Document Sharing - A Document Owner's View
SigningHub allows configuring a customised document approval process (workflow) according to your business needs. You can add signers, meeting hosts, editors, reviewers, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders and much more in a document workflow. This configuration process is also called document preparation. The set configurations can also be saved in the form of a document template for future use. The saved template can then be applied to similar documents for efficient and robust re-usability of these workflow configurations.
Document preparation
Click the "Documents" option, available in the navigation panel. (You can also start a new workflow from your dashboard by clicking on the 'Sign a new document' button.)
Clicking on the 'Sign a new document' button.
The 'Documents' screen will appear.
Add documents to the workflow.
Configure document certification settings, as required (optional).
Use miscellaneous document-related utilities, as required (optional).
Apply a template on your document, as required (optional).
Merge the documents
Add recipients, electronic seals, and placeholders, as required.
Click on the 'Continue' button to proceed to the 'Recipients' screen.
Configure the 'I am the only signer' toggle.
Configure the signing order.
Configure special privileges for each recipient/placeholder, as required (optional).
Configure recipient permissions.
Configure document access security.
Configure workflow reminders.
Configure post-processing preferences.
Click the "Continue" button to proceed to the document viewer screen.
Configure miscellaneous preferences as required (optional).
Add attachments to your workflow.
Add data fields in the workflow as required.
Add signature fields for the recipients.
Add in-person signature fields for the recipients (optional).
Add initials fields for the recipients (optional).
Add form components in the document (optional).
Add a QR Code in the document (optional)
Configure form-filling settings (optional).
Add an email message and workflow comments (optional).
Once you are done with the required configurations, click the "Send" button to send off the documents package.
Whenever a document package is shared, the workflow quota of the respective document owner's account is consumed, and hence the available count is decreased by one.
SigningHub embeds fonts, graphics, annotations, and other necessary content within a PDF file to make your documents fully compliant with the PDF/A-1b standard. This content embedding is required by ISO 19005-1 and is usually associated with a document's visual appearance. However, a processed PDF through SigningHub may show non-compliance with the PDF/A-1b standard, when a Date field or transparent PNG image rendering is used in it.
On Sharing, if any of the recipients set the gatekeeper under Delegate Settings, then first of all documents will be forwarded to that gatekeeper, after the gatekeeper approval document will be shared with the intended recipient.
On Sharing, if any of the recipients set the delegate under Delegate Settings, then all documents will also be forwarded to the contact configured as a delegate for that period along with the intended recipient.
If the "Set Document Access Authentication for all recipients" option is enabled against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Access Authentication" is set for all the recipients in the workflow.
If the "Set Document Signing Authentication for all recipients" option is enabled against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Signing Authentication" is set for all the recipients in the workflow.
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