You and the signee are in the same location and want to sign a document.
If your document contains form fields, please fill in all these fields first. Once you start signing, you will not be able to make any further changes. If you have to do so anyway, all signatures will be invalidated and removed from the document automatically.
You are in a video conference with another person (e.g. Teamviewer) and want to have a document signed.
You are in a video conference with another person. Start inSign as usual, click the “Add document” button and select the desired PDF. Share your browser window (inSign) with your video partner.
After the recipient has signed, you will be notified by e-mail.
If you want to provide a prepared PDF form for self-service, you can use the “Web Link” function in the template manager. You will receive a URL for a specific process that you can integrate into your website, an e-mail, or a newsletter. People who click on this link automatically open the document and are prompted to complete and sign it. Once signed and completed by the user, you will receive a message to that effect and will automatically find the completed documents in your process manager.
Create a template with the necessary text and signature fields. In the template manager, click on the three-dots on the right of the respective process.
By clicking on “Weblink” the following dialog appears.
Activate the web link by using the slider on the top. Copy the link to your clipboard and embed it anywhere you wish.