DirectSign – If more than one person needs to sign, start a signature chain
Upload or text a document, and after entering the email addresses of the recipient users, you can start the automated signature chain!
What is DirectSign?
DirectSign is a feature of the Platform; you can send any document created in the Platform's text editor or uploaded to the Platform in PDF format to yourself and to the current or future users of the Platform. To send, you must provide the email address of those who need to sign.
You can also send the document for signature to those who have not yet registered, however, they will only be able to sign the document once they have completed the registration and Identification, ie have a qualified electronic signature.
When should I choose this service?
If you know the email addresses of those you want to contract with and you want no one other than them to see this document on the Platform.
How can I use it?
Log in to your Business account on the Platform!
Click DirectSign in the left menu bar, and then click New Document.
Name it and then edit it using the templates, or click the Upload File button to upload the PDF.
Enter the email address of the signer and click Add New Signer. You can add any number of signers to the chain. The order of the signature will be the order you specify.
You can use the right arrows to change the order or click the trash can icon to delete individual members of the chain before posting.
Please note that DirectSign automatically puts you in the first place of the order of signatories. If you do not want to sign the document, you can delete yourself from the first place.
A signer should only be in the chain once! If someone is signing in two different qualities, send the version signed by everyone again to the person who needs to sign it more than once.
Make sure you add everyone to the chain!
If there is a person on the list who is not yet registered, you will need to decide at the time of submission whether that person belongs to your Business account, or create your own Business account and you are just a partner.
Then choose the type of signature you need. You can take over the costs of the e-signatures of your partners on the signature chain by checking the box at the bottom of the page.
Then click the Send document button. You can then track the signature chain on the Platform. Each member of the chain will be notified by email in the order specified in the chain that a document has been received for signing. Click the link in the notification to enter the Platform and click the Sign button. They then have 72 hours to sign the document they received on their phone.
After signing, the document arrives at the next signer. S/he must also log in to the Platform and click Sign to send in order to receive it in the Evrotrust mobile app for signing.
At the end of the signature chain, the version signed by everyone will be available on the Platform. The Platform stores documents for two years and the Evrotrust trust service provider portal for ten years.
Documents can be downloaded, but the electronic signature when printed is not valid, so please digitally archive them on your desktop computer or in the cloud.
Did you change your mind?
The sender of the document can break the signature chain with the pending status. After opening the signature chain, click the Interrupt signature chain button, which will cause the document status to fail. Signers will then no longer be able to sign the document and their e-signatures will be automatically credited. Those who have already sent the document to Erotrust before the interruption will lose their e-signatures.