Signing a document with a counterparty
Your partner can sign documents sent to them both when using the normal mode of communication in the system and when communicating in the guest interface.
The signature of the counterparty contact can be provided in the document creation form or in the Document details tab by adding a new signature in the Signatures and approvals section.
When the Counterparty validation feature is enabled, counterparties that have not yet been validated cannot be selected as signatories and recipients in document distribution. However, you can communicate with such counterparties in the system.
After receiving the signatures of your company and Intercompany's external contacts, the document will be available for modification with the permission of the counterparties who signed the document.
Before sending a document for signature to a counterparty contact, you can provide additional settings for the pending signature: the waiting period and whether the document will be automatically withdrawn from the signature after this period expires or not. Read more about this in this article.
If an external contact refuses to sign a document in the Font system for some reason, we suggest using the signature import method. Read more about importing signatures in this article.
Group signing
You can send a document for signature to several counterparties. Learn more about this in the Group signing section of the Signing documents article. Subscribers can be many individual contacts, Groups of recipients, or Public access (everyone who has the link).
When sending a document for group signing, you can predict what kind of signature the counterparty will be able to put: a simple electronic signature (facsimile) or an electronic signature based on a qualified certificate (QES/AES).
Signing the document at the link Public access
The Public access link can be placed on any public resources: websites, messengers, etc. By widely disseminating a link to such a document, you not only solve the issue of communicating information to your clients, but also the possibility of receiving documents from each client who has signed the document.
Signatory Public access in a document can be useful for various processes of working with counterparties when their composition is not known in advance:
Collecting applications from customers in a form defined by the company, including the list of files that the customer must attach. This can be a loan application or an application for an Internet service.
Signing standard contracts. For example, these can be contracts for services of any kind, in which the company has already signed the document, and when identifying the counterparty, the created separate copy of the document inherits the company's signature and receives the counterparty's signature. Thus, a company can sign a contract once and receive many contracts signed by clients.
Signing agreements with employees, such as NDAs (non-disclosure agreements) or instructions on fire safety, working conditions, etc. In such documents, the employee acts as an external contact.
The company that is the source of a Public access document receives not only signed documents, but also the data of its counterparties and clients, which, in the process of client identification, are saved to its Counterparties directory and can be used for communication with them in the future.
If the signing process for a group signature with Public Access is stopped (the signature line will show the status "Process completed"), the creation of new child documents for signing will be stopped.
And if the Public Access link is not deactivated, then guest contacts will be able to communicate with the source company within this (parent) document after verifying their email.