Signing a document
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Prerequisites
- Document from a category associated with a signature configuration.
- Valid certificate installed on the user's machine, according to the type defined 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.
This documentation does not offer support for the installation of a valid certificate in your repository. Therefore, refer to the specific support for the certificate type defined in the signature configuration.
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 digitally
Watch the video below for a practical example of the digital signature of a document:
To sign several files at once, select the desired documents, expand the Mass actions button, and select the Sign electronic file option.
Signing a document electronically
The video covered the process of digitally signing a document. To learn how to sign a document electronically, access the articles below, according to the platform used for signature configuration integration:
- Signing a document via DocuSign
- Signing a document via ClickSign
- Signing a document via SignOn
- Signing a document via BRy
- Signing a document via OneSpan
- Signing a document via D4Sign
- Signing a document via Adobe Acrobat Sign
- Signing a document via SoftExpert Sign
Conclusion
Thus, the electronic file of the document has been successfully signed, finishing the flow for the creation of a document with signature!