In this article, you will find instructions for sending your document(s) via ValidSign.
To submit a document, you must first log in to ValidSign4Accountancy. To do this, go to https://v4a.validsign.nl/login. Here, you enter the login details you received in your e-mail. When you have successfully logged in, you will see the dashboard listed below.
Create new transaction
To create your transaction, click on "New transaction" at the top right of your dashboard.
Creating a transaction within ValidSign4Accountancy is slightly different from creating a transaction within the 'normal' ValidSign.
Creating a transaction within ValidSign4Accountancy is linked to an organization and a workflow. This means you cannot send individual documents to individual persons. The recipient must always be linked to an organization. In addition, you must choose a workflow. Examples of workflows are Publication documents, sales tax and order confirmation. More information about workflows can be found here.
To start the transaction, enter the transaction name. Then you select the organization and the contact person within the organization. Are you sending a document to an organization for signature for the first time? Then you must first create the organization.
Then pick the right workflow. The type of document you can upload depends on the chosen workflow. When you have entered all the information, click on "Create".
Now, you will see the screen above. On the right-hand side, you will see an overview of the information you have entered. You can add additional documents if you have forgotten something. In addition, it is also possible to download the documents or view them with a preview. The name of the document can also be changed here.
Also, you can adjust the signers after you have created the transaction. You can also adjust this by means of the three dots after the signer. You can add a new signer and link it to the organization. When you have entered all the information correctly, click on "Start". The transaction has been sent now.
If you have any questions about creating a transaction via ValidSign4Accountancy, please contact the ValidSign Support Team. They can be reached at email@example.com or 085 303 3676.