Signer Guide

In a standard scenario, the use case is very simple:

• The signer receives an email with a link to the document.
• The signer opens the contained link.
• The signer gains access to the document reads the content and performs the signature.
• The signer performs an explicit Finish operation on the document.
• The signer can optionally download the signed document.
• The signer gets guided through these steps by the signing web application.

The eSignature Platform is sending an e-mail to invite signers. This e-mail can be configured by the sender organization, including full logo and color adoptions and layout changes. By default, it would look like the following e-mail:

When clicking the "OPEN DOCUMENT" link or button in the e-mail, the web browser will open and load the web application to collect the signature(s).

Following steps may be shown, depending on how the sender configured the envelope:

• Authentication or Identification with different methods such as a static access code communicated upfront, an One-Time-Password (OTP) delivered via SMS, Log-In through another platform (the sender's portal application, Log-In with Google or Linkedin, etc.) or even an Identity Provider Platform asking to identify in a video session or other method. When being logged in via another platform, pay attention to the URL to be sure you don't get victim of a phishing mail, and ask the sender via a well-known channel in case you didn't expect a document signature request before you proceed with the authentication.

Terms & Conditions ("Agreements") dialog can be displayed before gaining access to the document.

• After both steps completed (in case they have been configured), the signer's view will be shown. We call that web application eSignature Platform. The layout is responsive, so that the available area is used dynamically and filled efficiently.





1. Open and close overview, 2. Page control, 3. Finish the document, 4. Menu

Finishing the document:

If the sender allows the recipients of the envelope to have access again after finishing and closing the envelope, you can open the finished envelope again and see all the signed signature fields and filled out form fields.

1. Signature, 2. Finish the document

ClickToSign

This is the simplest signature type, with the most convinient user experience. The signer has just to click on the signature field to sign. As it is a pure browser-based signing experience, we consider the "ClickToSign" signature type as one of the "HTML5 signature types" - which doesn't make big difference for you as a signer, but requires careful consideration of configuration of the activity to reach the necessary expression of power. Please watch this video to have more details.

DrawToSign

This type allows the signer to draw his signature by mouse, finger or pen. Just an image of his signature is created and embedded into the document. In this case, only the flat picture of the signature and technical parameters of the session are recoeded, but no biometric data. We consider also the "DrawToSign" signature type as one of the "HTML5 signature types". Please watch this video to have more details.

TypeToSign

With this type the signer has to type in his name to sign the signature field. The signature itself is printed in a computer font that may look like someone's handwriting, but actually isn't the signer's handwriting itself. It's the third and last one of this guide which we consider as one of the "HTML5 signature types". Please watch this video to have more details.

 

SMS-OTP

First of all there are two different ways to configure SMS-OTP. The first case (Phone number entered when signing) shows that the recipient can choose the phone number on which he/she wants to get the SMS. The second case (Phone number is already defined) shows that the sender define the phone number on which the recipient gets the sms.

SMS-OTP (Phone number entered when signing)

The SMS-OTP signature field is similar to the Click2Sign but with a different process (Receiving a SMS with a one-time-password). The following figures guide you through the process of the SMS-OTP signature.

After you have opened the envelope and clicked on the signature field, the following window appears:

You can select your country by clicking on the flag. Then you can see how you have to write the phone number.

After entering your phone number you get a sms and the following window appears. There you have to fill in the code which you got via sms. Please have a look at the following figures.

Once you have filled in the code the document is signed.

SMS-OTP (Phone number is already defined)

In this case the recipient has just to accept the sending of the transaction code and automatically receives a SMS on the phone number which has been chosen by the sender.

 

Once you have filled in the code the document is signed.

Disposable Certificate

The process of signing with a disposable certificate is different to the process of signing with the signature fields above. Therefore this explanation and figures will guide you through the process of signing with this signature type. First the signer receives an email to sign the envelope. After clicking on the signature field a new window appears that you have to accept the general terms and conditions. The next figure shows you how the agreement looks like.

 

After accepting all three points of the agreement you get a sms OTP. Enter the code which you got via sms and fill it in the field next to OTP. The next figure gives you an overview of the notification you get.

 

After entering the correct code you have signed the document successfully.

Generic Signing Plugin

Please see the next video for more information about signing a generic signing plugin signature.

Optional Features

Signature Disclosure

If the Signature Disclosure is used, the signer will just get access to the document if he accepts the Signature Disclosure.

Authentication

When Authentication is used (e.g. SMS, PIN or Windows Live) the signer has to authenticate himself before he gets access to the document. So the content of the document is protected and access is just granted to the signer. If there are more than one authentication methods for the signer available, the signer can select the one he/she prefers.

PIN

 

SMS

 

 

Multiple signature types

The sender of an envelope can select more than one signature type, so that the signer is able to choose his/her preferred type.

 

For example,

Batch Signature

With the batch signing the recipient can decide if he/she wants to sign all signatures within a document at once or each by each.

  

If the sender selected signature list:

• preselected or
• unselected



The recipient gets a window like in the last screenshot. If the sender selected “simple batch” the recipient gets the following window by clicking on the signature field:






If the sender selected:

• selected (required mandatory)
• or unselected (required mandatory)



You will see a window like the next figure shows:






There you can see that all required signature fields are pre selected and unchangeable, all other signatures are either preselected or unselected depending on the settings of the sender.

Delegation

If you allow recipients of an envelope to delegate the signing task (see envelope setting in Step3 or organisation settings), the recipient will see the following options:



Description: Delegate the document

After signing and finishing the document you can download several documents which are shown in the next figure.

 

You can either download:

• The document with the signed signature
• The Audit Trail
• The document and the Audit Trail (zipped and unzipped)



Document with signature






The Audit Trail

The Audit Trail shows you all information about the document (e. g. information about the signer, the workstep, download information and more)

Following figure shows an example of an Audit Trail:









Document and Audit Trail (zipped and unzipped)

If you download both PDF unzipped you get one PDF containing both documents (e. g. first page is the Audit Trail, second one is the signed document). If you download both PDF zipped you get two PDF one for each document (e. g. one PDF contains the document, one contains the Audit Trail).