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. 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. 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 can be your own smartphone or somebody else’s who is present.

5. Complete the process

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

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.

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. 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. 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”.

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.

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. After completion the form field bar can be closed by clicking the x at the top-right corner. 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.

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).
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.

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.

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?

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