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Log inAccount Management
 1. eSignatures
 2. User Documentation
 3. Document Portal

ESIGNATURES 5.4.2 TO CURRENT

12 AUG 2022•KNOWLEDGE

Description


HOW DO I SIGN A DOCUMENT STEP-BY-STEP? (WEBPORTAL USERS)

In this section you'll learn how to sign step-by-step.

Note that it has no importance whether you're signing single documents or
packages that contain multiple documents. The same signing steps apply.

eSignatures now supports asynchronous signing. This means you no longer need to
wait until all documents are signed before you may close your signing session.
This comes in handy especially when signing high volumes of (large) documents.
As soon as you've started the actual signing, you may close the signing session
and continue working on other things.

Asynchronous signing is available for the following signing types: manual, SMS
OTP, Mail OTP, iDIN, pincode (through OpenID Connect) and Biometric.
 


SIGNING STEP-BY-STEP

Access the documents that require your signature.


SELECT THE SIGNER

Note: this step only applies in two situations:

 * When multiple signers need to sign the document, and you clicked the Sign all
   button in the Document Portal.
 * When a contact group needs to sign the document, and you clicked the Sign all
   button in the Document Portal.
 * Select the signer you want to sign first.




OPTIONAL DOCUMENTS

 * If your package contains any optional documents, an overview is provided of
   the mandatory and the optional documents (only applies to eSignatures 6.3 and
   higher).



 * If you want to sign optional documents, click the Select button next to each
   optional document you want to sign.
   
   Or to sign all optional documents, click Select all beneath Optional
   documents.

 * If you don’t want to sign any of the optional documents, click Next directly.

 * Tip: Click the thumbnail of an optional document to open it in preview. That
   way you can read through the document and decide whether you want to sign it.
   When you’re done, click the Back button.



After you've clicked Next, read the entire document (if still necessary) and
scroll down to the last page. If your package contains multiple documents, the
start of each document is indicated by a header. The header also indicates how
many documents the package contains, and which document your are viewing.



Tip: you may now also be able to download the document before signing and print
it, to read it on paper for instance. To do so, click the download icon.

Note: whether the download icon is available depends on whether the initiator
enabled it. Also note that the download icon becomes unavailable as soon as you
click Start signing.

Also note that if your document contains form fields, only the original values
of the fields will be displayed when downloading the files, not the values that
have been filled in or modified by the form filler. This is intended behavior in
the current version.


SIGNING

 * When you've scrolled down to the last page, the checkbox I declare that I
   have read and agree with above documents, the Terms of Use, the Privacy
   Policy and Cookie Policy now becomes available.

 * Check it and then click Start signing.
   
   Note: this checkbox may vary, based on the configuration of your environment.
   The administrator may choose to enable or disable the Terms of Use, the
   Privacy Policy and the Cookie Policy separately.

 * If you are not the right person to sign the document, click the Reassign
   button and assign it to someone else. Note: whether the Reassign button is
   available depends on the configuration by the administrator. See How do I
   reassign a document? for more information.



 


CHOICE OF SIGNING

 * If multiple signing methods have been defined, you are prompted to select a
   signing method. Select your preferred signing method, and then click Next.

 * The different signing methods are explained below.
   
   
   
    


INSTALL THE CONNECTIVE BROWSER PACKAGE

Depending on the signing method that was defined for you, you might be prompted
to install the Connective browser package. The Connective browser package is
required on Windows and macOS when using any signing method that requires
additional hardware:

 * eID signing: requires and eID card reader

 * BeLawyer signing: requires a transparent card reader

 * Biometric signing: requires a biometric signing pad

After the browser package has been installed, you'll restart at the first step
of the signing process.

Note: if you're using an iOS or Android device and want to use a signing method
that requires additional hardware, you need a mobile app. Contact your
administrator to check if an app is available for your company. The Connective
demo app in the App store and Google Play can only be used with the standard
demo environment of eSignatures.
 


