New Document from File

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.

If everything works as it should, your file will be uploaded.

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.

This step also offers options for editing the name of the uploaded document and the communication language in which notifications will be sent to the counterparty:

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 features) which can be found under Signature scenario setup.

The next section is called Recipients, where you can select the proposers 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 proposer in the signature scenario, you must use the arrow next to the Add Signer button.

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 some contacts saved or have already sent a document. Your history will then be recorded here.

In case you are about to send your first document, or it is a new contact, you have to enter the data manually.

The document can be signed with a self-employed person and a natural or legal person.

Then in the header, fill in the counterparty’s email, phone, name, and surname.

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 time of signing). A text message is sent to this phone number notifying them of the new draft document, as well as a one-time PIN used to verify and sign the document.

First and last name: These fields are mandatory, this is the person who will sign the document on behalf of the counterparty.

The other fields can be filled in automatically after entering the ID number via the ARES register.
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.

Specifying the location of signatures

You then proceed to the Document Contents.
In the bottom bar, all the contracting parties are displayed:

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.

If you are not satisfied with the position of the signature field, click the signature field and edit its position. Or remove it and try again.
Once you're happy with everything, you can submit the document by either clicking Send without my signature or Continue to document signature.

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, or if you have this two-factor authentication turned off, the signature field is displayed directly.

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.