Note that being able to add signers to documents (and sign) digitally, is dependent on your company agreement with SameSystem. If you are unsure, please reach out to your administrator.
To start, make sure you have created the document that needs signing. Check out the below articles if you need any assistance on doing this;
In this article, we'll learn how to add signers to a document while creating it, and how to send documents through the digital signature process.
How to add signers to a document
1. When you create a document you'll be able to add signers at the very last step of the process. Your view should look something like the picture below. Press Add signature to start adding the signers.
2. Automatically, a new section appears, called '@ Digital signature'. By default, the employee's name is added to the signature flow. Press Add signee to add more signers.
If the employee is under 18 years old, a 'legal guardian' will appear as a signer in addition to the employee. Click here to read more about how the signing process works when a legal guardian is involved. Before sending, ensure that the document does not already contain existing signatures, as all signatures must be added digitally via the SameSystem platform.
3. Add the necessary signers, and press Create when you are ready.
All done! Now, let's move on and learn how to send the document as well;
Troubleshooting Common Issues
If your document requires multiple signatures, ensure it is sent using the SameSystem platform to guarantee all parties can sign digitally. Verify that the document uploaded does not already have signatures to adhere to the system's standards.
How to send documents to digital signing
1. Start by heading over to the Contract list via Tools - Overviews - Contracts, or by hitting the button below;
2. Locate the contract in the New tab, and click on it. A signing section should appear on the right side of your screen.
Here you can see all the added signers, and you even have the option to add more, in case you forgot any. You also have the option to add additional documents by clicking Upload, but note that your main document(s) have been added already so you do not need to add those. Troubleshooting Tip: Double-check that the uploaded document does not contain any pre-existing signatures. This ensures that all parties will sign digitally through the eSignature platform.
4. Press Send at the bottom right corner when you are ready 🎉
The document will be sent to the signers' email addresses, where instructions on how to sign are included.
You can track all documents requiring signature by clicking on the tabs in the Contract list; New / Pending / Expired / Completed.
You can also track the status for the specific document after it's been sent to signing, by clicking on it the Pending tab. Small icons next to the signers' name indicate at what stage the signing process is; - Hourglass: Waiting to be signed - Green check-mark: Signing complete
Best Practices for Efficient Signing
Assign clear roles for signatories within the SameSystem platform to simplify the process.
Encourage all parties to review and sign the document promptly to avoid delays.
Double-check the entire document for any inconsistencies or prior signatures before sending to ensure a smooth signing process.
Wondering how to sign the document?
We have a separate article that explains step-by-step how to sign a document, you can check it out by clicking here. 🙌 In this article, we also explain how to add a legal guardian, if you're looking for assistance concerning that area specifically.
Help & Support
If you have any questions or concerns regarding this feature, please do not hesitate to contact our Support-teams. They are ready and happy to help 😃
🖥️ Web/PC: Click on the blue bubble at the bottom right corner.
📲 App: Click More, followed by Contact support.