ViewSign Cloud User Guide Create and Send Envelopes

Create and Send Envelope

To create a new envelope (or documents you want to have signed), just click on “New Document” or directly click “Upload” on the Dashboard. In addition, if you upload a document via Microsoft Office Plugin (available in the user menu top-right), you can select it from the Clipboard.

To send an envelope you have to go through three steps:

1. Create envelope and define its workflow
2. Designer to place signature and form fields
3. Send Envelope

You also can save the envelope as Draft or Template.

(1) Create Envelope

When you create a new envelope, you can set at least the following parameters:

• Envelope: Name of the envelope and if you want to prevent the envelope from sharing in your team
• Documents: The documents in the envelope
• Recipients: define recipients and their order (sequential or parallel)

• Recipient Types:

• Needs to Sign: the recipient must sign the document to continue the workflow
• Receives a copy: the recipient gets a copy of the documents via email, the workflow continues automatically
• Needs to acknowledge: the recipient must open the document to continue the workflow
• Bulk: optional feature to split the document to send a unique document to recipients defined in the bulk
• Automatic Remote Signers: optional feature to sign with an automatic remote signature (For more information: Advanced User Guide)
• Needs to Sign (PKCS#7): optional feature to sign a document with a PKCS#7 signature (For more information: Advanced User Guide)

• Authentication: define if the recipient has to authenticate

• Access Code: The recipient has to enter the code to open the envelope (pre-shared code)
• SMS Code: The recipient receives a SMS with the one-time-password (OTP) to open the envelope
• Windows-Live Authentication
• OAuth / SAML / BankID as optional authentication methods (if available and configured)

• Personal Message for recipient and language
• Settings for Digital Remote Certificates, Disposable Certificates and SMS-OTP signature (optional)

• Message: Define the message and subject for the envelope
• Document Visibility: optional feature, which allows to define the document visibility defined by recipient (only if you use more than one document in the envelope and more than one recipient)
• Meta Data: if enabled, the sender can add metadata to the envelope (e.g. for hybrid use cases)

To create an envelope following steps are necessary: Name the envelope, upload a document, select one to many recipients, (additional) design a personal message. The next figures will show you exactly how to create an envelope.