By using “title” you give your process a name or change it. You can use the title to find your process in the process manager. Furthermore, many of the e-mails sent by the system also reference the text entered here.
The signatory is the person who should sign the documents. This text is also used in e-mails, e.g. for salutations, e.g. “Good day John Smith”.
With the form editor, signature fields, text fields and checkboxes can be integrated into PDF documents. To add a field, drag and drop it to the appropriate location. It can still be adjusted afterwards in size and position.
Signature fields are necessary to be able to sign documents with inSign. A document must contain at least one signature field in order for it so be signed.
Text fields and checkboxes are optional. These can only be added if the document does not yet have such fields. Otherwise the two buttons are not available.
The process is transferred to another person. This person can then sign the documents and fill in any existing form fields. They will receive an e-mail with a link with which they can open the process. He or she will be guided through the process by inSign. After completion, you will be notified by e-mail. You can then check the document, process it further if necessary, or archive it.
inSign jumps to the next signature field.
After all signatures have been placed, the process can be completed. The documents can be handed out upon completion. The process is then sealed and cannot be reopened. After the last signature, the system asks you whether you want to complete the process. If you cancel, you can use this button to complete the process at a later point in time.
You can exit the process and return to the main screen. All changes are saved automatically. You can reopen and edit your process in the process manager at any time.
Add more documents to your process. These can be either be PDF files or images.
Take a photo which will then be added to the current process automatically.
All documents in the current process are downloaded as a ZIP file.
Searches the document for the text “Unterschrift”. This is useful if you have a document with many pages and are looking for the right place to add a signature field using the Form Editor.
Displays the smartphone connected by the inSign app. If necessary, the smartphone can be disconnected. It can then be reconnected.
Normally, inSign automatically detects the screen type of your device. If the automatic detection fails, you can set the type of your screen manually here.