An EviSign allows the signature of any electronic document remotely, between one or more people, from any device or over the Internet without the need to install any additional software. The user uploads the document to be signed on the platform and sends it to the signers by email or SMS. The signers can accept or reject with just one click and Evicertia is in charge of put that on a record and giving it legal force.
Evicertia certifies the identity associated with the communication channel (for example, it certifies that the person reads and signs, it is actually the one who has access to the email inbox), certifies the content and many other associated events, such as delivery acknowledgments of the signed content.
To send a new EviSign from Evicertia website, there are two options:
- Option Certified signature, and on the right, Submit now.
- From the upper drop-down menu, select New... And then, EviSign.
The screen where EviSign is configured is the one shown in the following:
- Clean: It cancels the process of composing the message.
- Save: It allows to save the EviSign as a draft, until the issuer finally sends it.
- Preview: It generates a preview of the delivery outcome showing all the elements, the main document and attachments, attachments, signers and
- Submit now: It sends the message to the email account defined in “To”.
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CustomFields WEB RegistrationTo register additional CustomFields, click on the site settings icon. And on the next page, change the organization settings. Finally go to the EviSign settings tab.
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CustomFields WEB ExamplesThis CustomField is a single field, which is not mandatory, and has to be a reference between 1 and 15 characters. It is also added to the quick search or LookUpKey. Note: CustomFields always start with "[{" and end with "}]".
The following example are four independent fields:
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Fields to completeThe fields to complete in the process of issuing an EviSign are shown below:
*Note: The PIN code has a life time of 60 minutes, after this time it will be necessary to request another PIN code. The number of 9 attempts to correctly enter the PIN code sent is also established.
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EviSign with two signers and one reviewerFrom the screen “New EviSign”, fill in the reviewer's data in the first signer field. By checking “Reviewer”.
The next step is to configure the EviSign options. Finally, attach the PDF that you want to send to the signature and write the subject with a brief description of what you are going to sign and send it by clicking on the button “Submit now”.
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EviSign with Annexes and signatureFrom the screen “New EviSign”, fill in the recipient's data in the first signer field.
For the annexes to be explicitly signed, you must check “Require differentiated acceptance of annexes”, this field is found in “customize options” in section “Signature process”.
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Delegated signingFrom the screen “New EviSign”, fill in the first field of the signer with the recipient's data:
Once EviSign has been configured, a subject indicated and the PDF document added for signature, it is sent.
On the EviSign detail screen, when you press Accept, a box will appear with a “Delegated signature code”, field, which must be filled in with the code that the signer has received in a SMS. Once the field is filled in, you must click on “Send” and a message will appear informing that the operation has been carried out and the signature process can begin by the delegate person.
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Generate Signed Document (GSD)The activation of this option will generate a new PDF document, with the original content, in which the signatures of each signatory will be inserted. In addition, these signatures will be graphically represented in the document if the signature position values are added for each signatory. This new document is independent of the affidavits generated during the signing process. To activate it we have to select the option "Generate PDF document with the signatures of the certification and each signatory": If we have configured one or more personalized certificates for our site and user, we can choose one of them to certify the content of the document. If we do not have any certificate configured this option will not display. |
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