Signature card

Title: The title of the request. This information is not send to the recipient.

Update title: You can change the title of digital signature requests that are not expired or completed. Simply update the current title and click Update title to save the changes.

The file(s) in the request. As long as the request has not been sent to the recipients, you can add new files from Complete Control via Select file. To add files from your PC, select Upload files.

Note!
There are some limitations for files and formats: Some limitations are so strong that you can't send the request. These files are highlighted with a red file name.

Tip!
If you want files to be signed in a certain order, you can move them after upload with drag & drop.

Once the request has been sent, you can view the file(s) by clicking Show original document.

The fully signed document can later be opened via Show signed document. In case you want to save it to a certain directory in Complete Control, click Save, browse to the target directory and Select this directory.

Add yourself as recipient: Adds you as a recipient of the PDF.

Add recipients from list: It is possible to create distribution lists which you can select here. By this, you do not need to add all recipients one by one. Read more under Signature list.

Overwrite recipients: Overwrites the recipients that are already entered under Signing request recipients.

Add: Adds the recipients from the selected list. You can also remove all recipients via Remove all.

Signing request recipients: All recipients in the list will get the signing request. You must enter the email and name (note that the name is used when addressing the recipient) and select the language for the recipient. The default authentication is Bank ID or a comparable authentication method in other countries. But you can also select Handwritten instead. In this case, a signature pad will open when signing and they can sign with a "pen". If you select SMS verification, the recipients are in addition required to verify themselves via a code sent to their registered mobile phone number. For Egreement, SMS-verication is available in combination with Bank-ID, and the code must be entered before opening the documents. For Signicat, SMS-verification is available in combination with Handwritten signature, and the code is required after opening the documents.

State: Next to each recipient you can monitor the process, indicated by various icons. When hovering with the mouse over the icon, you will get a tooltip with more information.

• Pending: The request is waiting for the recipient to sign.

• Deleted: The recipient has been deleted from the request and can no longer sign.

• Completed: The recipient has signed the request.

• Red triangle: The last email to this recipient has been returned.

• Rejected: The recipient has rejected the signing (only Egreement). This means that the whole signing process has been canceled.

Remove selected: Allows to remove selected recipients before sending out the request.

+ Recipient: Allows to add a new recipient for new signing processes.

+ Add new recipient: Allows to add new recipients in ongoing singing requests (Signicat only). When clicking Save, the request is sent directly to the recipient.

Show message log: Displays a log of the email messages that were sent. Bounced signalizes that the email came back in return.

Tip!
You can edit an email later (e.g. if it contained a spelling mistake and was returned): Click the 3-dot-menu next to the mail recipient and select Edit email, Send reminder or Remove recipient. Read more here.

Message to recipient: The message you enter here is displayed in the email as additional information. If you have Signicat as provider, it is also displayed when opening the PDF.

Delete: You can delete requests that have been cancelled, rejected or that are expired.

Deadline to sign: The deadline to sign the PDF. The default deadline is defined under System settings for Digital Signing and can be changed for new requests.

Tip for users with provider Egreement!
The deadline is about to expire and not all recipients have signed? Click Extend deadline and pick a new date. You can extend the deadline even if it is past: up to 4 weeks after expiry.

Request completed: For successfully completed requests, you find here the date and time of the last signature.