In this article, you will find step-by-step instructions for sending your document(s) via ValidSign.
To offer a document for signing, you must first log in to the ValidSign environment.
If you have successfully logged in, you will arrive at the dashboard.
Create new transaction
To create your transaction, go to "Create New Transaction" located at the bottom left of your dashboard.
Give the new transaction a transaction name and then add your documents.
Then click "Start a New Transaction".
You will arrive at the screen above. Here you can add your document(s) and recipient(s).
You can add recipients by entering a name and email address. The "Position" and "Organization" fields are optional.
You can also use templates to create a transaction. To use settings for the transaction, such as the expiration date, reminders, and authentication, you can click here.
When everything is added, click "Next" and you will arrive at the designer page.
Here you can scroll through your document and add signature fields (and optional text boxes, check boxes, etc.).
Adding signature fields is very simple. This can be done by placing your mouse on "Signature" in the left menu, holding down the icon, and dragging the field to the place where you want the signature field to be placed.
Based on the colored lines, you can see if you have placed your signature correctly. If you place two signatures, they can be easily aligned at the same height.
In addition, you can choose to add, for example, your initials or the signing date by dragging these fields from the left menu. This is not mandatory. For explanations on adding other fields, you can click here.
When your signature field is added, you can send the document for signing by clicking "Send for Signing" in the top right corner.
Your document is now sent for signing!
Do you have questions about sending a document from your ValidSign dashboard? Contact us. This can be done via firstname.lastname@example.org or 085 303 36 76.