WiseSign makes it easy to request electronic signatures for various types of documents.
Documents eligible for signing could include, for example, board meeting minutes. Electronic signatures for contracts are still executed through the contract itself, You can find the instructions here.
To enable electronic document signing for your company, WiseNetwork needs to activate this feature. Please contact our support team via the admin management section, using the support icon (person with headphones).
WiseNetwork contracts automatically include 20 signatures per year. If you require more signatures, additional rights can be purchased here.
1. When you want to send a document for electronic signing, navigate in the system's administration panel to:
→ "CRM"
→ "Work"
→ "Documents"
2. If needed, create a new document in the system by clicking on:
→ "New document"
(Or select a desired document from the list by clicking its name)
3. Write the name and description of the document to be signed in the popup window that appears. Also, indicate how long the document will be available for signing.
Click "OK".
4. Navigate to the document by selecting "Go to document".
5. In the "Document Details" fields at the top of the page, you can edit basic information about the document, such as its name and the deadline for signing.
Tags = Tags can be added to the document to easily find specific types of documents on the document listing page.
Roles = Roles allow you to restrict individuals who can view the document. A role must already be created in the system's role management to be added here. If no role is specified, the document will be visible to anyone with access to the CRM.
6. Select the signatories for the document. Click on:
→ "Add a signatory"
In the popup window, search for the person in the CRM whom you want to add as a signer.
If you want to add multiple signers, each one needs to be added individually using the above method.
NOTE! A role that should not view the document must have the document set to "limited" in role management.
If "yes" is selected here, the role will be able to view the document even if roles are defined for the document.
7. Attach the document to be signed by clicking:
→ "Set Document"
This opens the file manager on your device, where you can locate the document to be signed. The attachment will not be saved to the media library.
8. Once the basic details of the document, signatories, and attached document are in order, you can send the document for signing.
Click on:
→ "Send Signing Invitations"
9. Check the boxes next to the names of the individuals to whom you want to send the document for signing in the popup window that appears.
Click:
→ "Send"
10. The signer will receive an email notification about the document requiring their signature. They can electronically sign the document using the link and instructions provided in the email, using their online banking credentials.
The signer can download the document attachments for review before signing. Additionally, they will receive links to the documents in the email confirmation once the signature process is successfully completed.
From the administration, you can see which signers have signed the document.