Commissioning a document for signature
Last updated
Last updated
To submit a document for signature, first create a new folder and add it there. You can also add the document to one of the existing folders. In this paragraph we present the entire process of commissioning a document for signature, starting with creating a new folder.
To create a new folder:
Click on the folder icon with the words "+ Create folder and add documents" on the platform's main page.
Next, give the folder a name. This can be, for example, the name of the person whose documents are in it or the name of the case to which the folder relates.
Click "Confirm" to create the folder.
The folder has been created. Once the folder is created, you are immediately inside the folder. The name of the folder appears in the top left corner. You can change the name of the folder at any time.
You can add a document/documents for signature just after creating the folder, since you are inside it.
If you already have more folders created, select the one you want to add document(s) to. While in the folder, click the "Select files from your computer" button and add them to the folder, or alternatively drag them from the disk with the mouse into the rectangle box marked with a dotted line.
When the documents have been correctly added to the folder, click the "Next" button in the botton right corner of the screen.
Choose the type of signature according to your needs. For information about signature types, click "Find out more".
Once you have selected the type of signature, a checkbox for the graphical representation of the signature will appear below. From the available options, select one:
Visualisation on the first page of the document
Additional page at the end of the document
Indicate the location by yourself
Don't add (only for qualified signature)
❗ NOTE: A graphical representation of a signature is a list of the people who signed the document along with the time they signed the document. A graphical representation of a signature is a visualization of the signature, not the actual electronic signature.
Next, add the signers. In the form, enter the details of each person to whom you are sending the document(s) for signature, one by one.
-> for qualified signature: e-mail address and mobile phone number -> for advanced signature: email address, mobile phone number, first and last name
Confirm the data each time with the "Ready" button.
To add another person, click the "Add another" button and fill the form in the same way as before.
If you are the signing party to the document(s), click the "Add me" button below the form, then your data will automatically appear in the list of signers.
When the list of signers is ready, you can decide whether the document should be signed in a fixed order or not. To do this, set the slider above the list of signers to the selected option.
To change the signing order, grab and drag the selected cell up or down the list.
If you set up signing in a defined order, then each successive person will be able to sign the document only after the preceding people have signed it.
If you are sending a document for signature without a defined order, move the slider to the left, which will disable the signature order option. Then all people will be able to sign independently of each other.
📌 Here you also have the option to remove people from the list or change their data. To do this, hover over the desired data cell and click on one of the two icons on the right.
When the list of signers is ready, click on the "Summary" button located in the botton right corner.
❗ NOTE! In case you have selected the independent indication of the place on the document where the graphic visualization of the signature is to be placed, you will indicate it at this point.
At the bottom of the last page of each document, rectangles with the details of the signers will appear. To see them, click the "Go to list of signers" button.
Then, indicate position each of the rectangles with the signer's details in the desired location on the document by grasping and moving itt. For each document, you set the location of the graphic representation of the signature separately. You will navidate to each subsequent document by clicking the arrow in the bottom right corner, as shown in the video below.
After indicating the location of the graphic representation of the signature for each document, click the button „Summary”.
❗ NOTE! Depending on the type of signature, you can choose who will cover the cost of the signers' signatures:
Advanced Signature - every time you send a document for signature, the signatures of the other signers are automatically retrieved from your package.
Qualified Signature - you can either pass the payment to the co-signer or pay for it If you choose to cover the cost, you must buy the other party one of the signature packages (identity verification is included in the package price).
If you are the party signing the documents, when you submit the documents for signature, you will see a screen with the documents in "PLEASE SIGN!" status.
To sign them:
Select the documents to be signed (you can select all at once by choosing the option indicated below or each one individually) and then click "Sign the selected documents."
Here you have the option to change the view of the documents - from a grid to a list. You do this by selecting one of the two icons on the right above the documents, as noted below:
Returning to the signing process, after clicking the "Sign selected documents" button:
In the lower bottom corner, you will see a screen with your data. Check its accuracy.
To finalize the process, click the button in the lower right corner "I confirm that my data is up-to-date Sign the documents", thus confirming that our data that appears on the screen is correct.
You will receive an SMS code to your mobile phone, which you must enter on the screen.
The document has been signed.
❗ NOTE!
If your personal details change, you will be required to go through an identity confirmation process.
If your data has changed, you can change it while signing the document. To change your data:
Click on the "My details have changed" button located below the displayed data.
In the window that appears on the screen, edit your details and click "Save."
Then verify your new (or unchanged) phone number with an SMS code.
Your data will be updated and you can continue signing documents.
❗ NOTE! If you have chosen to indicate the location of the graphic representation of the signature on the document yourself, here you also have the possibility to change the graphic symbol of the signature from the standard one to your own file (you can add here, for example, a facsimile of the signature).
A custom file (e.g., a facsimile of a signature) can also be changed in the Account Settings - this option is shown in the "Account Settings" tab.
This change is, of course, optional. To change it:
Click the "Change Symbol" button.
Then select "Your file" and click the "Select" button - here you have the option to upload your own signature visualization.
