Signing Process
The process of signing in Sey4Sign app is fully flexible. By your requirements you can define parameters for each document, as:
Signing parties and their persons
Min. Singers in Group
Parallel or Serial Workflow
Language for each person
We will show an example on the customer's card, so on the main page search Customers.
Note:
In general you are able to sign documents situated in table named Attachments.
Then choose one of them and you will see the Customer Card.
In section Attachments click on the number of attached documents and then will dispaly the table of all documents.
Clicking on button New you add new document.
In case you want to sign document named Payments Calendar, stand in the line where this document is and click the button Signing.
Then you will see Signing Request Card.
In section General you see important information about:
- Signing status
- Signing Request Sent Date
- Signing Expiration Date (signature expiration you set in Sey4Sign Setup).
In section Signing Request Lines you can see template, which we also set in Sey4sign setup. For more information see Sey4Sign Setup.
This template can be modified and adjusted according to your requirements. For this case we use following signing groups and persons:
We also choose english language for all person. In case you leave this field empty, the system will use default language from setup.
After entering signing groups, person within the given groups and other parameters, click on button Send for Sign situated on the top bar. Then the process of signing starts and you can see the status of signature in field named Signing status, which can be:
Ready to sign - document - the document is sent for signature, but no one has yet signed it
Signing - the document has been signed by at least one person and the signing process is ongoing
Signed - the document was signed by all parties-
Error - if cancellation occurred during signing
The process of signing by the example
Step n. 1
The person in the first group receives an email about signing of the document. He also sees information about Signature Deadline. Clicking on button Sign documents the document intended for signature is displayed.
Note:
Since the minimum number of persons who must sign the document is only one, the document will be sent for signature to the second group after it has been signed by one person from the first group.
Step n. 2
Click on button Start Signing to avoid situation of double signing at the same time by another person within your group.
Then the signing process is easy (see picture below) :
1. Click where you want to insert the signature.
2. Then draw the signature by mice or use your finger if you have touch device.
3. In the next step Confirm the signature by clicking on button. In case you want to repeat the signature once more, click on Start again
4. In the last step, Finish signing and the document will be sent to the person in the second group. If for some reason you do not want to sign the document, click on Cancel signing and the signing process will follow the setting.
Step n. 3
Since the document was signed within the first group, it will be sent to the first person within the second group.
This person receives an email about signing the document and the procedure is the same for each person.
Fully signed document
Given that the minimum number of signatories in the second group is only one person, the document is considered signed by the each parties.
After signing process the person who is noted in Sey4sign Setup receives notify result e-mail about the successful signing of the document and is able to download signed document.
