Document Signing

Go green with paperless signing...

Introduction

Welcome to the Document Signing feature of Digital Connect Application. This feature empowers customers to electronically sign and manage documents securely, saving time and streamlining business processes. In this overview, we'll explore the key functionalities and benefits of the Document Signing feature.

Purpose

Unlike the traditional paper signing method, digitally signed documents are easy to track. Using the e-signature technology allows you to view all the sent documents, who signed them, when they were sent and who hasn't signed them as required. The digital document signing process is also more secure and efficient, which creates a better user experience for customers.

Digital Connect provides different styles in getting the customer digital signature along with the terms and conditions directly during the call.

Key Features

• Electronic Signatures

• Customer Authentication

• Document Templates

• Sequential and Parallel Signing

• Status Tracking

• Audit Trails

Electronic Signature Styles

Draw

Draw Signature

This feature enables users to create digital signatures by drawing them with a stylus, finger, or mouse. Whether you need to sign documents, forms, or agreements, our Draw Signature feature offers a convenient and paperless solution.

Key Features

• Create your unique digital signature by drawing it directly on the screen

• View a real-time preview of your signature as you draw it, ensuring it meets your expectations

• Draw signatures using a stylus, finger, or mouse on various devices, including desktops, laptops, tablets, and smartphones.

• Ensure the security and integrity of digital signatures with advanced encryption techniques.

Upload

Upload Image Signature

This feature allows users to upload and use image-based signatures (either from live camera taken image or from gallery) for document signing and authentication. Whether you need to sign contracts, agreements, or forms, our Upload Image Signature feature offers a flexible and convenient solution.

This can be used, for example, for adding corporate stamps or images presented directly in the output.

Key Features

• Upload your pre-designed image signature from your device's storage.

• Supports various image formats, including JPEG, PNG, JPG.

• Place the uploaded image signature in the desired location within a document and adjust its size as needed.

• Use your uploaded image signature to sign various types of documents, including PDFs, HTML files, and more.

• Ensure the security and privacy of your uploaded image signature with advanced encryption measures.

OTP

OTP Signature

This innovative feature enables users to securely sign documents and authenticate transactions using one-time passwords. OTP signatures offer a high level of security and flexibility, making them ideal for various use cases.

It has a logger event, which tracks and records changes made to the documents. Authentication is being made through SMS text or via email.

Key Features

• Generate unique, time-sensitive one-time passwords for document signing and transaction authentication.

• Implement multi-factor authentication for added security, requiring users to provide OTP received through SMS and Email.

• Create and customize OTP templates to match your brand's style and messaging.

• Deliver OTPs to users via secure channels, including email and SMS

• Verify OTP signatures in real-time to confirm document authenticity and transaction authorization.

• Maintain detailed audit trails and logs of OTP signature activities, including timestamps and user actions.

Benefits

• Efficiency and Productivity. Expedite document signing processes, reducing delays and improving overall productivity.

• Document Security. Securely sign and store documents, safeguarding sensitive information.

• Legal Compliance. Ensure legal validity and compliance with electronic signature regulations.

Getting Started

To utilize the Document Signing Feature effectively in Digital Connect, follow these steps:

Sign a Co-browse Form

1. Access Document Signing: Log in to your account, connect with your customer and navigate to the Co-browsing forms from the left menu of the application.

2. Select a Form: Begin by selecting a co-browse form you want to have filled out and signed by your customer.

3. Click Request: Upon request it shows your customer the form to fill up.

4. Initiate Co-browsing: Start a co-browsing session with a customer who requires assistance in completing a form.

5. Guide and Assist: Use the co-browsing tools to highlight form fields, annotate instructions, and provide real-time guidance by requesting to control remotely.

6. Track Status: Monitor the document's signing status and receive notifications

7. Wait for the Submitted Form: Customer to complete signing and submit the document. Check the completed documents.

8. Review Audit Trails: Review the audit trails for each document transaction to ensure compliance and accountability.

9. Add Signers: Specify the recipients (signers) and their signing order, if necessary. Initiate the signing process by sending it to the next signers.

Sign a PDF Document

1. Access Document Signing: Log in to your account and navigate to the Document Signing feature within the application.

2. Upload a Document: Upload the document you want to have signed.

3. Wait for the Submitted PDF: Customer to complete signing and submit the document. Check the completed documents.

4. Review Audit Trails: Review the audit trails for each document transaction to ensure compliance and accountability.

5. Add Signers: Specify the recipients (signers) and their signing order, if necessary.

Sign a Pre-defined Contract Document

1. Access Document Signing: Log in to your account and navigate to the pre-defined contract documents from the left menu of the application.

2. Select a Contract: Begin by selecting a contract you want to have signed by your customer.

3. Click Request: Upon request it shows your customer the contract to be signed

4. Wait for the Submitted Contract: Customer to complete signing and submit the contract. Check the completed contract.

5. Request the next Contract: Customer to sign another contract to complete the journey, if necessary.

6. Review Audit Trails: Review the audit trails for each document transaction to ensure compliance and accountability.

7. Add Signers: Specify the recipients (signers) and their signing order, if necessary. Initiate the signing process by sending it to the next signers.

Conclusion

The Document Signing Feature in Digital Connect Application simplifies and enhances the document signing process, making it efficient, secure, and legally compliant. Whether you're managing contracts, agreements, or forms, our feature provides a streamlined solution to accelerate document transactions.

For detailed instructions and support, please contact our customer support team. Thank you for choosing Digital Connect for your document signing needs!

Quick Video