Sign - Workflow for electronic signature
When an instance for signature has been submitted, a workflow starts. This can very easily be adapted according to requirements. Here is a description of a frequently used workflow.
1. E-mail is sent to signatory
An E-mail is sent to the person who should sign. In this it is stated who is requesting the signature, a message and a link to the document with possible attachments that should be signed. In order to see the document the signatory must be identified in the way that was stated, but this does not mean that the document is signed.
An E-mail is sent to the person who should sign. In this it is stated who is requesting the signature, a message and a link to the document with possible attachments that should be signed. In order to see the document the signatory must be identified in the way that was stated, but this does not mean that the document is signed.
2. The signatory identifies it self
When the link to the document in the E-mail is opened, a welcome page is displayed which also states the way that the person should be identified. When the person clicks on the link here to be identified, a check of the person's identity is performed in the stated way. After identification the document to be signed is displayed.
When the link to the document in the E-mail is opened, a welcome page is displayed which also states the way that the person should be identified. When the person clicks on the link here to be identified, a check of the person's identity is performed in the stated way. After identification the document to be signed is displayed.
3. The signatory signs or declines
When a person is identified the document is displayed with possible attachements. Here two choices can be made: To sign or decline. When a person signs the document it is passed on to the next person for signature (back to step 1 "E-mail is sent to signatory"). If the person chooses to decline to sign, an opportunity is given to state a reason which is forwarded to the other signatories and the Contact Person, after which the instance is closed.
When a person is identified the document is displayed with possible attachements. Here two choices can be made: To sign or decline. When a person signs the document it is passed on to the next person for signature (back to step 1 "E-mail is sent to signatory"). If the person chooses to decline to sign, an opportunity is given to state a reason which is forwarded to the other signatories and the Contact Person, after which the instance is closed.
4. The signed document is distributed
After the document has been signed by all parties it is distributed to them and the Contact Person if one is given. The signed document can be validated in a number of different ways.
After the document has been signed by all parties it is distributed to them and the Contact Person if one is given. The signed document can be validated in a number of different ways.