Knowledge Center next icon Identity & Sign next icon Sign next icon Introduction to Sign by CM.com
Sep 20, 2022
2 minutes read

Introduction to Sign by CM.com

Sign by CM.com is a comprehensive electronic signature solution designed to streamline the process of signing contracts, agreements, and documents. This solution eliminates the need for printing or scanning, ensuring that signing processes are both quick and secure.

Key Features and Functionalities

To efficiently manage document signing, you create a sign request. A sign request comprises a dossier, which includes one or more documents that need signatures. Dossiers can have various statuses to help you manage and track their progress:

  • Total: Displays all statuses of dossiers sent by you.
  • Completed: Shows only the dossiers that have been fully signed.
  • Pending: Displays dossiers where not all recipients have signed.
  • Declined: Shows dossiers that have been rejected by a recipient.
  • Expired: Displays dossiers that have not been signed within a set period.

Overview Page

When using Sign by CM.com, the platform opens to the overview page, providing:

  • A clear view of the number of documents in different statuses.
  • Options to create a new dossier from scratch.
  • The ability to use a template to create a new dossier.
  • Quick access to a variety of features via the menu.

MY DOSSIERS

Displays all dossiers created by you, whether sent privately or on behalf of a team.

TEAM DOSSIERS

Displays all dossiers sent on behalf of teams you are part of. Visibility of dossiers is dependent on your membership status within the team.

BULK

Allows sending multiple dossiers at once, with the current limitation of sending a single document to a single recipient per document.

ARCHIVE

When activated, dossiers are automatically added to the archive. Documents from the dossier are stored in CM.com's data center in the Netherlands, with the option to host documents in a public cloud upon request.

TASKS (ASSIGNED TO ME)

As a signatory, you receive notifications when you need to approve or sign a document.

LIBRARY (TEMPLATES)

Templates allow you to save predefined settings and signing fields for documents that you send regularly, simplifying the preparation of new dossiers.

NOTIFICATIONS

As the Dossier Owner, you receive real-time status updates through the dashboard and email notifications when a document is signed. Notifications include the signed documents and the related audit report.

By utilizing Sign by CM.com, you can ensure your document signing processes are efficient, secure, and environmentally friendly. Visit the Sign by CM.com page to explore more about eSigning.

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