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Introduction

The Insula eSign solution is a credits-based system. Before using, you should be aware of the following.

Note

A balance of credits is required to initiate an eSign process.
The balance of credits available can be seen on the eSign monitor page.
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One (1) credit is used for each eSign request (sometimes called an 'envelope'), regardless of how many recipients there are (i.e. one (1) credit is used when requesting 1 signature or 10 signatures in the request).
Once the request is sent, the credit is consumed.
Consumed credits are not refundable for any reason.
Cancelling an eSign request, regardless of whether anyone (or no one) has signed, does not reinstate/refund the credit that was used for the request. It remains consumed.

eSign credits must be pre-purchased via standard Insula invoice/payment processes.
eSign credits cannot be purchased via Credit Card.
Implementing/updating credits can take up to two business days from receipt of payment.
Customers are responsible for monitoring their eSign credits balance and purchasing credits as required, well before they are needed.

To set up a document that uses eSign, you must be in the following perspective;

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