Signature Processes with Docuten
Uploading a document to digitally sign is simple:
– Sign in to your Docuten account.
– Click “Send document” in the menu to the left of the screen.
– Once on the page, click “Browse” and choose the PDF document you want to sign. This way the document will be attached.
– Indicate a title for the document to be signed.
– Finally, add the signatory (or signatories) and indicate the order in which they must sign (if there is more than one) with the arrows located on the left side, and specify the type of signature they will use.
– Once this is done, click “Continue” and the document will be sent.
In addition to those who have to sign the document through Docuten, we allow for the inclusion of users with the role of Validator/Approver. A signatory will sign the document, while an approver reviews and validates the document (but doesn’t sign).
When a document is sent through the platform, you will be able to check if it has been sent properly as its status will change to “Pending.” You will then be able to find it in the folders on the side menu that include “Pending signature,” “Pending validation” or “Pending others,” depending on the established request.
The history of the document will also indicate when a notification has been sent, when it was opened and when it was signed.
Yes, as long as a series of conditions are met. After you have sent the signature flow, you can cancel the sent document as long as you have the role of Signature Administrator or Manager. Also, the document cannot be in a “Completed”, “Rejected” or “Expired” status.
Yes. As signature administrator, you can always transfer the signature of a document to another person at any time during the process.
Yes, always from the role of signature administrator or manager.
You can do the following:
– Download evidence
– Download
– Download signed
– Download printable version
– History