The digital signature module allows you to manage the signing of documents through the Ezzing platform.

Sending documents for signature can be done manually or automatically.

SEND FOR SIGNATURE AUTOMATICALLY

Where can I find this option?   → Settings → Opportunity types and processes.

To configure the digital signature automatically, we will have to introduce this automatic action at some point in our flow.

We need to configure the automatic digital signature action for each of the types of opportunities we want to have this option for.

Once we are in the flow configuration, we have to select the sub-state in which we want to configure the automatic action of sending for signature.

This automatic action can only be configured at one point in the flow.

Next, in the “actions” section, we open “actions on opening” or “actions on closing” depending on whether we want to send the documents for signature at the opening or closing of that sub-state.

In the drop-down menu of automatic actions, we select “Automate sending of digital signature document”. We will have to choose the label of the reports or documents that we want to be sent for signature, as well as who will receive this document (we can select more than one in this section).

If we do not click on “Save”, the changes made are lost.

SEND FOR SIGNATURE MANUALLY

From the platform, we can send documents to be signed manually.

Where can I find this option?   → Opportunities → Desired opportunity à Attachments

Once we are in the “attachments” section, we must find the document we want to send for signature. To access a folder, we will double-click on it.

Once the document has been found, we must select the checkbox on the left and click on the “Send documents for signature” button.

We can select as many people as the drop-down menu offers.

HOW TO SET UP THE DOCUMENT SO THAT IT CAN BE SIGNED?

In order for a document to be signed, the document must contain the signature variable.

On our computer, we open the Word document. Next, we choose at which point (or points) we are going to specify the client's signature. And at these points in the document, we must enter the variable |PLACE-SIGNATURE-HERE|.

If this is not the case, the document will be sent, but the "signature" option will not be available once it is opened.

It is important to note that the signature variable will be visible in the signed document. Therefore, at Ezzing, we recommend saving the document with the signature variable in white and without a shape outline (or also in white).

RECEIPT OF THE E-MAIL AND DOCUMENT TO BE SIGNED.

Once we have sent the document to be signed (manually or automatically through the flow), the recipient will receive an email from which they can access the document to sign it digitally.

Below we show the process for the email recipient to sign the document.

The person signing the document must accept the privacy policy in order to submit the signed document.

SAVE THE SIGNED DOCUMENT.

Additionally, the person who signed the document will receive a signature confirmation email with the signed document attached.

Once the document has been digitally signed, it will be registered within the client's opportunity on the platform.