ViewSign Professional User Guide: Difference between revisions
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=Sign a Document= | =Sign a Document= | ||
===Step 1:Start the Client Application=== | ===Step 1: Start the Client Application=== | ||
# Open the client application on your device. | # Open the client application on your device. | ||
# Choose the required signing method. Either sign with your mouse, mobile device or signature pad. | # Choose the required signing method. Either sign with your mouse, mobile device or signature pad. | ||
===Step 2:Open a Document=== | ===Step 2: Open a Document=== | ||
Open a document locally. The application supports PDF files only. | Open a document locally. The application supports PDF files only. | ||
===Step 3:Add a Signature Field=== | ===Step 3: Add a Signature Field=== | ||
# If the system does not auto detect any signature fields you can add them by yourself. | # If the system does not auto detect any signature fields you can add them by yourself. | ||
# Use the '''Signature''' tool to place a new signature field anywhere onto the document. | # Use the '''Signature''' tool to place a new signature field anywhere onto the document. | ||
===Step 4:Start the Signing Process=== | ===Step 4: Start the Signing Process=== | ||
Open the signing task with a double click. | Open the signing task with a double click. | ||
===Step 5:Sign the Document=== | ===Step 5: Sign the Document=== | ||
Sign the document with the device you have chosen at the beginning. | Sign the document with the device you have chosen at the beginning. | ||
=Stamp a Document= | =Stamp a Document= | ||
===Step 1:Start the Client Application=== | ===Step 1: Start the Client Application=== | ||
# Open the client application on your device. | # Open the client application on your device. | ||
# Choose the required signing method. Either sign with your mouse, mobile device or signature pad. | # Choose the required signing method. Either sign with your mouse, mobile device or signature pad. | ||
===Step 2:Open a Document=== | ===Step 2: Open a Document=== | ||
Open a document locally. The application supports PDF files only. | Open a document locally. The application supports PDF files only. | ||
===Step 3:Add a Stamp Tag=== | ===Step 3: Add a Stamp Tag=== | ||
Use the '''Stamp''' tool to place a stamp tag anywhere onto the document. | Use the '''Stamp''' tool to place a stamp tag anywhere onto the document. | ||
===Step 4:Start the Signing Process=== | ===Step 4: Start the Signing Process=== | ||
Open the signing task with a double click. | Open the signing task with a double click. | ||
===Step 5:Sign with a Stamp=== | ===Step 5: Sign with a Stamp=== | ||
Use one of the default stamps or add a new one by clicking '''Add New Logo'''. | Use one of the default stamps or add a new one by clicking '''Add New Logo'''. | ||
=Save, Send, and Print a Document= | =Save, Send, and Print a Document= | ||
===Step 1:Save a Document=== | ===Step 1: Save a Document=== | ||
# Click on the '''Save''' tool to open the Save As dialog. | # Click on the '''Save''' tool to open the Save As dialog. | ||
# Browse the desired directory and type in a file name. Click '''Save''' to save the document. | # Browse the desired directory and type in a file name. Click '''Save''' to save the document. | ||
===Step 2:Send your Document via Email=== | ===Step 2: Send your Document via Email=== | ||
# Click on the '''Email''' tool to send an email to any recipiant. | # Click on the '''Email''' tool to send an email to any recipiant. | ||
# A new message opens in your standard email client with the signed document attached. | # A new message opens in your standard email client with the signed document attached. | ||
===Step 3:Print a Document=== | ===Step 3: Print a Document=== | ||
# Click on the '''Print''' tool to start the printing process. | # Click on the '''Print''' tool to start the printing process. | ||
# A print dialog pops up, where you can select the desired printer. | # A print dialog pops up, where you can select the desired printer. | ||
=Add an Attachment= | =Add an Attachment= | ||
===Step 1:Start the Attach Tool=== | ===Step 1: Start the Attach Tool=== | ||
Click on the '''Attach''' tool to open the browse dialog. | Click on the '''Attach''' tool to open the browse dialog. | ||
===Step 2:Open a File from Storage=== | ===Step 2: Open a File from Storage=== | ||
Choose the file you want to attach to the document and click '''Open'''. | Choose the file you want to attach to the document and click '''Open'''. | ||
===Step 3:Add Different Types of Attachments=== | ===Step 3: Add Different Types of Attachments=== | ||
# In the attachment dialog you can replace the chosen document again through using the '''Open''' button. | # In the attachment dialog you can replace the chosen document again through using the '''Open''' button. | ||
# Choose whether you want to add the file as an additional page or as an attached file. | # Choose whether you want to add the file as an additional page or as an attached file. | ||
===Step 4:Attach a Document Through Scanning=== | ===Step 4: Attach a Document Through Scanning=== | ||
Use the '''Scan''' tool to open the scan dialog. | Use the '''Scan''' tool to open the scan dialog. | ||
===Step 5:Attach a Scan=== | ===Step 5: Attach a Scan=== | ||
In the dialog select the source to scan/snapshot from. Choose whether you want to add the file as additional page, as an attached file or as new PDF. | In the dialog select the source to scan/snapshot from. Choose whether you want to add the file as additional page, as an attached file or as new PDF. | ||
===Step 6:View the Attachments=== | ===Step 6: View the Attachments=== | ||
The file is either attached as an additional page at the end of the current document or if it is an attached file, you can view it in the left side bar. | The file is either attached as an additional page at the end of the current document or if it is an attached file, you can view it in the left side bar. | ||
Revision as of 07:00, 1 September 2020
Sign a Document
Step 1: Start the Client Application
- Open the client application on your device.
- Choose the required signing method. Either sign with your mouse, mobile device or signature pad.
Step 2: Open a Document
Open a document locally. The application supports PDF files only.
Step 3: Add a Signature Field
- If the system does not auto detect any signature fields you can add them by yourself.
- Use the Signature tool to place a new signature field anywhere onto the document.
Step 4: Start the Signing Process
Open the signing task with a double click.
Step 5: Sign the Document
Sign the document with the device you have chosen at the beginning.
Stamp a Document
Step 1: Start the Client Application
- Open the client application on your device.
- Choose the required signing method. Either sign with your mouse, mobile device or signature pad.
Step 2: Open a Document
Open a document locally. The application supports PDF files only.
Step 3: Add a Stamp Tag
Use the Stamp tool to place a stamp tag anywhere onto the document.
Step 4: Start the Signing Process
Open the signing task with a double click.
Step 5: Sign with a Stamp
Use one of the default stamps or add a new one by clicking Add New Logo.
Save, Send, and Print a Document
Step 1: Save a Document
- Click on the Save tool to open the Save As dialog.
- Browse the desired directory and type in a file name. Click Save to save the document.
Step 2: Send your Document via Email
- Click on the Email tool to send an email to any recipiant.
- A new message opens in your standard email client with the signed document attached.
Step 3: Print a Document
- Click on the Print tool to start the printing process.
- A print dialog pops up, where you can select the desired printer.
Add an Attachment
Step 1: Start the Attach Tool
Click on the Attach tool to open the browse dialog.
Step 2: Open a File from Storage
Choose the file you want to attach to the document and click Open.
Step 3: Add Different Types of Attachments
- In the attachment dialog you can replace the chosen document again through using the Open button.
- Choose whether you want to add the file as an additional page or as an attached file.
Step 4: Attach a Document Through Scanning
Use the Scan tool to open the scan dialog.
Step 5: Attach a Scan
In the dialog select the source to scan/snapshot from. Choose whether you want to add the file as additional page, as an attached file or as new PDF.
Step 6: View the Attachments
The file is either attached as an additional page at the end of the current document or if it is an attached file, you can view it in the left side bar.