ViewSign Professional User Guide: Difference between revisions

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===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=

Revision as of 07:09, 1 September 2020

Sign a Document

Step 1: Start the Client Application

  1. Open the client application on your device.
  2. 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

  1. If the system does not auto detect any signature fields you can add them by yourself.
  2. 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

  1. Open the client application on your device.
  2. 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

  1. Click on the Save tool to open the Save As dialog.
  2. Browse the desired directory and type in a file name. Click Save to save the document.

Step 2: Send your Document via Email

  1. Click on the Email tool to send an email to any recipiant.
  2. A new message opens in your standard email client with the signed document attached.

Step 3: Print a Document

  1. Click on the Print tool to start the printing process.
  2. 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

  1. In the attachment dialog you can replace the chosen document again through using the Open button.
  2. 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.

Use Additional Features: Text, Draw, Stepping, Undo

Step 1: Add Text to the Document

  1. Click on the Text tool to add a text annotation to the document. Type in your text.
  2. Place it in position and resize it by clicking the diagonal arrow icons. Leave annotation mode by clicking any button.

Step 2: Activate the Drawing Tool

Click on the Draw tool to start the draw mode.

Step 3: Draw

  1. From the menu choose the color and define the width of your drawing stencil.
  2. Draw using your mouse in a freehand mode within the document. To exit this mode click another function.

Step 4: Work with the Stepping Tool

Click on the Stepping tool to start the first signing task automatically. The stepping tool allows you to step through all signature dialogs.

Step 5: Use the Previous Action

By pressing the Undo button, a popup appears that allows you to confirm the undo of the last action.

Add Date to Signing Dialog

Protect a Document with a Password

Edit the Options

Configure a License

Contact our Support