Digital signature is essential in today’s world, where most transactions and agreements are carried out in digital environments. It offers a fast, convenient and secure way to validate the authenticity and integrity of documents, ensuring the legal validity and protection of information.
In this documentation, we will guide you through a basic example of how to perform a digital signature on a document that you have uploaded to our platform, giving you a clear view of how to complete this process effectively and securely.
Prepare the files: You can prepare any document for a workflow, you can do it one at a time or all together at the same time. You must select the document that you want to prepare for a workflow by pressing “Prepare for Workflow“.
You can see how to upload files in your drive in Uploading files in a folder(*) – legale.io
PDF files: Now your files are in PDF format and have the message “Ready for workflow“.
Select and create workflow: You must choose the specific documents first and then press “Create Workflow“.
Choose the workflow: You will see the file that we selected to create the workflow, in this step you must press “Select Workflow“.
Choose the specific workflow: You will see all the workflow you have created in the right side. For this example, we will choose the “Flux Example” workflow.
To create a workflow, you can see Creating a new workflow
Confirm the workflow: You can see the workflow that we selected. You must press “Next” to go for the next step.
Signing options: You must configurate the signing order by the order of signers or all at the same time. Choose the days when the link will expire, if you want to send a copy of the document to the signers and if you want to share a copy with your contacts.
You can see how to create a contact in Adding a new contact – legale.io
Confirm the signing options: Press “Send” to confirm your configurations.
Checking my drive: If you return to your drive, you can see the document you sent for workflow has an “IN PROGRESS” message.
Start the signing process: Press “Workflows in progress” to see the workflow information.
Copy the signing link: You can see the sign status of the document. We will copy the sign link to sign the document.
Document preview: You must approve or reject the document.
Choose the sign method: You must choose the signing method. For this example, we will choose only our first name and then press “Sign“.
To choose the sign method you can see Choosing the sign method – legale.io
Checking my drive: If you go back to your drive, you will see that the document now has a “Signed” message.
View the signed document: Press the document and you will see the signed document with the sign that you chose before.
