How recognisable: you are almost going on holiday but everything still needs to be completed at work before you leave. So are the documents to be signed in ValidSign. Documents are still pending, the customer has yet to sign or new transactions have yet to be created. Also during your holiday. How are you going to fix this?
Don’t worry, because ValidSign’s permission feature allows you to empower your colleagues so they can manage your transactions. They can create new transactions, archive completed transactions, and send reminders to people who still need to sign a digital signature, all from your account. You can transfer your transactions to your (close) colleague with peace of mind. To do this, you only need to add that user to “Access to Permission”. This feature can be found under the heading “My Account” at the top right of your dashboard. Below is a step-by-step instruction.
1: At the top right of your dashboard, click your name.
2: You choose My Account.
3: Then, in Access to Authorization, find the right person. Then select it and then pat Save.
This empowers your colleague to manage your transactions. Would you like to stop the permission for your colleague again? Then go back to Permission Access, select the user in question, and delete it. Then click Save. As a result, the user will no longer have access to your account.
If you are authorized by your colleague, you can see that by the additional icon at the top right of your dashboard (see image below). By clicking this permission button, you can access your colleague’s account. In the emerging screen, select your colleague and then choose Manage Start. Then all transactions come into view of the relevant account.
Do you want to turn this feature off again and return to your own transactions? Dat klikt u nogmaals op de machtigingsknop en kiest u voor “Beheren stoppen”.
Defer or delay permission (right at the top of your dashboard)
In no time, your colleague is authorized or can manage your colleague’s transactions so that you (or your colleague) can go on holiday without any worries.
ValidSign wishes you a great summer!
Do you have any questions? Please contact us via email@example.com.
Did you know that you can add your own graphic signature to your ValidSign account? When you digitally sign documents, your personal scribble will appear on the document. Learn more about the graphic signature and how to install it.
Digital signing with your ValidSign account can be done in two ways: through the “click signature” or the “graphic signature”. The click signature is generally the most commonly used and is set by default. On the other hand, you can set up, save, and then reuse the graphic signature for each transaction.
The graphic signature corresponds to the “wet” signature; it is similar to the “scribble” of the signer you see on the signed document. The click signature only shows your name and the date of signing. Both signatures are equally legally valid, but given the similarity to the wet signature, the graphic signature is used by many rather than the click signature. The graphic signature most closely resembles the handwritten signature on paper and therefore feels more familiar.
How do you set up the graphic signature?
In your ValidSign account, you can click on your name at the top right, after which you’ll end up on the menu. Here you choose “My Account”.
Then, within “My Account”, you can choose “Signature”. This screen allows you to set your graphic signature. This is best done on a smartphone or tablet, as recreating your graphic signature is more difficult on your laptop/PC. By using your finger or a pen suitable for touchscreens, you can set up your scribble via your smartphone or tablet. You can customize the signature as often as you need.
How does the graphic signature return to the document?
When you offer a document to be signed in the ValidSign environment and you’ve dragged the signature box to the right place, you’ll see a gear at the top right of the signature box. By clicking on the gear, you can choose the graphic signature. After signing, your personal graphic signature will appear here that you have set up in advance.
Questions? Feel free to contact us.
File formation is an essential part for many organisations. Documents are correct for your clients and, of course, for yourself. A large part of these documents contains an (or more) signature(s). At many offices it is difficult to archive all documents with signature. Especially documents where clients (or external parties) place a signature on. Het komt regelmatig voor dat deze documenten in de administratie ontbreken omdat deze niet ondertekend retour komen. Hoe zorg je ervoor dat deze administratie volledig én op orde is?
Insightful sign-up process
Voor organisaties is het vaak niet inzichtelijk waar een document zich in het ondertekenproces bevindt. Na het uitsturen van een document ter ondertekening ligt de actie bij de externe partij en is het wachten op een respons. Maar vaak komt die niet. Tegelijkertijd heeft u belangrijkere zaken waar u zich op richt en voor u het weet ligt het ondertekenproces alweer een poosje stil… Maar dat kan anders!
ValidSign automatically records documents in your archive system after signing. In addition, you can send reminders to your customer to speed up the sign-up process. You have real-time insight into all the documents you sent for signature through the sign-up platform. Ook is het mogelijk om ValidSign te koppelen aan uw eigen Document Management Systeem, waardoor het nóg makkelijker wordt om al uw documenten op één plek terug te vinden.
Due to the insight of the sign age process and the automatic archiving, your administration is in order and you no longer have to wonder if something is missing. A digital signature is easy to collect, you not only relieve yourself but also your customers. You don’t have to worry about the administration anymore, but you can fully focus on your business.