When you have access to the Sign dashboard, you can start creating dossiers and invite recipients to sign your documents. Follow these steps to create dossiers:
Step 1: Access the Sign App
Open the Sign app from the App menu or click here.
Step 2: Start a New Dossier
From the Overview page (or My dossiers / Team dossiers), click the “New Dossier” button in the upper right corner to create a new dossier.
Step 3: Set Basic Parameters
When creating a new dossier, set the following basic parameters:
- Send on behalf of: By default, this is set to 'Myself (private)'. It can only be changed if you are part of a team (or manage teams). To send the dossier on behalf of a team, first create a team in the Settings menu.
- Identity Verification: No Identity Verification is required by default. If you have activated one or more ID Verification methods, you can specify the required level. To request Identity Verification, press the 'Request' button, which will send a mail to CM.com, and they will contact you regarding your request.
Press continue to proceed to the next step.
Step 4: Upload Documents
Upload a document (.PDF / .DOC(X) / .RTF) via the ''Upload document'' option in the left menu or drag the document into the screen (e.g., a quotation, contract, or any other document you want to be signed). Note that there is a maximum size of 10MB per document. This limit applies per document, but you can upload multiple documents in one dossier, exceeding the 10MB limit in total.
Step 5: Add Recipients
- Click on ''add recipient'' to fill in the details of the recipient who needs to approve/sign the document.
- Multiple Signatures: Add more recipients if multiple people need to sign.
- Signing Order: Specify the order in which people should sign if needed.
- Review Only: Add a person to review and approve the contract without signing.
Step 6: Set Signature Fields
Determine the positions of the signature, initials, date, or open text fields. Use the left menu to select the required signatures for your document, then drag the fields to the appropriate positions within the document.
- Save as Template: If you plan to use a similar sized contract frequently, click on ''Save as template''. This will automatically place the fields in the correct positions for future use.
Ensure everything is correctly placed in the document, then click the ''Create dossier'' button.
Step 7: Send the Dossier
In the next screen, add a personal message for each recipient and verify that all entered data is correct. If everything is accurate, click "Send dossier" to send it to the intended recipients. After sending, the dossier will appear on your overview page or under 'My dossiers'. You will also receive email updates when a recipient has approved/signed/declined the dossier, allowing you to track its status. If in doubt, you can always check the dashboard for the dossier's status.
