Adding and Deleting Documents on the New Session Page
An XML session is created two ways:
- Data is passed from the core/host system.
- A session is created directly in eSign. Refer to Creating a New Session (XML) for details.
Note: The maximum number of pages allowed for a document is 50 pages.
Note: It is not recommended to use PDFs with large, color images on each page. Doing so will result in performance issues.
When data is passed from the core/host system, the New Session page is automatically launched in eSign. A document set is preselected in most cases. The New Session page is also displayed when Processing > Create New Session is clicked. The New Session page allows users to create a session directly in eSign. Refer to Creating a New Session (XML) for details about this method of accessing the New Session page. The information shown and described here may differ from what you see depending on the administrative settings, browser, device, environment, and integration that you are using.
To add and delete documents in a session from the New Session page, refer to the following procedure:
- If desired, add documents using the Add Documents area. Refer to Adding Documents to a Session for more information about adding documents from the document library, attaching external documents, scanning items, and adding photographs to this session.
- Review the Selected Documents area and make changes as necessary. Refer to New Session Page for details.
- Once you are done making changes to the session, click Process. Refer to Processing Documents for details.