Digital Signing

Sometimes a user is requested to complete a signing action request. The signature is burnt into the document, turning Word, Excel, and other document formats into a PDF. The digital signature prevents tampering with the contents of the document. Databases can be configured so that MFA is required for signatures. Documents can be signed or initialed in Docwize.

What users can do in Digital Signing

• Create and manage saved signatures or initials
• Place a signature on a workflow document
• Use right-click options on a placed signature
• Complete a signing action request from the Inbox

Digital Signature

Signature Panel

Clicking the signature icon in the vertical toolbar of a document opens the Signature panel. This panel lists all saved signatures and provides options to manage them.

Signature Panel

Item	Description
Drag to size	When enabled, a placed signature can be resized by dragging.
Saved signature	Each saved signature is listed and can be selected for placement. Click the delete icon to remove a signature.
Edit (pencil icon)	Opens the signature for editing.
Create New Signature	Opens the ‘Create Signature’ dialog to add a new signature.

Creating a Signature

Clicking Create New Signature opens the ‘Create Signature’ dialog. Users can create a signature using one of three methods:

Tab	Description
Text	Type a signature name. Docwize renders it in a signature-style font.
Draw	Draw a signature freehand.
Upload	Upload a pre-existing signature image from the user’s device.

Field	Description
Save locally only (not synced to server)	When checked, the signature is saved to the local device only and is not synced to the Docwize server.

Create Signature Dialog

Right-click signature options

Once a signature is created, it can be selected for placement on a document. Once placed, users can 'right-click' on a signature.

'Right-click'

Field	Description
Delete	Deletes the selected signature
Duplicate	Enables users to duplicate the signature.
Add to All Pages	Enables users add initials/a signature to every page. This feature is more convenient in instances where each page requires initials.

How to sign a document in a workflow

Step	Description
1	Click on the "Open" button of the relevant Action Request Card.
2	Click on the Signature icon in the vertical toolbar.
3	Create/select the relevant signature.
4	Place the signature in the relevant spot on the document.
5	Click on 'Complete Action' and select the relevant response.
6	Click on the 'Submit' button.

Here is an example of signing a document in a workflow:

Example: Signing a Document