Send a document for signature

1. Add the signers. Legg til signatar, then for each one a Rolle (f.eks. Kjøper), Fullt navn and E-post.

They go in two groups. Din bedrift — Signerer på våre vegne — and Motparter: De du sender dette til Legg til kollega and Legg til motpart add to each, and Flytt til motparter 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. Signeringsrekkefølge:

• Alle samtidig — Alle inviteres samtidig og kan signere i vilkårlig rekkefølge.
• Én etter én — Hver signatar inviteres først når den forrige har signert.

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. Signer din side nå does it before you send, and afterwards shows Du har signert din side. Sending a document you have not signed yourself invites the question of whether you meant it.

4. Write the email. Send til signering — Vi sender hver mottaker en sikker lenke for å gjennomgå og signere.

• Språk: 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.
• Melding: Skriv din egen, one of Dine lagrede meldinger, or a Ferdige 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 Melding. Leave the message empty to send the standard line in the chosen language.
• Sett inn en opplysning: Fylles inn per mottaker når e-posten sendes.
• Lagre som ny melding 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-poster 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 Gjør til standard, save your edits back to it, or remove it.
• Forhåndsvis det de mottar before you commit. It shows the email in the chosen language.

5. Set delivery and expiry. Levering is E-post or E-post + SMS — {{withPhone}} av {{total}} mottakere har telefonnummer og får også SMS. Signatarer uten telefonnummer får fortsatt bare e-posten. SMS noticeably shortens the wait on a document someone is expecting.

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

Automatiske påminnelser: Send automatiske påminnelser til signatarer som ikke har signert.

6. Choose what the recipient has to do. Hva mottakeren skal gjøre:

• Signere det: De tegner eller skriver en signatur. Dette er det vanlige valget for alt som er bindende.
• Godta det, uten signatur: Ett klikk for å godta. Dokumentet fullføres, forsegles og får attest som vanlig, og attesten sier at de godtok i stedet for å signere.
• Bare lese det: Ingen Godta og ingen Avslå. Bruk dette når du sender noe kun 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 Hva mottakeren skal gjøre; whoever sends a document from it can still change it for that one.

7. Optionally close the deal automatically. Merk den tilknyttede salgsmuligheten som vunnet når alle har signert — Dette utløser avtalens vinn-automatisering (abonnement / faktura).

8. Send dokumentet.

Ikke klar til å sendes appears rather than a failed send if something is missing: Legg til minst én signatar med navn og e-post., Hvert signaturfelt må være tildelt en signatar., Velg en utløpsdato. or Utløpsdatoen kan ikke være i fortiden. See What is checked before a document goes out.