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Applying Digital Signatures

 

Any user that has a digital certificate issued to them by Docsvault administrator can digitally sign a document.You can sign a document to attest to its contents or approve the document in a normal approval workflow.  

 

Docsvault's Digital Signature add-on is also compatible with our Desktop & Web Clients. Users can sign documents from anywhere using desktop client and standard web browser. You can even collect digital signatures in person from others e.g signing contracts or obtaining customer signature for approvals, etc.

 

In addition to usual PDF documents, Docsvault also allows you to sign Word, Excel, Text and Tiff files and convert them to digitally signed PDFs.

 

Digital Signature includes annotations that streamlines the signing process for faster document turnaround and better user experience.
 

•Signatory's details: full name, first name, last name, email address, position, date

•Text boxes

•Place full signature or just initial

•Option to get signature from others in person

 

 

 

To sign a document

•Import your file in Docsvault

•Right click on the file and click Sign Document.  

•This will open the document in a new Sign Document tab. This is your main signing dialog where you can sign documents

•To sign or add annotations you need to select the page of your document that you would like to work with first. Click on the Thumbnail icon at the right by scrolling through the page guide to locate the page you want.

•Select the appropriate Annotations icon from the left panel

 

Manage Sign: Allows you to manage your personal preferences, such as your name, title, company's name, initials in addition to your signature and initials. You can either draw your signature, select from many available styles or upload an image of your signature.

 

 

Sign: Click to use the signer's full signature

Initial: Click to use the signer's initials

Date Signed: Click to add signature date

Name: Click to use the signer's full name

First Name: Click to use the signer's first name

Last Name: Click to use the signer's last name

Email Address: Click to use the signer's email

Company: Click to use the signer's company name

Title: Click to use the signer's job title

Text: Allows you to add multi line text box

Checkbox: Allows you to added check marks

Cross: Allows you to insert cross marks

 

•Click on the icon and place it on a document at desired location. The guide box can be re-sized dragging the corners.

•When you're done signing your document, click DONE from the top right corner of the signing window. Docsvault will automatically put a date and time stamp under the signature. The value and format of the date field will match either your computer when using the desktop client or your web server when using the web client. 

 

Your document with the signature would appear in the document listing. If you had signed a Word, Excel, Text or Tiff file, it will automatically be converted to digitally signed PDF. You can then export, print or email the signed document.

 

 

Getting In Person Signatures

 

 

Getting signatures on a document in personal is quick and easy with Docsvault. Using the "Get Sign" or "Get Initials' option in the web signature window, you or your staff can easily have a third person scribble their signature using a touch screen or mouse. For example, insurance agent can meet with a client to review a health insurance policy and get the approval by asking them to sign a document right on their tablet or laptop.

 

 

To Get Signature in person
 

•Right click on the PDF file and click Sign Document

•Click Get Sign or Get Initials on the level panel. Collect the signature or initials from signer as in the images below

•Click Save and place the cursor where you wish to apply the signature