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How It Works?

The Shufti Pro e-Signature service allows you to instantly send documents to multiple recipients simultaneously, enabling them to sign from anywhere using their devices. By providing a secure and efficient way to obtain signatures, our service enhances flexibility and security while mitigating the risks associated with traditional paper-based signatures.

Quick Document Signing​

Clients can instantly send a document for signatures using these simple steps:

  • Navigate to e-Signature: Go to Product Demo and select e-Signature.
  • Initiate New Contract: Clients can start the contract creation process by selecting the option Create New from the contracts central.
  • Upload Document: Shufti Pro e-Signature supports a variety of file formats, including PDF, JPG, PNG, or JPEG. Upload files from your local device or select a ready-to-use template from the template library.
  • Add Recipient & Assign Action: Specify who receives your document and what action you want them to take. [Need to Sign or Receive a Copy]
  • Write Email Message: Compose a personalized email message for recipients to provide context for the document.
  • Add Drop Spaces: For each recipient, add drop spaces to your documents to gather the desired electronic signatures and other information, such as name, date signed, email, and stamp.
  • Set Expiration Time: Specify the expiration date for the signature request, after which the recipient will no longer have access to sign the contract.
  • Preview & Send: Review your field setup and send the contract to your recipients.

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Creation of Reusable Template​

Clients can create a customised reusable template by following these simple steps:

  • Navigate to e-Signature: Go to Product Demo and select e-Signature > Templates.
  • Create New Template: Clients can start the template creation process by selecting the option Create New from the templates section.
  • Upload Document: Shufti Pro e-Signature supports a variety of file formats, including PDF, DOCX, JPG, PNG, or JPEG. Upload files from your local device or select a ready-to-use template from the template library.
  • Add Role & Assign Action: Specify the roles of the recipients and what action you want them to take. [Need to Sign or Receive a Copy]
  • Write Email Message: Compose a personalized email message for recipients to provide context for the document.
  • Add Drop Spaces: For each role, add fields to your documents to gather the desired electronic signatures and other information, such as name, date signed, email, and stamp.
  • Save Template: Review your field setup and save the template for later use.
  • Use Template: Choose your desired template, give it a title, provide recipient information (name & email), specify expiry details, and send it to the recipients.

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e-Signature with Signer IDV​

Verify the identity of the signers by configuring e-Signature with identity verification services by following these simple steps:

  • Navigate to e-Signature: Go to Product Demo > Detailed KYC.
  • Choose Services: Clients are required to choose their preferred KYC services to pair with e-Signature from available options including Document Verification, Face Verification, AML, and Two-Factor Authentication (2FA) either separately or in combination.
  • Configure Verification Settings: Clients can configure the verification settings for each selected service.
  • Select e-Signature Template: Clients are required to select their preferred e-Signature Template, give it a title, provide recipient information (name & email), and set the document expiry date.
  • Send Identity Verification and Document Signing Link: Once the verification settings are configured and document information is added, send the identity verification link to recipients. Upon successful verification, they will receive the document signing email.

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Recipient Flow​

Recipients receive a secure invitation by email to review and sign documents electronically, ensuring a smooth and efficient signing experience. Here's how recipients sign the document:

  • Document Signing Invitation: Shufti Pro sends an invitation email to each recipient. This email typically includes a link to the document, and a summary of what action needs to be performed.
  • Signing Consent: Recipients provide signing consent to access the document for signing.
  • Signing a Document: The recipient locates the signing fields and electronically signs the document using various methods supported by our service. Supported Signature Method
  • Complete Signing: Once all required fields are signed, the recipient submits the document. Shufti Pro records the completion time and signature details for audit purposes.
  • Signing Notification: A notification email will be sent to the sender informing them that the document has been signed by the recipient.
  • Signed Document Copy: Upon completion of signing, recipients can obtain a copy of the signed document that contains the signatures of all recipients along with the Signature Certificate.
  • Signature Certificate: The signature certificate contains sender, recipient, and document details, providing insights into all signing actions (sender initiation, recipient viewing, and completion) for your records and audit purposes.

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Supported Signature Method​

Recipients can employ various methods to add their signatures to documents.

  • Pre-set fonts Signatures: Recipients can choose from a library of pre-defined signatures . This option is ideal for frequently used or standardized signatures.
  • Uploaded Signature Image: Recipients can upload an image of their wet signature (physical signature on paper) for electronic document signing. This image file should be in a commonly supported format (e.g., PNG, JPG).
  • Signature Draw Pad: Recipients can sign directly on the document by drawing signature in the real-time. The e-Signature service will capture this drawn signature electronically.

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