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Welcome
SigningHub At A Glance
Overview
Why SigningHub?
Signature norms
Available signing methods
How SigningHub works?
Mobile signatures
Enterprise management
System requirements
SigningHub Norms
System nomenclature
System users
Service plan
Individual vs Enterprise subscription
Document statuses
Getting Started
Multilingual support
Registering a free trial account
Registering as an individual
Registering as an enterprise
Accepting enterprise user invitation
Direct registrations
Log into SigningHub web
Login through SigningHub ID
Login through Entrust IdentityGuard
Login through Microsoft Active Directory
Login through Salesforce
Login through Microsoft ADFS
Login through Microsoft Office 365
Login through AET ConsentID
Searching a record
Navigating SigningHub Home
Understanding the SigningHub interface
Organising your documents list
Selecting your documents & bulk operations
Deleting a document
Viewing your activity logs
Viewing notifications
Advanced searching of documents
The Document Signing Process
Preparing a document for signing
Adding a document
Uploading a custom document for signing
Getting a document from library
Getting a document from cloud drive
Get from your Dropbox account
Get from your Google Drive
Posting comments
Adding attachments
Merging a document
Applying workflow template to a document
Adding/ Removing document signers
Configuring group signing
Adding/ Removing document reviewers
Adding/ Removing document editors
Configuring the collaboration sequence
Configuring initials fields for a recipient
Configuring in-person signatures for a signer
Configuring recipient information fields
Configuring form filling settings
Configuring the workflow type
Configuring permissions to print the document
Configuring permissions to download the document
Configuring permissions to add text fields
Configuring permissions to allow attachments and merging
Configuring password to open the document
Configuring permissions to change the recipients
Configuring OTP to open the document
Configuring duration to access the document
Configuring legal notice with the document
Configuring reminders for a signer
Configuring certify document settings
Configuring email settings
Configuring post signing activity
Saving a workflow template
Renaming a document
Sharing a document
Recalling a document
Changing a recipient permissions during workflow
Changing a recipient during workflow
Signing a pending document
Selecting a document
Opening a document
Viewing & downloading document attachments
Merging a document before signing
Experiencing restricted access during signing
Adding text fields before signing
Filling in the information fields before signing
Filling in the form fields before signing
Filling in the initials fields before signing
Signing the in-persons fields before signing
Agreeing to the legal notice
Posting signing comments
Using the "Start new workflow" option
Signing a draft document
Declining a pending document
Reviewing a pending document
Updating a pending document
Using the "Bulk Sign" option
Archiving a document
Viewing document log
Viewing workflow evidence report
Viewing document details
Reminding a recipient manually
Viewing the verification details
Configuring Personal Settings
Configuring your profile
Resetting your password
Resetting your security question
Specifying your locale
Configuring your signature settings
Configuring signature appearance
Managing your contacts
Importing contacts via CSV file
Managing your groups
Managing your workflow templates
Configuring signers in a template
Configuring group signing in a template
Configuring reviewers in a template
Configuring group reviewing in a template
Configuring editors in a template
Configuring group editing in a template
Configuring placeholders in a template
Configuring the collaboration sequence in a template
Configuring initials fields in a template
Configuring in-person signatures in a template
Configuring recipient information fields in a template
Configuring form filling in a template
Configuring workflow type in a template
Configuring document permissions in a template
Configuring reminders in a template
Configuring certify document settings in a template
Configuring emails content in a template
Configuring post processing activity in a template
Locking a template
Managing your documents library
Configuring your notification emails
Customizing your notification emails content
Enabling your cloud drives for post processing configurations
Managing your legal notices
Delegating your signing authority
Optimizing your account storage
Configuring Enterprise Settings
Configuring enterprise profile
Managing registered users of an enterprise
Registering enterprise users
Registering enterprise users via CSV file
Inviting enterprise users
Inviting enterprise users via CSV file
Auto provisioning of Active Directory users
Disabling a user access
Managing enterprise contacts
Importing contacts via CSV file
Managing SigningHub access
Configuring signature settings in a role
Configuring signature appearance in a role
Configuring user settings in a role
Configuring admin access in a role
Managing enterprise groups
Managing enterprise templates
Managing enterprise documents library
Configuring enterprise notification emails
Customizing enterprise notification emails content
Configuring integrations with third party applications
Managing third party integrations
Configuring workflow completion report
Configuring enterprise branding
Configuring advanced settings
Optimizing enterprise account storage
Managing enterprise legal notices
Managing certificate filters
Managing enterprise password policy
Configuring document accessibility via Email links
Upgrading Service Plans & Billing
Viewing your service plan & invoices
Upgrading your service plan
Viewing your usage statistics
Cancelling your payment agreement
Document Revisions
:
Edit Page
Publish Draft
Delete Draft
Compare Draft
Edit Header
Home
>
The Document Signing Process
>
Signing a pending document
Signing a pending document
SigningHub allows you to sign a document in "Draft" and "Pending" statuses. A "Draft" document is signed when you need to sign a personal document without initiating the workflow, while a "Pending" document is signed when
someone else
sends you a document for approval.
