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In this tutorial, we would like to show you how you can define intelligent workflows with sproof sign when collecting signatures. A so-called workflow helps you to map complicated signature processes.
Once you are logged in, you can upload a document in the top right corner.
Select your desired document or drag & drop the document onto the gray upload area. Then click on "Start Now" and the document will be uploaded.
Open the document by clicking on the document name in the dashboard.
Open the "Invite contacts" tab on the right.
For example, we want to send this document out to three business contacts for signature.
Click "Next" to set up the invitation.
The qualified electronic signature is 100% equal to the handwritten signature by EU-wide law. Thanks to the intelligent interface, signers have a choice of different options for the qualified signature.
On the one hand, as soon as the document is sent, you can see here in the "Signature progress" who has already signed; among others, I have also signed this document myself. By clicking on the three dots you can revise the set signature positions, resend the invitation, or delete the contact altogether. Besides, you can also add new contacts to this document as signers at any time.
In the chat, you can also see all the relevant processes again and can also send direct messages to your contacts. Once a person has signed, you will see the signature card and can verify the signature by clicking on it.
All persons invited to sign receive an invitation by e-mail and can access the document at the click of a button.
We hope you enjoy obtaining signatures with the help of the intelligent workflows in sproof sign.