The Docue e-sign is available from the front page view in "Sign document".
1. Import the PDF-file by clicking "Browse" or drag the file to the field.
2. When imported, the language and name of the document can be changed. By clicking "Add file" you can add more documents as attachments to the document that needs to be signed. The maximum file size shouldn't exceed 13MB.
3. Add the signing parties. Information about the parties can be filled out either manually or by searching from the saved contacts. Signing invites will be sent according to the information you fill in, meaning that if you only want to send an email invite, leave the phone number field empty.
You can choose the language of every individual signing invite, and add a personalized message if you wish. If you want the finished document to automatically be sent to the signee as an attachment, choose "include completed document in email as attachment". If you do not choose to include the document as an attachment, signee will receive a link through which they can download the finished document themselves.
4. If you want to, you can set a signing order for the signees. By setting a signing order, the signing invites are automatically sent out in the order you choose (as soon as group 1 has signed, group 2 will get the invite). Groups are created by clicking the "clips" marked by the arrows (pictured below). You can change the order of groups by dragging the signees up and down.
5. Through "settings" you can set a due date after which the document will be cancelled if it is not signed by all parties. You can also choose to send automatic reminders to those parties who have not signed the document yet. In addition, you are still able to edit your sender name (your name and company name) if you wish. By adding a message, signatories will receive a message, unless a personalized message has been set to them in the "add signee" section.
Choose "Continue" when you are ready to complete the document.
6. If you set a signing order, the platform automatically sends out the invites in the order you chose when you press continue. If you did not set a signing order, the platform asks wether you want to send out the invites automatically or manually.
When all parties have signed the document, it automatically changes to "Completed" -status in the service. All parties will receive a message with a link to download the finished document (or the contract as an e-mail attachment, if this option has been chosen).
Below is what a regular signing invite looks like:
