Embedded Signing

How can the user perform the signing using the Embedded Signing?

The below steps show how the customer can perform Embedded Signing

Step 1: The Embedded Signing Dashboard will have all the invoices that are to be signed by the User. The user has to click on the ‘Go’ button to see all the invoices in the table.

Step 2: The user can either View or Sign the documents using the buttons against the invoices.

Step 3: Once the user clicks on the ‘View’ button, the invoice will be shown in the pop-up.

Step 4: The user can Sign or Close the pop-up window by clicking on the buttons provided at the right bottom of the pop-up window.

Step 5: Once the user clicks on the “sign” button, the invoice will be opened in a new tab, where the user can add the signatories by clicking on the ‘Add Signatory’ button in the right panel.

Step 6: Select the email address from the list and click on it.

Step 7: The user must drag and drop the Signature placeholder from the right panel onto the document and place the signature placeholder at the desired location.

Step 8: If the initiator is selected as the first signatory, they have to click on the signature placeholder and sign the invoice document. The user has to click on the Signature Placeholder.

Step 9: The user can select the Signature from the available options or can Draw or upload their signatures by using the Draw and Upload options. Once the user selects the signature, they have to click on the “Apply and Preview” button.

Step 10: A preview of the document with the selected signature will be shown. The user has to click on the “Sign and Send” button present in the right panel to complete the signing.

Step 11: Once the document is successfully signed, the success message will be shown to the user. If there are more than one user in the workflow, the document signed by the first signatory will be sent to the subsequent signatories for their signing.