Signing a document via D4Sign
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Prerequisites
- Document from a category associated with a 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.
- D4Sign account.
- Access to the Document (DC010) menu.
Introduction
Electronic signatures are different from digital ones for depending on integration with platforms located externally to SoftExpert Document. Despite this, the initial procedure is similar to that for digital signatures.
In order for a document to be signed electronically, its category must be configured with electronic signature integration via D4Sign.
Signing a document
1. Access the Document (DC010) menu.
2. Select the desired document in the list of records of the main screen.
3. Expand the "More" button and click on Sign electronic file. If the document has multiple electronic files, it will be necessary to select the files you wish to be signed.
4. On the screen that will be opened, fill out the following fields:
| Defining the sending order | Check this option to define an order to sign the file. Thus, D4Sign will notify the signers in numeric order until all of them have signed it. |
| Signature | Enter the e-mail address of the signer, their type, whether they are foreign and, if that is the case, also select the language. Select the Add new signer option, at the bottom of the screen, to add a new signer. |
5. Click on Next step.
6. Enter the text of the message that will be sent to the signers.
7. Click on the Send button so that the document is sent to D4Sign, and the signers are notified of the need to sign the document.
- Click on the
icon in the DS column to view the signature data in the electronic file. - It is also possible to view the signature status of the electronic file through the DS column. Hover the mouse over the icon to identify what it represents.
Conclusion
Using electronic signatures via D4Sign increases flexibility in SoftExpert Document, as it allows for digitally formalizing documents with legal validity, in compliance with the third-party platform.
By correctly following the described configuration and steps, users guarantee the integrity and traceability of the signature process.