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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