Content

Example: Sign here and now

You and the signee are in the same location and want to sign a document.

1. Add document(s)

Click „Add document“ and choose the required PDF

2. Place signature fields

Use the form field bar (top right) and drag the signature field to the desired position in the document. Size and position can still be adjusted after doing so. The default for each signature field is the advanced electronic signature (AES). If you prefer the simple electronic signature (SES) for less relevant documents, you can change the signature type to SES in the form editor for each signature field you add with inSign. Learn more about the different signature types here. After completion the form field bar can be closed by clicking the x at the top-right corner.

Please note: If the form field bar does not appear automatically, it can be opened by clicking “Form Editor”.
inSign form field editor

3. Fill out

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.

4. Sign

To sign, click on the signature field.

Advanced electronic signature (standard):
You place your signature on a touch-sensitive screen (touchscreen, e.g. smartphone, tablet, etc.). If your device does not have a touchscreen, follow the instructions to redirect the signature to an appropriate device. This can be your smartphone or that of another person present, for example.
Simple electronic signature: No special touchscreen device is needed. Sign by typing your full name on the keyboard.

Important note: Documents that are passed on to third parties (e.g. insurance companies) by brokers or agents should never be signed with an SES, as this type of signature has a significantly lower level of proof.
Qualified electronic signature: inSign uses the eIDAS-certified and qualified trust service provider D-Trust with the remote signature solution sign-me for the QES. In order to be able to provide a qualified electronic signature, a one-time identification of the signatory is necessary. If the signatory does not yet have a sign-me account, he can perform an identification within the inSign workflow and thus create a sign-me account.

Identification can be performed via a video session with an identity document (such as an ID card, passport or electronic residence permit), via the eID of the German ID card or via the online banking account of a participating partner bank. The subsequent signature takes place via TAN, which the signatory receives via SMS.

The qualified electronic signature is embedded into the document as follows. In addition to the name, it contains a time stamp with the date and time.
Qualified electronic signature
See Adobe Reader DC for more information about signatures and certificates.

Important note: QES is not part of inSign 365 and must be licensed separately. If you are interested, please contact service@getinsign.de.

5. Complete the process

Click the “Complete” button. If required, the PDF can be handed out to additional persons in the following dialog.

6. Archiving

Your processes are automatically moved to an audit-compliant archive after 30 days of inactivity. You can access the archive at any time. The corresponding menu item is located at the top right of the drop-down menu. In the archive, you can search for old processes and download them if required.

If you want to archive a process before the 30 days have elapsed, you can do so using this function. Simply click the “Archive now” button.

Note: After the end of the contract, the processes will be deleted from the archive. For this reason, we ask you to save your documents in time.

Example: Have it signed elsewhere now
(video consulting)

You are in a video conference with another person (e.g. Teamviewer) and want to have a document signed.

1. Add document(s)

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.

2. Place signature fields

Use the form field bar (top right) and drag the signature field to the desired position in the document. Size and position can still be adjusted after doing so. The default for each signature field is the advanced electronic signature (AES). If you prefer the simple electronic signature (SES) for less relevant documents, you can change the signature type to SES in the form editor for each signature field you add with inSign. Learn more about the different signature types here. After completion the form field bar can be closed by clicking the x at the top-right corner.

Please note: If the form field bar does not appear automatically, it can be opened by clicking “Form Editor”.

3. Sign

To sign, click on the signature field.

Advanced electronic signature (standard):
You place your signature on a touch-sensitive screen (touchscreen, e.g. smartphone, tablet, etc.). If your device does not have a touchscreen, follow the instructions to redirect the signature to an appropriate device. This can be your smartphone or that of another person present, for example.
Simple electronic signature: No special touchscreen device is needed. Sign by typing your full name on the keyboard.