SIGNATURE POLICY

 * If your document contains a signature policy, you are prompted to accept it.
   Technical note: a signature policy is document that contains a set of rules
   that detail the terms and conditions of how a valid signature should be
   created and validated. A signature policy is specified by means of a single
   ID that must be configured in the eSignatures database. Once the signature
   policy is configured in the eSignatures database it can be used in
   eSignatures API v3 calls. See Appendix IV of the Connective - eSignatures
   6.x.x - Configuration Documentation to learn how to use signature policies.
   Note that signature policies can only be entered in version 3 of the
   eSignatures API, not in the latest v4 version or in the WebPortal.
   
   * To check the signature policy before accepting it, click the link in the
     Signature policy screen.
   
   * If you agree with the signature policy, click Accept. If you reject, you
     won't be able to sign the document.
     
     
      


LEGAL NOTICE

 * If a legal notice was defined for your document, the Legal notice window
   opens.

 * Type the content of the legal notice in the empty field. Copy-Paste is not
   supported.

Important: the legal notice you enter in the field must be exactly the same as
the original legal notice, including spaces, cases, punctuation marks.

 * Click Next.


 


SIGNING VS QUICKSIGNING

 * The signing window now opens, based on the signing method that was defined
   for you.

 * If QuickSigning has been enabled , you'll be able to sign all signing fields
   inside the package using a single signature.



 * If QuickSigning is not enabled, or the conditions are not met, you'll need to
   sign each signing field that is assigned to you.


 

CONDITIONS FOR QUICKSIGNING

 * When multiple signing methods have been selected for you to choose from, the
   same signing methods must have been selected for each document of the
   package. It's not possible to QuickSign a package if you can choose from one
   pair of signing methods on one document, and choose from another pair on
   another document.

 * The following signing methods cannot be combined with QuickSigning: biometric
   and itsme. If one of these signing methods has been selected for you, each
   field within the package must be signed individually.

 * When using eID signing, a transparent eID card reader is required, i.e. a
   card reader without PIN pad. If you're using a PIN pad eID reader you'll be
   prompted to sign each field individually.

 * When your package contains multiple legal notices, their content must be
   identical (per signer) for QuickSigning to work.
    


SIGNING METHODS

One of the following signing methods may have been assigned to you. Click the
links below for more information about each signing method.

Important: not all signing methods listed below may be available in your
eSignatures solution, depending on the configuration.
 

Sign manually

 * Use the mouse cursor to draw your signature in the signature field. To sign
   manually, a manual signature is needed as if signing a paper document.

 * If you're not satisfied with the signature, click Retry to start over.

 * When you are done, click Next.
   
   

 * The document is now being signed.

 * If asynchronous signing is supported, you may now click Close to close the
   signing session and continue working on other things.
    

Sign Handwritten

 * Type in your full name in the required field.

 * Select one of the fonts. Note that these fonts are preconfigured and cannot
   be modified.



 * Click Next.

 * The document is now being signed. If asynchronous signing is supported, you
   may now click Close to close the signing session and continue working on
   other things.
    

Sign with eID

 * Connect a supported card reader and insert your eID. The application now does
   all necessary checks.
   
   Important notes:
   
   Make sure the Connective Browser Package (for Windows and macOS) been
   properly installed. Otherwise eID signing will not work.
   
   To QuickSign using eID you need a transparent eID card reader, i.e. a card
   reader without PIN pad.
   
   To use eID signing on an iOS or Android device, you need a rebranded app and
   use the Vasco 875 Bluetooth eID card reader. eID signing is not supported in
   a mobile web browser.
   
   

 * When asked, enter your PIN. If you're using a PIN pad card reader, press OK
   after entering the PIN. The document is now being signed. This may take a few
   seconds. When the document has been successfully signed, a confirmation
   message appears on-screen.

 * Click Finish to complete the process.
    

Sign manually + Sign with eID

 * Use the mouse cursor to draw your signature in the signature field.
   
