# Creating a signing order

When you create a signing order, signers will receive a notification by email or SMS with a link to the documents, and they will be able to sign using an electronic identity provider. If you need help to understand the terms used in this page, or the full set of available features, refer to About signing orders.

# Step 1: Get started

Go to the main page of the portal and click "New signing order".

# Step 2: Add files

On the first screen, you can add documents and attachments to the signing order.

A GIF showing how to add a document and an attachment to a signing order

  1. Click "Browse your computer" and browse to the file you want to add, or drag it from the file explorer and drop it anywhere on the screen.
  2. Indicate if you want to add the new file as a document or as an attachment.
  3. If you want to, you can edit the file name on the "Name" field to make it easier for signers to identify the file.
  4. Click "Done".
  5. Repeat the process for every file you want to add.
  6. If you want to make the signing order visible only for you and the recipients, enable the "Make private" option. Otherwise, your colleagues who have access to the portal will be able to see and edit the signing order from the main page.
  7. If you want to make the signing order visible to only specific user groups, select them in the "Restrict to groups" field. If you enable the "Make private" option, you won't be able to use this field. To find out how to create user groups, see the User management page.
  8. When all the files are added, click "Next step".

Tip

If you can't see the "Restrict to groups" field, it could be because no user groups are configured in your portal, or you're not in any of them. Review your configuration or talk to an administrator.

# Step 3: Add recipients

On this screen, you will have to enter information about the people who have to sign your documents.

A GIF showing how to add a recipient to a signing order

  1. Fill in the fields on the screen with the relevant information about one of your recipients (see the detailed description of each field below).
  2. Enable the "Combine with handwritten" option if you want the signer to provide their handwritten signature (in addition to the selected signing method).
  3. Enable the "Require authentication" option if you want to make the recipient verify their identity with SMS-OTP. The recipient will have to enter a code received by SMS in order to access the documents to be signed. Otherwise, the recipient will be able to access the documents by simply clicking on the link that they will receive.
  4. Enable the "Required signer" option if this recipient must sign the documents.
  5. Enable the "Share signed document" option if you want this recipient to receive a signed copy of the document after it has been signed.
  6. Click "Done".
  7. If you want to add more signers, click "Add recipient".
  8. When you have added all the signers, click "Next step".

Tip

You can also click "Add myself" to add yourself as a signer. Most of the fields will be automatically filled in with your personal information (which can be viewed and edited on your profile page).

# Recipient information fields:

  • First name: first name of the recipient.
  • Last name: last name of the recipient.
  • Email: email address of the recipient.
  • Mobile number: the recipient’s mobile phone number, with the country code in the +00 format. For example, +47 for Norway.
  • Language: the language that you want the recipient to receive emails and SMSs in. This will also be the language of the interface when they access the portal to sign the documents.
  • Signing methods: select which identity providers you want to make available to the recipient for signing.

# Step 4: Configure options and send

In this screen, you will configure general options for the signing order as a whole.

A GIF showing how to configure options for a signing order

  1. Enter a title and description (the latter is optional) for the signing order. This will be viewed by signers when they receive notifications, so they should be informative.
  2. If you want to, set an expiration date for the signing order.
  3. In the "Reminders" section, set how often you want to send reminders to signers.
  4. In the "Number of signers" field, indicate the total number of recipients who must sign the signing order.
  5. Enable "Allow forwarding" if you want to let recipients send the signing order to somebody else. For example, if you are not sure if the recipient has the required rights to sign the document.
  6. Under "Notify me when", select when you want to receive email notifications about this signing order. It is also possible to disable them.
  7. Click "Create & Send".

The signing order is now created and the signers will receive a notification. If you need to make changes to the signing order after sending it, you will have to edit it from the portal’s main screen.

Last updated: 9/22/2020, 9:51:11 AM