A "Pending" document is usually associated with a workflow, so it is shared with certain exclusive permissions (e.g. printing, downloading, access duration, password protection, etc) by the respective document owner.
In this case, you will receive an intimation email from SigningHub with the link of shared document.
To sign a pending document,
Click the "Home" option from the top menu.
Open the pending document
to sign from the main grid.
Alternatively you can also follow the document link in the intimation email that has been sent to you.
Add/ download the
document attachments
(if they are permitted to you)
.
Add
textual notes
(if they are permitted to you)
.
Click the yellow highlighted "Start Navigation" caption to start the signing process, and the system will assist you in the serial manner as per configurations.
Fill in the
form fields
(if they are configured for you).
Fill in the
information fields
(if they are configured for you)
Fill in the
initials fields
(if they are configured for you)
.
Sign the
in-person fields
(if they are associated with you)
.
Once done, click the signature field assigned to you.
The system will prompt to
agree to the legal notice
(if it is configured for you).
Select one of the options Draw, Text or Upload for the type of visible signature you wish to apply.
Based on your
signature settings
, the authentication method may change. For details regarding the signature types, see the below details.
You can optionally specify Signing Reason, Contact Information and Location also, if specified they will become the permanent part of the PDF signatures.
Click the "Sign Now" button. The document is now digitally signed.
The
status
of document will be changed from "Pending" to "Signed".
The system will notify the respective document owner regarding your signature through an email. An intimation email will also be sent from document owner to the next configured recipient (if any), requesting him/ her to respond to the document workflow accordingly. The recipient can then follow the document link from the email to sign/ review the document.
Click the "Finish" button.
Post the
signing comments
(if required).
Client Side (Local) Signing
When the
local signing
is configured, the signing certificate residing in your local keystore or inside the crypto device (token/ smartcard) will be used. In other words, the signing activity is locally performed on your machine. For this, you need to download and install a small app on your machine. The app would start running as a backend utility. At the time of local signing, your browser will interact with this app to complete your signing process. The app is capable to access your keys and certificates via MSCAPI and PKCS#11 on Windows platform.
When you click the signature field to sign a document,
In case if your signing key is inside a crypto device, attach the device and specify your device pin.
In case if your signing certificate is inside your local key store and protection has been enabled for it, then select the required certificate from the list and provide your certificate password.
Click the "Sign Now" button.
The document will be signed.
Server Side Signing
When the
server side signing
is configured, the signing certificate residing on the server will be used. In other words, the signing activity is performed on the server but not on your machine.
Based on your
Signature Settings
, SigningHub supports 9 types of authentication schemes for server side signing, they are
Server Side Signing with
No
Authentication
Server Side Signing with
OTP
Authentication
Server Side Signing with SigningHub ID Authentication
Server Side Signing with Salesforce Authentication
Server Side Signing with Microsoft Active Directory Authentication
S
erver Side Signing with
Microsoft
ADFS
S
erver Side Signing with
Microsoft
Office 365
S
erver Side Signing with
Entrust IdentityGuard
S
erver Side Signing with
AET ConsentID
Server Side Signing with No Authentication
In this type of server side signing authentication,
SigningHub will use the same authentication method through which you logged in to your SigningHub account, without requiring any password.
