Sending a document to sign via ValidSign – ValidSign

This article provides step-by-step instructions for sending your document (s) through ValidSign.

Login

To submit a document for signature, you must first log in to the ValidSign environment. Go to my.validsign.nl. Here you enter the login details that you have received in your e-mail.

If you have successfully logged in, you will arrive at the dashboard.

Nieuwe transactie aanmaken

To create your transaction, click on "New transaction" at the top right of your dashboard.

Here you can indicate the name, any description and more options. A name alone is enough, the other options are optional. Then click on "Create". You can also use templates for drawing up a transaction.

You will now be taken to the next screen. Here you can add your document (s) and recipient (s).

To add your document (s), click on "Add" under the heading "Documents".

You can then add the recipient (s) by entering a name and e-mail address.

The fields "Function" and "Organization" are optional. To use settings for the transaction, such as due date, reminders, authentication, click here.

Then click on "Next" and you will enter the Designer.

Here you can scroll through your document and add the signature boxes (and optionally text boxes, check boxes, etc.).

Adding the signature boxes is very simple. This can be done by placing your mouse over "Signature" in the left menu, holding the icon and dragging the field to where you want to place the signature field.

You can use the green lines to see if you are putting your signature correctly. If you place two signatures, they can easily be placed at the same height

In addition, you can choose to add, for example, your initials or the date of signature by dragging these boxes from the left menu. However, this is not mandatory. For an explanation of adding other fields, click here.

If your signature field has been added, you can send the document by clicking "Send to sign" at the top right.

Then you will arrive at the confirmation screen. Here you can confirm to send the document definitively by clicking on "Send".

Your document has now been sent for signature!

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