Bitrix24.Sign is a powerful tool that allows you to create documents and send them to your counterparty for signing in a couple of minutes.
The Bitrix24.Sign tool is an electronic signature, not a digital one. Every country has its own laws and requirements for using electronic signatures. In some countries, a special agreement must be signed with the client to use an electronic signature.
In addition, this method of signing is not allowed for all types of documents. Therefore, if you are not sure whether Bitrix24.Sign is suitable for signing your document, consult with lawyers. Trust in these signatures is the responsibility of the individual accepting the document.
In the first step of working with Bitrix24.Sign, choose a document from CRM, or create a new one, as explained below.
How to create an electronic document
To add a new document for signing, navigate to Bitrix24.Sign section and click Sign.
Select a document format and upload a file from your computer for editing. You can also use a document uploaded earlier. To do this, select the template and click Continue.
Fill in the three fields:
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Person to sign as sender (your party): Enter the name of the employee who will sign the document on your behalf.
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Sender: It is filled by default with your company details. If you have several companies, select the one you need.
Learn how to add company details -
Recipient: Select a contact from the CRM who will sign the document.
Once these fields are filled out, click Continue.
Click Edit to add extra details to your document. Use the blocks on the right: Sender, Recipient, and Common.
Sender
Your legal entity's details will be entered into the document. You can fill them in before or during signing.
A signature and a stamp will be requested from an employee of your company at the time of signing.
Recipient
Details, signature, and stamp will be requested from the client at the time of signing.
Common
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Text: Add text to the document, such as the subject of the contract, payment terms, or date of the power of attorney.
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Date: Specify the date of signing the contract, the delivery date, the date of payment, and so on.
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Number: The document will display its number, which was specified when it was created.
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CRM field: You can insert any information that is stored in the Contact form or request it from the client. For example, the date of birth, job title, and so on.
Put the cursor to the needed section of your document, select an element on the right, and click Insert. Then customize the location of stamps and signatures in the document.
Also, specify the color of the signature in edit mode. This color will be displayed in your final document and certificate of completion.
You can request not only the signature but also details, a stamp, and any other information from the Contact form. To add a field from the Contact form, click Insert next to CRM item. Then tick the field from the list and click Select.
When your client receives a document for signing, he/she will see which fields need to be completed.
Move the element to the specific part of your document where you intend to input the data. Use the editor to configure the font, boundaries, and more.
After you have added the needed information to the document, click Save.
How to send a document for signing
Before sending your document, check the contacts of the head of your company and the counterparty. Then choose the way to send a request to sign the document for each party:
- by email
- by SMS
If any data needs to be edited, click the Edit button next to the document. If everything is ready, click the Submit for signing button.
After the document is sent, the usual smart process form is created, where each step will be reflected.
In brief
Use Bitrix24.Sign to create documents and send them to your counterparty for signing in a few steps:
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Upload a document for signing, or just select one of the previously used templates.
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Add extra details to your document using three blocks in edit mode: Sender, Recipient, and Common.
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Insert the required elements, like a signature and a stamp, and customize their size and location.
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Check the contacts of the head of the company and the counterparty before sending the document.
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Choose how to send a request to sign documents: by mail or by SMS.
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Submit the document for signing by clicking the corresponding button.
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