How to use Digital Signature in Document?

 

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  1. What are Digital Signatures and in which Documents you can use them?

  2. How to save your digital signature in your profile details?

  3. How to Digitally Sign the Document?

  4. Sending the Document by emailing or sharing the link

  5. Accepting the Document

  6. The client can sign in 2 ways

  7. Type

  8. Draw

  9. Agency will receive the email about the signing

  10. How will I know that the Document is accepted or digitally signed?

  11. How can I have a look at the Digital signature?

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What are Digital Signatures and in which Documents you can use them?

A digital signature is a technique used to validate the authenticity of a digital document. It provides the assurances of evidence of origin, identity, and status of an electronic document, transaction, or message and can acknowledge informed consent by the signer.

You can use them for getting signed documents from your clients along with your signature.

How to save your digital signature in your profile details?

  • Click on Settings

  • Go to Profile Settings

  • Click on edit signature

  • You can either type your name or draw your signature

  • Click on Save changes

 

 

Please note: The signature added is user-independent and not workspace-independent. So each user will have to add a signature.

How to add a digital signature option to the Document?

 

 

 

 

  • Click on + New Document

  • Fill in the details of the Document Title and Receiver

  • Create the Document

  • To add the signature option click on the Field Signature

  • It will show you the option of adding your signature as well as the receiver's signature.

  • If your signature is already added to your profile details, the system will automatically show it on your document and if it is not added then you can manually add it by clicking on it.

Please note: If you don't want to add your signature to the document, you can simply remove it by pressing backspace and only the receiver's signature option will be available.

  • Once the document is created, you can send the document to your Customer.

How can a Customer add his signature?

  • The Customer can sign the document in two different ways:

  1. Type: Here user can type the name in order to sign the document.

  2. Draw: Here user can draw the signature.

How will I know that the Document is accepted or digitally signed?

As soon as the document is signed by the client, the agency will receive the email that the customer has accepted and signed the document, and also the status of the document will change to accept.

 

How can I have a look at the Digital signature?

In order to have a look at the digital signature, you can open the document and in the document info column, you will be able to find the customer signature, and also in the document pdf, the signatures of both parties will be available.

 

For any query, you can reach out to Clientjoy support at support@clientjoy.io