How to prepare a TWALA Document for signing?

From your dashboard, click on the "Prepare Document" button.
Select the file you want to be signed: Upload the PDF file that you want to sign. Twala lets you upload up to 50MB PDF file.
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Note: You can change the file name of your document to distinguish it from similar documents that you send.
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Who needs to sign this document, click on:
1. Include Me - If the author is also a signer of the document
2. Add another signatory - to add the names and emails of other signers.
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NOTE: You are allowed to add up to 50 signers per document. The limit can be adjusted for Premium and Enterprise plans.
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Message to signatories: You can write a message or instructions for all of your signers. This message will be sent together with the email invitation to sign the document.
Anyone else needs to receive a copy: This serves as your carbon copy field. Click "Add CC recipient" to add the name and email of the person/s to whom you want to send a copy of the signed document. Simply click the "Add CC recipient" button to add more CC recipients.
How should I sign this document: This allows the sender to choose an option as to how he prefers the document to be signed.
1. Via email link - Signer is not required to create an account. For high stake documents, doing the e-KYC falls under the responsibility of the sender.
2. Via Twala Sign - Signer is required to create a Twala Account in order to sign
3. Via Twala Sign with Verified Twala ID - Signer is required to create a Twala ID - an added layer of security to verify the identity of the signer.
Click the "Prepare Document" button to load the document.
Select the name of the signer whose details you want to assign and use from the sidebar menu on the left.
Click or drag-and-drop the fields to their appropriate placements in the document. Note that all standard fields are by default set to required fields. If field is optional, simply untick the required button.
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Twala supports the following standard fields:
Signature field
Text field
Checkbox
Radio Button

Twala supports autofill fields:
Date signed
Email
Name
Signatory's Initials
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Repeat it for all of the signatories.
Click on the "Submit" button once done.
When the document is finished loading, fill out the necessary fields and affix your signature, if you are also a signer.
Click "Submit Signature" once done.

NOTE: No two signatories can use one account for signing. Every TWALA account holder is issued a digital certificate, which is used to establish the identities of the signers. Sharing accounts and/ or emails for TWALA Signing invalidates the document.
 
All signatories will receive an email invitation to sign the document after document submission. The document will be recorded in the blockchain after all of the signatories have signed. A PDF copy of the signed document shall be available in the document folder and as a file attachment in the completion email notification.