Digital signature - Packaged documents

Packaged multiple documents in a digital signature request (envelope)

FACTS Online support packaging of multiple documents into a single signature request. This feature serves a typical scenario of packaged documents sent to client or coversheet added to a standard document.

FACTS Online digital signature module is based on the PDF file format and backed by Global Sign. The signature workflow has two steps: signature request and signing.

How to setup packaged signature request

Signature request starting points are the dashboard, client vault and update setup page.

Signature request from the dashboard

  • Click "Create a signature request".

  • Signature request
  • Search and select a primary client for signature request or add a new client.

  • Signature request
  • Select an existing file or upload a new file.

  • Signature request
  • Continue below.

Signature request from upload file window

  • Go to client vault.
  • Drag and drop or upload files to the client.

  • Signature request
  • At the upload window, notice client sharing and select Upload & Signature.

  • Signature request
  • Continue below.

Signature request from client vault

  • Goto client vault
  • Tick files for signature and click "Signature" at the top bar or
  • Tick signature column "(off)" and add other files later.

  • Signature request

Continue signature request.

  • File tab: review selected files, click add files.

  • Signature request
  • Select file from client vault or upload files

  • Signature request
  • Order of files is set up using up/down icons.

  • Signature request
  • Click next for recipients.
  • Add recipients if required.

  • Signature request
  • In case of multiple recipients, Select signature order type.

  • - No order means all signatures will receive a notification at the same time and sign as soon as possible.
    - Must sign in order means requests will be sent to users in the selected order. Clients will have no access to signature until it is their turn to sign
  • In case of ordered signature, setup order of recipients (top to bottom)

  • Signature request
  • At the position tab, located signature at documents.
  • Click a recipient name at the top and scroll down to the signature location.
  • Note files name in case of multiple files to assist with orientation in long documents. Page numbering is also by a document and the entire request.

  • Signature request
  • At Submit signature tab, setup signature request name and client notification.
  • Naming a signature request will assist clients in locating the request in case of login and multiple documents.

  • Signature request
  • Client notification will be sent to all clients in case of no order or by order of signature.

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