Functions & settings

Process name

The process name is automatically adopted when the first document is uploaded. If necessary, you can change the process name by clicking on the three-dot symbol in the left column and selecting “Rename”.
Process name

Form editor

Signature fields are necessary to sign documents with inSign. A document must contain at least one signature field in order to be signed. The evidence-proof advanced electronic signature (AES) is preset for each signature field.

Select the signature type via the drop-down field. In addition to the AES, a simple electronic signature can also be requested. Note that this only has a low probative value. Find out more about the different signature types here.

Notes: Documents that are passed on by brokers or intermediaries to third parties (e.g. insurance companies) should not be signed with an SES under any circumstances.
The QES is not part of inSign 365 and must be licensed separately. If you are interested, please contact service@getinsign.de.

In addition to signature fields, text fields, checkboxes and photofields can also be inserted into the document. For all form fields, you can set whether they are mandatory or optional.
Form field editor

Request signature

The process is transferred to another person for signature. This person receives a link by e-mail with which he or she can start processing. The person can then read the document, fill it out and sign it. They are supported by the system and guided through the process. After completion, you as the process creator are automatically notified by e-mail. You can then check the document, process it further if necessary or archive it. The signatory automatically receives a download link to the completed document by e-mail. This download link is valid for 30 days.

Delegate

The signature request transfers the process to another person. If necessary, this person can delegate the process to another person who will then be prompted to sign instead of him or her. The inSign settings are available both on the home page and while editing a process. The process can thus be continued in a time-saving manner without you being involved as the process creator.

Next Signature

inSign jumps to the next signature field.

Complete 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. After all signatures have been provided, the process can be completed. While doing so, the signed documents can be handed out to further persons. After completion, the process will be closed and cannot be reopened.

Exit

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 document

Add more documents to your process. These can be either be PDF files or images.

Photograph a document

Take a photo which will then be added to the current process automatically.

Save documents (ZIP)

All documents in the current process are downloaded as a ZIP file.

Zoom in & out

The document is displayed larger or smaller (zoom).

Next signature text

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.

Help & Support

Opens the help and support portal in a new window.

Settings

The inSign settings are available both on the home page and during an operation. More setting options are available via the drop-down menu on the start page.

User

insign user settings
Here you can edit the name, email address, company name and password. The name and company name are automatically used for the greeting in emails.

If you have purchased inSign via our webshop, your user data will only be displayed. To edit, please open the customer portal (click “My account”).

System

settings-system

Connected Smartphones:

Displays the smartphone connected by the inSign app. If necessary, the smartphone can be disconnected. It can then be reconnected.

Language:

German, English, Spanish, Italian, French, Czech, Polish, Dutch

Screen type:

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.

Plugin:

In our Word-Add-In, an access token is automatically generated during initial installation and entered in the plug-in settings. Should the plugin fail, a new access token can be generated here and entered into the input field “SSO-Token” within the Word-Plugin.

Customization

settings
Logo in emails:
If required, you can upload your company logo. It will appear next to the inSign logo in the header of all emails. Accepted formats are PNG and SVG.

Mandatory fields:
When attempting to sign a document, the user will receive a warning if not all mandatory fields are filled in. If this option is turned off, the warning can be dismissed and the document can be signed despite missing mandatory entries. Enabling this option forces the user to fill in all mandatory fields. Otherwise, he will not be able to sign the document.

PDF

inSign settings
Trustlink: The Internet address for the trustworthiness of the inSign signature can be stamped onto every page of the PDF document. This is particularly recommended for contract partners who are not familiar with inSign.
Name: If this option is enabled, the signatory must enter his name after signing. This feature is helpful when it is unclear who will sign the document during online editing.
Location: If this option is enabled, the signatory must enter the location after signing. The location information is then displayed in the document next to the date and time.
Timestamp: Controls the stamping of the date and time onto the signature field.
Colors: In “auto” mode inSign determines whether a page should be shown in b/w or in color. When enabled, the page will always be shown in color. However, this also increases the amount of data to be transmitted, which can lead to longer loading times.
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