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Default Use Case The default use case for a signer is very simple. (1) The signer receives an email with a link to the document. (2) The signer has to open the link and sign the document. (3) Finish the document. (4) Additional download of the document |
Signer receives an email
Signer opens the link
Signer opens the link to get to the document. The layout is dynamic, to use the available area efficiently.
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The signer signs the document by clicking on the signature field or using the guiding.
Finish the document
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Optional download of the document
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HTML 5 signature types
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The next figures show you the different signature types (Click2Sign, Draw2Sign, Type2Sign) and how to sign these individual signature fields. |
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This is the simplest signature type, the signer has just to click on the signature field to sign it.
Draw 2 Sign
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.
Type 2 Sign
With this type the signer has to type in his name to sign the signature field.
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.
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After you have opened the envelope and clicked on the signature field, the following window appears:
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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.
Biometric Signature
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The Biometric Signature requires a smartphone or tablet with the SIGNificant SignOnPhone App. The App is used to record the biometric signature. The smartphone or tablet is required because of security reasons to ensure high encryption and security of the biometric data. The App is available for free download in the App-Stores of iOS, Android and Windows.
Web browser: When signing a biometric signature a QR Code is generated and displayed to record the biometric signature on a smartphone or tablet.
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SignOnPhone App: The SIGNificant SignOnPhone App. The signer has to select the correct server “eSignAnyWhere (significant.com)”. If you are using eSAW on premise you have to define the endpoint in the settings of the app. To change server settings the signer just selects it from the service provider list.
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SignOnPhone App: Scan the QR Code in the app.
SignOnPhone App: Sign the contract in the app. The biometric data is directly encrypted on the device.
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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.
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If the recipient gets an envelope with a local certificate signature following window appears after clicking on the signature field:
There, the recipient can choose between his/her certificates and sign with them.
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After clicking on the remote signature field following window appears:
After you filled in the user Id you can select the device id and OTP. The following screenshot shows the configuration:
After this configuration you can request a OTP:
Note: This is the configuration if the sender does not fill in the dates for the recipient. If the sender defines the user Id you just have to sign.
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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
Windows Live
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.
Batch Signature
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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:
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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.
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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:
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Download documents
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)
- Or the original document (without signatures)
Document with signature
The Audit Trail
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Following figure shows an example of an Audit Trail:
Document and Audit Trail (zipped and unzipped)
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1.) Download certificates
2.) Valid signature
If the Adobe Reader says the document is not valid signed:
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