There used to be a time where the only option to sign a document was to print it, sign it, scan it and reply to the email with the scanned document in attachment. Luckily, there are a lot of modern-day solutions that help you avoid this dreadful process, one of which is Connective eSignatures. Our digital signature solution lets you easily send and sign one or multiple documents in just a few clicks.
Upload & automatically convert to PDF
When uploading a document or a package of documents in Connective eSignatures, you can select any compatible file(s) on your PC or laptop or, if desired & configured, sync documents from one of your cloud accounts such as Dropbox, Google Drive or OneDrive.
You can upload PDF’s, Word documents or XML-files into the eSignatures solution. Word files will automatically be converted to PDF-files, while XML- and PDF-files keep their original format.
When converting Word files to PDF, you can choose whether they will be converted to PDF, PDF/A-1 or PDF/A-2. Those last two are archiving types, meaning that those PDF extensions will also save fonts, color profiles and other visual elements in your PDF.
This ensures your document to be displayed exactly the way you configured or received it, no matter the device it’s being displayed on. This format ensures also that your documents are future proof and that it remains legally valid for as long as the setup of your digital signature allows it to be.
For more information the validity of digital signatures, please check our previous blog post: “Are digital signatures legally valid forever?”.
The next step in the process is the setup of the document(s). eSignatures will automatically detect the document name and language and prefill those fields for you. But of course, here you have the option to change those if necessary.
There is also the option to add a legal notice. In case the document is used in a legal context it often requires a notice such as ‘read & approved’.
In the document setup screen you can toggle this option on and off. You can choose among 3 predefined notices and further edit those when required.
In this phase you will determine where to place the signing fields on your PDF document(s). In Connective eSignatures you can add multiple signing fields with an easy drag and drop functionality.
Afterwards you can determine per field who should sign and which signing method should be used. Depending on your contract, you can sign with a manual scribble, your eID, an OTP (email or SMS), a biometric signature or numerous verified identities such as itsme®, iDIN or others.
You are free to choose the signature method per signer, meaning you can have multiple signature methods in one document and you can offer more than one signature method per signer, so they can choose which method to sign with.
As a recent feature, you can also add form fields (radio buttons, checkboxes) to obtain any required extra information from your signers.
Send to selected signers, approvers & receivers
The final step in the setup process is to choose whether or not other parties besides the signers you selected in the previous step should receive this document. Depending on the document or your company structure, it may require to have people approve the document before its finalized or other parties to receive the signed document as well, so they are aware of its status.
This step allows you to select the required roles and the approval/signing order, which can be parallel, sequential or complex.
Lastly, you can also determine if you want to set an expiry date on your document or package, if you want to enable or disable downloading the document and (dis)allow signers/approvers to reassign the package to another party.
You also have the option to modify the standard email which will be sent to all the selected signers, approvers and receivers before pressing confirm to send your files for signature or approval.
Easy as 1,2,3
In just 3 simple steps you can send, sign and approve your documents, ensuring a paperless and hassle-free process that will benefit your company and partners.
Questions? Don't hesitate to contact us!