Quickstart Guide (xyzmo Client)
xyzmo Client for Windows
Learn how to capture a signature and seal an electronic document on various devices. Also, prepare your documents for signing using all Xyzmo Client features.
Step 1: start xyzmo client for windows and choose a recording device.
Step 2: Open a PDF file.
Step 3: Add a signature field.
Step 4: start the signing process.
Step 5: sign the document.
Step 1: Open xyzmo client.
Step 2: Open a PDF document.
Step 3: Add a stamp tag.
Step 4: Start the signing process.
Step 5: sign with a stamp.
Step 1 - To save your document, click on the Save tool to open the "Save As" dialog. Next, navigate to your preferred directory and enter a file name. Finally, click Save to complete the process.
Step 2 - To send an email to any recipient, simply click on the Email tool. This action will open a new message in your default email client, complete with the signed document attached.
Step 3 - To initiate the printing process, simply click on the Print tool. This action will open a print dialog, allowing you to choose your preferred printer.
Step 1 - Click on the Attach tool to open the browse dialog.
Step 2 - Choose the file you want to attach to the document and click Open.
Step 3 - In the attachment dialog, you can replace the selected document by using the Open button. Next, choose whether you want to add the file as an additional page or as an attached file.
Step 4 - Use the Scan tool to open the scan dialog.
Step 5 - In the dialog select the source to scan/snapshot from. Choose wheter you want to add the file as additional page, as an attached file or as new PDF.
Step 6 - The file is either attached as additional page at the end of the current document or if it is an attached file, you can view it in the left side bar.
Step 1 - To add a text annotation to the document, click on the Text tool. Enter your text in the provided field. After that, position and resize the annotation by using the diagonal arrow icons. Exit annotation mode by clicking any button.
Step 2 - Click on the Draw tool to start the draw mode.
Step 3 - Begin by selecting a color from the menu and setting the width of your drawing stencil. Next, use your mouse to draw freely within the document. To exit this mode, simply click on a different function.
Step 4 - To initiate the first signing task automatically, simply click on the Stepping tool. This tool enables you to navigate through all signature dialogs seamlessly.
Step 5 - By pressing the Undo button, a popup appears that allows you to confirm the undo of the last action.
Step 1 - Open the menu by clicking the Menu button on the top right.
Step 2 - From the drop-down menu choose the Options entry.
Step 3 - The options dialog will appear. In the General section, select your preferred date format from the drop-down menu. If you wish to display the time in UTC (Coordinated Universal Time), please check the UTC box.
Step 4 - Under the section Details activate the Show time check-box and save all the settings by clicking OK.
Step 5 - Finish the signing task and view the date and time at the bottom left corner of the signature field.
Step 1 - Open the menu by clicking the Menu button on the top right.
Step 2 - From the drop-down menu choose the entry Set PDF password.
Step 3 - In the pop-up enter your password twice. Click OK to set the password.
Step 1 - Open the menu by clicking the Menu button on the top right.
Step 2 - From the drop-down menu choose the Options entry.
Step 3 - Select your system language from the drop-down menu, and specify the format for date and time below. To select a default signing or sealing certificate, click the … icon. To deselect a chosen certificate, click the x icon.
Step 4 - In the Signature section you can customize your signature settings. Set the resolution language, color, font and thickness. Define the thickness and size of the signature field.
Step 5 - In the Details section, you have the option to include additional information in the signature dialog. After that, you can decide whether to display the signer’s name, the time, the reason, and the location in the signature.
Step 1 - Open the menu by clicking the Menu button on the top right.
Step 2 - From the drop-down menu choose the entry Configure license.
Step 3 - In the pop-up enter your license voucher and click Redeem Voucher. If you have not bought a license yet, click Shop to order one. Click OK to configure your license.
Step 1 - Find additional actions in the hamburger menu.
Step 2 - Choose the “Contact support” action.
Step 3 - Fill the form. Try to be precise and explain step-by-step.
SignOnPhone used with xyzmo Client for Windows
Learn how to connect your device to the Web or Desktop application, access its services, and sign your documents.
Step 1 - Ensure that WiFi is enabled on your devices and verify that they are connected to the same network.
Step 2 - Launch the desktop application and select Use Mobile Device. Next, pick your PC from the WiFi list.
Step 3 - Accept the connection request on your PC.
Step 4 - Open the signing task with a double click.
Step 5 - Sign the document on your smartphone.
Step 1 - Ensure that Bluetooth is enabled and your device is set to be visible. Next, select your device from the list of available devices.
Step 2 - Accept the Bluetooth pairing request.
Step 3 - Launch the desktop application and select Use Mobile Device. Next, choose your device from the list of paired devices.
Step 4 - Open the signing task with a double click.
Step 5 - Sign the document on your smartphone.
Step 1 - Choose a service provider and connect to it by either scanning the QR code or entering the provided token.
Step 2 - Open the web application on your PC, start a signing process, and scan the displayed QR code to connect.
Step 3 - If the QR code is not working, use the numeric token displayed below it and enter it on your smartphone to connect.
Step 4 - Sign the document on your smartphone.