ViewSign Cloud On-Premise Signer Guide

A guide for eSignAnyWhere signers

Signature Ceremony

There are two types of signers:

Non-registered Signer: User has no account on the eSignAnywhere Platform
Registered Signer: User has an account on the eSignAnywhere Platform

Default Use Case

The default use case for a signer is very simple. (1) The signer receives an email with a link to the document. (2) The signer has to open the link and sign the document. (3) Finish the document. (4) Additional download of the document He/She is guided through the document by eSAW.

Signer Opens the Link

Signer opens the link to get to the document. The layout is dynamic, to use the available area efficiently.

Sign the Document

The signer signs the document by clicking on the signature field or using the guiding.

Finish the Document

If the sender allows the recipients of the envelope to have access again after finishing and closing the envelope, you can open the finished envelope again and see all the signed signature fields and filled out form fields.

Download the Document

Optional download of the document

HTML 5 Signature Types

The next figures show you the different signature types (Click2Sign, Draw2Sign, Type2Sign) and how to sign these individual signature fields.

Click 2 Sign

This is the simplest signature type, the signer has just to click on the signature field to sign it.

Draw 2 Sign

This type allows the signer to draw his signature by mouse, finger or pen. Just an image of his signature is created and embedded into the document.

Type 2 Sign

With this type the signer has to type in his name to sign the signature field.

SMS-OTP

First of all there are two different ways to configure SMS-OTP. The first case (Phone number entered when signing) shows that the recipient can choose the phone number on which he/she wants to get the SMS. The second case (Phone number is already defined) shows that the sender define the phone number on which the recipient gets the sms.

SMS-OTP (Phone number entered when signing)

The SMS-OTP signature field is similar to the Click2Sign but with a different process (Receiving a SMS with a one-time-password). The following figures guide you through the process of the SMS-OTP signature.

After you have opened the envelope and clicked on the signature field, the following window appears:

You can select your country by clicking on the flag. Then you can see how you have to write the phone number.

After entering your phone number you get a sms and the following window appears. There you have to fill in the code which you got via sms. Please have a look at the following figures.

Once you have filled in the code the document is signed.

SMS-OTP (Phone number is already defined)

In this case the recipient has just to accept the sending of the transaction code and automatically receives a SMS on the phone number which has been chosen by the sender.

Biometric Signature

There are two ways to sign with a biometric signature in eSignAnyWhere:

1. SignAnyWhere App for iOS and Android
2. Browser with SIGNificant SignOnPhone App for iOS, Android and Windows

(1) SignAnyWhere App

The signer uses a smartphone or tablet with the preinstalled SignAnyWhere App. When the signer opens the SignAnyWhere App Link of the email the app will start automatically and load the document. The biometric signature is natively recorded and encrypted on the tablet or smartphone via the SignAnyWhere App.

(2) Browser (PC) with SIGNificant SignOnPhone App

The Biometric Signature requires a smartphone or tablet with the SIGNificant SignOnPhone App. The App is used to record the biometric signature. The smartphone or tablet is required because of security reasons to ensure high encryption and security of the biometric data. The App is available for free download in the App-Stores of iOS, Android and Windows.

Web browser: When signing a biometric signature a QR Code is generated and displayed to record the biometric signature on a smartphone or tablet.

SignOnPhone App: The SIGNificant SignOnPhone App. The signer has to select the correct server “eSignAnyWhere (significant.com)”. If you are using eSAW on premise you have to define the endpoint in the settings of the app. To change server settings the signer just selects it from the service provider list.

SignOnPhone App: Scan the QR Code in the app.

SignOnPhone App: Sign the contract in the app. The biometric data is directly encrypted on the device.

Disposable Certificate

The process of signing with a disposable certificate is different to the process of signing with the signature fields above. Therefore this explanation and figures will guide you through the process of signing with this signature type. First the signer receives an email to sign the envelope. After clicking on the signature field a new window appears that you have to accept the general terms and conditions. The next figure shows you how the agreement looks like.

After accepting all three points of the agreement you get a sms OTP. Enter the code which you got via sms and fill it in the field next to OTP. The next figure gives you an overview of the notification you get.

After entering the correct code you have signed the document successfully.

Local Certificate

If the recipient gets an envelope with a local certificate signature following window appears after clicking on the signature field:

There, the recipient can choose between his/her certificates and sign with them.

Digital Remote Signature

After clicking on the remote signature field following window appears:

After you filled in the user Id you can select the device id and OTP. The following screenshot shows the configuration:

After this configuration you can request a OTP:

Note: This is the configuration if the sender does not fill in the dates for the recipient. If the sender defines the user Id you just have to sign.

Optional Features

Signature Disclosure

If the Signature Disclosure is used, the signer will just get access to the document if he accepts the Signature Disclosure.

Authentication

When Authentication is used (e.g. SMS, PIN or Windows Live) the signer has to authenticate himself before he gets access to the document. So the content of the document is protected and access is just granted to the signer. If there are more than one authentication methods for the signer available, the signer can select the one he/she prefers.

Multiple Signature Types

The sender of an envelope can select more than one signature type, so that the signer is able to choose his/her preferred type.

Batch Signatures

With the batch signing the recipient can decide if he/she wants to sign all signatures within a document at once or each by each.

If the sender selected signature list (“preselected” or “unselected”) the recipient gets a window like in the last screenshot. If the sender selected “simple batch” the recipient gets the following window by clicking on the signature field:

If the sender selected:

• selected (required mandatory)
• or unselected (required mandatory)

you will see a window like the next figure shows:

There you can see that all required signature fields are pre selected and unchangeable, all other signatures are either preselected or unselected depending on the settings of the sender.

Delegation

If you allow recipients of an envelope to delegate the signing task (see envelope setting in Step3 or organisation settings), the recipient will see the following options:

Download Documents

After signing and finishing the document you can download several documents which are shown in the next figure.

You can either download:

1. The document with the signed signature
2. The Audit Trail
3. The document and the Audit Trail (zipped and unzipped)
4. Or the original document (without signatures)

The Audit Trail

The Audit Trail shows you all information about the document (e. g. information about the signer, the workstep, download information and more)

Following figure shows an example of an Audit Trail:

Document and Audit Trail (zipped and unzipped)

If you download both PDF unzipped you get one PDF containing both documents (e. g. first page is the Audit Trail, second one is the signed document). If you download both PDF zipped you get two PDF one for each document (e. g. one PDF contains the document, one contains the Audit Trail)

Download the Original Document

If you download this document you get the document without signatures.

For opening the documents we suggest the Adobe Acrobat Reader. Within this program you can download certificates so that you can see if the signatures are valid. The next figure shows you the notification within the program to download the certificates and the other figure shows you a valid signature within a document, opened with Adobe Acrobat Reader.

1) Download certificates

2) Valid signature

If the Adobe Reader says the document is not valid signed:

This is typically caused by an outdated Adobe Reader with no update-to-certificates. Please install a new version or perform an update of the certificates (Setting->Trust Manager->Update AATL/EUTL).