Digital Signing
Some responses to an action request need a signature before you can submit them. You place your signature on the document in the action request window, and when you submit your reply Docwize signs the document for you. The file as it was before signing is kept as an earlier version of the document. How to open an action request and reply to it is described in Completing Action Requests; this page covers the signature.
What you can do in Digital Signing
- See when a response needs a signature
- Create a signature by typing your name or uploading an image of it
- Place a signature on the document, copy it, delete it or put it on every page
- Complete the action request with the signature
When a response needs a signature
Each response an action request offers can be set up to need a signature. When you choose one of those responses, Submit stays disabled and the panel says why. A response that does not need a signature can be submitted without one.
A signature is required: Submit stays disabled
Show me how, beside the message, starts a short guided tour that points to the Signature tool. Once a signature is on the document, the message goes and Submit is available.
The Signature panel
The Signature icon in the toolbar on the left of the document opens the Signature panel. It lists the signatures saved for your account and lets you manage them.
The Signature panel
| Item | Description |
|---|---|
| Edit Signature Appearance (pencil icon) | Opens the Signature Editor. See The Signature Editor. |
| Drag to size | When switched on, you drag across the page to set the size of the signature as you place it. |
| A saved signature | Select it to place it on the document. A signature saved only in this browser carries a globe icon. |
| Trash icon | Deletes the signature. |
| Create New Signature | Opens Create Signature to add a new signature. |
The Signature Editor
The Signature Editor sets how a signature looks when it is applied: the border (its colour, thickness, radius, padding and end cap style), and whether the name, location, reason and date are shown with it. Select a saved signature under Server Signatures to see it in the preview.
The Signature Editor
Creating a signature
Create New Signature opens Create Signature, which has Text, Draw and Upload tabs. The Text and Upload tabs are described below.
| Tab | Description |
|---|---|
| Text | Type a name. Docwize draws the signature from it. |
| Upload | Upload an image of your signature, then crop it. |
Create Signature, Text tab
Save adds the signature to your account's list.
Uploading and cropping a signature
On the Upload tab, choose an image of your signature. A frame appears over the image: drag the box over the signature, then select Process. The background is removed.
Cropping an uploaded signature
The processed signature
| Item | Description |
|---|---|
| Save locally only (not synced to server) | When ticked, the signature is kept in this browser only. It is not synced to the server and is not added to your account's list. |
Placing a signature
Select a saved signature in the Signature panel, then click on the page where it should go.
A signature placed on the document
Right-click signature options
Right-click a placed signature for more options.
The right-click menu of a placed signature
| Option | Description |
|---|---|
| Delete | Removes the signature from the page. |
| Duplicate | Makes a copy of the signature. |
| Add to all pages | Puts the signature on every page of the document, after you confirm in Confirm Signature Placement. |
How to sign a document in an action request
| Step | Description |
|---|---|
| 1 | Open the action request from the Inbox. The window opens with the document. |
| 2 | Select the Signature icon in the toolbar on the left. |
| 3 | Select a saved signature, or select Create New Signature to make one. |
| 4 | Click on the page where the signature should go. |
| 5 | Select Complete Action. |
| 6 | Choose the response that needs a signature. Submit is available once the signature is on the document. |
| 7 | Select Submit. The document is signed and your reply is recorded. |
When you submit, Docwize signs the document with the signature you placed, keeps the unsigned file as an earlier version, and records your reply. If nothing follows the request in the workflow, the workflow is complete.
The video below creates a signature, places it on the document and submits the approval.
Example: Signing a document to complete an action request
The approval, signed and complete
Related pages
- Completing Action Requests: opening an action request, the reply panel and what happens after you submit
- Annotations: signing a document outside a workflow, and the other annotation tools
- File Versions: the unsigned file kept as an earlier version