How to include Video Confirmation to get assurance who was behind the device

Secured Signing provides a Video Confirmation feature that enhances the signing process with an additional layer of authentication and verification. With Video Confirmation, users can validate the identity and intent of participants by capturing a video recording during the signing process.

Inviting People To Sign With A Witness

Watch this feature in action here!

Step 1: Log in to Secured Signing

Navigate to www.securedsigning.com and click Login on the top-right of the page.
Fill out your Login Details and click Login


Step 2: Add a Document

From My Documents page – Inbox, click the Add Document  to show the document uploader and select the document to upload from your PC

Click Upload to add the document to your Secured Signing workspace. Once done, the document should appear in your My Documents page Inbox tab.

WeSign Witness 1

Step 3: Start the We Sign process

Click Invite to start the WeSign process like so and it should take you to the WeSign Console Tagging Page

Tip: If the document is already uploaded on the Inbox workspace, click the WeSign – Invite other to Sign icon on the right hand side.

The We Sign console shows a preview of your document and allows you to place signature blocks in an easy-to-use design environment. In We Sign the signature blocks can be for Invitees, Viewer and Witnesses of the signing.

Tip: You can navigate within your document by clicking the thumbnail-preview pages to the right or select a page from the page drop-down menu on the top.

WeSign Witness 3

Step 4: Add Invitee Signature with a Witness

Click Add Invitee to add a signature to your document. You’ll need to click +Add Witness as one of the settings in the signature setting.

Other Signature options you can select at the same time are:

  • Invitee details (e-mail, f.name, l.name): Enter the details of the person who is signing the document. An e-mail invitation will be sent to the e-mail address you provide so be sure it is correct!
  • Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document. When you set up your graphical signature you must provide both a full signature and your initials.
  • Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organizations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.
  • Title: Include the Invitee’s Job Title with the signature.
  • Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.
  • Multipage Signing: Allow the Invitee to sign multiple pages. You specify which pages the Invitee can sign; All pages, odd pages, even pages or select specific pages.
WeSign Witness 2

Step 5: Send out the Invitation/s to Sign

Click Next to open the Invitation workflow pop-up and prepare the signing procedure. 

From here you can define a specific signing order, set a signing due date / time, change the details of the invitees and create custom messages to send with the invitation emails.

To specify a signing order select the “sequential” checkbox and click on the green bar to swap order.

From the Invitation Workflow the sender can choose who will nominate the Witness, it could be the Invitee or the Sender.

WeSign Witness 4

Success!

Invitation process is complete!

Your document now appears in the In Progress folder on My Documents page – where you can view who has signed, and who is yet to sign.

When all Invitees have signed you will be sent a confirmation email and the document will be moved to your Signed Folder.

WeSign Witness 5

Preparing A Form With Form Filler

(This guide is also available in video format here)

Step 1: Adding fields and signatures

Once you have your document ready and loaded in to the Form Filler designer you have many options for creating and customising your form. You can add Signatures blocks where the Invitee/s will sign and choose from many fields that the primary Invitee will fill such as Name, Address, Company, Date and many more. For some of the fields the service will automatically fill in the details , such as Name, and allow the Invitee to quickly check all details are correct. To Add a Signature block click the Add Sig button on the left-hand side of the designer. To Add Form Filler Fields click on add Form Control Button at the top, Fields setting menu open on the left-hand side and click on any of the field label in the list or type your own. A field-block with some preview text inside will appear on your document which you can position and resize to where the Invitee will enter the details.

Step 2: Positioning and resizing signatures and fields

To reposition any field or signature block simply use the mouse to drag and drop anywhere on the document. To resize any field or signature block click and drag on the handles or the very edge of the block.

Optional: Zoom the document for easier editing

If you find your document too small to read and difficult to accurately position then you can zoom the document by moving the slider on the top right -hand side of the page.

Optional: save as a template

To save a copy of the form click on the button at the top menu, save as a template. Type the name you’d like to save it as in the pop-up. Now you can use it over and over again without having to go through the setup process each time, and invite more invitees to fill-in and sign online.

Step 3: Prepare to send the document

Once you are ready to send the document, continue to the next step by clicking the next button. Enter invitee details in the pop-up setup the due date. If you have more than one Invitee on your form then whoever is highest on the list will be the one to fill out the form. To change signing order click on the green bar and move it up and down. To edit Invitee details such as E-mail, name, just type it in the right place. When you’re happy with the workflow click Send to send out all invitations. You can monitor signing progress from your In Progress folder on your My Documents page. Once the Form has been filled in and the document signed then it will be moved to your Signed folder and you will be notified by E-mail.