   Tip: if you're not satisfied with the signature, click Retry to start over.

 * When you're done, click Next.

 * Connect a supported card reader and insert your eID. The application now does
   all necessary checks.
   
   Important notes:
   
   Make sure the Connective Browser Package (for Windows and macOS) been
   properly installed. Otherwise manual + eID signing will not work.
   
   To use eID signing on an iOS or Android device, you need a rebranded app and
   use the Vasco 875 Bluetooth eID card reader. eID signing is not supported in
   a mobile web browser.

 * When asked, enter your PIN. If you're using a PIN pad card reader, press OK
   after entering the PIN. The document is now being signed. This may take a few
   seconds. When the document has been successfully signed, a confirmation
   message appears on-screen.

 * Click Finish to complete the process.
    

Sign with LuxID

 * Connect a supported card reader and insert your LuxID. The application now
   does all necessary checks.

Important notes:

Make sure the SignID software (for Windows and macOS) been properly installed.
Otherwise LuxID signing will not work.

To QuickSign using LuxID you need a transparent eID card reader, i.e. a card
reader without PIN pad.

To use LuxID signing on an iOS or Android device, you need a rebranded app and
use the Vasco 875 Bluetooth eID card reader. LuxID signing is not supported in a
mobile web browser.

 * When asked, enter your PIN. If you're using a PIN pad card reader, press OK
   after entering the PIN. The document is now being signed. This may take a few
   seconds. When the document has been successfully signed, a confirmation
   message appears on-screen.

 * Click Finish to complete the process.


Sign with SMS OTP

 * Enter the 4 last digits of your phone number.
   
   Important: if phone number confirmation is disabled in the Configuration
   Index, you won’t need to confirm your phone number. You will receive the sms
   code directly.
   
   

 * Click Next. The password is sent by SMS to your phone.

 * Enter the code you received and click Next.
   
   Notes:
   
   Make sure to enter the correct code. By default the number of attempts is
   limited to 10, but can be modified by an administrator in the Configuration
   Index.
   
   The SMS code is valid for a limited amount of time. By default, this is 5
   minutes, but can also be modified.

 * The document is now being signed.

 * If asynchronous signing is supported, you may now click Close to close the
   signing session and continue working on other things.
    

Sign with email OTP

 * Enter your full email address. A hint about the expected email address is
   shown between parentheses.
   
   Important: if email address confirmation is disabled in the Configuration
   Index, you won’t need to confirm your email address. You will receive the
   email code directly.



 * Click Next. If you entered the correct email address, an email is sent to the
   email address you entered.

 * Enter the code you received in the confirmation field.
   
   Notes:
   
   Make sure to enter the correct code. By default the number of attempts is
   limited to 10, but can be modified by an administrator in the Configuration
   Index.
   
   The SMS code is valid for a limited amount of time. By default, this is 5
   minutes, but can also be modified.

 * Click Next.

 * The document is now being signed.

 * If asynchronous signing is supported, you may now click Close to close the
   signing session and continue working on other things.
    

Sign via signing pad (biometric)

 * Connect your signature pad to your computer using the provided USB cable.
   
   Signing via signing pad requires a biometric signature pad. Such a signature
   pad allows to capture biometrical characteristics of your signature, like
   where the pen is located, when the pen tip is pressed down, and how hard it
   is pressed down. These data are added to the signature, which would allow the
   signature pad manufacturer to verify the authenticity of the signature when
   required.
   
   Important: eSignatures currently supports the following biometric signature
   pads: Wacom STU-430, Wacom STU-530 and Wacom STU-540. Make sure the necessary
   Wacom SDK is installed on your computer: wacom-signature-sdk-x86-3.19.2.msi
   (32-bit Operating System) or wacom-signature-sdk-x64-3.19.2.msi (64-bit
   Operating System).
   
   Important: due to the technical setup of biometric signatures, each document
   within a package must be signed individually, which means QuickSigning is not
   supported.
   
