How do I get a document signed?

Updated 1 hour ago by Chris Storms

Get an existing document signed

• Go to Documents.
• Select the document you want to have signed.
• Select Signature > Send for signature.
• Select the signatories.
  • The person the document belongs to is selected by default, but can be removed.
  • You can change the signing order by dragging the arrows next to the person's name.
• Click Next.
• Select the signing method:
  • Manual
  • itsme/BeID
  • Checkbox
• For each signatory, specify where their signature should appear on the document. This does not apply if Checkbox is selected as the signing method.
• Click Next.
• Optionally, add a message for the signatories and set a deadline.
• Click Finish.

Get a new document signed

• Go to Documents.
• Make sure no document is selected.
• Select Signature > New document to sign
• Select the person or people the document belongs to.
  • The person whose document archive you are currently viewing is selected by default, but can be removed.
• Click Next.
• Select the signatories.
  • The person the document belongs to is selected by default, but can be removed.
  • You can change the signing order by dragging the arrows next to the person's name.
  Note: If you selected multiple people as document owners in the previous step, you cannot add multiple signatories. Only the people the document belongs to can sign it.
• Click Next.
• Select the folder where the document should be saved and upload the document.
• Click Next.
• Select the signing method:
  • Manual
  • itsme/BeID
  • Checkbox
• For each signatory, specify where their signature should appear on the document. This does not apply if Checkbox is selected as the signing method.
• Click Next.
• Optionally, add a message for the signatories and set a deadline.
• Click Finish

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