Setting up a document for signing using GroupDocs uses one of two options:


  • Click to Sign 
  • Setup Secure Sign


Click to Sign
This option is used to enable the client to  click and accept the document without the need to enter a signature image throughout the document. This method of signature is very secure and just requires the client to confirm that they accept the entire document.


Once the document has been uploaded to the portal, Go to Tasks and select Click to Sign (note the options presented here will vary depending on the firm settings).

Once you have selected Click to Sign, you will be presented with a screen to select the signatories for this document. This can be a single account signatory or multiple account signatories as well as signing by a firm representative. Select the appropriate people and then click Next.


You will be asked to confirm the document and details for signing. Press Confirm.


A notification email will be sent to the account(s), asking them to sign the relevant document and giving them the PIN code required for signing. 


After the account(s) has signed the document, the firm representative will receive an email notification informing them that the document now requires their signature - the email will include the PIN code required for signing. 



SecureSign


This option is used when you want to assign the place(s) the account needs to digitally sign the document with an image throughout the document. 


Once the document has been uploaded to the portal, Go to Tasks and select Setup SecureSign (note the options presented here will vary depending on the firm settings).


Once you have selected Setup SecureSign, you will be presented with a screen to select the signatories for this document. This can be a single account signatory or multiple account signatories as well as signing by a firm representative. Select the appropriate people and then click Next.



The document will then be opened to enable signatures to be added throughout the document. Click and drag to add a signature box or any other type of information required – you will be asked to do this for each signee you added in the previous step (at the top of the document you will see the wording "Place the signatures for ......"



Click on Save Fields and Yes to finish placing the fields for that signatory. You will then be presented with the document again to place the signature fields for the next signatory. Once all signatories are finished, you will be asked to confirm the document and details. Press Confirm.


The signee’s will be notified with an email containing a link to the document and a pin code that is required to sign the document. Once all accounts have signed the document an email containing a link to the document and a pin code will be emailed to the firm representative (if this was selected) to sign the document.


IMPORTANT NOTES:

  • The firm representative/s is only eligible to sign the document after the selected account(s) have completed signing the document.
  • If a firm representative has been nominated to sign and all accounts have already signed, the document will remain in a "partial" state until the firm representative signs.