So, is it time for the counterparty to sign the document? Just follow the following easy steps below:
Step 1: Receiving an e-signing invitation. The counterparty will receive an email from email@example.com with the following object: "You have been invited by senders name to sign the following document".
Once opened, the counterparty will need to click on "Go to document".
Please note that this email can sometimes be in the spam folder. So please ask the counterparty to check there as well.
Step 2: Unlocking the document. Once the counterparty clicks on the link, a new window will open asking for a code.
As a result, a second email will be sent from firstname.lastname@example.org to the counter-party with the subject "Zegal verification code". This email contains a code allowing the counter-party to access the document.
The counter-party will input the code and click on "Next" to unlock the document.
Step 3: After the 'Next' button is clicked, the app takes to the document.
Note: In this example, the user has been given a member role which enables them to see only the step they are added in.
Step 4: The counter-party is to sign and confirm the signature.
Step 5: Once everyone in the document signs, the document can be downloaded in. PDF only. This is to make sure no further changes can be made to the contract.