessions
Signer tags
Adding Custom PDF, Adding Signing Locations
Signer type
Signer Options
Signing locations
Adding Custom PDF, Adding Signing Locations
Signing session
E-sign Overview, Configuring E-sign Sessions
Signing sessions
Renewals
Silverlight
Browsers and Devices
SMS
E-sign Security Options
Special stipulations
Clause Library
Start signing session
Starting E-sign Sessions
Status bar
Transaction History
Step-by-step
Step-by-Step Example
Store policies
Store and License Policies
Strike through
Strikeout
Strikeout
Strikeout
Subscription
Renewals
Support
Contact Support
Support policy
Contact Support
System requirements
Browsers and Devices

T

Tab key
Moving Around the Form
Tablets
Browsers and Devices
Technical support
Contact Support
Telephone number on forms
Form Header
Terminate session
Terminating a Session and Credit Policy
Termination credit policy
Terminating a Session and Credit Policy
Transaction
Transaction History
Transaction history
Transaction History
Transfer entries
Riders and Addenda
Transferring files
Sharing Files

U

Unsaved changes
Saving and Auto-save
Upload document
Adding Custom PDF
User ID
Logging In
User name on forms
Form Header
Username requirements
Managing Users
Users
Accounts and Users, Managing Users

W

Windows desktop program
Opening a File

Z

Zoom
Moving Around the Form