Versions Compared

Old Version 5

changes.mady.by.user Pablo Garcia Gonzalez

Saved on

compared with

New Version 6

changes.mady.by.user Pablo Garcia Gonzalez

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Option Certified signature, and on the right, Submit now. 
  • From the upper drop-down menu, select New... And then, EviSign. 


Image Modified



The screen where EviSign is configured is the one shown in the following:


Image Modified

  • Clean: It cancels the process of composing the message.
  • Save: It allows to save the EviSign as a draft, until the issuer finally sends it.
  • Preview: It generates a preview of the delivery outcome showing all the elements, the main document and attachments, attachments, signers and
  • Submit now: It sends the message to the email account defined in “To”.

...

Expand
titleCustomFields WEB Registration

CustomFields WEB Registration

To register additional CustomFields, click on the site settings icon.



And on the next page, change the organization settings.


Image Modified


Finally go to the EviSign settings tab.


Image Modified


In the Additional fields section, here you can define the fields you want to add in JSON format, and their settings.

Image Modified


Expand
titleCustomFields WEB Examples

CustomFields WEB Examples 

This CustomField is a single field, which is not mandatory, and has to be a reference between 1 and 15 characters. It is also added to the quick search or LookUpKey. Note: CustomFields always start with "[{" and end with "}]".


Image Modified


Code Block
titleExample
[{"Key":"NumContract","Label":"Number of contract","TypeName":"Text","DefaultValue":null,
        "Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","IsLookupKey":true,
        "ValidationMessage":"The internal reference must be 1 to 15 characters, letters and numbers without punctuation marks or symbols",
        "ToolTip":"Enter your own or internal search reference of 1 to 15 characters, letters and numbers without punctuation marks or symbols"},


The following example are four independent fields:
 
1. The first one asks for a numeric contract number between 100,000 and 999,999, which is mandatory and is included in the LookUpKey. 
2. The second requests a numeric request number between 200.00 and 499.000, which is mandatory and is included in the LookUpKey. 
3. The third requests the additional field information from the example on the previous page. 


Image Modified

Code Block
titleExample - Four independent fields
[{"Key":"NumContract","Label":"Number of contract","TypeName":"Text","DefaultValue":null,
        "Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","IsLookupKey":true,
        "ValidationMessage":"The internal reference must be 1 to 15 characters, letters and numbers without punctuation marks or symbols",
        "ToolTip":"Enter your own or internal search reference of 1 to 15 characters, letters and numbers without punctuation marks or symbols"},
{"Key":"Numberofrequest","Label":"Number of request","TypeName":"Text","DefaultValue":null,
        "Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","IsLookupKey":true,
        "ValidationMessage":"The internal reference must be 1 to 15 characters, letters and numbers without punctuation marks or symbols","ToolTip":"Enter your own or internal search reference of 1 to 15 
        characters, letters and numbers without punctuation marks or symbols"},
{"Key":"Internalreference","Label":"Internal reference","TypeName":"Text","DefaultValue":null,"Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","IsLookupKey":true,"ValidationMessage":"The internal 
  		reference must be 1 to 15 characters, letters and numbers without punctuation marks or symbols","ToolTip":"Enter your own or internal search reference of 1 to 15 characters, letters and numbers without 
        punctuation marks or symbols"}]


...

Expand
titleEviSign with two signers and one reviewer

EviSign with two signers and one reviewer

From the screen “New EviSign”, fill in the reviewer's data in the first signer field. By checking “Reviewer”.


Image Modified


Image Modified


The second signer field continues to be filled in with the recipient 1 data.


Image Modified


Image Modified



The third signer field must be filled in with the second recipient‘s data.

Image Modified


Image Modified


The next step is to configure the EviSign options. Finally, attach the PDF that you want to send to the signature and write the subject with a brief description of what you are going to sign and send it by clicking on the button “Submit now”.


Image Modified




If there is no order of signers, the first to receive the signature request email is the reviewer, who may accept or reject the document.

  • By accepting, the reviewer is approving the document, and the signature process would begin for the set signers.
  • By rejecting, the reviewer is closing the signature process, remaining as rejected, the set signers would not receive notification nor be able to carry out the signature proce

...

Expand
titleEviSign with Annexes and signature

EviSign with Annexes and signature

From the screen “New EviSign”, fill in the recipient's data in the first signer field.


Image Modified


The next step is to attach the attachments. To do that, you can drag the desired file to the file control or by clicking on the link “Select files”.


Image Modified

Image RemovedImage Added


For the annexes to be explicitly signed, you must check “Require differentiated acceptance of annexes”, this field is found in “customize options” in section “Signature process”.


Image Modified


Once these fields have been configured, the main document must be added to be signed, the subject that heads the EviSign and send it.

Image Modified


Expand
titleDelegated signature

Delegated signing

From the screen “New EviSign”, fill in the first field of the signer with the recipient's data:

  • Notifying the sending to a phone number.
  • Signature method: “Security code PIN communicated to mobile phone”.
  • Do not send signature request.
  • Enable delegated signing.


Image Modified

Once EviSign has been configured, a subject indicated and the PDF document added for signature, it is sent.
Subsequently, the delegated signing can be accessed from the “My EviSign” screen, by selecting the contract that has just been generated.
A window will appear showing the contract sent and the details of the EviSign settings. In these details you can find the option “Delegated signature”.


Image Modified







By clicking on the “Delegates signature” link, an alert will appear with the following message “You are going to request a signature by delegations and the signer will receive a SMS with the token for which he will have to ask to be able to sign on your behalf, do you agree?”.




To continue with the delegated signature process, click on Accept and at that time, the recipient will receive an SMS with the code that he must indicate to the person to whom he delegates his signature.





On the EviSign detail screen, when you press Accept, a box will appear with a “Delegated signature code”, field, which must be filled in with the code that the signer has received in a SMS. Once the field is filled in, you must click on “Send” and a message will appear informing that the operation has been carried out and the signature process can begin by the delegate person.


...