Engels

Overview and preparing a document for digital signature

Overview and preparing a document for digital signature

After clicking on the Digital Signature module, the overview of signed documents or documents that have yet to be signed opens.

Select a committee and or a status from the drop-down menus in the top left-hand corner.

Adding a document

Add multiple documents.

 

Add a single document. Attention: only PDF-documents can be signed.*

*Preparing a source document for digital signing

  1. Open the source document and add the placeholder {{signer1}} where the signature must be displayed on the document. Should there be more than one signee, add {{signer2}} etc.
  2. Set the text colour of the placeholder to the same colour as the background colour.
  3. Upload the Word-document into the module.
  4. Click  to convert the document to PDF.

Distributing the document for signature

  • Click on . A pop-up appears with the names of the person or persons who are authorised to sign are displayed.
  • Click, if this has not yet been set, on a name in the Accidental signees list to determine the order of signees on the document.
  • Click “Sign”.

A notification is mail containing the link to the document is sent to the signee. Read more about the digital signing process for participants

Downloading the signed document

After the document has been signed, the check button is replaced by the PDF icon.

Click on the document to download and save the document.

The icon remains spinning until the document is signed.

The document has been rejected. Edit the document and redistribute for signature.