Send a document for signature

1. Add the signers. Tilføj underskriver, then for each one a Rolle (f.eks. Køber), Fulde navn and E-mail.

They go in two groups. Din virksomhed — Underskriver på vores vegne — and Modparter: Dem du sender det til Tilføj en kollega and Tilføj en modpart add to each, and Flyt til modparter fixes one put in the wrong group.

Getting the sides right matters: it is what decides which fields each person can touch, and what the finished document says about who signed on whose behalf.

2. Choose the order. Underskriftsrækkefølge:

• Alle på én gang — Alle inviteres på én gang og kan underskrive i vilkårlig rækkefølge.
• Én efter én — Hver underskriver inviteres først, når den forrige har underskrevet.

Parallel is faster. Sequential is right when a later signer should only be asked once an earlier one has agreed — a manager approving before the customer sees it, for instance.

3. Sign your own side. Underskriv din side nu does it before you send, and afterwards shows Du har underskrevet din side. Sending a document you have not signed yourself invites the question of whether you meant it.

4. Write the email. Send til underskrift — Vi sender hver modtager et sikkert link til at gennemgå og underskrive.

• Sprog: the language the recipients are written to. It starts as the document's own language, and you can change it for this send. The button, the footer, the reminders, the signing codes, the SMS and the email they get once everyone has signed all follow it, and so does the signing page they land on. The contract text itself stays as you wrote it.
• Besked: Skriv din egen, one of Dine gemte beskeder, or a Færdige forslag message in the chosen language. Picking a message written in another language switches the email to that language. Switching language on a ready-made message swaps it for the same message in the new language; text you typed yourself is never translated, and the dialog tells you when it no longer matches.
• Emne and Besked. Leave the message empty to send the standard line in the chosen language.
• Indsæt en oplysning: Udfyldes pr. modtager, når e-mailen sendes.
• Gem som ny besked turns what you wrote into a saved message in the chosen language, so the next one takes no writing at all. Tick Start alle e-mails på {{language}} med denne and every email in that language starts from it. Each language can have its own default.
• Once you start from a saved message you can Gør til standard, save your edits back to it, or remove it.
• Se hvad de modtager before you commit. It shows the email in the chosen language.

5. Set delivery and expiry. Levering is E-mail or E-mail + SMS — {{withPhone}} af {{total}} modtagere har et telefonnummer og får også en SMS. Underskrivere uden telefonnummer får stadig kun e-mailen. SMS noticeably shortens the wait on a document someone is expecting.

Udløber sets a deadline. An expiry is a polite deadline that does the chasing for you.

Automatiske påmindelser: Send automatiske påmindelser til underskrivere, der ikke har underskrevet.

6. Choose what the recipient has to do. Hvad modtageren skal gøre:

• Underskrive det: De tegner eller skriver en underskrift. Det er det sædvanlige valg til alt bindende.
• Acceptere det, uden underskrift: Et klik for at acceptere. Dokumentet fuldføres, forsegles og får attest som normalt, og attesten siger, at de accepterede i stedet for at underskrive.
• Bare læse det: Ingen Acceptér og ingen Afvis. Brug dette, når du sender noget udelukkende til orientering.

Accepting counts for everything a signature counts for: the document completes, is sealed, gets its certificate, sends the completion emails and moves the linked deal along. The only difference is what the record says happened, and it says it plainly, in the document and on the certificate, so nobody is ever left believing a signature was given when it was not.

A document set to just be read still has recipients, and they still get a link and still show up in the history when they open it. They simply are not asked for anything.

Every template carries its own starting choice, so a template that is always just information does not have to be re-set on each send. Open the template's settings and pick Hvad modtageren skal gøre; whoever sends a document from it can still change it for that one.

7. Optionally close the deal automatically. Markér den tilknyttede aftale som vundet, når alle har underskrevet — Dette udløser aftalens vind-automatisering (abonnement / faktura).

8. Send dokumentet.

Ikke klar til at sende appears rather than a failed send if something is missing: Tilføj mindst én underskriver med navn og e-mail., Hvert underskriftsfelt skal være tildelt en underskriver., Vælg en udløbsdato. or Udløbsdatoen kan ikke ligge i fortiden. See What is checked before a document goes out.