Important note: Documents that are passed on to third parties (e.g. insurance companies) by brokers or agents should never be signed with an SES, as this type of signature has a significantly lower level of proof.
Qualified electronic signature: inSign uses the eIDAS-certified and qualified trust service provider D-Trust with the remote signature solution sign-me for the QES. In order to be able to provide a qualified electronic signature, a one-time identification of the signatory is necessary. If the signatory does not yet have a sign-me account, he can perform an identification within the inSign workflow and thus create a sign-me account.

Identification can be performed via a video session with an identity document (such as an ID card, passport or electronic residence permit), via the eID of the German ID card or via the online banking account of a participating partner bank. The subsequent signature takes place via TAN, which the signatory receives via SMS.

The qualified electronic signature is embedded into the document as follows. In addition to the name, it contains a time stamp with the date and time.
Qualified electronic signature
See Adobe Reader DC for more information about signatures and certificates.

Important note: QES is not part of inSign 365 and must be licensed separately. If you are interested, please contact service@getinsign.de.

4. Complete the process

Click the “Complete” button. If required, the PDF can be handed out to additional persons in the following dialog.
Complete process

5. Archiving

Your processes are automatically moved to an audit-compliant archive after 30 days of inactivity. You can access the archive at any time. The corresponding menu item is located at the top right of the drop-down menu. In the archive, you can search for old processes and download them if required.

If you want to archive a process before the 30 days have elapsed, you can do so using this function. Simply click the “Archive now” button.

Note: After the end of the contract, the processes will be deleted from the archive. For this reason, we ask you to save your documents in time.
inSign electronic signature process

Example: Send for signing (Online editing)

Another person (customer, contractual partner, etc.) is required to sign a PDF, but is not on site. You want to send the document to the person for signing.

1. Add document(s)

Click „Add document“ and choose the required PDF.

2. Place signature fields

Use the form field bar (top right) and drag the signature field to the desired position in the document. Size and position can still be adjusted after doing so. The default for each signature field is the advanced electronic signature (AES). If you prefer the simple electronic signature (SES) for less relevant documents, you can change the signature type to SES in the form editor for each signature field you add with inSign. Learn more about the different signature types here. After completion the form field bar can be closed by clicking the x at the top-right corner.

Please note: If the form field bar does not appear automatically, it can be opened by clicking “Form Editor”.
inSign form field editor

3. Optional: Assign signature fields to other people

If several signature fields are available and are to be signed by different people, they can be personalized. This can be done by clicking the “head” symbol within the signature field. If an e-mail address is entered this person alone can leave their signature. Signature fields without an e-mail address can be signed by anyone.
inSign signature field

4. Send the process for signing

To send the process, click the “Online editing” button. By clicking “Send” the process is transferred to the recipient. You can decide whether the user can open the document with or without a password. For sensitive documents, we recommend transmitting the password via another communication channel. For the second factor, you have the choice between SMS or an alternative email address.
Password-protection

5. Wait for completion

After the recipient has signed, you will be notified by e-mail.

6. Check for completeness

You can find the process in the process management section (“Processes” button). Check the contents for completeness. If the document is not complete, send the document to the recipients again (“Online editing” button).

Note: The mandatory signatures (marked with *) are displayed in the “Signatures” column in the process manager and the optional signatures of the process are displayed behind them in parantheses.
inSign processes

7. Complete the process

Users who have been provided with a document via online editing and have signed it will automatically receive the signed documents after the process has been completed. The download link is valid for 30 days.

Click the “Complete” button. If required, the PDF can be handed out to additional persons in the following dialog.
Complete process

8. Archiving

Your processes are automatically moved to an audit-compliant archive after 30 days of inactivity. You can access the archive at any time. The corresponding menu item is located at the top right of the drop-down menu. In the archive, you can search for old processes and download them if required.

If you want to archive a process before the 30 days have elapsed, you can do so using this function. Simply click the “Archive now” button.

Note: After the end of the contract, the processes will be deleted from the archive. For this reason, we ask you to save your documents in time.
You have not found any suitable information?

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