Prerequisites

• Document from a category associated with a signature configuration.
• Valid certificate installed in the user's machine according to the type enabled in the signature configuration.

WARNING: this documentation does not support the installation of a valid certificate in your repository. To do so, refer to the specific support of the certificate type enabled in the signature configuration.

• User on the security list of the document, which is configured in the Security > Document tab of the category, with the "Sign" control allowed.

Introduction

The way of signing a document depends on the signature configuration associated with its category, as it can be digital or electronic.

As mentioned in the video of the Configuring a signature article, the digital signature takes place exclusively in SoftExpert Document, and the electronic signature uses a third-party integrated platform.

In this article, to finish the flow example, the machine rental contract of the “RC001 - Rent contract - Machine” document will be signed.

Signing a document

Watch the video below for a practical example of the digital signature of a document:

Conclusion

Thus, the electronic file of the document has been successfully signed, finishing the flow for the creation of a document with signature!