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Adding/ Removing document signers

SigningHub enables you to add signers in a document according to your document approval workflow.

To add a document signer,
  1. Add a document.
  2. Open the document to prepare.

  3. Specify the signer name under the "Add recipients manually" section. Your personal contacts (and enterprise contacts in case you are an enterprise user) will be listed accordingly for selection. Specify the required contact and click . The recipient will be added under "Workflow Details" (see step 4).
  4. The list of added recipients is maintained accordingly under the "Workflow Details" section. Click the adjacent  to delete a recipient from the workflow. 
    Select the "Signer" option from 
    adjacent field to mark the added recipient as a document signer in the workflow. Repeat the steps 3 and 4 to add multiple signers. Based on your document approval flow, you can even add the same signer multiple times in a document.
  5. Click the "Next>" button to continue.

  6. Select each signer one by one from the "Workflow Details" section, to add the exclusive signature field(s) for them. 
  7. After selecting a signer (see step 6), choose whether a digital signature or an electronic signature is required from the signer. Click the "Digital Signature" or the "Electronic Signature" option as required, and drop it on the document. A signature field with the signer name is added on the document.
    You are allowed to add a digital/ eSignatures field multiple times against a signer. However, when you add the second field then the first signing field will be converted to a simple hand signature field, and the second field will become the actual digital/ eSignatures field. Similarly, when you add the third digital/ eSignatures field, then the previous two fields will become the simple hand signature fields, and the third field will be the actual digital/ eSignatures field and so on.
  8. In case of an electronic signature, the signature field is marked with "Electronic Signature", while for digital signature the signature field is marked with "Digital Signature". Read more about the electronic and digital signatures.
    You can drag and drop the signature field anywhere in the document by using mouse. 
    Also use the bottom right corner to re-size the field as requiredThe system will remember the field size for new signature fields. Now take the cursor to any signature field, and click  to view and edit its details (see step 9), or click  to delete the field.

    In case of a digital signature, the following screen will appear

    In case of an electronic signature, the following screen will appear

  9. Upon clicking  from step 8, a dialog will appear to edit the signature field details. See the below table for fields description
  10. Click the "Share Now>" button to initiate the workflow with the configured signer(s), or click "<Back" to navigate the previous screen for reconfiguration.

Signature Field Table
Authenticate signer via OTP
This field will only appear when you are configuring an electronic signature. Tick it and provide the mobile number of signer in the next appearing field to send them an OTP. When the signer will attempt to sign this document, an OTP will be sent to their (configured) mobile number. The document will be signed only upon providing the correct OTP.
A read-only field to show the signer name and email ID for whom signature field is being configured.
Page (Total)
The "Total" count shows total number of pages of the selected (template) document. Specify the page number (of the document) on which signature is required from the signer. This will move the signature field to the specified page number. However you can also manually move the signature field to the desired page through drag and drop.
Field Dimensions Set the coordinates/ position (Left, Top, Width & Height) of the signature field. However you can also manually move the signature field to the desired position through drag and drop.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.

1. A hand signature is a simple annotation that is added in the document along with the actual digital/ eSignatures, when multiple digital/ eSignatures fields are configured for the signer.
2. An electronic signature can also be a witness digital signature, if it is generated by using a witness certificate. 
The availability of Witness Digital Signature feature is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.
3. Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.

See also

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