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 desired 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. Once you are finished, close the form field bar with the “X” in the upper right corner.

Note: If the form field bar doesn’t appear automatically, you can open it 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. If your device has a touch screen (e.g. smartphone, tablet, etc.), you can sign directly on your device. Otherwise (e.g. notebook, PC, etc.) follow the instructions to forward the signature request to another device. This could be your smartphone or the one of another person present for example.

5. Complete the process

Click the „Complete“ button. In the following dialog the PDF can be handed out to the client.

complete inSign process

6. Archiving

For your own records, you should download the completed documents including biometric signature data and archive them in a suitable way. Use the button „Download biometric documents“ in the process manager.

Note: All processes/documents are automatically deleted from our servers after 30 days. For this reason, it is important to archive all documents at the correct time!

inSign Process manager

Example: Sign from a different location
(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. Once you are finished, close the form field bar with the “X” in the upper right corner.

Note: If the form field bar doesn’t appear automatically, you can open it by clicking “Form Editor”.

3. Optional: Assign signature fields to 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 on the “head” symbol within the signature field. If an e-mail address is entered, only the corresponding person can sign in this field. In fields without an e-mail address, anyone can sign.

inSign signature field

4. Sign

To sign, click on the signature field. If your device has a touch screen, it will expect the signature on the screen. However, this is not what you want. Therefore, click on “Place this signature using another device”. Follow the instructions to redirect the signature to your video partner’s device, typically his smartphone. Your video partner can now sign and confirm the signature by clicking “OK”.

5. Complete the process

Click the „Complete“ button. In the following dialog the PDF can be handed out to the client.

complete inSign process

6. Archiving

For your own records, you should download the completed documents including biometric signature data and archive them in a suitable way. Use the button „Download biometric documents“ in the process manager.

Note: All processes/documents are automatically deleted from our servers after 30 days. For this reason, it is important to archive all documents at the correct time!

inSign Process manager

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 person the document for signing.

1. Add document(s)

Click „Add document“ and choose the desired 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. Once you are finished, close the form field bar with the “X” in the upper right corner.

Note: If the form field bar doesn’t appear automatically, you can open it by clicking “Form Editor”.

inSign form field editor

3. Optional: Assign signature fields to 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 on the “head” symbol within the signature field. If an e-mail address is entered, only the corresponding person can sign in this field. In fields without an e-mail address, anyone can sign.

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. The recipient will receive an e-mail with a link to start editing/signing the document(s). Opening the process requires a password which the recipient received automatically in a second e-mail.

inSign online editing

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 (“Process Manager” button). Check the contents for completeness. If the document is not complete, send the document to the recipients again (“Online editing” button).

inSign Process manager

7. Complete the process

Click the „Complete“ button. In the following dialog the PDF can be handed out to the client.

complete inSign process

8. Archiving

For your own records, you should download the completed documents including biometric signature data and archive them in a suitable way. Use the button „Download biometric documents“ in the process manager.

Note: All processes/documents are automatically deleted from our servers after 30 days. For this reason, it is important to archive all documents at the correct time!

inSign Process manager
You have not found any suitable information?

Write to us – we will be happy to help you!