Make sure you are logged in to the Signhost web portal and navigate to New transaction in the menu.

In three steps, you will be able to create a transaction and send your sign request to all required signatories.

Just press Send and your sign request is on the way!

Enter the e-mail address of the signer in the field under Signer details. If desired, select additional identifications for the signer by switching the toggle for Identifications required to Yes.

When you want to add additional authentication or verification options for a signer, make sure the toggle for Identifications required is switched to Yes. More information can be required depending on the identifications you have selected.

By selecting more than one authentication or verification method in the dropdown menu, you will add all selected identifications to the signer as you can see in the example below:

For every signer, a few more options are available after opening the Advanced options panel. If you do not change the advanced options, the default settings as saved on the settings page will be used.

Signing mode: choose whether to send a sign request via automatic email (signing by invitation) or create a signing link that can be opened directly from the portal or shared by you (signing on premise).

Language: You can set the language of the sign request using the language selection.

Custom expiration date: Give each signer a different transaction expiry date. This signer specific expiration date will be communicated to the signer in the automatic email if signing by invitation is chosen.

Reminder interval: Set the amount of days after which a reminder will be sent to the signer if they have not signed yet.

Signer reference: Add a reference for each signatory, for example 'buyer' and 'seller'. This reference is stored in the transaction details and can also be exported if required.

Do you want to add more signers? Select the Add signer button and fill out the information above for the other signer(s).

Will the sign request be sent to multiple signers? You can choose to toggle the switch Send in order to Yes. By doing this, the signing invitation is first sent to the first signer. Only after the first signer has signed will the invitation be sent to the second signer.

You are able to change the order of added signers by clicking and dragging in front of the email address of the signer.

In this step, you can upload the documents you want to have signed. You can upload documents by clicking inside the blue box or by dragging the files in to the box.

Please note that we only accept PDF files. Read more about our PDF document requirements in this article.

After uploading the documents, you can delete them by clicking the cross symbol on the right of the uploaded document.

After adding the signers and uploading the documents, the location of the signature can be determined from the web portal.

The checkbox Fillable document is only necessary when you have a fillable document.

You are also able to select our Sealing functionality here. Toggle the switch for Seal documents to Yes if you want to activate this for all uploaded documents. For more information on sealing, you can read our FAQ article here.

When you send the transaction as Signing by invitation, an email is sent to the signers. You can edit the subject of the signing request. If you do not fill in the subject, a default subject will be provided.

Next, you can set a personalized message. This message is sent in the e-mail with the sign request. If you leave the field empty, the message is copied from your default settings. Is the message field also empty in the settings? Then our standard text will be used.

The transaction validity starts counting as soon as you create the transaction. The validity period can be extended to a maximum of 90 days and must be at least 1 day. Do you want to change the default validity period? This is possible via the standard settings.

Reference can be used to easily recognize your transaction. For example, an employee number for an employment contract or an address for a deed of sale. The reference is only visible to you as the sender and not to the signer(s).