‘Quick Sign’ is a fast eSigning method with a three-click process, no OTP verification, and no third-party integrations. It prioritizes speed and simplicity, ideal for situations where additional security features are not required.
How to set up Quick Sign?
Step 1: To activate Quick Sign, click on the Accounts tab and move to the Department section.
Step 2: Click on ‘eSignature’ and toggle on Quick Sign
Sending Journey
Step 1: Choose/ Create the document that needs to be sent for signing.
Step 2: After adding the invitee details, toggle on ‘Quick Sign’ as the signature type.
Step 3: Send out the document for signing
Signing Journey
Step 1: Open the invite received by email/SMS/whatsapp. Click on ‘Sign’
Step 2: View the document. Click on ‘Proceed’ to sign the document.
Step 3: Select the type of signature and then click on ‘Proceed’
Step 4: Provide consent and click on ‘Sign Document’ and the document will be signed
Note: In the signing journey, the audit trail shows the name of the signer. It does not consist of the email or phone number of the signer.