AI- 1. Access the document repository
- 2. Select the document
- 3. Prepare for workflow
- 4. Add signer(s)
- 5. Choose the signature type
- 6. Adjust the signature position
- 7. Confirm signer and workflow
- 8. Final settings and send
- 9. Check document status
- 10. Email notification to signer
- 11. Signer reviews the document
- 12. Choose the signing method
- 13. Confirmation of successful signature
- 14. Email confirmation to the signer
- 15. Visual confirmation of embedded signature
Objective: Prepare and send a document to be signed.
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Steps:
1. Access the document repository #
From the sidebar, go to My Documents and locate the file you want to send for signature.
2. Select the document #
Click the checkbox next to the document to activate the top action bar and click on Prepare for Workflow.
3. Prepare for workflow #
Click on Create Workflow to start the signing configuration process.
4. Add signer(s) #
Use the Add signer button to assign who will sign the document.
5. Choose the signature type #
Select one of the following options according to your case:
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Sign myself
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Remote
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Remote SMS
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Cloud certificate
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Local certificate
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Remote advanced signature
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Sign by other person
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Remote
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Remote SMS
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Remote advanced signature
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Sign by Legale user
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Cloud certificate
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Local certificate
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Define by signer
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Validator
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Contact
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Legale user
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Legale mobile
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Select tablet
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After selection, click Next.
6. Adjust the signature position #
Drag the signature box to the desired location within the document and click Next to proceed.
7. Confirm signer and workflow #
Check signer details and click Next to configure the workflow.
8. Final settings and send #
Choose whether signatures should be in order or simultaneous. Set expiration for the signing link and decide if a signed copy should be emailed.
Click Send to launch the process.
9. Check document status #
After sending, the document status will change to IN PROGRESS, indicating the signature process has begun.
10. Email notification to signer #
The signer will receive an email with a secure link to View and Sign the document.
11. Signer reviews the document #
The recipient opens the signing link and reviews the document before proceeding. They can click Next to continue or Reject if the content is incorrect.
12. Choose the signing method #
The signer selects how they want to sign:
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Input: Type your name.
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Draw: Sign using a mouse or touchpad.
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Upload: Use a pre-generated signature image.
Once ready, click Sign.
13. Confirmation of successful signature #
A success message is shown. The signed document will be sent automatically to the email address of the signer.
14. Email confirmation to the signer #
The signer receives an email titled “Document signed”, with secure links to:
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Download the signed document
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Access evidences
15. Visual confirmation of embedded signature #
The document now includes the electronic signature block with metadata (name, timestamp, QR, geolocation, etc.).
16. Document status is updated #
Back in My Documents, the file’s status changes to SIGNED, confirming that the process was completed successfully.
