Introduction
WebCRM's e-sign feature is a handy tool that simplifies the process of getting documents signed. It's easy to activate and use, allowing you to send documents for signing directly from your company's WebCRM platform.
Activate the e-Sign Feature
Start by navigating to the company where the document you want to send for signing is placed, and proceed to the Documents tab.
If this is your first time using the e-signature feature, you'll need to activate it. Click on the signing icon and then select 'Read More'.
Read and accept the terms, choose your credit package, and then activate the feature.
This might take a little while, but once you get a confirmation that the signing add-on is activated, you can send documents to be signed right away.
Note!
The e-sign feature can only be activated by an admin (level 99) user.
Select the Documents for Signing
Now, select the documents you wish to sign by clicking the signature icon, and select the document(s) you want to send.
After selecting the document(s) click on the check mark to choose how to send it.
First, choose your recipient. In the field below, decide on the signing method and then select the appropriate template.
Keep track of the number of credits you've used. You can always view this information here, when you send a document for signing:
Note!
One signing usually equals one credit. However, certain features like signing with MitID etc., will cost more.
Note!
It is important to note that unused credits are not carried over to the next month!
The refill of credits in your package will be the amount you have chosen, and you will not be able to collect unused credits.
You can also activate "e-sign credits notifications" under your personal notification settings and receive alerts when you reach 80% and 100% of the credit limit (where your ability to send documents for signing will stop).
Templates
The e-sign feature comes with a set of preset templates to choose from. If changes or new templates are needed, this is a paid service.
Note!
Templates and signing methods supported are as follows:
Signing methods
Approval
OK button
Touchscreen signature
NemID private
Norwegian BankID
Swedish BankID
SITHS
MitID private
Templates
Email/MitId
Email/Web Signature
SMS/Web Signature
Email/BankID
Email/MitID Erhverv
Send Your Document
Finally, send your document. You'll receive a confirmation that the document has been sent, and the status will change to 'Pending'.
What Does the Recipient See?
The recipient will receive an email with a link to the document. They can choose to sign the document or reject it.
When they click 'Sign', a box will pop up where they can sign and then approve.
A confirmation page will show up saying the documents have been sent.
Checking the Status of the Document
Back in WebCRM, you can now see the status has changed to 'Signed'. You'll also receive a notification saying the document has been signed, if you have activated these notifications in your personal settings.
If you open the document, you can see the final version, complete with timestamps and signature.