Step 1 - Upload Documents
(1) Click on the Request Sign button and then upload a document. Click Next. [Video Preview]
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Notes –
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Step 2 – Add Workflow & Signer Information
(2) Add Workflow details including:
Required :
- Title
- Person in charge
Optional :
- Department
- Folder
- Add a Workflow approver
- Fill additional fields related to documents (using 'Edit' button)
(3) Click the Add Signer Icon under the ‘Signer Contents’ section and enter the signer’s details.
- For Aadhar signature workflows, there can be multiple signers that are internal employees and/or external “counterparties”.
- In the case of multiple signers, the signing order can be sequential, parallel or hybrid signing order.
- Select whether the signer is part of your organization (inhouse) or an external user (counterparty).
| Note: Signers do not need GMO Sign Accounts or signer roles to sign their document via National ID. |
- Choose Aadhar eSign as the Signature type.
Counterparty or External Signers
- Email address and Signer name for external counterparty signers are required fields.
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Optional fields:
- Company Name
- Access Code
- Allow Signer Change
- Due Date
- Comment
- Language – By default, the email language is set to English. If required, you can change it to Japanese or Spanish.
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Required Actions for the Document -
- For a single Document: The Request Sign action is required.
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Optional for Multiple Documents :
- Confirm - Review document; not sign.
- Nothing – Notification only.
- Click on Save. [Video Preview]
Internal or “Inhouse” Signers -
- Select Inhouse and Aadhar eSign.
- Use the drop-down list of GMO Sign users to select the Signer’s name.
- Rest, due date and comment field are the same as shown in the counterparty section.
- Click Save to proceed.
Step 3 – Set Signature Position
(4) Optionally, set receiver settings.
(5) Click on Next and set signature position within the Documents.
- Set Signature Position - Drag and drop the signature pen onto the document. You can minimize or maximize the signature image size. [Video Preview]
- Sender Textbox – If required, senders can add a textbox and put their comment, which needs to be printed inside the document.
(6) Click on Next to proceed towards the final stage of workflow.
Step 4 – Review and Send
(7) Review the workflow details and then click Send.
What Happens At Signer’s End?
A Signature Request email will be sent to each signer mentioned in the workflow. Refer to this article which explains how to apply an electronic signature.