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See how to digitally sign an electronic file using ClickSign:
First of all, make sure that the following prerequisites have being met:
▪Having a ClickSign account with support to the API; ▪The data of the ClickSign account must be properly recorded in the Digital signature section of the SE Document component. ▪In the document category, on the Details tab  Electronic file section, the configuration of the Digital signature previously executed via ClickSign must be recorded. ▪The user who performs this operation must belong to the security list of the document and have the "Sign" permission enabled. |
1.To make the signature, it is necessary to access the system screen that has the digital signature feature. After that, select the desired files. Note that this resource is only compatible with .pdf files or files converted to this format. 2.After selecting the files, click on the Sign electronic file button of the data screen or main screen toolbars. If the document selected for signature has multiple electronic files, a screen will be displayed to confirm the selection of the files you wish to sign. 3.At this point, a screen will be opened to enter the signatories of the document in ClickSign. The following fields will be available:
Field
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Document language
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Select the language in which the signatory notification e-mail will be sent.
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Define sending order
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Check this option for it to be possible to define an order to sign the file.
Thus, ClickSign will notify the order "1" signatories; when those sign, the order "2" signatories will be notified, and so on, until all signatories have signed the document.
One done, the file is sent back to SE Suite with the proper signatures.
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Signature
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Name
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Enter the name of the signatory.
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E-mail
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Enter the e-mail of the signatory.
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Does the signer have a Brazilian SSN?
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Select the desired option:
▪Yes: On the fields that will be enabled, enter the Brazilian SSN and the birth date of the signatory so that they are displayed in the signature. ▪No: The Brazilian SSN and the birth date of the signatory will not be displayed in the signature. |
Sign as
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Click on this field and select, in the listing that will be displayed, the option that corresponds to how the signatory will sign it.
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Use the Add new signer option at the bottom of the screen to add a new signatory. In this case, fill out the previously described information.
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4.After filling out the signatory fields, click on Next.
5.On the screen that will be displayed, enter the subject and the message text that will be sent to the signatories.
6.Once done, click on Send. At this point, the document will be sent to ClickSign, which will notify the signatories of the need to sign it.
▪After signing the document, click on the green icon in the "DS" column to view the data of the signature in the electronic file. ▪It is possible to view the status of the signature of the electronic file of the document through the DS column on the main screen list of records. Hover the mouse pointer over the icon to identify what it represents. |
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