How to prepare and approve a TWALA Document?

How to Prepare and Approve a Twala Document

Welcome to Twala! This guide will walk you through preparing, sending, and approving documents using Twala's secure digital signature platform. Whether you're a new user or a business professional, this step-by-step guide will help you navigate the platform with ease.

Preparing a Twala Document

Step 1: Start from Your Dashboard

1. Log in to your Twala account.

2. Click the Prepare Document from your dashboard to begin creating a new request.

Step 2: Upload Your Document

Select the PDF file you want to send for approval.

Twala supports PDF files up to 20MB in size.

Tip: You can rename your document to easily distinguish it from other files.

Step 3: Add Participants

Decide who needs to participate in the document:

Include Me – If you're also a signer or approver.
Add Another Participant – Enter the participant's name and email address, then assign their role

Twala allows up to 50 participants per document. For higher limits, upgrade to our Premium or Enterprise plans.

Step 4: Add a Message (Optional)

You can include instructions or a message that will be sent with the email invitation. This helps clarify what action is needed from participants.

Step 5: Choose How the Document Should Be Approved

Select how participants will approve the document:

Via Email – No Twala account needed. (Ideal for low-risk documents.)
Via Twala Sign – Participants must create a Twala account.

Step 6: Prepare the Document

Click Prepare Document to load your file into the document editor.

Step 7: Assign Fields

From the sidebar menu, select the participant’s name, then drag and drop the following fields onto the document:

Signature Field
Text Field
Checkbox
Radio Button

By default, all fields are required. Untick the box if the field is optional.

Twala also supports autofill fields like Date Signed, Email, Name, and Signatory's Initials.

Step 8: Review and Send

Once you've assigned all fields, click Send to submit the document.

Approving or Denying a Twala Document

How to Approve a Document

Open the email invitation you received from Twala
Click View Document.
Carefully review the document.
Use the Annotation Tool to add marks or comments. (Optional)
Click Approve.

How to Deny a Document

1. Open the email invitation you received from Twala.

2. Click View Document.

3. Carefully review the document.

4. (Optional) Use the Annotation Tool to add marks or comments.

5. Click Other Actions > Deny.

6. Provide a reason for denying the document.

7. Click Yes to confirm.

Approving CFR Part 11 Documents

For documents requiring CFR Part 11 compliance:

1. Open the document from your email invitation.

2. Agree to the E-signature Disclosure pop-up window.

3. Review the document carefully.

4. (Optional) Use the Annotation Tool for comments.

5. Click Approve to complete the process.

What Happens Next?

Once all participants have signed or approved, Twala will:

Record the document on the blockchain for tamper-proof verification.
Send a completion email with a PDF attachment of the signed document.
Store the document in your Twala account folder.

Important Notes:

- Each participant must have a unique email address to sign or approve documents.

- Sharing accounts will invalidate the document.

- Twala uses digital certificates to verify the identity of each participant.