The Yousign app was designed to allow you to invite one or more people to sign one document or more. This article will show you how to create your first signature request.
Once you have logged onto the app, all you need to do is click on the "CREATE" button and then select "Create a procedure" from the menu to the left of the app, to start a new signature request.
Creating a signature request can be done by following the three steps below:
1/ Add members (signatories, validators)
2/ Add the documents that need to be signed
3/ Define procedure settings
In the example below, we will invite a signatory (Zoé Martin) to sign a document.
To add an external signatory, all you need to do is click on "Add external signatory" and then enter all of the key bits of information that you need to know: name, surname, email address, telephone number (landline or mobile), status (signatory or validators).
NB: Ticking the "Save in my address book" box will mean that you won’t have to re-enter the contact information if you invite a contact to sign another document.
In the tutorial, "Zoé Martin" is added to the list of signatories. She will be invited to sign the document electronically, which we will show you in the next stage.
Add the documents that need to be signed
This stage consists of uploading the document that the signatory needs to sign. The document must be in a PDF format in order to be uploaded to the app. This can be done as follows:
Now that the document has been uploaded to the platform, you can now place the signature spaces on the document. You need to mark out where the signatures will appear on the document, once the signatory has signed the document.
NB: It is possible to add multiple signature spaces to one page or more in the document.
Define the procedure settings
Once the signatory has been added and the document has been imported with the signature spaces marked out, all that is left to do is define the details of the procedure to complete the process:
Name the procedure
You’ll need to name your signature request so that it can be easily found on your dashboard.
Signature expiry date
The calendar allows you to list an end date for signatures, allowing you to have an expiry date for the signature process. From this date, signatories can no longer sign the documents.
Frequency of automatic reminders
Automatic reminders automatically inform signatories who have not yet signed the document. You can select the frequency of these reminders and the maximum number of reminders. In our example, Zoé Martin has not signed the document, so she will receive an email every months and will receive a maximum of two reminders.
Personalised notification messages
You can personalise different emails that will be sent from the platform to signatories. The blue tags allow you to add dynamic content to your email template. The tags will be replaced by the correct values when the email is sent. It is important to include a link to the document that needs to be signed in the notification.
Advanced settings (+ options)
Advanced settings will allow you to:
Notify the members of my signature request or not, and if so, at what stage (invitation, reminder, finalisation)
They are people who are not part of the procedure but the platform can notify them of the one or more stages of the signature request. For example, notifying a legal service of the completion of a signature request or notifying a person in my service at each stage of the signature request.