In this article you will find step by step instructions for sending out your document(s) via ValidSign.
Login
To submit a document via ValidSign, you must first log in to the ValidSign dasbhoard.
If you have successfully logged in, you will see the dashboard shown below:
Start new transaction
To create your new transaction, go to 'create new transaction' at the bottom left of your dashboard. Give the new transaction a transaction name here and then add your documents. After this click on 'Start a new transaction'.
Now you will see the screen above. Here you can add your document(s) and recipient(s).
You can add the recipient(s) by entering a first/last name and e-mail address. The 'Function' and 'Organization' fields are optional.
You can also use templates to prepare a transaction. You can also use settings such as expiration date, reminders, authentication. These options become visible when you click on 'settings'.
When everything has been added, click on "next" and you will arrive at the designer page.
Here you can scroll through your document and add the signature fields (and optionally text boxes, check boxes, etc.).
Adding the signature fields is very simple. This can be done by placing your mouse on "Signature" in the left menu, holding the icon and dragging the field to the place where you want to place the signature field.
The colored lines allow you to see if you are placing your signature correctly. If you place two signatures, they can easily be placed at the same height.
In addition, you can choose to add your initials or signature date, for example, by dragging these boxes from the left menu. However, this is not mandatory. For explanations on how to add other fields please click here.
Once your signature field has been added you can send the document by clicking "Send to sign" in the upper right corner.
Your document has now been sent for signature!
For more information, please contact the ValidSign Support Team via support@validsign.eu or 085 303 36 76.