Create e-signing

Follow these steps to create an e-signing process on a document in TeamEngine.

  1. Click on the quick menu to the left of the document.
    E-signing can only be done on PDF-documents.

  2. Select Create e-signing.

  3. A window opens where Enable e-signing is already set to Yes.

  4. In the part called 2-step verification, you can choose how the members should verify themselves when they sign the document.

  5. In the drop-down list called Notify group when everyone has signed  select if you want a group or those who are Portal administrators to receive an email when the signing process is finished.

  6. The checkbox to the left of Send notification to signers when e-signing process has started is checked by default. If you want the signing to take place in a certain order, you can uncheck this and then use the Send link function to send a message to those who should sign first.

  7. Then choose from the list of signers who will sign this document. All members who have access rights to the document are displayed here.
    It is important to select everyone who will sign the document, once the process has started you cannot add or remove signers.

  8. In the text field Role, you can enter the role the various signers have for this particular document signing.
    If something is already written in this field, the member has a title in their contact details. Changing role will not change the member's title.

  9. When you're done, click on Save and Close to start the signing process..

If you get stuck on step 2, open the Module settings and select the tab Advanced. Enable E-signing using the toggle and Save.

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