How to initiate a signing process
Admins & SuperAdmins can send PDF files for digital signing from the Documents module.
You'll need a PDF: If you haven't already, import a document structure from zip, or simply drag and drop a PDF file into the desired folder in the Document module.
Select 'Request signatures': Click 'request signatures' in the dropdown menu on the right side of the document.
Select contacts: Add contacts to send the document to, note that only active contacts (those that have been invited) will be available.
Send & track progress: Hit the blue 'Request signatures' button. Signing parties will receive an email with a link to the document and you'll be able to track the progress from the digital singing dashboard.
Only PDF files can be sent for signing.
How to sign the document
The contacts that are invited to sign a document will receive an email with a link to open the document and sign. The email is sent from replyto@ownersroom.com and use the header 'Document to sign from (Company Name)'.
Recipients then click the blue button and get directed to their unique document singing process, which opens in their browser.
An arrow will guide to the 'Next' button, which will open a pop up dialog with a button to 'Sign'.
When all parties have signed, the document is finalized, digitally "stamped" and sealed and each party will receive a copy by email.
The admin will see that the new, signed version of the document has replaced the old unsigned version in the same location where the process started.
Errors, failed signing processes and 'Rejects'
We highly recommend to double check the list of signatories before sending a document to signing.
When a document has been sent for signing, it is not possible to change the document or the list of signatories (people that are invited to sign). The solution is usually to start over.
Documents sent for signing includes an option to reject the document. When a signatory rejects a document the process stops and no other signatories will be able to sign the document. Admins will be notified and will be able to see who've rejected a document in the Document signing dashboard.
Not receiving the sign document-email? Please check the following:
Spam filter / junk? Search for emails from replyto@ownersroom.com, titled "document to sign from (Company name)".
Correct email? Admin check that the email sent to is up to date and not misspelled. Look up the document in the Document signing tab, and click to review the list of recipients.
If a document has been sent to an incorrect email address, please get in touch.
Document expired? Document sent for signing will automatically expired if the processes is not finished within 3 months. Admins can prolong the signing period and send reminders to remaining signatories.