eSign guide
centerleap eSign collects legally binding signatures on PDFs, routes recipients, stamps a completed packet, and keeps an audit certificate. Open the product at app.centerleap.com/dashboard/esign.
On this page
Concepts
Envelope — the full signing packet: one or more PDFs, recipients, fields, message, routing order, status, and records.
Prepare — the editor where you place fields, set recipients, and send.
Form View — a guided list of required inputs for signers (especially useful on phones), alongside the document canvas.
Template — reusable document + field layout. Can power public form links and bulk send.
Send an envelope
- In the app, open eSign → New envelope and upload one or more PDFs.
- Add recipients (email). Set a routing order when one person must finish before the next is invited.
- Place fields on each page. Use anchor / signature-line helpers when the PDF has obvious “Sign here” marks.
- Send. Recipients get a secure link. When everyone finishes, download the stamped PDF and audit certificate from History.
After send, you can correct an envelope if fields or documents need a fix before everyone has completed.
Field types
| Type | Use |
|---|---|
| Signature / Initials | Drawn, typed, or saved image from the signer |
| Date / Date signed | Manual date, or auto-filled when they finish |
| Text / Number | Free text or numeric input |
| Checkbox / Radio | Optional or required selections |
| Dropdown | Pick-one list from values you define |
| Formula | Computed from other fields at stamp time (e.g. totals) |
Templates, PowerForms & bulk send
- Templates store document structure and field placement. Create an envelope from a template when you send the same packet often.
- PowerForms are public links on a template. Anyone with the link starts a new envelope (useful for waivers and intake forms).
- Bulk send takes a template plus a recipient list and creates many envelopes in one job.
In-person & kiosk
Host-assisted signing keeps a tablet or shared device in the room. A multi-signer kiosk queue advances recipients in order so each person completes their fields, then hands off to the next without email delays.
Self-sign
Use self-sign when only you need to mark a PDF you already have. Store a signature and initials under Saved signatures and reuse them. Completed self-sign packets appear under Self-signed and History.
Custom send-from
Invitation emails leave from:
- Your address — when Mail is enabled for the org, you have a custom-domain mailbox, and you paste a mail API key (
cl_live_…) under eSign → Settings. - no-reply@centerleap.com — default platform sender when custom send-from is not configured.
Create mailbox API keys in Mail settings. See also the API keys guide.
Org settings
Under eSign → Settings:
- Default reminder cadence and expire-after days
- Brand logo, company name, subject template, post-sign redirect
- Form View default for new envelopes
- Custom send-from address and API key
Audit & legal
Completed envelopes include a stamped PDF and a downloadable audit certificate covering lifecycle events (invites, signatures, completion).
Electronic signatures under centerleap eSign are designed for compliance with the US ESIGN Act and UETA for standard commercial documents. High-stakes or jurisdiction-specific requirements still need your counsel's review.