What file type does an eSign template need to be?
PDF. No other file type will upload. ▶ Upload eSign Templates — 0:20
Where do I upload an eSign template?
Settings, then eSign Documents, then Add eSign Template. ▶ Upload eSign Templates — 0:11
What kinds of fields can I add?
Signature fields, data entry fields, advanced fields such as secured fields, images and hyperlinks, and personalized fields that fill in from the contact record. ▶ Create and Send eSign Documents — 0:43
How do I place fields on the document?
Drag and drop them from the left onto the right spot in your document. ▶ Create and Send eSign Documents — 1:31
What do the field colours mean?
Each field is colour-coded by the party it belongs to. In a two-party document, blue is the first party and green is the second. People can only complete their own fields. ▶ Create and Send eSign Documents — 2:13
What is a gray field?
A field set to No Party Selected. No recipient can edit it, which means you must fill it in yourself before sending. ▶ Create and Send eSign Documents — 2:26
Does eSign support autofill?
Not currently, but it is coming soon. (Day 4 Webinar, Sept 11)
Who can I send an eSign document to?
Leads, buyers, agents, and vendors. ▶ Create and Send eSign Documents — 3:07
How do I fill in the recipient details?
Pull them from the contact record, type them manually, or use Fill My Info for your own details. ▶ Create and Send eSign Documents — 3:52
My returned document has blank fields. Why?
They were probably gray fields, which no recipient can complete. Fill those in before sending. ▶ Create and Send eSign Documents — 4:08
Do both parties receive the agreement at the same time?
No. Party 1 signs first, and Party 2 only receives it once Party 1 has finished. ▶ Upload eSign Templates — 1:24
How do I send an agreement to a lead?
Open the lead, click Actions, then Send for eSign, and choose your template. ▶ Send an eSign Agreement — 0:33
I forgot to add fields when I uploaded my template. Can I still add them?
Yes, in the window that opens before you send. ▶ Send an eSign Agreement — 1:47
Can I add a message to the email that goes with an agreement?
Yes. You can change the subject line and add a message before sending. ▶ Send an eSign Agreement — 2:49
6.0 Launch Webinar Q&A
From the New REsimpli Live Unveiling sessions, September 8–11, 2026.
Who is the eSign provider?
Foxit, with unlimited sending included on the new plans. REsimpli is working on moving to a new provider that would add editing and resending, and custom fields in documents. (Day 1 Webinar, Sept 8)
Can I send an eSign document by text message?
No. In this version eSign documents can only be sent by email, so the signer must have an email address. (Day 2 Webinar, Sept 9)
Can I edit and resend an eSign document after sending it?
Not currently — this is a limitation of the current provider, Foxit. Cancel the document and send a new one; eSign is unlimited on the new plans, so there is no cost to resending. More control is expected when REsimpli moves to a new eSign provider. (Day 1 Webinar, Sept 8)
Can a webhook fire when an eSign document is completed?
No. There is no webhook trigger for eSign document or signature completion yet. (Day 4 Webinar, Sept 11)
Two signers share one email address. What can I do?
Use a plus-address for the second signer — for example name+1@domain.com. The system reads it as a separate address and both documents arrive in the same inbox. (Day 2 Webinar, Sept 9)