It is possible to directly send out your documents in Google Docs with ValidSign. You can do this using the Google Docs connector. This is an additional fucntionality of ValidSign. In this article we explain how to send out a document using the ValidSign from Google Docs.
First of all, you need to install the ValidSign add-on. You can find these under the heading 'Add-ons'.
Here you can search for the Add-on 'ValidSign'. Then you can download it:
How do I send a document from Google Docs?
To send a document from Google Docs using ValidSign, go to the toolbar and click: “Add-ons” –> “ValidSign” –> “Start”.
*Is the add-on not displayed? Refresh the browser by clicking on the round arrow next to the page link.
The ValidSign add-on will open. Click on sign up and enter your ValidSign login details here. Then click on the sign-up option.
After registration is complete, you will see the following 3 options. Who will sign this transaction?
Just yourself, you and others or just others? Choose the option that is relevant to you.
In the next screen, enter the details of the signer(s). Your own details are already filled in at “Owner”. Would you like to add more than 1 signer? Then click on “Add signer” and fill in the details. When you have finished adding the signers, click on the option: “Next”.
Finally, you can determine a transaction name for your transaction. Here, you can also turn the signing order off or on. Before sending the document, you can set up the signing request using the ValidSign Designer, here you can still add the specific fields of the signing request (the designer will be opened through a pop-up). To send the transaction immediately, click on: “Send transaction”.
The transaction has been sent, the signers receive a signing request via email, you can track the signing process from your ValidSign Dashboard.
Would you like to use the Google Docs connector, or do you have questions about this function? Contact us via support@validsign.nl or 085 303 36 76.
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