Filling in template data by the counterparty

In some cases, it is useful for the counterparty to be able to fill in or update certain data before signing the document. Typical examples are:

• editing a draft order, where, for example, the number of fuel cards a company wants to order is adjusted,

• HR sends employees a personal questionnaire (a so-called "Růžovka") and the employee needs to update, for example, information about their children,

• when handing over goods or services, additional delivery details need to be added to a pre-generated delivery note or service report.

The counterparty data-filling feature serves this purpose.

How does it work?

It is very simple. As usual, select from the list of templates the Růžovka or another template you want to send to employees, and click the Create button. The prerequisite is that filling in the template is supported by the counterparty, i.e., a special flag is set for the fields that the counterparty can change.

Then you add the signing parties, select their roles, and proceed to the document content in the familiar way.

The first thing you will see, and which may surprise you, is that new templates can contain not only pink but also blue fields.

You fill in the pink fields and the counterparty fills in the blue fields, but you can also add a note in the blue fields for the counterparty.

After successfully filling in all required fields, the Send button appears.

After clicking the Send button, the counterparty is shown the standard request to sign the new document.

The counterparty can edit their details in the header, unless you disable this in the workspace settings under the Appearance section.

Once the counterparty opens the document, they will see an interface similar to the one you see in the Signi app.

The counterparty can then add their details to the document by clicking on the given field.

Finally, the other party has nothing left to do but sign the document and send it back to the proposer.

An important point is that in the case of the counterparty's additions to the template, the proposer always signs second, because with every edit of the document the signatures are removed from the document.

After logging into the Signi system, the proposer will find out that they have a document that is waiting for a signature.

They check the data filled in by the counterparty and sign the document in the standard way.