An EviSign allows the signature of any electronic document remotely, between one or more people, from any device or over the Internet without the need to install any additional software. The user uploads the document to be signed on the platform and sends it to the signers by email or SMS. The signers can accept or reject with just one click and Evicertia is in charge of put that on a record and giving it legal force.
Evicertia certifies the identity associated with the communication channel (for example, it certifies that the person reads and signs, it is actually the one who has access to the email inbox), certifies the content and many other associated events, such as delivery acknowledgments of the signed content.
To send a new EviSign from Evicertia website, there are two options:
- Option Certified signature, and on the right, Submit now.
- From the upper drop-down menu, select New... And then, EviSign.
The screen where EviSign is configured is the one shown in the following:
- 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”.
CustomFields WEB Registration
To register additional CustomFields, click on the site settings icon.
And on the next page, change the organization settings.
Finally go to the EviSign settings tab.
In the Additional fields section, here you can define the fields you want to add in JSON format, and their settings.
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 "}]".
Example
[{"Key":"NumContract","Label":"Number of contract","TypeName":"Text","DefaultValue":null,
"Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","IsLookupKey":true,
"ValidationMessage":"The internal reference must be 1 to 15 characters, letters and numbers without punctuation marks or symbols",
"ToolTip":"Enter your own or internal search reference of 1 to 15 characters, letters and numbers without punctuation marks or symbols"},
The following example are four independent fields:
1. The first one asks for a numeric contract number between 100,000 and 999,999, which is mandatory and is included in the LookUpKey.
2. The second requests a numeric request number between 200.00 and 499.000, which is mandatory and is included in the LookUpKey.
3. The third requests the additional field information from the example on the previous page.
Example - Four independent fields
[{"Key":"NumContract","Label":"Number of contract","TypeName":"Text","DefaultValue":null,
"Required":false,"ValidationRegex":"^[A-Za-z0-9-]{1,15}$","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"}]
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”.
The second signer field continues to be filled in with the recipient 1 data.
The third signer field must be filled in with the second recipient‘s data.
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”.
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
EviSign with Annexes and signature
From the screen “New EviSign”, fill in the recipient's data in the first signer field.
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”.
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”.
Once these fields have been configured, the main document must be added to be signed, the subject that heads the EviSign and send it.
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.
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”.
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.
Generate Signed Document (GSD)
The activation of this option will generate a new PDF document, with the original content, in which the signatures of each signatory will be inserted. In addition, these signatures will be graphically represented in the document if the signature position values are added for each signatory. This new document is independent of the affidavits generated during the signing process.
To activate it we have to select the option "Generate PDF document with the signatures of the certification and each signatory":
If we have configured one or more personalized certificates for our site and user, we can choose one of them to certify the content of the document. If we do not have any certificate configured this option will not display.
How to define the position of the signature field
For GSD we can define the signature position of each signer, for that, from the "New EviSign" screen, in the signatory data, you can configure the position of the signature to be presented in the generated signed document following the next steps:
| 1. Once the previous option has been activated, the signature position option will be displayed in the signatory data. |
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| 2. When activating the field "Specify the signature position in the document", the fields that allow you to indicate the position of the signature are displayed. |
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| 3. Below is detailed how to create the box that will house the signature with the data entered in the fields. |
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The coordinate system of a PDF is made up of points, where the starting point 0,0 is in the bottom left corner of the document. The horizontal coordinates, or X, increase towards the right and the vertical coordinates, or Y, increase towards the top.
To represent the signature, a rectangle needs to be set, and what is requested in the signature position fields are the coordinates of the lower left corner and the upper right corner. With these points the system can determine the position, height and width of the signature box.
Position of the signature box lower left corner
| Position of the signature box lower left corner | ||
| Left margin: | Indicates the distance, in points, from the left margin of the PDF to place the lower left corner of the rectangle that will contain the signature. |
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| Bottom margin: | Indicates the distance, in points, from the bottom margin of the PDF to place the bottom left corner of the rectangle containing the signature. | |
| Position of the signature box upper right corner | ||
| Left margin: | Indicates the distance, in points, from the left margin of the PDF to position the upper right corner of the rectangle that will contain the signature. |
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| Bottom Margin | Indicates the distance, in points, from the bottom margin of the PDF to place the upper right corner of the rectangle containing the signature. | |
