How to get started using e-signatures?
E-signing makes it incredibly easy to gather signatures on all your agreements and contracts.
Here’s how it works:
Go to 'E-signatures' in the menu -> select 'Regular e-sign'.
1. Add the document to be signed
You can add multiple documents if needed. All documents will automatically be merged into one document for signing. The documents must be in PDF format.
2. Give the document a title
3. Add the recipients (those who need to sign)
4. Choose the signature method
Select either standard e-signature, where the user writes/draws their name with a finger, mouse, or keyboard. Or, choose digital signature with BankID (coming soon).
5. Summary
Here, you can write a message to the recipients and add people who should receive a copy of the signed document.
6. Send the invitation to the recipients to sign
That's it – sending complete!
What happens next?
The recipients will receive an email with a link to sign the document you sent.
Once everyone has signed, you will be notified, and all parties will receive a copy of the fully signed document.
You can also check your account to see who has signed and send a reminder if someone is taking too long.