How to create and send signature requests

The standard way for creating requests for digital signing is via the overview list for signing requests under Files - Digital Signature. But you can also open Files - Explorer, find the file(s) that shall be signed and create a request from there.

  1. Go to Files - Digital Signature - + Add.
    - or -
    Open the person, asset or contract card in editing mode. Find the file that shall be signed and click Sign file in the kebab menu.

  2. Enter a Title.

  3. Add all documents that shall be signed in this request:
    For files from Complete Control, use Select files directly below the Documents section.
    For local files from your PC, use Select files under Upload files for signing.

  4. Select the recipients. For more information about the various possibilities and fields read Signature card.

  5. Per default, electronic ID is used as authentication method. But you can also select Handwritten authentication in case a recipient doesn't have an electronic ID, if preferred in combination with SMS Verification by ticking the respective check boxes.

    Note! 
    Egreement only: SMS-verification is available in combination with Bank-ID, and the code must be entered before opening the documents.
    Signicat only: SMS-verification is available in combination with Handwritten signature, and the code is required after opening the documents.

  6. You can add a message to the recipient under Message to recipient. This message is added to the email and as additional information when opening the request.

  7. Add a deadline for the request. The pre-defined deadline is displayed, but you can always change it.

  8. Send the request by clicking Send request.

The request is sent to the various recipients via email. The email contains a link to the file(s) that must be signed.