New Document from File

Do you already have a document to sign in .doc, .docx, .odt, .pdf or .jpg or .xlsx format? Then send it for signature by following the steps below:

• Uploading file(s) to Signi
• Signature scenario assignment
• Determining the location of signatures
• Sending a document for signature

An option for this is to add the data to the prepared templates in Signi.

Uploading file(s) to Signi

Simply import it into Signi. You can find this option in your Workspaces under Create Document and then Select Files. If you select multiple files at once, the documents will be signed in one set at a time.

The next section is called Recipients, where you can select the proponents and counterparties.

After that, the application will redirect you to select the destination file.

If everything goes well, your file is uploaded.

Signature scenario assignment

In the next step, the application takes you to the signature scenario page, where you specify who will sign when, or approve, remotely identify themselves, etc.

The first button is Advanced Envelope Settings. Clicking this button will display the following options:

Internal document number - the document number field is optional and is used for your internal numbering. The number can contain any number of digits and letters. 

Validity of draft - here you can set the validity of the reference for signatories in calendar days.

Post-signature redirect link - Here you can set which web page signers should be redirected to after signing.

Note - Here you can set an internal note for workspace members.

Note link - Here you can set a link that will be displayed as a note when the document is opened.

Reminders - Here you can specify how often you want to send reminders to signatories.

The next thing on the page is the Language of Communication. With this button you can set the language in which we will send notification emails and SMS.

The last button in this section is the Add Attachments button, using this button you can upload attachments to the document.

You can close the document on one device, meaning that you and the counterparty will be signing on your tablet, smartphone or PC. In this case, check the option Sign on one device (one of the paid features) which can be found under Signature Scenario Settings. For more information, see Signature on one device.

The next section is called Recipients, where you can select the proponents and counterparties.

If you have invited other team members to your workspace and have assigned signing rights to them, you can select someone from your team as the proposer instead of yourself.

If you need to enter more than one signer in the signing scenario you must use the arrow next to the Add Signer button.

Next, continue by selecting the counterparty by clicking the Add Signer icon.
The scrolling list when selecting a counterparty is only active if you already have some contacts saved or have already sent a document. Your history will then be recorded here.

If you are about to send your first document, or if you are a new contact, you must enter the information manually.

The document can be concluded with a self-employed person and a private individual or a legal entity.

E-mail field: this field is mandatory and a notification of a new draft document is sent to the specified e-mail address, a notification of the end of validity of the draft document is sent to the counterparty and an e-mail with the signed document in PDF format is sent to this address after signing. We recommend that you provide the email address from which you have already communicated with the counterparty to avoid any doubt about ownership and access to this email account.

Phone field: This field is optional, but we recommend that you fill it in (or the phone number will be requested from the counterparty at the time of signing). A text message is sent to this phone number notifying you of the new draft document, as well as a one-time PIN used to verify and sign the document.

Fields Name and Surname: These fields are mandatory, this is the person who will sign the document on behalf of the counterparty.

The rest of the fields can be filled in automatically after entering the ID number via the ARES registry. The rest of the data is filled in only in the Templates module, where the data is then written directly into the document template. In the case of uploading a finished document from a file, they are not necessary.

Determining the location of signatures

You then proceed to the Document Contents.

In the bottom bar you will see all the parties to the contract:

In the document, first locate the place where you want to add the signature fields. Then drag them from the bottom bar directly onto the document.

For example, in practice it looks like this:

If you want, you can use placeholders instead of this method.

If you are not satisfied with the location of the signature field, double-click the signature field and use the scroll bar to edit its position. Or remove it and try again.

Once you're happy with everything, you can submit the document, either by clicking Submit without my signature or Continue to document signature.

Sending a document for signature

In the scenario described, if someone other than the author of the document signs the document, when you select Send without my signature, the document will be sent directly to the other party.

If, according to the scenario described, the author of the document is also signing the document, when you click Continue to sign the document, depending on your settings, a screen is displayed for you to enter your phone number and verification PIN, or if you have this two-step verification turned off, the signature field is displayed directly.

Create a signature with your finger, stylus on the touchpad or mouse of any touch device or computer. You don't have to worry that your signature won't exactly match the pen signature on the paper. An electronic signature is the sum of multiple pieces of information that make it valid.

If you have saved a sample signature in your account settings, it will automatically load into the signature field. If you have also saved a signature location in your workspace settings, it will also be loaded and you do not need to add it when you sign.

After clicking the Insert Signature button, the document is validly electronically signed, stamped with the necessary hashes and seals, saved and sent to the counterparty for signature.