In this article you will find step by step instructions for sending your document(s) via ValidSign.
Login
To submit a document, you must first log in to ValidSign .If you have successfully logged in, you will see the dashboard shown below.
Create new transaction
To create your transaction, go to "create new transaction" at the bottom left of your dashboard.
Give the new transaction a transaction name here and then add your documents.
After this click on "start a new transaction".
Now, you will see the screen above. Here you can add your document(s) and recipient(s).
You can add the recipient(s) by entering a name and e-mail address. The "title" and "company" fields are optional.
You can also use templates to prepare a transaction. To use settings for the transaction, such as expiration date, reminders, authentication, click here.
When everything has been added, click on "next" and you will go to the designer page.
Here you can scroll through your document and add the signature fields (and optionally text boxes, check boxes, etc.).
Adding the signature fields is very simple. This can be done by placing your mouse on "Signature" in the left menu, holding the icon and dragging the field to the place where you want to place the signature field.
You can see whether you have put your signature correctly via the colored lines. If you place two signatures, they can easily be placed at the same height.
In addition, you can choose to add, for example, your initials or the signature date by dragging these boxes from the left menu. However, this is not mandatory. Click here for an explanation of how to add other fields.
Once your signature field has been added, you can send the document by clicking "Send to Sign" in the top right corner.
Your document has now been sent!
Do you have questions about sending a document from your ValidSign dashboard? Contact us. This can be done via support@validsign.eu or 085 303 36 76.