Request signatures using OpenSign™

Interface Overview

The OpenSign™ Request signatures interface is designed to streamline the process of creating, preparing, and sending documents for electronic signature.

How to Create and Send a Document for Signature with OpenSign™

Step 1: Begin New Document Creation

• Navigate to Request Signatures form: Start by navigating to 'Request Signatures' from the main menu to initiate the creation of a document for signatures.

Step 2: Uploading Your Document

• [2] Choose File: Once the "Request signature" page opens, click here to select and upload the document file from your computer that needs to be signed.
• [3] Choose File from Dropbox: Click the dropbox icon to select the document file from your dropbox account.

Step 3: Entering Document Details And Signers

• [4] Title (Required): Input the title of your document. This identifier will be visible to signers and in your document management.
• [5] Signers: Use the dropdown to select existing signers or use the addition button to add a new signer who needs to sign the document. (Here, add the signer's details such as name, email, and phone number).
• [6] Note: Optionally add a note to give context or instructions regarding the document.

Step 4: Organizing Your Document

• [7] Folder: Select a folder where you want the document to be stored, or leave it to default to the 'Root' folder. You can browse your documents in a beautiful explorer view by navigating to "OpenSign™ Drive".

Step 5: Setting the Time Frame

• [8] Time To Complete (Days) (Required): Specify the number of days the signers have to complete the signatures. After that, the document will no longer be available for signing.

Step 6: Set the sending order

• [9] Send in Order
  • If you choose:
  • Yes: Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order.
  • No: Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants. Select the option that best suits the needs of your document processing.

Step 7: Auto reminder (feature only avilable for the subscribed user)

• [10] Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.
• Remind once in every (Days): Here, you can set the number of days for the reminder.

Step 8: Proceed to Document Creation Panel

• Next: Once all the necessary fields are filled, click this button to proceed to create the document for signing.
• Cancel: If you need to start over or make changes, click this button to clear the form.

Step 9: Document creation

• [1] Add signature widget: Once your document is loaded in the document creation panel, you'll need to add a signature widget for each signer. OpenSign provides an intuitive interface for this task. Select the signer from the right side panel, click on the signature widget, and position it where the signature is required. Use the option on the right side to add recipients if you need to include additional signers. You can place multiple signature widgets for each signer, as required.

  After placing the Signature widget, you will see the options on the widget such as:

  • Add Signer/Change Signer: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy Signature: Clicking on this option reveals the following choices.
    • All pages: It will copy the signature widget to all pages.
    • All pages but last: It will copy the signature widget to all pages except the last page.
    • All pages but first: It will copy the signature widget to all pages except the first page.

• [2] Add other widgets: Depending on your needs, you can include additional widgets such as:

• Stamp: After placing the Stamp widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
  • Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy Stamp: Clicking on this option reveals the following choices.
    • All pages : It will copy the stamp widget to all pages.
    • All pages but last: It will copy the stamp widget to all pages except the last page.
    • All pages but first: It will copy the stamp widget to all pages except the first page.

• Initials: After placing the Initials widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
  • Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy Initials: Clicking on this option reveals the following choices.
    • All pages : It will copy the stamp widget to all pages.
    • All pages but last: It will copy the stamp widget to all pages except the last page.
    • All pages but first: It will copy the stamp widget to all pages except the first page.

• Name: After placing the name widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the name widget.

• Job title: After placing the job title widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the job title widget.

• Company: After placing the company widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the Company widget.

• Date: After placing the date widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can choose from various date formats.
  • Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the date widget.

• Text: After placing the Text widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Copy : Clicking on this you can ducplicate the Text widget.

• Text Input: After placing the Text Input widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the Text Input widget.

• Checkbox: Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there is few optiona available like you can set Minimum check, maximum check also whether this check box is readonly also hide label option.

  • Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the image widget.

• Dropdown: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there is few option available like you can set default value, also whether this dropdown is required or optional.

  • Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the image widget.

• Radio button: Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there is few option available like you can set default value, also whether this radio button is readonly also hide label option.

  • Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the image widget.

• Image: After placing the Image widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.
  • Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can ducplicate the image widget.

• Email: After placing the email widget, you will see the options on the widget such as:

  • Setting icon: By clicking on the option, you can set the color and font.
  • Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.
  • Copy : Clicking on this you can duplicate the email widget.

Step 10: Next:

• Next: After adding the widgets and signatures, click the 'Next' button. The document will then be created.

Step 11: Send Mail

After finishing the document creation, a 'Send Mail' popup will appear, offering options to Send Email, Customize Email, Copy Link, or Share the document.

• Send Email: Click the 'Send' button to send the document for signing to all signers. If the sending order is set to 'Yes', it will send the document to the first signer.

• Customize Email: Click the 'Customize Email' button to open the email editor. Here, you can set variables and customize the content. After clicking 'Send', the document will be sent for signing to all signers, or if the sending order is set to 'Yes', it will be sent to the first signer with the customized email.

• Copy Link: You can copy the link to sign the document.

• Share: Use this option to share the document via email, WhatsApp and other Windows apps

Signers Signing Process

Step 12: Email OTP verification

Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.

Step 13: Finalizing the Process:

After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature.

After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,.

• The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer.

• If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate.

Additional Information

• All fields marked with an asterisk (*) must be completed before the document can be submitted.
• Ensure that the document format is supported by OpenSign before uploading.
• Signed documents can be accessed in the designated 'Root' folder or the one you have specified.

If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

Happy signing with OpenSign™!