Creating and sending document projects

From your dashboard, click on "New Signature" on the top right corner: On the next screen, click on the "Click here to upload" button to select a file from your computer. YumiSign supports PDFs, images and usual word-processors files (more information here): Then, click "next" to add some recipients. Click

Templates are reusable projects, perfect for repetitive tasks. Templates are available in Basic and above plans. Some use cases * Several people must sign the same document individually * The same document must be signed every month Creating a template Creating a template is simple. From your dashboard, first click on "Templates"

In many countries, companies use stamps next to their signature to display their legal information. Creating a company stamp Company stamps are available from Enterprise plans and higher. To create a company stamp, go to your profile settings. From there, in the left column, click on "Digital stamps" and "New

When you delete a template or a document, it will be sent to the recycle bin. Accessing the bin You can access the bin by clicking on the "Bin" button on the left menu: There, you will find all your recently deleted templates and documents: From there, you can see

To cancel an ongoing signature request, follow those steps: 1. Go to your projects 2. Click on the "..." menu 3. Select "Cancel" 4. Confirm This will cancel the project and all associated requests. Once every recipient has signed the project, the project becomes uncancelable.

Reviewers are recipients that will not sign the document. While they do have to approve or decline the document and can block the project flow, they will not sign the document nor be included in the final cryptographic seal. Creating a project with a reviewer First, following this guide, create

By default, all recipients in a project will sign at the same time. But sometimes, you may want your recipients to sign in a defined order. In that purpose, you can define steps in your project. By assigning your recipients to different steps, you can customize your signature workflow. Creating

Sometimes, in addition to your recipient's signature, you may need some supporting documents from your recipient (an identity card or a proof of address for instance). You can therefore request attachments from your recipients. Requesting an attachment First, following this guide, create a simple project and add some recipients. On

Sometimes, you may want somebody to get a copy of the signed document, without needing to interact with the project. In that scenario, you can add a carbon copy recipient. Creating a CC Recipient First, following this guide, create a simple project and add a recipient. After your first recipient

The section "My Contacts" regroups a directory of all your contacts, in order to easily use them when creating a project. Creating a contact manually Go to "My contacts" and click on "New Contact". Enter a name and an email to create your recipient. From the same page, you can

Creating a project with forms First, you will need: * A YumiSign account with at least an "Enterprise" plan * A PDF file with embedded form fields To create a project using PDF embedded forms, simply upload a PDF with embedded formfields inside. Upon arriving on the designer, you will be prompted

Field types YumiSign supports a wide variety of fields. Fields can be associated to a recipient or a document. Here is a list of all the fields available and a small description: Signature field This is the most basic field, in which the recipient will send their signature. The signature