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The signing process - talking a signer through it

The signing process has three parts:

i) fill out form fields, including signatures on the document

ii) document execution

iii) download

Written signatures/complete form fields:  When the signer arrives at the document he/she will see a green button just above the document.  The text on this button will explain how many form fields need to be completed before final document execution.  Clicking on this button will take the signer to the next form field he/she needs to complete.  Form fields include written signatures as well as regular fields, like filling out text or ticking checkboxes.

The system will try and take a signer straight through all the form fields automatically.  Ticking to save a form field will take the signer on to the next form field.  Once all form fields are complete a large unmissable box will pop up in the middle of the screen, this is the execution process.

If it is not clear which fields need to be completed, then just to the right of the green button is another button that says 'show form fields'.  This will pop out a list of all the form fields.  All fields without a tick beside them have not been completed (those in 'bold' are required fields).  Clicking on those will take the signer to the individual field.

Contract execution process:  When all form fields are done a large box will come up on the screen.  This contains the 'agreement statements'.  You can change these in your Admin settings, but by default there are two statements and the signer must tick the checkboxes beside them to confirm their assent.  Just below those tickboxes are two buttons: one green to confirm the signer agrees to the document and another red for the signer to reject the document (it is possible for an administrator to  remove the red button).  The signer must tick both checkboxes and click the green button and then the document is considered complete.  The page will now move to the download page.

If the signer closes this box it can be reopened from the buttons just above the document.

Download page:  After contract execution the signer arrives on the download page.  Assuming there is no one else to sign the document, the signer can now download the final certified PDF.  If a password for the PDF has been created by the sender it will be written there.  And if the signer has more documents to sign it will be clearly highlighted and they can press a link to jump to their next document.  If other people need to sign the document before the final PDF is created then the download screen will say so.  The signer can logout and will receive an email when all other signers have signed and the document is ready to download.

Other signer queries:

Signer wants to come back later:  If a signer wants to review and come back to the document later, when they return they may find their original link has expired.  They will see a new page where they can trigger a new email with a fresh link to the document.  They should follow the instructions on that page and press the button (there is only one button) to trigger the email.

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