New Document from Template

Choosing a template to sign

In the application, you have both general templates that are available to all users and the option to have us insert the document templates you are currently using into your workspace.

On the main screen, you can see the most frequently used patterns of your documents under the title Popular patterns. If you need a different pattern than the one you used last time, click on the Show document templates button.

Open

If you have entered your own company document templates into Signi, you can find them under the Your Templates tab. All other patterns can be viewed in the menu under the All tab.

Open

Templates can be searched by name.
If you are interested in creating, for example, a Consulting Services Agreement, enter part of the name in the search field and click Create when you have found the document.

Entering a signature scenario

You will be redirected to the Signature Scenario page, where you specify who will sign, when they will sign, approve if necessary, remotely identify themselves, etc.

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.

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.

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.

Filling fields in the template

Adding text to a document from a template is done directly in the application. The template is prepared in such a way that it contains so-called placeholders - marked places in the text for which you can add different values. The places that need to be filled in are always marked in purple. In the example shown, you can see the document header. In the case of the example below, you select which position within the contracting parties you have. To make your selection, click on the purple text.

When you click on the purple text, the background of the block turns yellow, indicating that you are currently working with the block. Select which party you represent, or if this selection appears further down in the document, which content option you want. Confirm the variant by clicking the Save button. You will immediately see the selected variant in the text on the left.

After confirming the selected variant, the color of the block will change to green, indicating that all the fill-in fields in this block are filled in correctly. In case you want to edit the contents of the block, click on the bin icon and click the Clear button to return this block to the default settings.

The text also contains highlighted blocks of text that can be filled in. For example, to add a purpose in the first block of text, click the purple Add Purpose

You will be presented with a window where you can type any length of formatted text. Text can be bold, underlined, and you can add spaces and line breaks. The text is immediately displayed on the left side as you type. Then click the Save button to save the entered text.

Another type of block that you can add is the choice of whether or not to display the highlighted paragraph in the document text. If you select Hide, the paragraph text is crossed out in the preview and the following paragraphs are automatically renumbered. Once you have completed all the fields and all the blocks are green, a notification is displayed to check the document text and a navigation appears allowing you to proceed to sign and submit the document.

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.

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 (City name) 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.