When you click the signature field to sign a document,
Click the "Sign Now" button.
The document will be signed without requiring any password or OTP.
Server Side Signing with OTP Authentication
SigningHub also allows two-factor authentication for the server side signing. In this case, an
OTP (one time password)
is sent on your (signer) configured mobile number through an SMS. This OTP is used in addition to the account password to sign a document. However, the OTP facility is subject to your subscribed service plan and the SMS service is chargeable accordingly.
When you click the signature field to sign a document,
Specify your account password.
Click the "Next" button.
An OTP will be sent on your configured mobile number.
Specify the OTP in the next appearing screen.
Click the "Sign Now" button.
The document will be signed.
Server Side Signing with SigningHub ID Authentication
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Specify your SigningHub account password
.
Click the "Sign Now" button.
The document will be signed.
Server Side Signing with Salesforce Authentication
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Click the "Sign Now" button
The Salesforce popup will appear. Specify your Salesforce credentials (ID and password). Please note, if you are already logged i
n to SigningHub
through your Salesforce account, then this step will not be triggered.
The document will be signed.
In case you have logged in through SigningHub ID and want to sign through your Salesforce credentials, then your SigningHub ID (email address) and your Salesforce ID
(email address)
must be same.
Server Side Signing with Microsoft Directory Authentication
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Specify your user ID (registered in Active Directory) and domain password.
Click the "Sign Now" button.
In case you have logged in through SigningHub ID and want to sign through Microsoft Active Directory credentials, then your SigningHub ID (email address) and your Microsoft Active Directory ID (
email address
) must be same.
Server Side Signing with
Microsoft
ADFS
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Click the "Sign Now" button.
Specify your ADFS credentials (user ID and domain password).
The document will be signed.
In case you have logged in through SigningHub ID and want to sign through Microsoft ADFS credentials, then your SigningHub ID (email address) and your Microsoft ADFS ID (email address) must be same.
Server Side Signing with
Microsoft
Office 365
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Click the "Sign Now" button.
T
he Microsoft Office 365 popup will appear. Specify your Office 365 credentials (ID and password). Please note, if you are already logged in to SigningHub through your Office 365 credentials, then this step will not be triggered.
The document will be signed.
In case you have logged in through SigningHub ID and want to sign through your Microsoft Office 365 credentials, then your SigningHub ID (email address) and Microsoft Office 365 ID (email address) must be same.
Server Side Signing with
Entrust IdentityGuard
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Click the "Sign Now" button.
A signing request will be sent on your mobile device running the Entrust IdentityGuard smart credentials app.
Upon accepting the challenge from the Entrust IdentityGuard app and confirmation, the document will be signed.
Server Side Signing with
AET ConsentID
In this type of authentication,
when you click the signature field to sign a document,
Click the "Next" button.
Click the "Sign Now" button.
A
signing request will be sent on your mobile device running the AET ConsentID app.
Upon confirmation from the
AET ConsentID
app, the document will be signed.
1. The
signature appearances
are managed from SigningHub Admin interface, where customized appearances can also be defined based on your business/ organizational preferences.
2. The availability of server side signing authentication modes are subject to your subscribed service plan.
3. Whenever a document is digitally signed by a signer, the digital signatures quota of respective document owner's account is consumed, and hence the available count is decreased by one.
4. If you delete a pending document from your main grid without signing, it is considered as declined.
See also
Preparing a document for signing
Changing a recipient permissions during workflow
Changing a recipient during workflow
Using the "Start new workflow" option
Signing a draft document
Declining a pending document
Reviewing a pending document
Updating a pending document
Using the "Bulk Sign" option
Archiving a document
Viewing document log
Viewing workflow evidence report
Viewing document details
Reminding a recipient manually
Viewing the verification details
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