Functions & settings

Title, Signatory

By providing a “title” you can name or edit the process. 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 such as “Hello John Doe”.
inSign menu

Form editor

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 can be signed as long as it contains at least one signature field.

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.
inSign form field editor

Online editing

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 containing a link to open the process. inSign will then guide them through the process. After completion, you will be notified by e-mail. You can then check the document, process it further if necessary, or archive it.

Delegate

During online processing, the process is transferred to another person. This person can delegate the process to another person, who then has to sign it. The process can therefore continue without wasting time or involving the initial process creator.

Delegate process

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.

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.

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

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

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.

Timestamp:
Controls the stamping of the date and time onto the signature field.

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.

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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