Digital Signature Workflow | ABOSS

Digital Signature is a convenient and efficient way to get contracts signed quickly and securely. In this article, we will guide you through the process of setting up and requesting digital signatures using our platform.

Table of Contents

Preparation for Digital Signature
- Set-up Billing
- Digital Signature-proof Templates
- Mail Templates
- Uploading Your Signature
- Permissions Check
Digital Signature Workflow Steps
- Create a Contract
- Pre-sign the Contract
- Requesting a Digital Signature
  - Select Contacts
  - Add a Message to Your Request
  - Summary
After Requesting a Signature

1. Preparation for Digital Signature

Follow these steps to ensure you're ready to request digital signatures:

Set-up billing: Based on the size of your plan, you first have a few free requests to send out monthly. After you've used your free requests, each additional request will be charged at €0.75. To get started, set up billing. Learn more in this article.
Digital Signature-proof Templates: Prepare your contract templates. If you update your template, you can specify where signatures should be placed. Without this customization, signees can choose where to sign and add comments on the contract. It's recommended to opt for the first approach for a smoother process.
Check out this article for the a step-by-step guide.
Mail Templates: Ensure your mail templates are set up correctly. Find all the details you need in this article.
Signature: In order to sign contracts digitally yourself, you must upload a signature to your personal profile. This article explains what to do.
Permissions: Check if you have the necessary permissions for Digital Signature, ensuring you're authorized to make changes. Check out this article on permissions for detailed insights.

2. Digital Signature Workflow Steps

1. Create a contract

Begin the Digital Signature journey by setting up your contract. Make sure a client contract contact is linked. We recommend to use a Digital Signature-proof template. This template ensures that all signatures are placed in a designated place and no comments can be added during the signing process.
Without the template-customization, signees can choose where to sign and add comments on the contract. We recommend to opt for the first approach for a smoother process.

2. Pre-sign the contract

Make sure that your contract is ready to be sent by clicking the blue 'View PDF' button to view the final document.

Pre-sign the contract by checking the pre-sign checkbox.

3. Requesting a Digital Signature

Click the blue 'Request digital signature'-button. A pop-up will appear.

1/3 Select contacts

Here you will see:
The signee's name.
The client contract contact to whom the contract will be sent.
The option to add a contact to be notified. Note: the notifyer cannot have the same mail adres as the sender

When ready, click 'Next step'.

2/3 Add a message to your request

Here you will have the option to:
Edit your subject.
Select and edit your mail template.
Attach a file to your email, such as a technical rider, terms & conditions, etc. The document will not be integrated into your contract PDF; instead, it will be included as an attachment in the email. To ensure that they are considered an integral part of the contract, we recommend referencing the relevant documents in the contract.
Additionally, it will be part of the ZIP file you receive once the contract has been signed.

When ready, click 'Next step'.

Note: clicking 'Back' will undo any changes made.

3/3 Summary

Here you have the option to:
Enable automatic reminders.
Agree to the terms and conditions of SignRequest to proceed.

When you're all set to request the signature, click 'Request signature' to send out the request.

Note: clicking 'Back' will undo any changes made.

An email will be sent to all participants. When the document is signed, all participants will receive an e-mail with the signed contract and files.