Addo Sign - Simple signing

With simple signing, we aim to make the creation of signature workflows simpler and faster.

In this article, the functionality and layout of simple signing will be explained so that you are ready to send off signatures right away. Simple signing is a streamlined solution with the same functionality as the traditional signature module in "New Signing".

Content of the article
Where can I find simple signing?

Sending a document for signing with simple signing

Detailed walkthrough of functionality
Step 1: Template
Step 2: Signing settings
Step 3: Add signers
Step 4: Add documents
Step 5: Notifications
Step 6: Recipients of copy

Where can I find simple signing?

You can find simple signing in the following way:

1. You need to make sure that you are on the Send page.
2. Ensure that you are on the traditional signature module New Signing.

Send a document for signing with simple signing

In simple signing, you can quickly send transactions. In principle, you only need to consider the template, signers, and documents - steps 1, 3, and 4 described below in the detailed walkthrough - as the rest will be defined in the templates by default. In this section, the flow will be briefly explained from start to sending:

1. Select the default signing workflow set up in the templates by clicking on Template (Please refer to Step 1: Template for further details).
2. Add signers. There are no limitations on the number of signers (Please refer to Step 3: Add Signers for further details).
3. Add documents. You can add documents up to 100 MB (Please refer to Step 4: Add Documents for further details).
4. Click on Send.

 

An example of setting up a signing workflow with one signer and one document for signature:

 

You will see the following window once the transactions have been sent:

 

Detailed walkthrough of functionality

In this section, the different features will be explained in more detail, so you know how to navigate through simple signing.

 

Step 1: Template

Initially, as in the "normal" function, you need to set up templates to define the workflow. The templates are located at the top in images, where clicking on one will display all the available templates for you. You can select a template in the following way:

1. Find your desired template by expanding the template menu.
2. Click on the template you want to use for the specific workflow.

Refer to the article Create a New Template to learn how to create and edit templates.

 

Step 2: Signing settings

Signing settings relate to the other available options under the signers' names. You can find the feature and select the different functions in the following way.

1. Click on Signing settings.
2. Add the different functions by clicking on them. They will turn blue when activated for the respective transaction.

I need to sign - This function allows you to quickly add yourself as a signer. By using this function, your name will appear as a signer, and the signature method will be determined by the template.

The signers must sign in sequential order - This function allows you to set a signing order for the signers. The transaction will not be forwarded to the next person until the previous person has signed.

Sign multiple documents with one signature(signing key) - This function makes it easy for the signer to approve all documents before signing. Therefore, they only need to sign once, even if there are multiple documents requiring signatures. We recommend always enabling this function as it saves both time and credits.

 

Step 3: Add signers

Below, the process of adding a signer will be explained. You can add as many signers as desired. In Addo Sign, there is no limitation on the number of signers, but please note that you will be charged credits for each signature made. You can customize the signature flow for each specific recipient. The signing flow is initially defined based on the templates chosen in step 1. See how to add signers below:

1. Press the plus sign, or any desired location within the box.
   
2. Insert the name of the signer.
3. Insert the title of the signer (this function is optional).
4. Insert the email of the signer.
5. Choose Notification. We can send it to anything from email to e-Boks (only if this integration is set up).
6. Choose Authentication.
7. Choose Signing.
8. Choose whether the signer should receive a receipt after the transactions are completed. Additionally, a decision must be made on whether they should receive a copy of the signed document.
9. Once the information is filled out, press Add signer.
   
   
   
10. After the addition, the signer will appear in the blue field. To add additional signers, click on Add signer.

 

Step 4: Add Documents

Documents that need to be signed should be uploaded or dragged into the browser. You can send documents with a combined maximum size of 100 MB.

1. Upload or "drag and drop" the document into the field.
   
2. Specify whether the document needs to be signed or if it should be included as an attachment. If it is highlighted in blue as shown in the example, it is marked as a document that needs to be signed.

 

Step 5: Notifications

The notifications can now be edited and found within the same flow. Refer to the image to see where you can locate these notifications and make changes to them.

1. Changing the language - You can have your notifications translated into other languages by clicking on the language. It will display the following window where you can change the language:
   
2. By clicking on Invitation message you can find the initial message sent to the signer in the first notification:
   
3. In the Deadline and reminder message you can modify the messages for the reminder notifications. Additionally, you can change the expiration date, reminder date, and more:
   
4. In the Receipt message you can modify the final message that the signer will receive when the documents are signed:
   

 

Step 6: Recipients of copy

Finally, you can set up copy recipients. Copy recipients are considered third parties outside the transaction who do not need to take any active actions. You can find copy recipients at the bottom of the signing flow. You can add a copy recipient in the following way:

1. Click on the Recipients of copy (optional) section and then click on Add Recipients of copy to add copy recipients.
   
2. Enter the Name and E-mail of the respective third party who should receive the signed documents.
3. Then click on Add to add them as a copy recipient.

The recipient will now appear with their name and email in the blue box, as illustrated above.