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Do you already have a contract or other document of your choice on your computer or in the cloud in .doc, .docx, .odt, .pdf, .jpg, or .xlsx format? You can import it into Signi easily. To use this option, go to one of your Workspaces, click Create Document, and then click Select Files.
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Signi then shows a screen for choosing the target file. Files can be uploaded directly from your device or e.g. from Google Disk or Dropbox.
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If everything works as it should, your file will be uploaded.
In the next step, fill in the header for the new document.
Document number: the Document Number field is not required. Use it for internal contract numbering if needed. This number can be of any length and can contain both letters and digits.
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The first button is Advanced Envelope Settings. Clicking this button will display the following options:
Internal envelope 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 proposal - here you can set the validity of the link for signatories in calendar days.
Redirect to this page after signing - Here you can set the web page that signers should be redirected to after signing.
Note - Here you can set an internal note for workspace members.
Link to note - Here you can set a link that will be displayed as a note when the document is opened.
Notice - Here you can specify how often you want to send reminders to signatories.
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This step also offers options for editing the name name of the uploaded document and the communication language in which notifications will be sent to the counterparty:
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Option for setting the signer order, or for signing
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The last button in this section is the Add document button, you can use this button to upload attachments to your document.
You can close the document on one device, i.e. you and the counterparty will sign on your tablet, smartphone or PC. In this case, check the option Sign on one device (one of the paid feature).
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Use this step to choose the proposer and counterparties as well.features) which can be found under Signature scenario setup.
The next section is called Recipients, where you can select the proposers and counterparties.
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If you have invited other team members into to your workspace and given them signature rightshave assigned signing rights to them, you can choose select someone from your team to serve as the Proposer proposer instead of youyourself.
If you are the only person registered on your account, then your account is automatically set as the Proposer.
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Continue by choosing counterparties. To do so, click Add a counterparty +.
The drop-down list when choosing need to enter more than one proposer in the signature scenario, you must use the arrow next to the Add Signer button.
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Next, continue by selecting the counterparty by clicking the Add Signer button.
The scrolling list when selecting a counterparty is only active if you already have already stored some contacts saved or have already sent out at least one a document. Your history will then be recorded here.
If you’re preparing In case you are about to send out your very first document, or it is a new contact is involved, click the icon named New Signer.
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, you have to enter the data manually.
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The document can be signed with a self-employed person and a natural or legal person.
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Then in the header, fill in the counterparty’s email, phone, name, and surname.
A contract can be closed by a natural person, a registered taxpayer, or a legal entity.
Email field: This is a required field; the counterparty will receive notifications of new document proposals as well as document expiration notifications at this address. Also, documents are emailed to this address in PDF format after their signing. We recommend entering the address through which you have already been communicating with the counterparty, to eliminate any doubts on the ownership and access rights for this email inbox.
Phone field: This is an optional field, but we still recommend filling it in. (Otherwise, this 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 complete it (if applicable, a telephone number will be requested from the counterparty at the moment time of signing.) This number is sent an SMS that notifies of a new document proposal and contains ). A text message is sent to this phone number notifying them of the new draft document, as well as a one-time PIN , used for document verification and signingto verify and sign the document.
Name First and Surname fieldslast name: These fields are required; mandatory, this is the name of the person signing who will sign the document for on behalf of the counterparty.
For parties from the Czech Republic, the The other fields can be filled in automatically after the entry of the party’s national business ID entering the ID number via the ARES registryregister.
The rest of the data fields are only for use is filled in only in the Templates module, where this the data is then passed through written directly to into the document template. They are not needed when you are In the case of uploading a finished document from a file, they are not necessary.
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Specifying the location of signatures
You then proceed to the Document Contents.
The In the bottom bar shows , all the contractual contracting parties are displayed:
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In the document, first go to locate the place where you want to add the signature fields. Then drag them from the bottom bar directly into onto the document.
In practice this looks as follows:
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If you are dissatisfied not satisfied with the position of the signature field’s positionfield, click the signature field , and you can then edit its position however you need. Or delete remove it and start try again.
Once you’re satisfiedyou're happy with everything, you can send out submit the document , by either clicking on either Send Without My Signature Send without my signature or Continue to Signature.
When you’ve clicked Send Without my Signature, the document is sent to the counterparty immediately.
When you’ve clicked Continue to Signature, a screen for entering document signature.
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Sending the document
If, according to the described scenario, the author of the document is signed by someone other than the author of the document, after selecting Send without my signature, the document will be sent directly to the opposite party.
If, in 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 may be displayed, depending on your settings. If , or if you have this two-factor verification authentication turned off, the signature field is displayed immediately.
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If you have saved a signature sample in your account settings, it is immediately loaded into the signature field. If you have also stored the place for signature in the workspace settings, this is read in as well, and so you do not need to add it during signing.
After you click the Sign button, the contract is fully electronically signed, furnished with the necessary hash and seal and stored directly.
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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.