Signing a document via ClickSign
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Prerequisites
- Signature configuration associated in the document category.
- User on the document security list with the "Sign" control allowed.
- Access to the Document (DC010) menu.
- ClickSign account.
Introduction
Electronic signatures are different from digital signatures, as they require integration between external platforms and SoftExpert Document. The initial procedure, however, is basically the same as the digital signature.
To sign the electronic files of a document, it must have an electronic signature configuration associated with its category.
See below the steps to electronically sign a document via ClickSign:
Signing a document
1. Access the Document (DC010) menu.
2. Locate and place the mouse cursor over the document.
3. Expand the "More" button and click on Sign electronic file.
4. If there are multiple electronic files in the document, a screen will be displayed to confirm the selection of the files you want to sign.
5. Configure the following features:
| Document language | Select the language in which the notification will be sent to the signer. |
| Defining the sending order | Allows for defining a signature order. With this, ClickSign will notify the signers in numerical order until all of them have signed. |
| Send document for signature via | Select the channel through which the document will be sent for signature. |
| Full name | Enter the signer's name. |
| Enter the signer's e-mail. | |
| Sign as | Select how the signer will sign the document. Click on Add new signer, at the bottom of the screen, to add a new signer. |
| Authentication | Select the method by which the signer will perform authentication to sign the document. |
| Does the signer have a Brazilian SSN? |
Yes: enter the signer's SSN and birth date to be displayed on the signature. No: the signer's SSN and birth date will not be displayed on the signature. |
| Enable signature rejection | Allow the signer to have the option of declining to sign. |
| Add rubric | It will be possible to add a rubric to all pages of the electronic file. |
6. Once the fields are filled out, click on Next step.
7. Then, enter the subject and the message text that will be sent to the signatories.
8. Click on Send. The document will be sent to ClickSign, which will notify the signatories of the need to sign it.
- After signing the document, click on the green icon in the DS column to view the signature data in the electronic file. Through the DS column, it is also possible to view the signature status of the electronic file. Hover the mouse pointer over the icon to identify what it represents.
- To sign several files at once, select the desired documents, expand the Mass actions button, and select the Sign electronic file option.
Conclusion
The electronic signature of the document via ClickSign has been finished. Thus, it is possible to ensure greater integrity and authenticity in your documents.