E-Signature Tutorial.

Transcription

1 E-Signature Tutorial

2 Table of Contents Step 1 Go to Add New Page:... 4 Step 2 Select E-Signature Documents:... 5 Step 3 Select or Add Recipients:... 6 Step 4 Change Signer Order or Remove a Signer:... 6 Step 5 Owner Signature:... 8 Step 6 E-Signature Options:... 9 Step 7 Optional Items: Step 8 Submit: Step 9 Signature Placement Elements: Step 10 Send for Signature: Appendix A Contract Management Page: Appendix B Contract Management Features: Appendix C - Preferences: P a g e 2

3 Overview This tutorial will cover everything from how to create a new E-signature document to placing signature elements, and it will also cover some of the preferences available to you. How it Works? The following document will walk you through the steps necessary to add a new E-Signature document with the Signature Placement feature activated. Requirements You are required to have a DocVerify account to follow along this tutorial. If you don t have an account, you can get a free account by going to Online Help Please always refer to DocVerify s online help for more help information about this and other features. Note: Some features covered in this tutorial may not be available with some editions. P a g e 3

4 Step 1 Go to Add New Page: First, you must sign in to DocVerify using your account. If you don t have an account, you can get one for free by going to and clicking the Free Account button. To Add a new e-signature document do the following: Click Add New on the top bar OR Click Add New E-Sign Document if you re on the Contract Management page. P a g e 4

5 Step 2 Select E-Signature Documents: After the Add New page loads, please do the following steps below for this step. For this tutorial, we re only going to add one file; however, depending on your edition you may be able to add many more. 1. Make sure E-Signatures is selected. 2. Make sure Your Drive is selected. 3. Click Select to select one or more documents from your local drive. 4. If you want to select multiple files, repeat step Select Combine Documents if you want all the files to be combined as one document, or select Document Packet if you want them to be signed as separate documents. Note: Document Packet may not be available with all editions. Please also refer to the online help for more information about Document Packets or Combine. P a g e 5

6 Step 3 Select or Add Recipients: Now that we ve selected the files we want to have signed, we now need to select the recipients we want to send these documents to for signature. For this tutorial, we re only going to add two signers; however, you can add many more. DocVerify also maintains a contacts list for you which you can add to or edit the contacts at any time by clicking on Contacts from the top bar. To add recipients in order to have them sign, please follow the steps below. To enter a new address: 1. Enter a new address in the box. 2. If you entered a new address click Add Signer when done to add it to the signer s list. To enter an address from your contacts list: 1. To select an from your existing list, click on the address box below. Scroll to the desired address, and click it to add it to the signer s list. Step 4 Change Signer Order or Remove a Signer: P a g e 6

7 In some cases you may want to change the order of the signers or remove one that you added. Please follow the steps below for order change or removal. To change the order: 1. Highlight the address you want to change. 2. Click the UP arrow if you want to move them up OR click the DOWN arrow if you want to move them down in the order. To remove a signer: 1. Highlight the address you want to change. 2. Click Remove Selected Signer, and the signer will be removed from the list. P a g e 7

8 Step 5 Owner Signature: In some cases, you may also want to sign the document as its owner. DocVerify makes it easy for you to add yourself quickly to the list. Click No, if you do not want to sign. Click I Sign Last, if you want to be the last signer. Click I Sign First, if you want to be the first signer. P a g e 8

9 Step 6 E-Signature Options: DocVerify offers lots of options when sending out a document to be signed such as adding VeriVoice, passwords, messages, signature placement, etc. In this tutorial, we re going to use Add Signature Placement Elements ; however, to learn more about our other features, please refer to the online help for more information and more step by step guides. P a g e 9

10 Step 7 Optional Items: DocVerify allows you to add optional items as well such as a new reference name, description, or add a Client ID for any e-signature document. For this tutorial, we re not going to add anything in this area. P a g e 10

11 Step 8 Submit: After you have selected a file or files, the recipients, and selected your desired options, click Submit at the bottom of the page to go to the final steps. Note: If the button is still greyed out, then there s an issue with either the files or the recipients. P a g e 11

12 Step 9 Signature Placement Elements: After clicking Submit, and if the Add Signature Placement Elements is selected this page will load to allow you to drag and drop elements directly onto the document or documents you uploaded. To add elements, follow the steps below. 1. From the drop down list select which signer you want the elements attached to. 2. If the document has more than one page, select the page from the menu on the left. 3. Place your mouse over the Signature element, click your mouse button, and drag the element directly onto the document below. Drop it wherever you as you can drag and drop it to another location at any time. 4. Repeat steps 1 to 3 for as many elements as needed, and for each signer as needed. For more information about signature elements and for more step by step guides, please refer to the online help. P a g e 12

13 Step 10 Send for Signature: After all the elements have been set for all the pages and signers, click Send for Sign to start the signature process. P a g e 13

14 Appendix A Contract Management Page: The contract management page allows you to instantly view a documents status, view what needs your attention, and access to documents that either you created or signed. To get to the contact management page, click the Contract Mgmt button from the bar at any time. After the page loads you will see three tabs as described below. Tabs: Out to be Signed These are documents you created that are out to be signed. If a document has the Signtaure Placement feature activated, and the signature placement was never competed, you will be able to click the Edit Placement button from here to complete it to send it for signature. Waiting to be Signed These are documents that either you have created that require your signature or documents others have sent to you for signature. Signed or Notarized These are documents that have completed the signature or notarial process where either you created them or were signed by you. P a g e 14

15 Appendix B Contract Management Features: Within each tab of the Contract Mgmt page there are certain features which can be activated by simply clicking on the respective icons within each row of the documents. For more information about the tabs, please refer to Appendix B. This Appendix will only cover the icons found in the Out to be Signed tab as some of the ones desribed below can also be found in the other tabs as well. Also, if the icons are greyed out, it means they are unavailable for that document. Edit Placement If the document had the Signature Placenment feature activated, but the element placement was never completed, you would be able to edit it from here by clicking the Edit Placement button. Reminder DocVerify automatically reminds the signer every few days to sign a document if they have not sone so; however, there are times when you may want to manually send a request. Click the icon to send another reminder to the signer. Cancel Signature Request to cancel any signature document that has not completed yet, simply click the cancel icon with a red minus symbol. Document Details The document icon with a magnafying glass allows you wo view the details of individual documents. From the details page you can also change the names or descriptions of documents as well. This feature is disabled for Packet documents from this tab until the document has completed the signature process. History or Audit Trail DocVerify maintains a real time audit trail of the signature process. For instance, every time it is viewed it is logged or when it s signed, etc. To view the history, simply click the clock icon. Note: Some of the features described in this Appendix may not be available with all editions. P a g e 15

16 Appendix C - Preferences: DocVerify allows you to also control the look and feel of the signature elements on the final signed documents. You can change the font color, border color, or background color by following the steps below. 1. Click My Account 2. Click the Preferences / Features tab. 3. From the drop downs make your desired selections. 4. Click Update Preferences at the bottom when done. P a g e 16