It is possible to send a document directly from Word. This is an additional functionality of ValidSign. Before you can send a document through Word, you must download the Word add-in. Go through the following steps:
Click Insert in the tab above. Then click 'Download Add-ons'. Here you can download the ValidSign add-on.
How do I send a document from Word?
To send a document from Word for signature using ValidSign, go to the bar and click on: “Start” –> “ValidSign”.
The ValidSign add-on will open. Then click on 'Sign up' and enter your ValidSign account details here.
After registration is complete, you will be presented with three options to choose from. Who will sign this transaction? Just yourself, you and others or just others? Select an appropriate option.
Finally, you 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, because 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, and you can track the signing process via your ValidSign Dashboard.
Would you like to use the Google Docs Connector? Contact us via email@example.com or 085 303 36 76.