Creating and sending invitations to eSign
Self Upload (Stamp Paper)
Self-upload is the process of uploading the stamp paper (by you - the user) which will get affixed to the document. Self-Uploading a Stamp On the Homepage of your Dashboard, press the “New Document” button on the top-left Upload a pdf document or ...
Signing Journey Options
“Signing journey options” are to further modify the signing journey for all the invitees. By using “Signing journey options”, the sender of the document can: 1. Set the expiry of the document 2. Send a custom message with an invitation 3. Enclose the ...
Invitee level options
“Invitee level options” provide various options to further modify the signing journey for the particular invitee. By using “Invitee level options”, the sender of the document can set the retry attempts for Aadhaar signing, restricting the signer from ...
Signing Options
Each ‘Signature Type’ has its own options that can be accessed by clicking the ‘gear’ icon. Aadhaar Aadhaar authentication can be configured to take place via an: OTP Verification Biometric Verification Iris Verification The Aadhaar certificate ...
Audit Trail
Post-signing document management
After the document is signed by all parties, you can view the same in the ‘Completed’ folder, under ‘My Documents’ section of the Work Station. Double click the agreement to see comprehensive information about the document’s journey:
Completing an Invitation to eSign
Finalize Once you have configured the invitee settings, click on the blue “Next” button. This takes you to the final step of the invitation journey- “Finalize”. In case a stamp paper was attached it will appear as the first page of the document. Set ...
Configuring an Invitation
Add Invitee’sOnce on the Invite page, you have the option to add any number of invitees to Sign the document. By default, your details will be added for self - eSign automatically as shown below. You can remove your name by turning off the ‘I want to ...
Creating a document
To send the document for signing/reviewing click on the “New Document” option. Clicking on “new document” will lead to the document creation page Note: Either the document can be uploaded (only PDF format) or a template can be selected to initiate ...