   

 * When the device is successfully connected, "Please sign using your signature
   pad" appears on-screen.

 * Draw your signature on the signature pad using the provided stylus.
   
   To start over, tap Clear.
   
   To cancel the operation, tap Cancel.

 * When you're done, tap OK on the signature pad screen using the stylus.

 * The document is now being signed.

 * If asynchronous signing is supported, you may now click Close to close the
   signing session and continue working on other things.
    

Sign with iDIN

iDIN signing allows users to sign using their Dutch bank card. The following
issuers are currently supported: ABN Amro Bank, ASN Bank, ING Bank, Rabobank,
RegioBank, SNS Bank, Triodos Bank.


 

Sign with BeLawyer card

 * Connect a supported card reader and insert your Belgian lawyer card. The
   application now does all necessary checks.
   
   Make sure the Connective Browser Package (for Windows and macOS) been
   properly installed. Otherwise BeLawyer signing will not work.

 * When asked, enter your PIN. If you're using a PIN pad card reader, press OK
   after entering the PIN. The document is now being signed. This may take a few
   seconds. When the document has been successfully signed, a confirmation
   message appears on-screen.
   
   

 * Click Finish to complete the process.
    

Sign with itsme

Attention:

 * Before you can sign with itsme, you must have signed up for an itsme account
   and the itsme app must be installed on your mobile phone.

 * Itsme cannot be combined with QuickSigning: each document within a package
   must be signed individually.
 * Your contact info in eSignatures must contain your mobile phone number.

To sign with itsme:

 * After you clicked Start signing, you're redirected to the itsme webpage.
 * Enter your Mobile Phone number, and click Send.



 * When you're using itsme signing for the first time, you're prompted to create
   a certificate. Note that the certificate creation steps don’t apply when
   using itsme through OpenID Connect.
 * Click continue.


 

 * Click Create my certificate. A message is now sent to your itsme app.

 * Open your itsme app on your mobile phone, and click Confirm.

 * Then enter your pincode, and click OK. The certificate will now be created.

 * When the certificate has been created the following message appears in
   eSignatures.

 * Click Continue.

 * You're now prompted to return to your itsme app.

 * Confirm your identity in the itsme app.

 * Your document will now be signed with itsme.
    

Sign with Swisscom

Attention:

 * Until eSignatures 7.1 and higher, Swisscom cannot be combined with
   QuickSigning: each document within a package must be signed individually.
 * Your contact info in eSignatures must contain your mobile phone number.

To sign with Swisscom:

If you are already registered with Swisscom:
 * After you clicked Start signing, you are redirected to the Swisscom service
   either through your web browser, or in the Mobile ID app (depending on the
   choice you made upon registration).
 * Follow the instructions in the browser or Swisscom Mobile App to sign the
   document.


if you aren't registered with Swisscom yet:
 * Click Start Identification.
 * You are now guided through the identification process.
 * Once the identification has been completed, follow the instructions to
   complete the signing.

Attention: Whether you're allowed to start the identification during the signing
flow, depends on the configuration of your environment. If your admin has not
given you this permission, you won't be able to complete the signing flow and
you'll sign up with Swisscom before trying to sign the document.


Sign with custom signing type

A custom signing method - based on OpenID Connect - may have been configured
that allows users to sign by pincode.

The name and icon of the signing type depends on the configuration done in the
Configuration Index.

By way of example, we've named the custom signing method 'PINCODE'.



 * Enter the pincode in the window that appears, and click Validate.
   
   If you don't remember your pincode or haven't received one, contact your
   system administrator.

 * Click Yes to confirm.

 * Your document will now be signed.



 * When you are done, close the browser tab.

 
 


INFORMATION

Title
How do I sign a document step-by-step? (WebPortal users)
URL Name
How-do-I-sign-a-document-step-by-step-Portal-users
eSignaturesFAQ eSignaturesDocument PortalUser Documentation



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