How to prepare a document?
From your dashboard, click on the "Prepare Document" button.
2. Select the file you want to be approved: Upload the PDF file that you want to approve. Twala lets you upload up to 50MB of PDF files.
Note: You can change the file name of your document to distinguish it from similar documents that you send.
3. Who needs to participate in this document, click on:
a. Include Me - If the author is also a signer/approver of the document
b. Add another participant - select the participants' role from the drop-down options and add the names and emails of the participants
“Needs to approve” for approvers
”Needs to sign” for signers
”Needs to receive a copy” for recipients
NOTE: You are allowed to add up to 50 signers and approvers per document. The limit can be adjusted for Premium and Enterprise plans.
4. Message to participants: You can write a message or instructions for all of your participants. This message will be sent together with the email invitation to sign/approve the document.
5. How should I approve this document: This allows the sender to choose an option as to how he prefers the document to be approved.
a. Via email - Signer/approver is not required to create an account. For high stake documents, doing the e-KYC falls under the responsibility of the sender.
b. Via Twala Sign - Signer/approver is required to create a Twala Account in order to sign
c. Via Twala Sign with Verified Twala ID - Signer/approver is required to create a Twala ID - an added layer of security to verify the identity of the signer.
6. Click the "Prepare Document" button to load the document.
7. Select the name of the signer whose details you want to assign and use from the sidebar menu on the left.
8. Click or drag and drop the fields to their appropriate placements in the document. Note that all standard fields are by default set to the required fields. If the field is optional, simply untick the required button.
Twala supports the following standard fields:
Signature field
Text field
Checkbox
Radio Button
Twala supports autofill fields:
Date signed
Email
Name
Signatory's Initials
9. Repeat it for all of the signatories.
10. Click on the "Send" button once done.
11. When the document is finished loading, fill out the necessary fields and affix your signature, if you are also a signer.
12. Click "Finish" once done.
NOTE: No two participants can use one account for signing and approving. 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 participants will receive an email invitation to sign/approve the document after document submission. The document will be recorded in the blockchain after all of the participants have signed and approved. A PDF copy of the signed and approved document shall be available in the document folder and as a file attachment in the completion email notification.
How do I approve a TWALA Document?
Click the email notification, then click the "View document" button.
Carefully review the document before approving.
You can select the annotation tool from the menu, then add the annotation mark (e.g., marks, or signature) within the document. (Optional) -to follow screenshot
Click “Approve”
How do I deny a TWALA Document?
Click the email notification, then click the "View document" button.
Carefully review the document before denying.
You can select the annotation tool from the menu, then add the annotation mark (e.g., marks, or signature) within the document. (Optional) - to follow screenshot
Click “Other actions"
Click “Deny”
Provide a reason for denying the document
Click “Yes”
How do I approve a TWALA CFR Part 11 Document?
When you open your document for signature, an E-signature Disclosure window will pop up on your screen. Click on the "Agree" button if you wish to approve the document.
Carefully review the document before approving.
You can select the annotation tool from the menu, then add the annotation mark (e.g., marks, or signature) within the document. (Optional) - to follow screenshot
When ready to approve, Click “Approve”