Installing Root Certificate on Windows XP

Step 1:

If your document was signed from 6 Jan, 2018: Download the Secured Signing Root Certificate. 
If your document was signed up to 6 Jan, 2018: Download the Secured Signing Root Certificate. 
 
 

Step 2:

Double click on the Root Certificate from your download location and click Install Certificate.


Step 3:

In the wizard that pops up, click Next.


Step 4:

In the next window click Next.


Step 5:

In the next window click Finish.


Step 6:

Choose Yes in the Security Warning window.


Step 7:

Click Ok to complete the installation.

Inviting People To Sign With We Sign

Watch this feature in action here!

Step 1: Log in to Secured Signing

Navigate to www.securedsigning.com and click Login on the top-right of the page.
Fill out your Login Details and click Login

Step 2: Add a Document

From My Documents page – Inbox, click the Add Document  to show the document uploader and select the document to upload from your PC

Click Upload to add the document to your Secured Signing workspace. Once done, the document should appear in your My Documents page Inbox tab.

Wesign 1

Step 3: Start the We Sign process

Click Invite to start the WeSign process like so and it should take you to the WeSign Console Tagging Page

Tip: If the document is already uploaded on the Inbox workspace, click the WeSign – Invite other to Sign icon on the right hand side.

The We Sign console shows a preview of your document and allows you to place signature blocks in an easy-to-use design environment. In We Sign the signature blocks can be for Invitees, Viewer and Witnesses of the signing.

Tip: You can navigate within your document by clicking the thumbnail-preview pages to the right or select a page from the page drop-down menu on the top.

Wesign 2

Step 4: Add Invitee Signature

Click Add Invitee to add a signature to your document. A window will pop-up where the sender can add the required information of the Invitee: First Name, Last Name and Email Address

Other Signature options you can select at the same time are:

  • Invitee details (e-mail, f.name, l.name): Enter the details of the person who is signing the document. An e-mail invitation will be sent to the e-mail address you provide so be sure it is correct!
  • Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document. When you set up your graphical signature you must provide both a full signature and your initials.
  • Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organizations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.
  • Title: Include the Invitee’s Job Title with the signature.
  • Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.
  • Multipage Signing: Allow the Invitee to sign multiple pages. You specify which pages the Invitee can sign; All pages, odd pages, even pages or select specific pages.
Wesign 3

Step 5: Send out the Invitation/s to Sign

Click Next to open the Invitation workflow pop-up and prepare the signing procedure. 

From here you can define a specific signing order, set a signing due date / time, change the details of the invitees and create custom messages to send with the invitation emails.

To specify a signing order select the “sequential” checkbox and click on the green bar to swap order.

Click Edit to change Invitee details, Click Modify/View to view the email message or create your own.

Wesign 4

Success!

Invitation process is complete!

Your document now appears in the In Progress folder on My Documents page – where you can view who has signed, and who is yet to sign.

When all Invitees have signed you will be sent a confirmation email and the document will be moved to your Signed Folder.

WeSign Witness 5

Capturing Graphical Signatures

(This guide is also available in video, feel free to watch it here.)

Step 1: Log in to Secured Signing

Sign in to Secured Signing and navigate to the My Signatures page.

Decide which option you prefer to create your signature. You can use one of our signature fontsdraw your signature on the screen with the mouse, upload a scanned image of your signature or fax us your signature and we’ll scan / upload it for you!


Step 2: Capture your Graphical Signature

Select your font:

Click the Font button to display a popup with different signature font options provided by Secured Signing. This method uses your full name and initials as provided by your user details and can be a quick and easy option for new users.

Draw your signature:

Using your computer’s mouse you can draw your full signature and your initials signature on the screen. This is especially useful for people with pen-signing computer peripherals.

Upload your signature:

You can upload your own image or scan of your signature using the signature uploader. The image to upload must be .bmp or .jpg and less than 30kb file size.

Scanned graphical signature:

Print a special barcoded form, sign your signature on the space provided and fax it to us! We’ll scan and upload your signature for you!

Enable Adobe Reader 7 to verify Digital Signatures

  1. Open Adobe Acrobat/Reader.
  2. From the menu bar choose Edit > Preferences.
  3. Choose Security from the menu and click the Advanced Preferences button.
  4. Click the Windows Integration tab and there check all of the boxes.
  5. To complete the process, click Ok on the Windows Integration screen and then click Ok on the Preferences screen