E-signing is a great tool to get your contracts signed by all parties involved, securely, with minimum effort, in a GDPR friendly manner.
When the contract is ready, you can send it out for signing by going into the contract view and clicking the E-signing tab. The person responsible for the contract will automatically be added as your organization's signer. And if a counterparty has been selected, the responsible person from that counterparty will automatically be added as a signer.
Both of the automatically selected options can be removed by clicking the X-symbol. The contact information for both these users can be edited by clicking the pen symbol.
Additional signers can be added by clicking the Add Signer button.
You can select the signing method for each signer by using the drop-down menu. Both Email and PIN by SMS are valid methods of signing, but it's recommended that you use your local eID/BankID option when possible as these provide a higher level of security.
The contract that was uploaded previously will be selected as the main contract to be signed. Additional documents, such as appendices can be added by pressing the Add Document button. If you want to change which document should be the main document, and thereby be signed, flip the main document switch off for the current main document and select the document you wish to be signed instead.
You're now ready to start the signing process. When you press the Start Signing button a pop-up will appear where you get to define the order of the signatures by dragging and dropping the names of the signers. The person on top of the list will sign first.
When you're satisfied with the order, press Send. An email will be sent out to the signer. Follow the instructions in the email and finish the signing process.